Filings through .
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7 funds hold $156K of the plan's $34.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Amcap Fund Capital Group · Mutual fund | $44K | 28.0% |
| Capital World Growth & Income Fund Capital Group · Mutual fund | $26K | 17.0% |
| American Mutual Fund Capital Group · Mutual fund | $23K | 15.0% |
| U.S. Government Securities Fund Capital Group · Mutual fund | $20K | 12.9% |
| Income Fund OF America Capital Group · Mutual fund | $17K | 10.8% |
| Capital Income Builder Capital Group · Mutual fund | $13K | 8.6% |
| Bond Fund OF America Capital Group · Mutual fund | $12K | 7.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.