Capital Group American Balanced TRU
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $2.3B in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
27
Reported interest (EOY)
$2.3B
Data source
DOL Form 5500 · Schedule D
Plans holding Capital Group American Balanced TRUranked by reported interest
Unlock full list (Pro)| # | 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 | INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401(K) PLAN | ARMONK NY | 47,838 | $64.5B | $51.0M |
See all 27 plans holding Capital Group American Balanced TRU
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