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American Funds Investments — Form 5500 Service Provider Profile | Form 5500 Search
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American Funds Investments
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
6,295
Total plan assets
$586.6M
Filings (rows)
1
Direct comp
$0
Indirect comp
$0
Showing only "AMERICAN FUNDS INVESTMENTS"
View all 15 variants aggregated →
AMERICAN FUNDS
579
AMERICAN FUNDS RETIREMENT SERVICES
4
AMERICAN FUNDS/CAPITAL BANK AND TRU
4
AMERICAN FUNDS EUROPAC GRW R6
3
AMERICAN FUNDS - CAPITAL GROUP
3
AMERICAN FUNDS DISTRIBUTORS
2
AMERICAN FUNDS SERVICE
2
SERVICES PROVIDED
Broker
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
BD of TEES of Steamfitters LU No 420 SRP
Steamfitters Local Union No. 420 SRP ·
all filings
PHILADELPHIA, PA
Broker
6,295
$586.6M
$0
$0
AMERICAN FUNDS RECORDKEEPER DIRECT
2
AMERICAN FUNDS AMER BALANCED R6
1
AMERICAN FUNDS NEW WORLD R6
1
AMERICAN FUNDS RECORDKEEPERDIRECT
1
AMERICAN FUNDS/CAPITAL GROUP
1
AMERICAN FUNDS - HKS
1
AMERICAN FUNDS RECORD KEEPER DIRECT
1
AMERICAN FUNDS INVESTMENTS
1