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 | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investments in Mutual Funds * American Funds Investment Company of America Class R4 | Other securities | — | — | $2.4M | 10.5% | |
| American Funds New Perspective Fund Class R4 | Other securities | — | — | $2.2M | 9.5% | |
| American Funds AMCAP Fund Class R4 | Other securities | — | — | $2.1M | 8.9% | |
| American Funds The Growth Fund of America Class R4 | Other securities | — | — | $1.8M | 7.8% | |
| American Funds American Balanced Fund Class R4 | Other securities | — | — | $1.8M | 7.6% | |
| American Funds Washington Mutual Investors Fund Class R4 | Other securities | — | — | $1.7M | 7.4% | |
| American Funds 2045 Target Date Retirement Fund Class R4 | Other securities | — | — | $1.3M | 5.6% | |
| American Funds 2055 Target Date Retirement Fund Class R4 | Other securities | — | — | $1.3M | 5.4% | |
| American Funds Capital World Growth and Income Fund Class R4 | Other securities | — | — | $989K | 4.3% | |
| American Funds 2035 Target Date Retirement Fund Class R4 | Other securities | — | — | $960K | 4.1% | |
| American Funds Fundamental Investors Class R4 | Other securities | — | — | $889K | 3.8% | |
| American Funds 2050 Target Date Retirement Fund Class R4 | Other securities | — | — | $876K | 3.8% | |
| BlackRock iShares S&P 500 Index Fund Investor A Shares | Other securities | — | — | $856K | 3.7% | |
| T. Rowe Price Blue Chip Growth Fund Growth Advisor | Other securities | — | — | $702K | 3.0% | |
| American Funds 2030 Target Date Retirement Fund Class R4 | Other securities | — | — | $693K | 3.0% | |
| Investment in Money Market Fund * American Funds U.S. Government Money Market Fund | Cash / Money Market | — | — | $539K | 2.3% | |
| American Funds 2040 Target Date Retirement Fund Class R4 | Other securities | — | — | $456K | 2.0% | |
| American Funds 2025 Target Date Retirement Fund Class R4 | Other securities | — | — | $429K | 1.8% | |
| American Funds 2060 Target Date Retirement Fund Class R4 | Other securities | — | — | $392K | 1.7% | |
| PGIM Investments Total Return Bond Fund Class A | Other securities | — | — | $254K | 1.1% | |
| Lord Abbett Short Duration Income Fund Class R4 | Other securities | — | — | $138K | 0.6% | |
| American Funds 2020 Target Date Retirement Fund Class R4 | Other securities | — | — | $105K | 0.5% | |
| American Funds 2065 Target Date Retirement Fund Class R4 | Other securities | — | — | $100K | 0.4% | |
| Victory Capital Management Sycamore Established Value Fund Class A | Other securities | — | — | $99K | 0.4% | |
| Invesco Developing Markets A | Other securities | — | — | $75K | 0.3% | |
| Columbia Mgmt Investment Advisors Small Cap Index Fund Class A | Other securities | — | — | $64K | 0.3% | |
| Fidelity Advisor Asset Manager 50% A | Other securities | — | — | $40K | 0.2% | |
| Franklin Templeton Investments Global Bond Fund Class A | Other securities | — | — | $21K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund Class R4 | Other securities | — | — | $13K | <0.1% | |
| MFS Fund Distributors Equity Income Fund Class R3 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
