Irvine, CA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Irvine, CA has 730 loaded benefit plan(s) reported by 479 plan sponsor(s), with $77,396,887,765 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
730
Plan sponsors
479
Total reported assets (EOY)
$77,396,887,765
Latest filing year
2023

Largest loaded plans by reported assets

Largest loaded plans in Irvine, CA
PlanSponsorReported assets (EOY)Year
Capital Group Europacific Growth Trust (Us)Capital Bank And Trust Company$11,831,461,0002023
Capital Group Growth Fund Of America Trust (Us)Capital Bank And Trust Company$4,089,134,0002023
Capital Group American Balanced Trust (Us)Capital Bank And Trust Company$3,668,517,0002023
Capital Group 2030 Target Date Retirement Trust (Us)Capital Bank And Trust Company$2,806,170,0002023
Capital Group 2040 Target Date Retirement Trust (Us)Capital Bank And Trust Company$2,594,970,0002023
Capital Group 2035 Target Date Retirement Trust (Us)Capital Bank And Trust Company$2,550,236,0002023
Capital Group New Perspective Trust (Us)Capital Bank And Trust Company$2,400,487,0002023
Capital Group Washington Mutual Investors Trust (Us)Capital Bank And Trust Company$1,986,844,0002023
Capital Group 2045 Target Date Retirement Trust (Us)Capital Bank And Trust Company$1,880,247,0002023
Capital Group 2025 Target Date Retirement Trust (Us)Capital Bank And Trust Company$1,792,717,0002023
Capital Group 2050 Target Date Retirement Trust (Us)Capital Bank And Trust Company$1,734,638,0002023
Edwards Lifesciences Corporation Master TrustEdwards Lifesciences Corporation$1,693,653,3222023
Edwards Lifesciences Corporation 401k Savings And Investment PlanEdwards Lifesciences Corporation$1,665,314,5282023
Capital Group International All Countries Equity Trust (Us)Capital Bank And Trust Company$1,550,932,0002023
Capital Group Long Duration Credit Trust (Us)Capital Bank And Trust Company$1,455,487,0002023
Capital Group World Growth And Income Trust (Us)Capital Bank And Trust Company$1,365,565,0002023
Capital Group Fundamental Investors Trust (Us)Capital Bank And Trust Company$1,249,963,0002023
Capital Group Amcap Trust (Us)Capital Bank And Trust Company$1,230,544,0002023
Capital Group American Mutual Trust (Us)Capital Bank And Trust Company$1,193,323,0002023
Capital Group 2055 Target Date Retirement Trust (Us)Capital Bank And Trust Company$1,102,141,0002023
Capital Group U. S. Government Trust (Us)Capital Bank And Trust Company$1,058,635,0002023
Capital Group International Equity Trust (Us) DbCapital Bank And Trust Company$1,036,196,0002023
Capital Group Investment Company Of America Trust (Us)Capital Bank And Trust Company$884,602,0002023
Capital Group 2020 Target Date Retirement Trust (Us)Capital Bank And Trust Company$834,498,0002023
Alliant Insurance Services, Inc. 401(K) Savings & Investment PlanAlliant Insurance Services, Inc.$795,116,3302023

Related Form 5500 pages