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 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * American Funds INVMT CO OF AMER R2E | Mutual Funds | — | — | $2.8M | 25.9% | |
| American Funds GROWTH FUND OF AMER R2E | Other securities | — | — | $1.8M | 16.1% | |
| American Funds 2030 TRGT DATE RETIRE R2E | Other securities | — | — | $1.3M | 11.9% | |
| American Funds 2050 TRGT DATE RETIRE R2E | Other securities | — | — | $744K | 6.8% | |
| American Funds 2055 TRGT DATE RETIRE R2E | Other securities | — | — | $661K | 6.0% | |
| American Funds EUROPACIFIC GROWTH R2E | Other securities | — | — | $591K | 5.4% | |
| American Funds 2025 TRGT DATE RETIRE R2E | Other securities | — | — | $457K | 4.2% | |
| American Funds CAPITAL INCOME BLDR R2E | Other securities | — | — | $384K | 3.5% | |
| American Funds 2045 TRGT DATE RETIRE R2E | Other securities | — | — | $333K | 3.0% | |
| American Funds 2035 TRGT DATE RETIRE R2E | Other securities | — | — | $318K | 2.9% | |
| American Funds 2010 TRGT DATE RETIRE R2E | Other securities | — | — | $254K | 2.3% | |
| American Funds 2060 TARGET DATE RET R2E | Other securities | — | — | $246K | 2.2% | |
| American Funds US GOVERNMENT SEC R2E | Other securities | — | — | $211K | 1.9% | |
| Clearbridge Investments MID CAP CLASS R | Other securities | — | — | $185K | 1.7% | |
| INVESCO STABLE VALUE FUND INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $117K | 1.1% | |
| Invesco GOLD & SPECIAL MINERALS R | Other securities | — | — | $105K | 1.0% | |
| American Funds CAPITAL WORLD BOND R2E | Other securities | — | — | $91K | 0.8% | |
| American Funds 2020 TRGT DATE RETIRE R2E | Other securities | — | — | $81K | 0.7% | |
| American Funds 2040 TRGT DATE RETIRE R2E | Other securities | — | — | $69K | 0.6% | |
| Franklin Templeton MUTUAL GLOBAL DISCOVERY R | Other securities | — | — | $20K | 0.2% | |
| American Funds 2065 TARGET DATE FUND R2E | Other securities | — | — | $14K | 0.1% | |
| American Funds ST BD FD OF AMER R2E | Other securities | — | — | $11K | <0.1% | |
| American Funds 2015 TRGT DATE RETIRE R2E | Other securities | — | — | $8K | <0.1% | |
| American Funds 2070 TARGET DATE FUND R2E | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
