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 | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Washington Mutual Investor Fund RIC Not applicable | Other securities | — | — | $350K | 15.9% | |
| American Funds The Growth Fund of America RIC Not applicable | Other securities | — | — | $346K | 15.7% | |
| American Funds Capital World Growth and Income Fund RIC Not applicable | Other securities | — | — | $155K | 7.0% | |
| American Funds AMCAP Fund RIC Not applicable | Other securities | — | — | $137K | 6.2% | |
| American Funds The Income Fund of America RIC Not applicable | Other securities | — | — | $132K | 6.0% | |
| American Funds American High Income Trust RIC Not applicable | Other securities | — | — | $123K | 5.6% | |
| American Funds Money Market Fund RIC Not applicable | Cash / Money Market | — | — | $114K | 5.2% | |
| American Funds Fundamental Investors RIC Not applicable | Other securities | — | — | $113K | 5.1% | |
| American Funds American Balanced Fund RIC Not applicable | Other securities | — | — | $102K | 4.6% | |
| American Funds SMALLCAP World Fund RIC Not applicable | Other securities | — | — | $86K | 3.9% | |
| American Funds New Perspective Fund RIC Not applicable | Other securities | — | — | $85K | 3.9% | |
| American Funds The Bond Fund of America RIC Not applicable | Other securities | — | — | $83K | 3.8% | |
| American Funds 2035 Target Date Fund RIC Not applicable | Other securities | — | — | $79K | 3.6% | |
| Invesco Main Street Mid Cap Fund RIC Not applicable | Other securities | — | — | $76K | 3.5% | |
| Franklin Real Estate Securities Fund RIC Not applicable | Other securities | — | — | $61K | 2.8% | |
| American Funds 2055 Target Date Fund RIC Not applicable | Other securities | — | — | $36K | 1.6% | |
| American Funds 2040 Target Date Fund RIC Not applicable | Other securities | — | — | $32K | 1.5% | |
| American Funds Capital Income Builder RIC Not applicable | Other securities | — | — | $28K | 1.3% | |
| American Funds 2065 Target Date Fund RIC Not applicable | Other securities | — | — | $18K | 0.8% | |
| American Funds 2060 Target Date Fund RIC Not applicable | Other securities | — | — | $16K | 0.7% | |
| Blackrock 60/40 Target Allocation Fund RIC Not applicable | Other securities | — | — | $10K | 0.4% | |
| American Funds 2015 Target Date Fund RIC Not applicable 34 * American Funds 2020 Target Date Fund RIC Not applicable 26 * American Funds 2025 Target Date Fund RIC Not applicable | Other securities | — | — | $7K | 0.3% | |
| American Funds 2030 Target Date Fund RIC Not applicable | Other securities | — | — | $5K | 0.2% | |
| American Funds 2045 Target Date Fund RIC Not applicable 266 * American Funds 2050 Target Date Fund RIC Not applicable | Other securities | — | — | $3K | 0.1% | |
| maturing 2027 - | 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.
