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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $14,937 |
16 funds of $250K or more; 21 lines in all, holding $12.5M of the plan's $13.1M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.2M | 33.4% |
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $2.7M | 21.7% |
| American Funds Distributors, Inc. Capital Group · Mutual fund Recordkeeper's own fund | $799K | 6.4% |
| Franklin Growth Fund Franklin Templeton · Mutual fund | $772K | 6.2% |
| BlackRock Technology Opportunities Fund (Investor) BlackRock · Mutual fund | $707K | 5.7% |
| Washington Mutual Investors Fund Capital Group · Mutual fund Recordkeeper's own fund | $604K | 4.8% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $512K | 4.1% |
| Blackrock MID CAP Growth Equity Portfolio (Investor) BlackRock · Mutual fund | $498K | 4.0% |
| Invesco Main Street Mid Cap Fund Invesco · Mutual fund | $455K | 3.6% |
| ClearBridge Dividend Strategy Fund Franklin Templeton · Mutual fund | $366K | 2.9% |
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.
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.