Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: VALLEY BROOK CAPITAL GROUP, INC. Service code 27 538 VALLEY BROOK RD · VENETIA, PA 15367 | Advisory (Plan) | $18,943 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,138 |
9 funds of $250K or more; 11 lines in all, holding $5.9M of the plan's $6.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $2.3M | 38.4% |
| Growth Fund OF America Class R-3 Capital Group · Mutual fund | $1.4M | 22.9% |
| NEW Perspective Fund Class R-3 Capital Group · Mutual fund | $534K | 9.0% |
| Washington Mutual Investors Fund Class R-3 Capital Group · Mutual fund | $495K | 8.4% |
| American Funds Money Market Fund R3 Capital Group · Money market | $449K | 7.6% |
| American Mutual Fund-R3 Manager not matched · Mutual fund | $319K | 5.4% |
| Intermediate Bond Fund OF America Class R-3 Capital Group · Mutual fund | $163K | 2.8% |
| The Bond Fund of America - R3 Manager not matched · Mutual fund | $133K | 2.3% |
| Income Fund OF America Class R-3 Capital Group · Mutual fund | $77K | 1.3% |
| American Balanced Fund R3 Capital Group · Mutual fund | $70K | 1.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.