Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LONGLEAF ADVISORY SERVICES | — | WEST COLUMBIA, SC | INVESTMENT ADVISOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Fidelity 500 Index | Other securities | — | — | $1.3M | 42.2% | |
| American Funds American Funds 2040 Trgt Date Retire | Other securities | — | — | $812K | 26.4% | |
| American Funds American Funds 2040 Trgt Date Retire | Other securities | — | — | $656K | 21.4% | |
| American Funds American Funds 2030 Trgt Date Retire | Other securities | — | — | $582K | 19.0% | |
| American Funds American Funds 2030 Trgt Date Retire | Other securities | — | — | $484K | 15.8% | |
| American Funds American Funds 2045 Trgt Date Retire | Other securities | — | — | $297K | 9.7% | |
| American Funds American Funds 2035 Trgt Date Retire | Other securities | — | — | $249K | 8.1% | |
| American Funds American Funds 2045 Trgt Date Retire | Other securities | — | — | $241K | 7.8% | |
| American Funds American Funds 2035 Trgt Date Retire | Other securities | — | — | $229K | 7.4% | |
| American Funds American Funds 2025 Trgt Date Retire | Other securities | — | — | $225K | 7.3% | |
| American Funds American Funds 2015 Trgt Date Retire ** 686 * American Funds American Funds 2020 Trgt Date Retire | Other securities | — | — | $130K | 4.2% | |
| American Funds Fidelity 500 Index | Other securities | — | — | $128K | 4.2% | |
| American Funds American Funds 2020 Trgt Date Retire | Other securities | — | — | $126K | 4.1% | |
| American Funds Schwab US Large Cap Growth Index | Other securities | — | — | $110K | 3.6% | |
| American Funds American Funds 2025 Trgt Date Retire | Other securities | — | — | $97K | 3.1% | |
| American Funds Blackrock Technology Opportunities Instl | Other securities | — | — | $92K | 3.0% | |
| American Funds American Funds 2050 Trgt Date Retire | Other securities | — | — | $81K | 2.6% | |
| American Funds American Funds 2055 Trgt Date Retire | Other securities | — | — | $76K | 2.5% | |
| American Funds Schwab US Large Cap Growth Index | Other securities | — | — | $70K | 2.3% | |
| American Funds American Funds 2050 Trgt Date Retire | Other securities | — | — | $60K | 2.0% | |
| American Funds Vanguad Mid Cap Growth Index - Admiral | Other securities | — | — | $59K | 1.9% | |
| American Funds American Funds 2055 Trgt Date Retire | Other securities | — | — | $52K | 1.7% | |
| American Funds Blackrock Technology Opportunities Instl | Other securities | — | — | $52K | 1.7% | |
| American Funds MFS International Diversification | Other securities | — | — | $49K | 1.6% | |
| American Funds Vanguard Small Cap Index Fund - Admiral | Other securities | — | — | $48K | 1.6% | |
| American Funds American Funds 2060 Trgt Date Retire | Other securities | — | — | $48K | 1.6% | |
| American Funds Vanguard Mid Cap Growth Index - Admiral | Other securities | — | — | $46K | 1.5% | |
| American Funds DFA Global Equity 1 | Other securities | — | — | $44K | 1.4% | |
| American Funds American Funds 2060 Trgt Date Retire | Other securities | — | — | $44K | 1.4% | |
| American Funds JP Morgan Equity Income | Other securities | — | — | $40K | 1.3% | |
| American Funds DFA US Small Cap Growth Institutional | Other securities | — | — | $38K | 1.2% | |
| American Funds Vanguard Small Cap Index Fund - Admiral | Other securities | — | — | $37K | 1.2% | |
| American Funds American Funds 2065 Trgt Date Retire | Other securities | — | — | $21K | 0.7% | |
| American Funds American Funds 2065 Trgt Date Retire | Other securities | — | — | $20K | 0.7% | |
| American Funds Vanguard Mid Cap Index ADM | Other securities | — | — | $17K | 0.6% | |
| s * American Funds American Funds New World | Pooled Separate Accounts | — | — | $16K | 0.5% | |
| American Funds DFA US Small Cap Growth Instituional | Other securities | — | — | $14K | 0.5% | |
| American Funds MFS International Diversification | Other securities | — | — | $13K | 0.4% | |
| American Funds JP Morgan Equity Income | Other securities | — | — | $11K | 0.4% | |
| General Accounts * American Funds Forfeiture Account | Other securities | — | — | $5K | 0.2% | |
| American Funds American Funds 2015 Trgt Date Retire | Other securities | — | — | $5K | 0.2% | |
| General Accounts * American Funds Forfeiture Account ** 4 Total General Accounts 4 Pooled Separate Accounts * American Funds American Funds New World | Other securities | — | — | $4K | 0.1% | |
| American Funds American Funds US Government Money Market | Cash / Money Market | — | — | $4K | 0.1% | |
| American Funds American Funds 2010 Trgt Date Retire | Other securities | — | — | $3K | <0.1% | |
| American Funds American Funds US Government Money Market | Cash / Money Market | — | — | $3K | <0.1% | |
| American Funds American Funds 2010 Trgt Date Retire | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $4K | — |
