Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN ADVISORS, LLC9 years Service code 27 1206 POINTE CENTRE DR STE 160 · CHATTANOOGA, TN 37421 | Advisory (Plan) | $45,687 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,035 |
16 funds of $250K or more; 17 lines in all, holding $14.6M of the plan's $14.7M. From the 2025 filing. Recordkeeper: Capital Group.
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, 13 vintagesRecordkeeper's own fund | $5.5M | 37.9% |
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $2.1M | 14.1% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 10.5% |
| Capital World Growth & Income Fund Capital Group · Mutual fund Recordkeeper's own fund | $1.0M | 6.9% |
| American Funds Capital Group · Mutual fund Recordkeeper's own fund | $882K | 6.0% |
| Vanguard Dividend Growth Fund Investor Shares Vanguard · Mutual fund | $736K | 5.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $595K | 4.1% |
| American Funds U.S. Government Money Market Fund Capital Group · Money market Recordkeeper's own fund | $536K | 3.7% |
| PIMCO PIMCO (Allianz) · Mutual fund | $343K | 2.3% |
| Eupac Fund Capital Group · Mutual fund Recordkeeper's own fund | $310K | 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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.