Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSUREDPARTNERS CAPITAL INC DBA ASS | — | LAKE MARY, FL | OTHER | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Fund R3 | Other securities | — | — | $2.7M | 12.6% | |
| American Funds Growth Fund of Amer R3 | Other securities | — | — | $2.4M | 11.1% | |
| American Funds 2045 Target Date Fund R3 | Other securities | — | — | $2.2M | 10.0% | |
| American Funds 2040 Target Date Fund R3 | Other securities | — | — | $1.8M | 8.3% | |
| American Funds 2055 Target Date Fund R3 | Other securities | — | — | $1.7M | 8.2% | |
| American Funds American Balanced R3 | Other securities | — | — | $1.4M | 6.7% | |
| Davis NY Venture R | Other securities | — | — | $1.4M | 6.3% | |
| American Funds 2050 Target Date Fund R3 | Other securities | — | — | $1.3M | 5.9% | |
| American Funds 2030 Target Date Fund R3 | Other securities | — | — | $809K | 3.8% | |
| American Funds US Govt Money Market R3 | Cash / Money Market | — | — | $789K | 3.7% | |
| American Funds 2010 Target Date Fund R3 | Other securities | — | — | $614K | 2.9% | |
| Notes Receivable Participant Loans (Interest rates ranging | Participant loans | — | — | $476K | 2.2% | |
| American Funds Washington Mutual R3 | Other securities | — | — | $452K | 2.1% | |
| American Funds 2060 Target Date Fund R3 | Other securities | — | — | $401K | 1.9% | |
| American Funds Europacific Gr R3 | Other securities | — | — | $365K | 1.7% | |
| American Funds 2065 Target Date Fund R3 | Other securities | — | — | $350K | 1.6% | |
| Invesco Small Cap Growth R | Other securities | — | — | $329K | 1.5% | |
| American Funds 2020 Target Date Fund R3 | Other securities | — | — | $289K | 1.3% | |
| Franklin US Government Secs R | Other securities | — | — | $275K | 1.3% | |
| Janus Henderson Mid Cap Value R | Other securities | — | — | $265K | 1.2% | |
| American Funds Inc Fund of Amer R3 | Common Stock | — | — | $150K | 0.7% | |
| American Funds 2015 Target Date Fund R3 | Other securities | — | — | $135K | 0.6% | |
| Invesco Gold & Special Minerals R | Other securities | — | — | $80K | 0.4% | |
| American Funds American Hi Inc Tr R3 | Common Stock | — | — | $14K | <0.1% | |
| PGIM Total Return R | Other securities | — | — | $12K | <0.1% | |
| American Funds 2070 Target Date Fund R3 | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
