Capital Group Companies, Inc.'s EIN is 86-0206507.
Download the official 2023 Form 5500 (PDF) for Capital Group Companies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Capital Group Companies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | SERVICE PROVIDER | $31K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $5.2B | 73.8% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.6B | 22.3% | |
| 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% | |
| [Assets held in participant loans] | Other | — | — | $12.3M | 0.2% | |
| 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% |
