Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America | Other securities | — | — | $2.4M | 25.0% | |
| American Funds Fundamental Investors | Other securities | — | — | $1.6M | 15.9% | |
| American Funds SmallCap World Fund | Other securities | — | — | $1.2M | 12.3% | |
| American Funds New Economy Fund | Other securities | — | — | $1.1M | 10.8% | |
| American Funds New Perspective Fund | Other securities | — | — | $823K | 8.4% | |
| American Funds Money Market Fund | Cash / Money Market | — | — | $450K | 4.6% | |
| American Funds Governmental Securities Fund | Other securities | — | — | $285K | 2.9% | |
| American Funds Capital World Growth and Income Fund | Other securities | — | — | $268K | 2.7% | |
| American Funds Target Date 2030 | Other securities | — | — | $197K | 2.0% | |
| American Funds Target Date 2040 | Other securities | — | — | $193K | 2.0% | |
| American Funds Washington Mutual Investors Fund | Other securities | — | — | $169K | 1.7% | |
| American Funds Bond Fund of America | Other securities | — | — | $134K | 1.4% | |
| American Funds Target Date 2035 | Other securities | — | — | $133K | 1.4% | |
| American Funds Target Date 2050 | Other securities | — | — | $130K | 1.3% | |
| American Funds Capital Income Builder | Other securities | — | — | $115K | 1.2% | |
| American Funds Target Date 2055 | Other securities | — | — | $108K | 1.1% | |
| American Funds Income Fund of America | Other securities | — | — | $101K | 1.0% | |
| American Funds Target Date 2025 | Other securities | — | — | $57K | 0.6% | |
| American Funds Target Date 2015 | Other securities | — | — | $47K | 0.5% | |
| American Funds Target Date 2045 | Other securities | — | — | $46K | 0.5% | |
| American Funds Target Date 2060 | Other securities | — | — | $29K | 0.3% | |
| American Funds Target Date 2065 | Other securities | — | — | $20K | 0.2% | |
| American Funds Target Date 2020 | Other securities | — | — | $7K | <0.1% | |
| American Funds Target Date 2010 | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
