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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $24,000 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,264 |
Filed as: CALIFORNIA RETIREMENT PLANS INC Service code 13 · EIN 68-0414789 590 LENNON LANE · WALNUT CREEK, CA 94598 | Contract Administrator | $9,561 |
28 funds of $250K or more; 29 lines in all, holding $37.1M of the plan's $37.7M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $9.6M | 25.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $8.3M | 22.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.5M | 12.2% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $2.2M | 5.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $1.6M | 4.4% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund Recordkeeper's own fund | $1.3M | 3.5% |
| American Funds Capital World G/I R6 Capital Group · Mutual fund Recordkeeper's own fund | $1.1M | 3.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 2.7% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $847K | 2.3% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $833K | 2.2% |
Added 3 funds, dropped 2 funds, likely replaced 6 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchAmerican Century Target Date Fund R6 (mutual fund, R6) to American Funds Target Date 2035 Fund | $6.6M to $9.6M |
| AddedEupac Fund Class R-6 | $1.6M |
| DroppedAmerican Century Europacific Growth Fund R6 | $1.4M |
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.