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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $25,378 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,362 |
13 funds of $250K or more; 16 lines in all, holding $10.6M of the plan's $10.7M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $5.4M | 51.0% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund Recordkeeper's own fund | $1.8M | 16.8% |
| American Funds Capital World G/I R6 Capital Group · Mutual fund Recordkeeper's own fund | $1.1M | 10.1% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $427K | 4.0% |
| Smallcap World Fund INC Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $376K | 3.6% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $347K | 3.3% |
| Par or Maturity Value Cost Value Mutual funds: American Funds Capital Group · Mutual fund Recordkeeper's own fund | $334K | 3.2% |
| American Funds Us Govt Money Market R36 Capital Group · Money market Recordkeeper's own fund | $231K | 2.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $208K | 2.0% |
| American Funds Interm Bd Fd Of Amer R6 Capital Group · Mutual fund Recordkeeper's own fund | $202K | 1.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.