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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH LLP | 36-3168081 | — | AUDITOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds Growth Fund Of Amer R3 | Other securities | — | — | $1.4M | 19.3% | |
| American Funds American Funds Fundamental Invs R3 | Other securities | — | — | $1.1M | 15.6% | |
| American Funds American Funds 2035 Trgt Date Retire R3 | Other securities | — | — | $644K | 8.9% | |
| American Funds American Funds Washington Mutual R3 | Other securities | — | — | $441K | 6.1% | |
| American Funds American Funds Europacific Gr R3 | Other securities | — | — | $434K | 6.0% | |
| American Funds American Funds 2040 Trgt Date Retire R3 | Other securities | — | — | $430K | 5.9% | |
| American Funds American Funds Inc Fund Of Amer R3 | Common Stock | — | — | $385K | 5.3% | |
| Money Market Mutual Fund * American Funds American Funds US Govt Money Market R3 | Cash / Money Market | — | — | $365K | 5.0% | |
| American Funds American Funds 2030 Trgt Date Retire R3 | Other securities | — | — | $326K | 4.5% | |
| American Funds American Funds 2050 Trgt Date Retire R3 | Other securities | — | — | $308K | 4.3% | |
| American Funds American Funds Smallcap World R3 | Other securities | — | — | $250K | 3.4% | |
| American Funds American Funds 2045 Trgt Date Retire R3 | Other securities | — | — | $221K | 3.0% | |
| American Funds American Funds 2055 Trgt Date Retire R3 | Other securities | — | — | $156K | 2.1% | |
| American Funds American Funds 2025 Trgt Date Retire R3 | Other securities | — | — | $124K | 1.7% | |
| Blackrock Health Sciences Oppor R1 | Other securities | — | — | $106K | 1.5% | |
| American Funds American Funds Capital World G/I R3 | Other securities | — | — | $81K | 1.1% | |
| American Funds American Funds 2020 Trgt Date Retire R3 | Other securities | — | — | $76K | 1.1% | |
| s * American Funds American Funds Capital World Bond Fd R3 | Mutual Funds | — | — | $61K | 0.8% | |
| Invesco Main Street Mid Cap R | Other securities | — | — | $53K | 0.7% | |
| American Funds American Funds 2060 Trgt Date Retire R3 | Other securities | — | — | $51K | 0.7% | |
| American Funds American Funds 2010 Trgt Date Retire R3 | Other securities | — | — | $47K | 0.6% | |
| American Funds American Funds Interm Bd Fd Of Amer R3 | Other securities | — | — | $33K | 0.5% | |
| Franklin Mutual Franklin Utilities Fund R | Other securities | — | — | $24K | 0.3% | |
| American Funds American Funds New Perspective R3 | Other securities | — | — | $17K | 0.2% | |
| American Funds American Funds 2065 Trgt Date Retire R3 | Other securities | — | — | $14K | 0.2% | |
| Franklin Mutual Franklin Mutual Global Discovery R | Other securities | — | — | $12K | 0.2% | |
| JP Morgan JP Morgan Small Cap Equity R2 | Other securities | — | — | $10K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
