Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH RETIREMENT PN SERV | — | IRVINE, CA | RECORDKEEPER | $250 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST. LOUIS, MO | INVESTMENT ADVISOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Fund R2 | Other securities | — | — | $1.2M | 24.9% | |
| American Funds 2040 Target Date Fund R2 | Other securities | — | — | $814K | 16.4% | |
| American Funds 2025 Target Date Fund R2 | Other securities | — | — | $759K | 15.3% | |
| American Funds 2045 Target Date Fund R2 | Other securities | — | — | $676K | 13.6% | |
| American Funds 2035 Target Date Fund R2 | Other securities | — | — | $593K | 11.9% | |
| American Funds 2050 Target Date Fund R2 | Other securities | — | — | $425K | 8.6% | |
| American Funds 2020 Target Date Fund R2 | Other securities | — | — | $140K | 2.8% | |
| American Funds 2055 Target Date Fund R2 | Other securities | — | — | $84K | 1.7% | |
| American Funds 2065 Target Date Fund R2 | Other securities | — | — | $36K | 0.7% | |
| American Funds U.S. Government Money Market R2 | Cash / Money Market | — | — | $32K | 0.7% | |
| American Funds American Balanced R2 | Other securities | — | — | $26K | 0.5% | |
| American Funds 2060 Target Date Fund R2 | Other securities | — | — | $23K | 0.5% | |
| s * American Funds 2010 Target Date Fund R2 | Mutual Funds | — | — | $18K | 0.4% | |
| American Funds 2015 Target Date Fund R2 | Other securities | — | — | $15K | 0.3% | |
| American Funds Fundamental Invs R2 315 * American Funds Bond Fund of America R2 | Other securities | — | — | $15K | 0.3% | |
| ClearBridge Mid Cap Class C | Other securities | — | — | $13K | 0.3% | |
| American Funds AM CAP R2 | Other securities | — | — | $12K | 0.2% | |
| Oppenheimer International Growth C | Other securities | — | — | $11K | 0.2% | |
| Invesco Global Real Estate C | Other securities | — | — | $11K | 0.2% | |
| Invesco Diversified Dividend C | Other securities | — | — | $10K | 0.2% | |
| American Funds Interm BD FD of America R2 | Other securities | — | — | $4K | <0.1% | |
| Franklin Global Equity C | Other securities | — | — | $3K | <0.1% | |
| American Funds Capital World G/I R2 | 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.
