Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN | — | IRVINE, CA | RECORDKEEPER | $400 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST LOUIS, MO | INVESTMENT ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $852K | 22.6% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $738K | 19.6% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $428K | 11.4% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $207K | 5.5% | |
| AMERICAN FUNDS GROWTH FUND OF AMER R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $163K | 4.3% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $146K | 3.9% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $145K | 3.8% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $140K | 3.7% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $108K | 2.9% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $87K | 2.3% | |
| VANGUARD TOTAL STOCK MRK INDEX - ADMIRAL Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $78K | 2.1% | |
| AMERICAN FUNDS CAPITAL INCOME BLDR R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $77K | 2.1% | |
| AMERICAN FUNDS US GOVERNMENT MMKT R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $44K | 1.2% | |
| AMERICAN FUNDS BOND FUND OF AMER R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $41K | 1.1% | |
| AMERICAN FUNDS CAPITAL WORLD GR&INC R5E Registered Investment Company - Mutual Funds N/A | Common Stock | — | — | $38K | 1.0% | |
| AMERICAN FUNDS INCOME FUND OF AMER R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $34K | 0.9% | |
| AMERICAN FUNDS SMALLCAP WORLD R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $28K | 0.8% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $24K | 0.6% | |
| AMERICAN FUNDS AMERICAN BALANCED R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $23K | 0.6% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $12K | 0.3% | |
| CALVERT US LGCP CORE RESPONSIBLE INDEX I Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $11K | 0.3% | |
| [b] Identify of issue, borrower, lessor, or similar [a] party [c] Description of investment [d] Cost [e] Current Value * AMERICAN FUNDS 2010 TRGT DATE RETIRE R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $11K | 0.3% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R5E Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $5K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
