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Original filing (PDF)20250321005622NAL0005520851001
CAPITAL GROUP COMPANIES, INC.
Form 5500
FILING_RECEIVED
CAPITAL RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
7,871
Accounts w/ balance
12,212
Plan assets (EOY)
$7.1B
Net assets (EOY)
$7.1B
How this plan invests
This plan
26 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPITAL GROUP COMPANIES, INC..
Plan sponsor
Name
CAPITAL GROUP COMPANIES, INC.
EIN
86-0206507
Address
333 S HOPE STREET 53RD FLOOR · LOS ANGELES, CA · 90071
Phone
(959) 975-3820
Industry
Finance & Insurancesee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE, C/O
EIN
95-3151387
City
LOS ANGELES, CA
Phone
(959) 975-3820
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | SERVICE PROVIDER | $31K | — |
Investments
26 pooled funds· $5.2B(74% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CG GRWTH FUND OF AMERICA TRST(US)U3 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 662 | Common Collective Trust | $787.9M | 11.1% |
| CG 2035 TD RET TRUST (US) TD4 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 535 | Common Collective Trust | $453.7M | 6.4% |
| CG 2040 TD RET TRUST (US) TD4 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 540 | Common Collective Trust | $408.4M | 5.8% |
| CG 2030 TD RET TRUST (US) TD4 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 530 | Common Collective Trust | $348.3M | 4.9% |
| CG NEW PERSPECTIVE TRUST (US) U2 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 303 | Common Collective Trust | $324.4M | 4.6% |
| CG 2045 TD RET TRUST (US) TD4 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 545 | Common Collective Trust | $318.6M | 4.5% |
| CG FUNDAMENTAL INVESTORS TRST(US)U2 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 668 | Common Collective Trust | $265.5M | 3.8% |
| CG AMCAP TRUST (US) U2 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 660 | Common Collective Trust | $251.2M | 3.6% |
| CG WASH MUTUAL INVESTORS TR (US) U2 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 671 | Common Collective Trust | $228.7M | 3.2% |
| CG 2050 TD RET TRUST (US) TD4 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 550 | Common Collective Trust | $223.7M | 3.2% |
| CG NEW ECONOMY TRUST (US) U2 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 663 | Common Collective Trust | $216.5M | 3.1% |
| CG INVSTMT COMP OF AM TRUST (US) U2 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 670 | Common Collective Trust | $213.8M | 3.0% |
| CG WORLD GROWTH & INCOME TR (US) U2 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 667 | Common Collective Trust | $192.9M | 2.7% |
| CG 2025 TD RET TRUST (US) TD4 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 525 | Common Collective Trust | $185.3M | 2.6% |
| CG EUROPACIIC GROWTH TRUST (US) U2 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 661 | Common Collective Trust | $153.3M | 2.2% |
| CG AMERICAN BAL TRUST (US) U2 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 672 | Common Collective Trust | $124.0M | 1.8% |
| CG 2055 TD RET TRUST (US) TD4 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 555 | Common Collective Trust | $119.4M | 1.7% |
| CG AMERIAN MUTUL TRUST (US) U2 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 666 | Common Collective Trust | $114.0M | 1.6% |
| CG 2060 TD RET TRUST (US) TD4 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 560 | Common Collective Trust | $87.1M | 1.2% |
| CG US CORE FIX INCOME TR (US) U2 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6963036 / PN 105 | Common Collective Trust | $60.7M | 0.9% |
| CG LONG DURATION CREDIT TRUST CL DB CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 293 | Common Collective Trust | $50.4M | 0.7% |
| CG 2020 TD RET TRUST (US) TD4 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 520 | Common Collective Trust | $49.8M | 0.7% |
| CG 2065 TD RET TRUST (US) TD4 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 565 | Common Collective Trust | $17.9M | 0.3% |
| CG 2015 TD RET TRUST (US) TD4 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 515 | Common Collective Trust | $7.2M | 0.1% |
| CG INTL EQUITY TRUST (US) CL DB CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 053 | Common Collective Trust | $6.6M | <0.1% |
| CG 2010 TD RET TRUST (US) TD4 CG EMPLOYEE BENEFIT INVESTMENT TRUST · EIN 95-6597294 / PN 510 | Common Collective Trust | $4.7M | <0.1% |