Chemed Corp., Cincinnati, added the American Funds American Balanced Fund to the investment options lineup of its 401(k) plan in 2020.
As of Dec. 31, the asset allocation fund managed by Capital Group had $20 million in assets in the plan, according to the company's 11-K filing with the SEC on Thursday.
A comparison of this year's filing and last year's filing also shows Chemed removed two funds from the plan's investment options lineup.
As of Dec. 31, the MFS Total Return Fund, an asset allocation fund managed by MFS Investment Management; and the Oakmark Equity and Income Fund, an asset allocation fund managed by Harris Associates, had $11 million and $4 million, respectively, in assets in the plan, according to the prior 11-K filing.
The new 11-K filing did not provide a reason for the changes.
As of Dec. 31, the Chemed/Roto-Rooter Savings & Retirement Plan had $339 million in assets, according to the new 11-K filing.
David P. Williams, executive vice president and chief financial officer, could not be immediately reached for further information.
