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 | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds Washington Mutual R6 | Other securities | — | — | $788K | 10.3% | |
| American Funds American Funds Growth Fund of Amer R6 | Other securities | — | — | $772K | 10.1% | |
| Fidelity Investments Fidelity Real Estate Investment | Other securities | — | — | $585K | 7.7% | |
| American Funds American Funds Europacific GR R6 | Other securities | — | — | $498K | 6.5% | |
| Vanguard 500 Index Fund - Admiral | Other securities | — | — | $484K | 6.3% | |
| Vanguard Information Technology Idx Adm | Other securities | — | — | $364K | 4.8% | |
| American Funds American Funds Capital World G/I R6 | Other securities | — | — | $363K | 4.8% | |
| American Funds American Funds Capital Inc Bldr R6 | Common Stock | — | — | $345K | 4.5% | |
| Fidelity Investments Fidelity Select Energy Portfolio | Other securities | — | — | $311K | 4.1% | |
| American Funds American Funds 2055 Target Date Fund R6 | Other securities | — | — | $284K | 3.7% | |
| Vanguard Mid Cap Index Adm | Other securities | — | — | $280K | 3.7% | |
| Vanguard Small Cap Index Fund - Admiral | Other securities | — | — | $253K | 3.3% | |
| American Funds American Funds 2025 Target Date Fund R6 | Other securities | — | — | $206K | 2.7% | |
| Vanguard Total Bond Market Index Admiral | Other securities | — | — | $199K | 2.6% | |
| Invesco Investments Invesco Gold & Special Minerals Y | Other securities | — | — | $173K | 2.3% | |
| American Funds American Funds New World R6 | Other securities | — | — | $144K | 1.9% | |
| Vanguard Short-Term Corp Bd Idx Admiral | Common Stock | — | — | $143K | 1.9% | |
| American Funds American Funds 2030 Target Date Fund R6 | Other securities | — | — | $131K | 1.7% | |
| American Funds American Funds 2050 Target Date Fund R6 | Other securities | — | — | $127K | 1.7% | |
| Fidelity Investments Fidelity Select Utilities | Other securities | — | — | $124K | 1.6% | |
| Fidelity Investments Fidelity Otc Portfolio | Other securities | — | — | $115K | 1.5% | |
| Pimco Real Return Instl | Other securities | — | — | $109K | 1.4% | |
| American Funds American Funds 2060 Target Date Fund R6 | Other securities | — | — | $108K | 1.4% | |
| Fidelity Investments Fidelity Select Financials Portfolio | Other securities | — | — | $90K | 1.2% | |
| American Funds American Funds US Govt Money Market R6 | Cash / Money Market | — | — | $86K | 1.1% | |
| American Funds American Funds 2040 Target Date Fund R6 | Other securities | — | — | $75K | 1.0% | |
| American Funds American Funds 2045 Target Date Fund R6 | Other securities | — | — | $73K | 1.0% | |
| American Funds American Funds 2035 Target Date Fund R6 | Other securities | — | — | $73K | 1.0% | |
| TCW Metwest TCW Metwest Total Return Bond I | Other securities | — | — | $72K | 0.9% | |
| Participant loans Interest rates range from 4.25% to 9.5% -0- | Bonds / Notes | — | — | $71K | 0.9% | |
| Janus Investments Janus Henderson Triton I | Other securities | — | — | $69K | 0.9% | |
| Blackrock Investments Blackrock Health Sciences Opps Inst | Other securities | — | — | $51K | 0.7% | |
| American Funds American Funds 2065 Target Date Fund R6 | Other securities | — | — | $38K | 0.5% | |
| T. Rowe T. Rowe Price Blue Chip Growth | Other securities | — | — | $19K | 0.2% | |
| American Funds American Funds 2010 Target Date Fund R6 | Mutual Funds | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
