DCIOs • NAPA Firm Partners
Los Angeles, CA • capitalgroup.com
American Funds
Asset Allocation Funds • American Funds Target Date Retirement Series (Mutual Fund) • Capital Group Target Date Retirement Series (Collective Investment Trust) • American Funds Portfolio Series
Key Contact(s)
Brendan Mahoney • 1.800.421.9535 • Brendan_Mahoney@capgroup.com
Firm Profile
NAPA BLACK BOOK 2020
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Since 1931, Capital Group, home of American Funds, has been focused on delivering superior, consistent results for long-term investors. We’ve earned retirement plans’ trust over generations by managing our funds the same way most people invest for retirement—with a long-term perspective and careful attention to risk. Our retirement plan solutions are designed to serve a broad range of clients and offer the advantages of large-plan pricing to small- and mid-size employer-sponsored retirement plans.
Primary Market(s) Served
• American Funds American Balanced Fund • American Funds Global Balanced Fund • American Funds Retirement Income Portfolio Series Top 5 Funds by DC Assets [Fund Name / Total Assets]
1. American Funds Target Date Retirement Series: $143,532,496,000 2. American Funds Europacific Growth: $89,629,059,000 3. American Funds Growth Fund of America: $56,223,707,000 4. American Funds American Balanced Fund: $36,009,359,000 5. American Funds Washington Mutual Investors Fund: $25,326,964,000
Advisor Support Services • External Wholesalers Focused on Advisors • External Wholesalers Focused on Institutional • Compliance Report • Target-Date Evaluation Tools • Training for DC Plan Sales/Service • Investment Committee Meetings
Assets Managed [As of 6/30/20] Total AUM $1,999,792,830,000
NO. of External Wholesalers DC: 87 / Retail: 114
Total DCIO Assets $349,348,225,000 DCIO Assets breakdown Collective Trusts: .................................... 2% Money Markets: ...................................... 0% Mutual Funds: ....................................... 98% Separate Accounts: ................................ 0% Stable Value: ........................................... 0% Other: ...................................................... 0%
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