About Capital Group
<p>Capital Group is a retirement plan administrator that handles plan design, compliance, and recordkeeping for workplace retirement plans. Founded in 1931, the firm is known as the home of American Funds and works with both financial professionals and institutions on retirement plan services.</p> <p>Headquartered in the Los Angeles metro, Capital Group also has a major presence in Carmel, Indiana, serving plan sponsors across the U.S. and supporting organizations with multi-location needs. The firm employs about 9,300 people.</p> <p>Capital Group is not a CPA firm and does not perform employee benefit plan audits. Instead, it operates as part of the broader <a href="/retirement-plans">retirement plan providers</a> market, pairing administration and recordkeeping with investment management resources. As of 2025, Capital Group reports 535 clients and $81.4B in AUM.</p> <p>What differentiates Capital Group is its long operating history paired with deep investment research through the American Funds platform, which many plan sponsors use alongside day-to-day plan administration.</p> <ul> <li>Plan design support for employer-sponsored retirement plans</li> <li>Compliance services and required plan support</li> <li>Recordkeeping and participant account administration</li> <li>Investment options associated with American Funds</li> </ul>
Website: https://capitalgroup.com
Founded: 1931
Employees: 9300
Office Locations
- Los Angeles, CA (Headquarters)
- Los Angeles, CA (Headquarters)
- Los Angeles, CA (Headquarters)
- Carmel, IN (Headquarters)
Services Offered
- Plan Design Consulting
- Compliance Services
- Recordkeeping
Client Statistics (2025)
- Total Clients: 19,753
- Total AUM: $81.4B
- Total Participants: 3,116,150
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| MICHELSEN PACKAGING COMPANY 401K PLAN | MICHELSEN PACKAGING COMPANY, WA | $70M | 150 |
| FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C. 401(K) PLAN | FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C, WV | $50M | 75 |
| PARKER AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN | PARKER MOTORS, INC., ID | $44M | 325 |
| SOUTHWEST MISSOURI BANCORPORATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SOUTHWEST MISSOURI BANCORPORATION, INC., MO | $32M | 227 |
| WARD KRAFT RETIREMENT PLAN | WK HOLDING COMPANY, INC, KS | $30M | 215 |
| 401(k) Retirement Plan | Healthcare Sponsor, ID | $24M | 123 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NY | $23M | 196 |
| 401(k) Retirement Plan | Professional Services Sponsor, OH | $22M | 341 |
| 401(k) Retirement Plan | Technology Sponsor, CA | $22M | 634 |
🔒 Want to unlock and download Capital Group's client list?
Subscribe to Basic or Premium today to reveal and download all 62 client plans.
Subscribe Today