This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $262 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERICAN FUNDS 2030 TARGET DATE R2 AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $3.1M | 23.2% |
| AMERICAN FUNDS 2040 TARGET DATE R2 AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $1.6M | 12.1% |
| AMERICAN FUNDS 2035 TARGET DATE R2 AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $1.1M | 7.9% |
| AMERICAN FUNDS GROWTH FUND OF AMERI AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $914K | 6.8% |
| AMERICAN FUNDS FUNDAMENTAL INVS AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $843K | 6.3% |
| AMERICAN FUNDS 2045 TARGET DATE R2 AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $754K | 5.6% |
| AMERICAN FUNDS 2025 TARGET DATE R2 AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $635K | 4.7% |
| AMERICAN FUNDS US GOVT MONEY MARKET AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $474K | 3.5% |
| AMERICAN FUNDS INCOME FUND OF AMERI AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $449K | 3.3% |
| AMERICAN FUNDS CAPITAL WORLD G/I AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $374K | 2.8% |
| AMERICAN FUNDS WASHINGTON MUTUAL AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $350K | 2.6% |
| AMERICAN FUNDS EURO PACIFIC GR R2 AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $317K | 2.4% |
| AMERICAN FUNDS NEW PERSPECTIVE AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $313K | 2.3% |
| AMERICAN FUNDS 2050 TARGET DATE R2 AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $268K | 2.0% |
| AMERICAN FUNDS 2020 TARGET DATE R2 AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $253K | 1.9% |
| AMERICAN FUNDS BOND FUND OF AMERICA AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $221K | 1.6% |
| AMERICAN FUNDS CAPITAL BULIDER R2 AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $207K | 1.5% |
| AMERICAN FUNDS NEW WORLD R2 AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $183K | 1.4% |
| BLACKROCK EQUITY DIVIDEND AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $156K | 1.2% |
| AMERICAN FUNDS 2055 TARGET DATE R2 AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $109K | 0.8% |
| INVESCO DIVIDEND INCOME AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $107K | 0.8% |
| INVESCO REAL ESTATE AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $103K | 0.8% |
| AMERICAN FUNDS 2060 TARGET DATE R2 AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $78K | 0.6% |
| AMERICAN FUNDS 2065 TARGET DATE R2 AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $37K | 0.3% |
| AMERICAN FUNDS 2010 TARGET DATE R2 AMERICAN FUNDS · EIN 95-6817943 / PN 001 | 103-12 Investment Entity | $18K | 0.1% |
