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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $43K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Large-Cap Growth Index | Other securities | — | — | $2.3M | 36.7% | |
| American Funds American Funds - 2025 | Other securities | — | — | $922K | 14.9% | |
| American Funds American Funds - 2030 | Other securities | — | — | $807K | 13.0% | |
| American Funds American Funds - 2040 | Other securities | — | — | $626K | 10.1% | |
| American Funds American Funds - 2035 | Other securities | — | — | $616K | 9.9% | |
| American Funds American Funds - 2020 | Other securities | — | — | $418K | 6.7% | |
| American Funds American Funds - 2045 | Other securities | — | — | $185K | 3.0% | |
| American Funds American Funds - 2050 | Other securities | — | — | $122K | 2.0% | |
| FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $99K | 1.6% | |
| Vanguard Mid-Cap Value Index | Other securities | — | — | $23K | 0.4% | |
| Vanguard Small Cap Growth Index | Other securities | — | — | $23K | 0.4% | |
| American Funds American Funds - 2055 | Other securities | — | — | $19K | 0.3% | |
| American Funds American Funds - 2060 | Other securities | — | — | $17K | 0.3% | |
| iShares Russell 1000 Large-Cap Index | Other securities | — | — | $11K | 0.2% | |
| American Funds Forfeiture account | Other securities | — | — | $10K | 0.2% | |
| DFA Real Estate Securities | Other securities | — | — | $7K | 0.1% | |
| iShares MSCI Total International Index | Other securities | — | — | $6K | <0.1% | |
| American Funds American Funds - 2065 | Other securities | — | — | $4K | <0.1% | |
| American Funds American Funds - 2010 | Other securities | — | — | $4K | <0.1% | |
| Nuveen Large-Cap Value Index | Other securities | — | — | $2K | <0.1% | |
| Vanguard Small Cap Value Index | Other securities | — | — | $1K | <0.1% | |
| Vanguard Mid-Cap Growth Index | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
