Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $2.3B in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CAPITAL BANK AND TRUST COMPANY CAPITAL GROUP 2030 TARGET DATE RETIREMENT TRUST (US) | IRVINE CA | — | $5.0B | $405.1M |
| 2 | CAPITAL BANK AND TRUST COMPANY CAPITAL GROUP 2040 TARGET DATE RETIREMENT TRUST (US) | IRVINE CA | — | $4.8B | $383.0M |
| 3 | CAPITAL BANK AND TRUST COMPANY CAPITAL GROUP 2035 TARGET DATE RETIREMENT TRUST (US) | IRVINE CA | — | $4.5B | $359.3M |
| 4 | CAPITAL BANK AND TRUST COMPANY CAPITAL GROUP 2045 TARGET DATE RETIREMENT TRUST (US) | IRVINE CA | — | $3.4B | $276.2M |
| 5 | CAPITAL BANK AND TRUST COMPANY CAPITAL GROUP 2050 TARGET DATE RETIREMENT TRUST (US) | IRVINE CA | — | $3.3B | $233.9M |
| 6 | CAPITAL BANK AND TRUST COMPANY CAPITAL GROUP 2025 TARGET DATE RETIREMENT TRUST (US) | IRVINE CA | — | $2.8B | $221.3M |
| 7 | CAPITAL BANK AND TRUST COMPANY CAPITAL GROUP 2055 TARGET DATE RETIREMENT TRUST (US) | IRVINE CA | — | $2.2B | $135.8M |
| 8 | CAPITAL BANK AND TRUST COMPANY CAPITAL GROUP 2020 TARGET DATE RETIREMENT TRUST (US) | IRVINE CA | — | $1.3B | $102.0M |
| 9 | CAPITAL BANK AND TRUST COMPANY CAPITAL GROUP 2060 TARGET DATE RETIREMENT TRUST (US) | IRVINE CA | — | $1.3B | $76.4M |
| 10 | CAPITAL BANK AND TRUST COMPANY CAPITAL GROUP 2015 TARGET DATE RETIREMENT TRUST (US) | IRVINE CA | — | $357.5M | $24.7M |
