Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Directed Trustee | $3,388 |
15 funds of $250K or more; 20 lines in all, holding $11.7M of the plan's $11.8M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $8.4M | 72.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $576K | 4.9% |
| Vanguard Small Cap Value Index Adm N/R Vanguard · Mutual fund Index | $361K | 3.1% |
| American Funds New Perspective R6 N/R Capital Group · Mutual fund Recordkeeper's own fund | $309K | 2.6% |
| American Funds Balanced Port R6 N/R Capital Group · Mutual fund Recordkeeper's own fund | $292K | 2.5% |
| Shares Vanguard Mid-Cap Value Index Fund, Admiral Shares N/R Vanguard · Mutual fund Index | $274K | 2.3% |
| Vanguard Wellesley Income Adm N/R Vanguard · Mutual fund | $260K | 2.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $256K | 2.2% |
| Vanguard Total Bond Market Index Admiral N/R Vanguard · Mutual fund Index | $192K | 1.6% |
| American Funds US Government Money Market R6 N/R Capital Group · Money market Recordkeeper's own fund | $184K | 1.6% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.