Capital Bank and Trust Company (EIN 95-6597294) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 55 filings report $87.3B in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Capital Group Eupac Trust (US) | 661 | 0 | $14.5B |
| Capital Group Growth Fund of America Trust (US) | 662 | 0 | $5.5B |
| Capital Group American Balanced Trust (US) | 672 | 0 | $5.0B |
| Capital Group 2030 Target DATE Retirement Trust (US) | 530 | 0 | $5.0B |
| Capital Group 2040 Target DATE Retirement Trust (US) |
95-6597294 is the Employer Identification Number (EIN) Capital Bank and Trust Company reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| 540 |
| 0 |
| $4.8B |
| Capital Group 2035 Target DATE Retirement Trust (US) | 535 | 0 | $4.5B |
| Capital Group New Perspective Trust (US) | 303 | 0 | $4.5B |
| Capital Group 2045 Target DATE Retirement Trust (US) | 545 | 0 | $3.4B |
| Capital Group 2050 Target DATE Retirement Trust (US) | 550 | 0 | $3.3B |
| Capital Group Washington Mutual Investors Trust (US) | 671 | 0 | $2.9B |
| Capital Group 2025 Target DATE Retirement Trust (US) | 525 | 0 | $2.8B |
| Capital Group 2055 Target DATE Retirement Trust (US) | 555 | 0 | $2.2B |
| Capital Group World Growth and Income Trust (US) | 667 | 0 | $2.2B |
| Capital Group American Mutual Trust (US) | 666 | 0 | $2.1B |
| Capital Group Fundamental Investors Trust (US) | 668 | 0 | $2.0B |
| Capital Group U. S. Government Trust (US) | 682 | 0 | $2.0B |
| Capital Group Amcap Trust (US) | 660 | 0 | $2.0B |
| Capital Group Investment Company of America Trust (US) | 670 | 0 | $1.5B |
| Capital Group Long Duration Credit Trust (US) | 293 | 0 | $1.4B |
| Capital Group 2020 Target DATE Retirement Trust (US) | 520 | 0 | $1.3B |
| Capital Group 2060 Target DATE Retirement Trust (US) | 560 | 0 | $1.3B |
| Capital Group International All Countries Equity Trust (US) | 136 | 0 | $1.3B |
| Capital Group U.S. Core Fixed Income Trust (US) | 678 | 0 | $1.2B |
| Capital Group U.S. Inflation Linked Trust (US) | 680 | 0 | $1.1B |
| Capital Group U. S. Mortgage Trust (US) | 676 | 0 | $1.0B |
| Capital Group International Equity Trust (US) DB | 003 | 0 | $986.1M |
| Capital Group U.S. Intermediate-TERM Fixed Income Trust (US) | 681 | 0 | $934.2M |
| Capital Group New World Trust (US) | 664 | 0 | $902.5M |
| Capital Group Core Plus Total Return Trust (US) | 684 | 0 | $882.6M |
| Capital Group New Economy Trust (US) | 663 | 0 | $869.9M |
| Capital Group International Equity Trust (US) | 154 | 0 | $794.0M |
| Capital Group Multi-Sector Fixed Income Trust (US) | 687 | 0 | $612.3M |
| Capital Group Global Fixed Income Trust (US) | 679 | 0 | $408.3M |
| Capital Group 2015 Target DATE Retirement Trust (US) | 515 | 0 | $357.5M |
| Capital Group 2010 Target DATE Retirement Trust (US) | 510 | 0 | $312.7M |
| Capital Group International Growth and Income Trust (US) | 669 | 0 | $311.4M |
| Capital Group 2065 Target DATE Retirement Trust (US) | 565 | 0 | $287.0M |
| Capital Group US Core Equity Trust (US) | 007 | 0 | $194.8M |
| Capital Group Emerging Markets Growth Collective Trust (US) | 685 | 0 | $186.0M |
| Capital Group U.S. High-Yield Trust (US) | 677 | 0 | $145.3M |
| Capital Group 2035 Target DATE Retirement Blend Trust (US) | 035 | 0 | $51.7M |
| Capital Group 2040 Target DATE Retirement Blend Trust (US) | 040 | 0 | $43.0M |
| Capital Group 2030 Target DATE Retirement Blend Trust (US) | 030 | 0 | $42.2M |
| Capital Group 2045 Target DATE Retirement Blend Trust (US) | 045 | 0 | $41.3M |
| Capital Group 2025 Target DATE Retirement Blend Trust (US) | 025 | 0 | $32.7M |
| Capital Group 2050 Target DATE Retirement Blend Trust (US) | 050 | 0 | $30.8M |
| Capital Group 2055 Target DATE Retirement Blend Trust (US) | 055 | 0 | $26.2M |
| Capital Group 2020 Target DATE Retirement Blend Trust (US) | 020 | 0 | $21.4M |
| Capital Group 2010 Target DATE Retirement Blend Trust (US) | 010 | 0 | $16.4M |
| Capital Group 2015 Target DATE Retirement Blend Trust (US) | 015 | 0 | $13.8M |
| Capital Group 2060 Target DATE Retirement Blend Trust (US) | 060 | 0 | $11.1M |
| Capital Group 2065 Target DATE Retirement Blend Trust (US) | 065 | 0 | $4.3M |
| Capital Group 2070 Target DATE Retirement Trust (US) | 570 | 0 | $3.7M |
| Capital Group US High-Yield Fixed-Income Trust (US) | 008 | 0 | $1.5M |
| Capital Group 2070 Target DATE Retirement Blend Trust (US) | 070 | 0 | $301K |
