Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVC | — | IRVINE, CA | RECORDKEEPER | $785 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds | Other securities | — | — | $1.8M | 23.7% | |
| American Funds | Other securities | — | — | $1.0M | 13.7% | |
| American Funds | Other securities | — | — | $661K | 8.7% | |
| American Funds | Other securities | — | — | $583K | 7.6% | |
| American Funds | Other securities | — | — | $514K | 6.7% | |
| American Funds | Other securities | — | — | $462K | 6.1% | |
| American Funds | Other securities | — | — | $405K | 5.3% | |
| J.P. Morgan | Other securities | — | — | $351K | 4.6% | |
| American Funds | Other securities | — | — | $338K | 4.4% | |
| American Funds | Other securities | — | — | $310K | 4.1% | |
| American Funds | Other securities | — | — | $300K | 3.9% | |
| Notes Receivable from Participants | Other securities | — | — | $193K | 2.5% | |
| American Funds | Other securities | — | — | $177K | 2.3% | |
| MFS | Other securities | — | — | $167K | 2.2% | |
| American Funds | Other securities | — | — | $140K | 1.8% | |
| American Funds | Other securities | — | — | $62K | 0.8% | |
| Lord Abbett | Other securities | — | — | $35K | 0.5% | |
| Invesco | Other securities | — | — | $28K | 0.4% | |
| American Funds | Other securities | — | — | $27K | 0.3% | |
| Federated Hermes | Other securities | — | — | $16K | 0.2% | |
| American Funds | Other securities | — | — | $2K | <0.1% | |
| Jennison | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs | Other securities | — | — | $574 | <0.1% | |
| DWS | Other securities | — | — | $277 | <0.1% | |
| American Funds | Other securities | — | — | $107 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
