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 | Directed Trustee | $3,875 |
26 funds of $250K or more; 22 lines in all, holding $39.7M of the plan's $39.7M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Balanced Fund Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $8.1M | 20.3% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $7.0M | 17.7% |
| NEW Perspective Fund Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $6.3M | 15.8% |
| Growth Fund OF America Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $5.4M | 13.5% |
| American Funds Fundamental Investors Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $2.3M | 5.7% |
| Columbia Mid Cap Growth Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.8M | 4.4% |
| Investment CO OF America Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $1.5M | 3.7% |
| Capital Income Builder Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $1.1M | 2.7% |
| American Funds U.S. Government Money Market Fund Class R-4 Capital Group · Money market Recordkeeper's own fund | $1.1M | 2.7% |
| AIM Investments Invesco (Van Kampen) Comstock Fund Invesco · Mutual fund | $824K | 2.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.