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Capital Research and Management
Capital Research and Management is a retirement plan administrator based in Los Angeles, running the myPLAN platform for US plan sponsors.
Capital Research and Management
Capital Research and Management (CRM) is a retirement plan administration and recordkeeping firm headquartered in Los Angeles, with a secondary office in Boston. The firm operates under the Capital Group umbrella, but its specific founding year and leadership structure are not publicly detailed. CRM focuses on servicing defined-contribution retirement plans, including 401(k) and other qualified plans, through its myPLAN platform. The firm's core business is plan administration, recordkeeping, and participant services — not direct investment management. CRM does not publicly disclose AUM or deployment figures, as its function is operational rather than allocative. Its platform handles contributions, distributions, and participant loans for plan sponsors, primarily in the US market. The firm's website emphasizes enrollment and account management over investment strategy. CRM employs an unspecified number of professionals across its two US offices. There are no publicly named principals or team members. The firm does not disclose any philanthropic structures, adjacent vehicles, or recent operational events. Its relationship to Capital Group (parent of Capital International and Capital Research Company) is documented through branding and domain affiliation, but CRM maintains a distinct operational identity. CRM's structural differentiator lies in its pure administrative focus within the retirement ecosystem, distinct from investment managers or family offices. It does not manage proprietary capital, direct investments, or external fund commitments. The firm operates as a service provider, not an allocator, which limits comparisons with family offices or asset managers.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Los Angeles, CA, United States
Additional offices
Boston, MA, United States
Sector focus
Frequently asked questions
Does Capital Research and Management manage retirement plan assets?
No. CRM administers retirement plans — handling recordkeeping, contributions, and participant loans — but does not manage or allocate assets directly. Investment management for plans on its platform is typically handled by Capital Group's investment affiliates (per Capital Group company structure).
What is the relationship between Capital Research and Management and Capital Group?
CRM is part of the Capital Group corporate structure but operates as a distinct administrative entity. It is not an investment manager or family office. Its role is to service defined-contribution retirement plans, not to deploy capital (public record).
Does Capital Research and Management offer investment products?
CRM offers a retirement plan platform (myPLAN) that may include Capital Group funds as investment options, but it does not issue or manage its own funds. It is an administration and recordkeeping provider (per the firm's website).
Who runs Capital Research and Management?
The firm does not publicly name its leadership. CRM's structure and key personnel are not disclosed in available public records or the firm's own website.
How does Capital Research and Management differ from Capital International?
Capital International manages investments for non-US clients; CRM is a US-based retirement plan administrator. They are separate legal and operational entities within Capital Group (per Capital Group corporate filings).
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