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| Capital Research Company
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|---|---|
| CRD # | 110684 |
| SEC # | 801-54942 |
| CIK # | 0000017283 |
| AUM | |
| Employees | 136 (87% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 213-486-9200 |
| Address | 333 South Hope St Los Angeles, CA 90071-1447 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($) |
|---|
| Fees and Compensation — Form ADV Part 2A (9/26/2025) [Brochure] |
|---|
ITEM 5: FEES AND COMPENSATION Capital Research Company is compensated for its services by its affiliates as agreed upon from time to time. |
| Account Minimums and Types of Clients — Form ADV Part 2A (9/26/2025) [Brochure] |
|---|
ITEM 7: TYPES OF CLIENTS Capital Research Company is contracted to provide investment advisory research and related services to Capital Research and Management Company, an affiliated registered investment adviser, and its affiliated subsidiaries. As Capital Research Company does not manage assets, it does not impose any minimum account size for its services. |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Broadcom Inc | 99.0 | ||
| Microsoft Corp | 79.6 | ||
| Nvidia Corp | 74.2 | ||
| Facebook Inc | 52.1 | ||
| Philip Morris International Inc | 47.7 | ||
| Amazon Com Inc | 44.7 | ||
| Alphabet Inc | 43.1 | ||
| Lilly Eli & Co | 43.0 | ||
| Alphabet Inc | 38.0 | ||
| Apple Inc | 32.7 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 0 | 0.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0000017283] | |
| 3 | [0000017283] | |
| 4 | [0000017283] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Capital Group KKR US Equity plus | |
| Capital Research & Management Co | |
| Capital Group KKR Multi-Sector plus | |
| Capital Group KKR Core Plus plus |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Capital Group KKR US Equity plus NONE
Class R-6 Shares
|
2026-02-26 | Grant | 1,000 | $10.00 | 10,000 |
|
Capital Group KKR US Equity plus NONE
Class F-3 Shares
|
2026-02-26 | Grant | 9,995,000 | $10.00 | 99,950,000 |
|
Capital Group KKR US Equity plus NONE
Class F-2 Shares
|
2026-02-26 | Grant | 1,000 | $10.00 | 10,000 |
|
Capital Group KKR US Equity plus NONE
Class A-3 Shares
|
2026-02-26 | Grant | 1,000 | $10.00 | 10,000 |
|
Capital Group KKR US Equity plus NONE
Class A Shares
|
2026-02-26 | Grant | 1,000 | $10.00 | 10,000 |
|
Capital Group KKR US Equity plus NONE
Class A-2 Shares
|
2026-02-26 | Grant | 1,000 | $10.00 | 10,000 |
|
Capital Group KKR Core Plus plus NONE
Class F-3 Shares
|
2025-04-24 | Grant | 7,486,000 | $10.00 | 74,860,000 |
|
Capital Group KKR Core Plus plus NONE
Class F-2 Shares
|
2025-04-24 | Grant | 1,000 | $10.00 | 10,000 |
|
Capital Group KKR Multi-Sector plus NONE
Class A-2 Shares
|
2025-04-24 | Grant | 1,000 | $10.00 | 10,000 |
|
Capital Group KKR Core Plus plus NONE
Class A Shares
|
2025-04-24 | Grant | 1,000 | $10.00 | 10,000 |
|
Capital Group KKR Core Plus plus NONE
Class A-2 Shares
|
2025-04-24 | Grant | 1,000 | $10.00 | 10,000 |
|
Capital Group KKR Multi-Sector plus NONE
Class F-2 Shares
|
2025-04-24 | Grant | 1,000 | $10.00 | 10,000 |
|
Capital Group KKR Multi-Sector plus NONE
Class F-3 Shares
|
2025-04-24 | Grant | 7,486,000 | $10.00 | 74,860,000 |
|
Capital Group KKR Multi-Sector plus NONE
Class R-6 Shares
|
2025-04-24 | Grant | 1,000 | $10.00 | 10,000 |
|
Capital Group KKR Multi-Sector plus NONE
Class A Shares
|
2025-04-24 | Grant | 1,000 | $10.00 | 10,000 |
|
Capital Group KKR Core Plus plus NONE
Class R-6 Shares
|
2025-04-24 | Grant | 1,000 | $10.00 | 10,000 |
| Related Firms | State | AUM |
|---|---|---|
|
Capital Research and Management Company
✚
|
CA | 3,753.54 B |
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Capital Guardian Canada Inc
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✚
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