Search public Form 5500 filings

Plans

• planCapital Group Europacific Growth Trust (Us)Financial statement2023 filing
  $11.8Breported assets (EOY)
  Sponsor: Capital Bank And Trust CompanyEIN: 95-6597294Plan: 661Participants: not reported in the loaded datasetAssets: $11,831,461,000Net assets: $11.8BLocation: Irvine, CALatest: 2023
  View financial statement →
• planCapital Group Growth Fund Of America Trust (Us)Financial statement2023 filing
  $4.1Breported assets (EOY)
  Sponsor: Capital Bank And Trust CompanyEIN: 95-6597294Plan: 662Participants: not reported in the loaded datasetAssets: $4,089,134,000Net assets: $4.1BLocation: Irvine, CALatest: 2023
  View financial statement →
• planCapital Group American Balanced Trust (Us)Financial statement2023 filing
  $3.7Breported assets (EOY)
  Sponsor: Capital Bank And Trust CompanyEIN: 95-6597294Plan: 672Participants: not reported in the loaded datasetAssets: $3,668,517,000Net assets: $3.4BLocation: Irvine, CALatest: 2023
  View financial statement →
• planCapital Group 2030 Target Date Retirement Trust (Us)Financial statement2023 filing
  $2.8Breported assets (EOY)
  Sponsor: Capital Bank And Trust CompanyEIN: 95-6597294Plan: 530Participants: not reported in the loaded datasetAssets: $2,806,170,000Net assets: $2.8BLocation: Irvine, CALatest: 2023
  View financial statement →
• planCapital Group 2040 Target Date Retirement Trust (Us)Financial statement2023 filing
  $2.6Breported assets (EOY)
  Sponsor: Capital Bank And Trust CompanyEIN: 95-6597294Plan: 540Participants: not reported in the loaded datasetAssets: $2,594,970,000Net assets: $2.6BLocation: Irvine, CALatest: 2023
  View financial statement →
• planCapital Group 2035 Target Date Retirement Trust (Us)Financial statement2023 filing
  $2.6Breported assets (EOY)
  Sponsor: Capital Bank And Trust CompanyEIN: 95-6597294Plan: 535Participants: not reported in the loaded datasetAssets: $2,550,236,000Net assets: $2.5BLocation: Irvine, CALatest: 2023
  View financial statement →
• planCapital Group New Perspective Trust (Us)Financial statement2023 filing
  $2.4Breported assets (EOY)
  Sponsor: Capital Bank And Trust CompanyEIN: 95-6597294Plan: 303Participants: not reported in the loaded datasetAssets: $2,400,487,000Net assets: $2.4BLocation: Irvine, CALatest: 2023
  View financial statement →
• planCapital Group Washington Mutual Investors Trust (Us)Financial statement2023 filing
  $2Breported assets (EOY)
  Sponsor: Capital Bank And Trust CompanyEIN: 95-6597294Plan: 671Participants: not reported in the loaded datasetAssets: $1,986,844,000Net assets: $2BLocation: Irvine, CALatest: 2023
  View financial statement →