| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | 82-4555287 | IRVINE, CA | N/A | $23K | — |
| BEASLEY & COMPANY | 73-1412334 | TULSA, OK | N/A | $17K | — |
| CAPITAL RESEARCH & MANAGEMENT COMPA | 95-1411037 | LOST ANGELES, CA | N/A | $0 | — |
| CAPITAL BANK & TRUST | 95-6817943 | INDIANAPOLIS, IN | N/A | $0 | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
