Capital Guardian Trust Company
trustee10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16-1 YoYRank #1051 of mapped providers
Assets under administration$9.4B0.0%Market share · rank #1264
Fees received$2MMedian $37,103/planSum across Schedule C direct + indirect
Net wins YoY-13 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Capital Guardian Trust Company plan look like?
Service mix · median fees per plan
Count of plans where Capital Guardian Trust Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Direct payment from the planCode 28 | 7 | $55,765 | |
Investment advisory (plan)Code 27 | 5 | $33,797 | |
Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping fees; Other fees; Trustee (bank, trust company, or similar financial institution)Code 15 | 1 | $11,529 | |
Consulting (general)Code 16 | 1 | $14,055 | |
Investment advisory (plan); Custodial (other than securities); Direct payment from the planCode 18 | 1 | $173,541 | |
Custodial (securities)Code 19 | 1 | $13,782 |
Competitor overlap
Percent of Capital Guardian Trust Company's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Capital Guardian Trust Company.
| Sponsor | From | Assets |
|---|---|---|
SUTTER HEALTHCA · 942788907-333 | Capital Bank & Trust Company | $6.2B |
EMERSON SCHOOLMI · 237442766-002 | (new plan) | $19M |
OXFORD PROPERTY MANAGEMENTMI · 383637324-001 | (new plan) | $6M |
Plans lost in 2024
Appeared last year under Capital Guardian Trust Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
WELLS FARGO & COMPANYCA · 410449260-001 | Fixed Income Finance PGIM Inc | $8.8B |
SALT RIVER VALLEY WATER USERS ASSOCIATIONAZ · 860053220-335 | Prudential | $2.8B |
NORFOLK SOUTHERN CORPORATIONGA · 521188014-001 | Capital International, Inc. | $2.5B |
BANK OF ANN ARBORMI · 383252110-001 | Fidelity Investments | $57M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SUTTER HEALTHCA · 942788907-333 | $6.2B | 66,154 | $1M | 8y | - |
SAFEWAY INC.CA · 943019135-001 | $1.2B | 19,865 | $170,663 | 9y | - |
AMERICAN CHEMICAL SOCIETYDC · 530196572-001 | $769M | 2,343 | $40,408 | 6y | - |
MISSION SUPPORT AND TEST SERVICES LLCNV · 810705502-001 | $534M | 6,691 | $109,220 | 8y | - |
IBEW LOCAL UNION NO. 252 PENSION PLAN JOINT BOARD OF TRUSTEESMI · 386323896-001 | $254M | 1,505 | $173,541 | 10y | - |
SHAWS SUPERMARKETS INCID · 041123420-002 | $230M | 7,531 | $26,326 | 4y | - |
ESPERION THERAPEUTICS, INC.MI · 261870780-001 | $43M | 453 | $51,805 | 5y | - |
UNITED STATES ENRICHMENT CORPORATIONMD · 522109255-001 | $31M | 280 | $55,765 | 2y | - |
PHOENIX PAINTERS' PENSION TRUST FUNDAZ · 866068085-001 | $28M | 785 | $13,782 | 8y | - |
MCKINLEY COMPANIES, LLCMI · 812633205-001 | $24M | 780 | $40,984 | 8y | - |
Flag exposure
87.5%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (10)
Raw Schedule C names collapsed into Capital Guardian Trust Company.
- BANK OF AMERICAS SECURITIES INC
- BANK OF ANN ARBOR
- BANK OF ANN ARBOR (ARBOR BANCORP)
- BANK OF ARIZONA
- CAPITAL GUARDIAN
- CAPITAL GUARDIAN LLC
- CAPITAL GUARDIAN TRUST
- CAPITAL GUARDIAN TRUST CO
- CAPITAL GUARDIAN TRUST CO.
- CAPITAL GUARDIAN TRUST COMPANY
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Capital Guardian Trust Company's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 6.25% | 7.76% | -1.51 pp |
| Fidelity bond gap | 2 | 12.50% | 26.94% | -14.44 pp |
| Late contributions | 2 | 12.50% | 1.71% | +10.79 pp |
| Failed to provide benefit | 1 | 6.25% | 0.14% | +6.11 pp |
| Corrective distributions | 1 | 6.25% | 1.76% | +4.49 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Capital Guardian Trust Company. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Capital Guardian Trust Company's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| PIMCO | 3 | 18.8% |
| WTW | 3 | 18.8% |
| Aon | 2 | 12.5% |
| Clearview Consulting Inc. | 2 | 12.5% |
| The Segal Company | 2 | 12.5% |
| Snyder Capital Management LP | 2 | 12.5% |
| USI Consulting Group | 2 | 12.5% |
| Wells Capital Management | 2 | 12.5% |
| Albourne America | 1 | 6.3% |
| Ann Arbor Benefit Administrators | 1 | 6.3% |