Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $580K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$575 in admin expenses, $5 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 17 lines in all, holding $7.7M of the plan's $7.9M. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $3.3M | 42.8% |
| Templeton Developing Markets Trust Franklin Templeton · Mutual fund | $645K | 8.4% |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs · Mutual fund | $505K | 6.5% |
| iShares S&P 500 Index A BlackRock · ETF Index | $457K | 5.9% |
| Federated Hermes MDT Large Cap Value Fund Federated Hermes · Mutual fund | $418K | 5.4% |
| Reliance Met Life Series 25053 Class 35 MetLife · Collective trust | $396K | 5.1% |
| Invesco International Equity Fund Invesco · Mutual fund | $383K | 5.0% |
| Capital Income Builder Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $337K | 4.4% |
| Goldman Sachs Rising Dividend Growth Fund Goldman Sachs · Mutual fund | $325K | 4.2% |
| BlackRock Global Allocation Investors Fund BlackRock · Mutual fund | $229K | 3.0% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
7 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 Directed Trustee | $575 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
11 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025