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 | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Columbia Small Cap Index Fund A Mutual Fund | Other securities | — | — | $1.8M | 12.2% | |
| Columbia MID Cap Index Fund A Mutual Fund | Other securities | — | — | $1.5M | 10.3% | |
| Columbia Large Cap Index Fund A Mutual Fund | Other securities | — | — | $1.5M | 10.2% | |
| American Funds Fundamental Investors R4 Mutual Fund | Other securities | — | — | $1.3M | 9.1% | |
| American Funds Growth Fund of America R4 Mutual Fund | Other securities | — | — | $1.3M | 9.0% | |
| American Funds Euro-Pacific Growth FD R4 Mutual Fund | Other securities | — | — | $1.0M | 7.1% | |
| American Funds 2035 Target Date Fund R4 Mutual Fund | Other securities | — | — | $858K | 5.9% | |
| Party-in- Borrower, Lessor Interest, Collateral (d) Current Interest or Similar Party Par or Maturity Value Cost Value * American Funds Money Market Fund R4 Money Market | Cash / Money Market | — | — | $668K | 4.6% | |
| American Funds 2050 Target Date Fund R4 Mutual Fund | Other securities | — | — | $546K | 3.8% | |
| Davis Real Estate Fund A Mutual Fund | Other securities | — | — | $507K | 3.5% | |
| PGIM High Yield A Mutual Fund | Other securities | — | — | $500K | 3.5% | |
| Fidelity Advisor Total Bond A Mutual Fund | Other securities | — | — | $424K | 2.9% | |
| American Funds 2040 Target Date Fund R4 Mutual Fund | Other securities | — | — | $418K | 2.9% | |
| American Funds 2045 Target Date Fund R4 Mutual Fund | Other securities | — | — | $367K | 2.5% | |
| American Funds Capital World Bond FD R4 Mutual Fund | Other securities | — | — | $356K | 2.5% | |
| American Funds 2030 Target Date Fund R4 Mutual Fund | Other securities | — | — | $341K | 2.4% | |
| Notes receivable from participants 4.25% - 9.50% 0 | Bonds / Notes | — | — | $279K | 1.9% | |
| American Funds 2055 Target Date Fund R4 Mutual Fund | Other securities | — | — | $185K | 1.3% | |
| American Funds 2010 Target Date Fund R4 Mutual Fund | Other securities | — | — | $158K | 1.1% | |
| American Funds 2060 Target Date Fund R4 Mutual Fund | Other securities | — | — | $147K | 1.0% | |
| American Funds 2025 Target Date Fund R4 Mutual Fund | Other securities | — | — | $116K | 0.8% | |
| American Funds Income Fund of America R4 Mutual Fund | Other securities | — | — | $107K | 0.7% | |
| American Funds Capital World G/I R4 Mutual Fund | Other securities | — | — | $87K | 0.6% | |
| American Funds 2065 Target Date Fund R5 Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| American Funds 2015 Target Date Fund R4 Mutual Fund ** 5 * American Funds 2020 Target Date Fund R4 Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| American Funds US Govt Securities R4 Mutual Fund | 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.
