Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date-R2 Mutual fund | Mutual Funds | — | — | $160K | 18.7% | |
| American Funds American Balanced Fund-R2 Mutual fund | Mutual Funds | — | — | $142K | 16.6% | |
| American Funds Corporate Bond Fund-R2 Mutual fund 4 * American Funds Capital Income Builder-R2 Mutual fund 5 * American Funds The Growth Fund of America-R2 Mutual fund | Mutual Funds | — | — | $97K | 11.4% | |
| American Funds 2030 Target Date-R2 Mutual fund | Mutual Funds | — | — | $95K | 11.1% | |
| American Funds 2045 Target Date-R2 Mutual fund | Mutual Funds | — | — | $78K | 9.1% | |
| Lessor or Similar Party Par or Maturity Value ** Value Mutual funds, at fair value * American Funds 2025 Target Date-R2 Mutual fund | Mutual Funds | — | — | $48K | 5.6% | |
| American Funds 2035 Target Date-R2 Mutual fund | Mutual Funds | — | — | $41K | 4.8% | |
| American Funds 2055 Target Date-R2 Mutual fund | Mutual Funds | — | — | $38K | 4.5% | |
| American Funds 2040 Target Date-R2 Mutual fund | Mutual Funds | — | — | $26K | 3.0% | |
| American Funds Preservation Portfolio-R2 Mutual fund | Mutual Funds | — | — | $19K | 2.2% | |
| American Funds 2060 Target Date-R2 Mutual fund | Mutual Funds | — | — | $19K | 2.2% | |
| American Funds 2065 Target Date-R2 Mutual fund | Mutual Funds | — | — | $16K | 1.9% | |
| American Funds Growth and Income Portfolio-R2 Mutual fund 4 * American Funds Growth Portfolio-R2 Mutual fund 4 * American Funds Moderate Growth and Income-R2 Mutual fund | Mutual Funds | — | — | $15K | 1.8% | |
| American Funds The Investment Company of America-R2 Mutual fund | Mutual Funds | — | — | $7K | 0.8% | |
| American Funds Growth and Income-R2 Mutual fund | Mutual Funds | — | — | $7K | 0.8% | |
| American Funds New Perspective Fund-R2 Mutual fund | Mutual Funds | — | — | $7K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
