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 | — | IRVINE, CA | RECORDKEEPER | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund Mutual fund | Other securities | — | — | $1.3M | 25.1% | |
| American Funds Growth Fund Of Amer R6 Mutual fund | Other securities | — | — | $1.1M | 21.5% | |
| American Funds New Perspective R6 Mutual fund | Other securities | — | — | $557K | 10.8% | |
| Fidelity Puritan Mutual fund | Other securities | — | — | $384K | 7.4% | |
| J P Morgan Equity Income R6 Mutual fund | Other securities | — | — | $370K | 7.2% | |
| MFS Value R6 Mutual fund | Other securities | — | — | $344K | 6.7% | |
| American Funds American Balanced R6 Mutual fund | Other securities | — | — | $339K | 6.6% | |
| American Funds 2010 Target Date Fund R6 Mutual fund | Other securities | — | — | $180K | 3.5% | |
| American Funds 2045 Target Date Fund R6 Mutual fund | Other securities | — | — | $145K | 2.8% | |
| American Funds 2055 Target Date Fund R6 Mutual fund | Other securities | — | — | $105K | 2.0% | |
| American Funds 2060 Target Date Fund R6 Mutual fund | Other securities | — | — | $76K | 1.5% | |
| American Funds 2065 Target Date Fund R6 Mutual fund | Other securities | — | — | $62K | 1.2% | |
| American Funds 2050 Target Date Fund R6 Mutual fund | Other securities | — | — | $50K | 1.0% | |
| Fidelity Government Income Mutual fund | Other securities | — | — | $22K | 0.4% | |
| Participant loans 4.25% - 9.50% (Maturing 2025 - 29) | Bonds / Notes | — | — | $20K | 0.4% | |
| American Funds Us Govt Money Market R6 Mutual fund | Cash / Money Market | — | — | $16K | 0.3% | |
| American Funds 2025 Target Date Fund R6 Mutual fund | Other securities | — | — | $15K | 0.3% | |
| Fidelity Advisor Asset Manager 40% I Mutual fund | Other securities | — | — | $10K | 0.2% | |
| American Funds 2015 Target Date Fund R6 Mutual fund | Other securities | — | — | $4K | <0.1% | |
| American Funds 2035 Target Date Fund R7 Mutual fund | Other securities | — | — | $4K | <0.1% | |
| American Funds Global Gr Portfolio R-6 Mutual fund | Other securities | — | — | $3K | <0.1% | |
| American Funds Corporate Bond R6 Mutual fund ** 683 * American Funds Inflation Linked BD FD R6RILFX Mutual fund | Other securities | — | — | $3K | <0.1% | |
| American Funds Gr And Inc Port R-6 Mutual fund | Common Stock | — | — | $3K | <0.1% | |
| American Funds 2040 Target Date Fund R6 Mutual fund | 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.
