DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Capital Guardian Trust Company
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
1 allocators
- North Memorial Health Care Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocators
- Retirement Plan for Employees of United Supermarkets, L.L.C. Actuarythrough Dec 31, 2022
Schedule C rows
17 rows, $5.3M direct compensation as filed
What changed
- Dec 31, 2025Manager relationship endedinferenceRetirement Program Plan for Employees of United States Enrichment CorporationCapital Guardian Trust Company no longer appears on Retirement Program Plan for Employees of United States Enrichment Corporation's Schedule C as investment manager (plan year 2025 vs 2024)with Capital Guardian Trust Companyaskebsa.dol.gov
- Moog Inc. Employees' Retirement Plan no longer reports CG Long Duration Credit Trust US (Capital Guardian Trust Company) (last held $112M at 2024-09-30; absent from the 2025-09-30 filing)with Capital Guardian Trust Companyaskebsa.dol.gov
- Afl-Cio Staff Retirement Plan first reports an interest in Capital Group Core Plus Total Retur (Capital Guardian Trust Company): $51M at 2025-06-30with Capital Guardian Trust Companyaskebsa.dol.gov
- Jacuzzi Brands Corp. Pension Plan first reports an interest in Capital Group Europacific Growth (Capital Guardian Trust Company): $592,207 at 2024-12-31with Capital Guardian Trust Companyaskebsa.dol.gov
- IAM National Pension Fund first reports an interest in Capital Group Emerging Markets Equi (Capital Guardian Trust Company): $180M at 2024-12-31with Capital Guardian Trust Companyaskebsa.dol.gov
- MCA Pension Plan - Methacrylates Division first reports an interest in Capital Group Europacific Growth (Capital Guardian Trust Company): $4M at 2024-12-31with Capital Guardian Trust Companyaskebsa.dol.gov
- American Petroleum Institute Retirement Income Plan first reports an interest in Capital Group Europacific Growth (Capital Guardian Trust Company): $3M at 2024-12-31with Capital Guardian Trust Companyaskebsa.dol.gov
- STP Nuclear Operating Company Retirement Plan first reports an interest in Capital Group Long Duration Credit (Capital Guardian Trust Company): $58M at 2024-12-31with Capital Guardian Trust Companyaskebsa.dol.gov
- Twin City Carpenters and Joiners Pension Fund first reports an interest in Capital Group Core Plus Total Retur (Capital Guardian Trust Company): $72M at 2024-12-31with Capital Guardian Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Program Plan for Employees of United States Enrichment CorporationRetirement Program Plan for Employees of United States Enrichment Corporation no longer reports CG Long Duration Credit Trust US (Capital Guardian Trust Company) (last held $76M at 2023-12-31; absent from the 2024-12-31 filing)with Capital Guardian Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceAmended Employees' Pension and Investment Plan of the Hunt Corporation and Related CompaniesAmended Employees' Pension and Investment Plan of the Hunt Corporation and Related Companies no longer reports CG Long Duration Credit Trust US (Capital Guardian Trust Company) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)with Capital Guardian Trust Companyaskebsa.dol.gov
- Employees' Retirement Plan of Centrus Energy Corp. no longer reports CG Long Duration Credit Trust US (Capital Guardian Trust Company) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)with Capital Guardian Trust Companyaskebsa.dol.gov
- Capital Guardian Trust Company appears on Sutter Health Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Capital Guardian Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceRetirement Plan of Norfolk Southern Corporation and Participating Subsidiary CompaniesCapital Guardian Trust Company no longer appears on Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies's Schedule C as investment manager (plan year 2024 vs 2023)with Capital Guardian Trust Companyaskebsa.dol.gov
- American Chemical Society Retirement Plan no longer reports CG Intl Equity Fund Unit Class Db (Capital Guardian Trust Company) (last held $10M at 2023-10-31; absent from the 2024-10-31 filing)with Capital Guardian Trust Companyaskebsa.dol.gov
- Aecom Pension Plan no longer reports CG Long Duration Credit Trust US (Capital Guardian Trust Company) (last held $20M at 2023-09-30; absent from the 2024-09-30 filing)with Capital Guardian Trust Companyaskebsa.dol.gov
- Centris Federal Credit Union Retirement Plan first reports an interest in CG Long Duration Credit Trust US (Capital Guardian Trust Company): $9M at 2024-03-31with Capital Guardian Trust Companyaskebsa.dol.gov
- Centris Federal Credit Union Retirement Plan first reports an interest in CAP Grp Lng Dur Gov Tr (US) Db (Capital Guardian Trust Company): $8M at 2024-03-31with Capital Guardian Trust Companyaskebsa.dol.gov
- The Southern Company Pension Plan no longer reports CG Global High Inc Oppty Trust US (Capital Guardian Trust Company) (last held $614M at 2022-12-31; absent from the 2023-12-31 filing)with Capital Guardian Trust Companyaskebsa.dol.gov
- Nylic Retirement Plan first reports an interest in CAP Group Europacific Growth Trust (Capital Guardian Trust Company): $92M at 2023-12-31with Capital Guardian Trust Companyaskebsa.dol.gov
- Capital Guardian Trust Company no longer appears on North Memorial Health Care Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Capital Guardian Trust Companyaskebsa.dol.gov
- Capital Guardian Trust Company no longer appears on Sutter Health Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Capital Guardian Trust Companyaskebsa.dol.gov