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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,422 |
24 funds of $250K or more; 15 lines in all, holding $122M of the plan's $122M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Smallcap World Fund INC Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $18.8M | 15.3% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $17.0M | 13.9% |
| Growth Fund OF America Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $12.5M | 10.2% |
| American Funds U.S. Government Money Market Fund Class R-4 Capital Group · Money market Recordkeeper's own fund | $12.5M | 10.2% |
| Income Fund OF America Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $12.3M | 10.1% |
| Washington Mutual Investors Fund Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $8.0M | 6.5% |
| American Funds American Funds Euro Pacific Growth Fund R4 Capital Group · Mutual fund Recordkeeper's own fund | $7.5M | 6.1% |
| American Funds Fundamental Investor R4 Capital Group · Mutual fund Recordkeeper's own fund | $6.7M | 5.5% |
| Investment CO OF America Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $6.3M | 5.2% |
| NEW Perspective Fund Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $6.2M | 5.0% |
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, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.