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 | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTATION MANAGEMENT COMPANY LLC | — | DENHAM SPINGS, LA | OTHER | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AF 2040 Target Date Retirement Mutual Funds N/A | Other securities | — | — | $2.7M | 18.3% | |
| AF 2035 Target Date Retirement Mutual Funds N/A | Other securities | — | — | $2.5M | 17.3% | |
| AF 2050 Target Date Retirement Mutual Funds N/A | Other securities | — | — | $2.0M | 13.8% | |
| AF 2045 Target Date Retirement Mutual Funds N/A | Other securities | — | — | $1.9M | 13.2% | |
| AF 2030 Target Date Retirement Mutual Funds N/A | Other securities | — | — | $1.2M | 7.9% | |
| AF 2025 Target Date Retirement Mutual Funds N/A | Other securities | — | — | $1.1M | 7.4% | |
| AF 2055 Target Date Retirement Mutual Funds N/A | Other securities | — | — | $868K | 5.9% | |
| Fidelity Advisor Equity Growth Mutual Funds N/A | Other securities | — | — | $283K | 1.9% | |
| AF 2010 Target Date Retirement Mutual Funds N/A | Other securities | — | — | $251K | 1.7% | |
| AF 2020 Target Date Retirement Mutual Funds N/A | Other securities | — | — | $251K | 1.7% | |
| AF Investment Co of America Mutual Funds N/A | Common Stock | — | — | $237K | 1.6% | |
| AF Growth Fund of America Mutual Funds N/A | Other securities | — | — | $229K | 1.6% | |
| JP Morgan Mid Cap Growth Mutual Funds N/A | Other securities | — | — | $229K | 1.6% | |
| AF 2060 Target Date Retirement Mutual Funds N/A | Other securities | — | — | $165K | 1.1% | |
| Invesco Corporate Bond Mutual Funds N/A 519 * AF US Govt Money Market Mutual Funds N/A | Cash / Money Market | — | — | $146K | 1.0% | |
| Fidelity Advisor Small Cap Mutual Funds N/A | Other securities | — | — | $130K | 0.9% | |
| AF American Balanced Mutual Funds N/A | Other securities | — | — | $119K | 0.8% | |
| AF 2015 Target Date Retirement Mutual Funds N/A | Other securities | — | — | $94K | 0.6% | |
| Money Market - | Cash / Money Market | — | — | $65K | 0.4% | |
| AF 2065 Target Date Retirement Mutual Funds N/A | Other securities | — | — | $33K | 0.2% | |
| AF Amcap R2 Mutual Funds N/A | Other securities | — | — | $30K | 0.2% | |
| MFS Utilities Mutual Funds N/A | Other securities | — | — | $22K | 0.1% | |
| American Century Equity Income Mutual Funds N/A | Other securities | — | — | $21K | 0.1% | |
| AF Capital Income Builder Mutual Funds N/A | Other securities | — | — | $18K | 0.1% | |
| MFS International Diversification Mutual Funds N/A | Other securities | — | — | $3K | <0.1% | |
| Goldman Sachs Short Duration Bond Mutual Funds N/A | Other securities | — | — | $3K | <0.1% | |
| AF Bond Fund of America Mutual Funds N/A | Other securities | — | — | $3K | <0.1% | |
| JP Morgan International Equity Mutual Funds N/A | Other securities | — | — | $2K | <0.1% | |
| Blackrock High Yield Bond Mutual Funds N/A | 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.
