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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,076 |
16 funds of $250K or more; 21 lines in all, holding $25.0M of the plan's $25.1M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, collective trust, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $16.5M | 66.0% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $4.4M | 17.6% |
| Fidelity Advisor Equity Growth Fund Class Z Fidelity (FMR) · Mutual fund | $755K | 3.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $639K | 2.6% |
| iShares MSCI Total International Index Fund Class K Shares BlackRock · ETF Index | $392K | 1.6% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $359K | 1.4% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $357K | 1.4% |
| iShares Russell 2000 Small-Cap Index Fund Class K BlackRock · ETF Index | $251K | 1.0% |
| Invesco Small CAP Value Fund Class R6 Invesco · Mutual fund | $197K | 0.8% |
| Brown Advisory Sustainable Growth Fund Institutional Shares Brown Advisory · Mutual fund | $194K | 0.8% |
Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustAmerican Funds Target Date 2050 Fund to American Funds Target Date 2050 Trust | $12.5M to $16.5M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.