CAPITAL INTERNATIONAL
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
65
Active participants
485,645
Total plan assets
$805.5B
Filings (rows)
65
Direct comp
$47.8M
Indirect comp
$0
SERVICES PROVIDED
Other48
Advisor / Consultant17
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| CAPITAL GROUP LONG DURATION | 3 |
Top plans served
All 65 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $56.1B | $246K |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA, GA | Other NONE | — | $51.4B | $529K |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA, GA | Other NONE | — | $50.4B | $259K |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $49.9B | $3.4M |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $48.9B | $3.1M |
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $47.8B | $300K |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $46.2B | $3.2M |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA, GA | Other NONE | — | $42.9B | $682K |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | BLOOMINGTON, IL | Other NONE | 39,712 | $37.7B | $2.0M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | BLOOMINGTON, IL | Other NONE | 41,619 | $35.2B | $2.1M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | BLOOMINGTON, IL | Other NONE | 45,001 | $32.1B | $1.9M |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGER | — | $24.9B | $237K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $24.6B | $188K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $23.7B | $181K |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Advisor / Consultant INVESTMENT MANAGEMENT | 61,593 | $16.8B | $819K |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Advisor / Consultant INVESTMENT MANAGEMENT | 60,192 | $15.0B | $736K |
| SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA, GA | Other NONE | 25,179 | $14.8B | $1.2M |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Advisor / Consultant INVESTMENT MANAGEMENT | 60,023 | $13.0B | $661K |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.8B | $689K |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.5B | $1.1M |
| FORD MOTOR COMPANY FORD MOTOR COMPANY TRUST FUND FIXED INCOME-CREDIT | DEARBORN, MI | Other NONE KNOWN | — | $12.1B | $2.1M |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.0B | $1.0M |
| FORD MOTOR COMPANY FORD MOTOR COMPANY TRUST FUND FIXED INCOME-CREDIT | DEARBORN, MI | Other NONE KNOWN | — | $11.1B | $1.6M |
| CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD, CT | Other NONE | 15,906 | $10.6B | $757K |
| CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD, CT | Other NONE | 17,283 | $10.5B | $748K |
| FORD MOTOR COMPANY FORD MOTOR COMPANY TRUST FUND FIXED INCOME-CREDIT | DEARBORN, MI | Other NONE KNOWN | — | $10.0B | $2.3M |
| CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD, CT | Other NONE | 14,217 | $10.0B | $795K |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS, MN | Other NONE | 40,642 | $8.3B | $362K |
| LUMEN TECHNOLOGIES, INC. CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER | MONROE, LA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $6.5B | $1.4M |
| LUMEN TECHNOLOGIES, INC. CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER | MONROE, LA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $6.4B | $1.6M |
| LUMEN TECHNOLOGIES, INC. CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER | MONROE, LA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $6.0B | $1.1M |
| LUMEN TECHNOLOGIES, INC. CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST | MONROE, LA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $5.0B | $453K |
| LUMEN TECHNOLOGIES, INC. CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST | MONROE, LA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $4.7B | $13K |
| SCHLUMBERGER LIMITED SCHLUMBERGER MASTER PENSION TRUST | HOUSTON, TX | Other NONE | — | $3.8B | $30K |
| CORNING INCORPORATED CORNING RETIREMENT MASTER TRUST | CORNING, NY | Other NONE | — | $2.9B | $390K |
| SALT RIVER VALLEY WATER USERS ASSOCIATION SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT MANAGER | 5,246 | $2.9B | $360K |
| CORNING INCORPORATED CORNING RETIREMENT MASTER TRUST | CORNING, NY | Other NONE | — | $2.9B | $593K |
| NORFOLK SOUTHERN CORPORATION RETIREMENT PLAN OF NORFOLK SOUTHERN CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES | ATLANTA, GA | Other NONE | 4,771 | $2.5B | $708K |
| SAINT-GOBAIN DELAWARE CORPORATION SAINT-GOBAIN RETIREMENT INCOME PLAN | MALVERN, PA | Other NONE KNOWN | 12,307 | $2.4B | $26K |
| NATIONAL ROOFING INDUSTRY PENSION FUND WILSON-MCSHANE CORPORATION NATIONAL ROOFING INDUSTRY PENSION FUND | BLOOMINGTON, MN | Other NONE | 13,208 | $2.0B | $8K |
| NATIONAL ROOFING INDUSTRY PENSION FUND WILSON-MCSHANE CORPORATION NATIONAL ROOFING INDUSTRY PENSION FUND | BLOOMINGTON, MN | Other NONE | 13,093 | $1.8B | $8K |
| XPO CNW, INC. XPO PENSION PLAN | PORTLAND, OR | Other | 4,421 | $1.7B | $354K |
| XPO CNW, INC. XPO LOGISTICS PENSION PLAN | PORTLAND, OR | Other | 4,840 | $1.6B | $400K |
| XPO CNW, INC. XPO PENSION PLAN | PORTLAND, OR | Other | 3,810 | $1.5B | $361K |
| THE DOW CHEMICAL COMPANY DOW RETIREMENT GROUP TRUST - INTERNATIONAL DEVELOPED EQUITY | MIDLAND, MI | Other NONE KNOWN | — | $960.9M | $952K |
| KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO, IL | Other NONE | 0 | $932.4M | $368K |
| LSI CORPORATION AGERE SYSTEMS PENSION PLAN | BREINIGSVILLE, PA | Other NONE | 111 | $922.4M | $145K |
| THE DOW CHEMICAL COMPANY DOW RETIREMENT GROUP TRUST - INTERNATIONAL DEVELOPED EQUITY | MIDLAND, MI | Other NONE KNOWN | — | $915.3M | $1.0M |
| KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO, IL | Other NONE | 0 | $891.6M | $401K |
| THE DOW CHEMICAL COMPANY DOW RETIREMENT GROUP TRUST - INTERNATIONAL DEVELOPED EQUITY | MIDLAND, MI | Other NONE KNOWN | — | $885.3M | $1.2M |
| KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO, IL | Other NONE | 0 | $797.6M | $382K |
| MULTICARE HEALTH SYSTEM RETIREMENT PLAN FOR EMPLOYEES OF MULTICARE HEALTH SYSTEM | TACOMA, WA | Other NONE | 864 | $576.7M | $76K |
| BOARD OF TRUSTEES TEAMSTERS LOCAL 641 PENSION FUND TEAMSTERS LOCAL 641 PENSION FUND | UNION, NJ | Other NONE | 313 | $568.7M | $789K |
| BOARD OF TRUSTEES TEAMSTERS LOCAL 641 PENSION FUND TEAMSTERS LOCAL 641 PENSION FUND | UNION, NJ | Other NONE | 404 | $567.8M | $157K |
| BOARD OF TRUSTEES TEAMSTERS LOCAL 641 PENSION FUND TEAMSTERS LOCAL 641 PENSION FUND | UNION, NJ | Other NONE | 105 | $561.9M | $937K |
| MULTICARE HEALTH SYSTEM RETIREMENT PLAN FOR EMPLOYEES OF MULTICARE HEALTH SYSTEM | TACOMA, WA | Other NONE | 785 | $559.6M | $77K |
| PLAIN DEALER PUBLISHING CO.- LOCAL 1 OF THE NEWSPAPER GUILD PLAIN DEALER PUBLISHING CO. GUILD RETIREMENT PLAN | BROOKLYN, OH | Other NONE | 0 | $31.6M | $16K |
| RESEARCH CORPORATION TECHNOLOGIES, INC. RESEARCH CORPORATION TECHNOLOGIES, INC. TRUST AGREEMENT | TUCSON, AZ | Other NONE | 0 | $31.4M | $60K |
| PLAIN DEALER PUBLISHING CO.- LOCAL 1 OF THE NEWSPAPER GUILD PLAIN DEALER PUBLISHING CO. GUILD RETIREMENT PLAN | BROOKLYN, OH | Other NONE | 0 | $30.6M | $16K |
| PLAIN DEALER PUBLISHING CO.- LOCAL 1 OF THE NEWSPAPER GUILD PLAIN DEALER PUBLISHING CO. GUILD RETIREMENT PLAN | BROOKLYN, OH | Other NONE | 0 | $29.4M | $23K |
| RESEARCH CORPORATION TECHNOLOGIES, INC. RESEARCH CORPORATION TECHNOLOGIES, INC. TRUST AGREEMENT | TUCSON, AZ | Other NONE | 0 | $28.1M | $43K |
| RESEARCH CORPORATION TECHNOLOGIES, INC. RESEARCH CORPORATION TECHNOLOGIES, INC. TRUST AGREEMENT | TUCSON, AZ | Other NONE | 0 | $24.1M | $37K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | 0 | $10.9M | $66K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | 0 | $10.7M | $57K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | 0 | $10.7M | $35K |