Covia Communities' EIN is 94-6130471.
Download the official 2024 Form 5500 (PDF) for Covia Communities from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Covia Communities' plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * American Funds Balanced Fund - A - Mutual - | Mutual Funds | — | — | $1.6M | 31.8% | |
| Funds L1 * American Funds The Growth Fund of America - | Mutual Funds | — | — | $1.2M | 23.7% | |
| L1 * American Funds Washington Mutual Investors - | Mutual Funds | — | — | $649K | 12.8% | |
| L1 * American Funds Capital World Growth and - | Mutual Funds | — | — | $638K | 12.6% | |
| Income Fund - A - Mutual Funds L1 * American Funds American Mutual Fund - A - | Mutual Funds | — | — | $279K | 5.5% | |
| Fund - A - Mutual Funds L1 * American Funds The Investment Company of - | Mutual Funds | — | — | $172K | 3.4% | |
| America - A - Mutual Funds L1 * American Funds The Bond Fund of America - A - | Mutual Funds | — | — | $73K | 1.4% | |
| L1 * American Funds Small-Cap World Fund - A - | Mutual Funds | — | — | $72K | 1.4% | |
| Funds L1 * American Funds U.S. Government Money Market - | Mutual Funds | — | — | $60K | 1.2% | |
| L1 * American Funds Europacific Growth Fund - A - | Mutual Funds | — | — | $40K | 0.8% | |
| L1 * American Funds New Perspective Fund - A - | Mutual Funds | — | — | $40K | 0.8% | |
| L1 * American Funds Capital Income Builder - A - | Mutual Funds | — | — | $37K | 0.7% | |
| L1 * American Funds 2025 Target Date - A - Mutual - | Mutual Funds | — | — | $35K | 0.7% | |
| Funds L1 * American Funds 2030 Target Date - A - Mutual - | Mutual Funds | — | — | $27K | 0.5% | |
| Annuity contracts * Great American Individual Annuity Contracts - | Other securities | — | — | $25K | 0.5% | |
| Funds L1 * American Funds The Income Fund of America - | Mutual Funds | — | — | $25K | 0.5% | |
| L1 * American Funds Fundamental Investors - A - | Mutual Funds | — | — | $23K | 0.4% | |
| L1 * American Funds 2045 Target Date - A - Mutual - | Mutual Funds | — | — | $19K | 0.4% | |
| Funds L1 * American Funds 2040 Target Date - A - Mutual - | Mutual Funds | — | — | $14K | 0.3% | |
| American Funds AMCAP Fund - A - Mutual - | Mutual Funds | — | — | $14K | 0.3% | |
| Funds L1 * American Funds New World Fund - A - Mutual - | Mutual Funds | — | — | $11K | 0.2% | |
| Funds L1 * American Funds 2020 Target Date - A - Mutual - | Mutual Funds | — | — | $6K | 0.1% | |
| L1 * American Funds High-Income Trust Fund - A - | Mutual Funds | — | — | $2K | <0.1% | |
| Fund - A - Mutual Funds L1 * American Funds 2035 Target Date - A - Mutual - | Mutual Funds | — | — | $2K | <0.1% | |
| Funds L1 * American Funds U.S. Government Securities - | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
