BEST-IN-CLASS SERVICE Employer-sponsored retirement plans

Capital Group, home of American Funds, was recognized for best-in-class advisor service and support.*

Footnotes/Important information:

* Source: Escalent, Cogent Syndicated Retirement Plan Advisor TrendsTM, October 2025. Methodology: 411 financial advisors managing defined contribution (DC) plans participated in a web survey conducted September 8 to 19, 2025. For “Ownership” of Core Brand Attributes — Tier 1, among 227 advisors with at least $50 million in DC plan assets under management, Capital Group/American Funds was selected most often in response to the question, “Which — if any — of these DC plan providers are described by this statement ... ‘Best-in-class plan advisor service and support’?” Capital Group has provided input on some of the questions to be included in Cogent surveys over time. Additionally, Capital Group made a subscription investment to Cogent Syndicated to access a detailed version of the Retirement Plan Advisor Trends report.

† Availability of funds and fund families depends on the plan’s share class. Outside funds are available in RecordkeeperDirect (with fund flexibility) for an additional fee.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Important information about objectives, risks, charges and expenses for collective investment trusts is contained in the Characteristics Statement and/or other fund disclosure document(s), which can be obtained from the fund's trustee and/or the participants' plan provider or employer.
Although the target date portfolios are managed for investors on a projected retirement date time frame, the allocation strategy does not guarantee that investors' retirement goals will be met. Investment professionals manage the portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the target date gets closer. The target date is the year that corresponds roughly to the year in which an investor is assumed to retire and begin taking withdrawals. Investment professionals continue to manage each portfolio for approximately 30 years after it reaches its target date.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
Collective Investment Trusts (CITs) are available for investment only to certain qualified retirement plans. Capital Group CITs are maintained by Capital Bank and Trust Company (“trustee”), which has retained an affiliate to serve as investment adviser to the trustee.
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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.