Capital Group Companies 401(k) and retirement plans

Capital Group Companies, Inc., Los Angeles, CA. EIN 86-0206507. Annual reports 2009–2024. Also filed as The Capital Group Companies, Inc.

Capital Group Companies, Inc. has one active retirement plan on file, the Capital Retirement Savings Plan, with 12,306 participants and $8.1 billion in assets in 2024. Alight has been its recordkeeper since 2015. No traditional pension plan appears in Capital Group Companies's filings since 2009.

Active plans: 1
Participants: 12,306
Plan assets: $8.1 billion
401(k) recordkeeper: Alight
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Capital Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 86-0206507
Participants (2024): 12,306
Net assets (2024): $8.1 billion
Recordkeeper: Alight2015–2024
Plan administrator: Administrative Committee, C/O
333 S Hope Street 53RD Floor
Los Angeles, CA 90071
(959) 975-3820As filed for 2024
In effect since: July 1, 1988

Plans merged into this one: Revised Master Retirement Plan of the Capital Group Companies, Inc. (2013).

Earlier plan names: 401(k) Tax Advantage Plan of the Capital Group Companies, Inc..

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	12,306	$8.1 billion	Alight
2023	12,260	$7.1 billion	Alight
2022	12,126	$6.1 billion	Alight
2021	11,704	$5.4 billion	Alight
2020	10,899	$6.5 billion	Alight
2018	10,176	$4.6 billion	Alight
2017	9,948	$4.3 billion	Alight
2016	9,969	$3.9 billion	Alight
2015	9,892	$3.3 billion	Alight
2014	9,362	$3.3 billion	not listed
2013	9,090	$3.2 billion	not listed
2012	7,619	$479 million	not listed
2011	7,696	$395 million	not listed
2010	7,653	$386 million	not listed
2009	7,788	$295 million	not listed

Revised Master Retirement Plan of the Capital Group Companies, Inc.

Money purchase pensionMerged

Merged. In 2013 its assets moved to the Capital Retirement Savings Plan, sponsored by Capital Group Companies, Inc. (EIN 86-0206507, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 86-0206507
Participants (2012): 8,382
Net assets (2012): $2.1 billion
Plan administrator: Administrative Committee
333 So. Hope Street, 52ND Floor
Los Angeles, CA 90071
(213) 486-9200As filed for 2013
In effect since: July 1, 1987

Year by year, 2009 to 2013

Plan year	Participants	Net assets	Recordkeeper
2013	0	$0	not listed
2012	8,382	$2.1 billion	not listed
2011	8,434	$1.8 billion	not listed
2010	8,351	$1.9 billion	not listed
2009	8,469	$1.5 billion	not listed

If you had money in one of these plans

Call Alight (alight.com), which runs the Capital Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((959) 975-3820). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Capital Retirement Savings Plan

Revised Master Retirement Plan of the Capital Group Companies, Inc.

If you had money in one of these plans

What these numbers are

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