List of Capital Group Retirement Recordkeeping Customers
Los Angeles, 90071, CA,
United States
Since 2010, our global team of researchers has been studying Capital Group Retirement Recordkeeping customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Capital Group Retirement Recordkeeping for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Capital Group Retirement Recordkeeping for Retirement Recordkeeping include: RWJBarnabas Health, a United States based Healthcare organisation with 40511 employees and revenues of $6.41 billion, Piedmont Eye Center United States, a United States based Healthcare organisation with 85 employees and revenues of $11.0 million, Bridgeport Dental Arts, a United States based Healthcare organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Capital Group Retirement Recordkeeping, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Capital Group Retirement Recordkeeping customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bridgeport Dental Arts | Healthcare | 10 | $1M | United States | Capital Group | Capital Group Retirement Recordkeeping | Retirement Recordkeeping | 2023 | n/a |
In 2023, Bridgeport Dental Arts implemented Capital Group Retirement Recordkeeping to support its employer 401(k) plan for employees in the United States. The SEC prospectus for American Funds lists the practice as holding shares through RecordkeeperDirect, providing public evidence that the RecordkeeperDirect recordkeeping capability from Capital Group is the operational recordkeeper for the plan. This implementation is categorized under Retirement Recordkeeping and is positioned within HR and finance functions for plan administration at the University Place, Washington location.
The deployment centers on Capital Group Retirement Recordkeeping and its RecordkeeperDirect recordkeeping module, which in typical Retirement Recordkeeping deployments manages participant accounts, fund holdings, contribution and transaction posting, and compliance reporting workflows. Operational coverage is focused on plan administration and HR payroll coordination tasks for the employer 401(k) plan, with governance oriented to plan administrator access, participant portal access, and regulatory reporting obligations. The narrative is based on the SEC filing as public evidence of the recordkeeping relationship and does not assert additional integrations or outcomes beyond what the filing supports.
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Piedmont Eye Center United States | Healthcare | 85 | $11M | United States | Capital Group | Capital Group Retirement Recordkeeping | Retirement Recordkeeping | 2023 | n/a |
In 2023 Piedmont Eye Center appears in the American Funds prospectus as a plan holder via Capital Group's RecordkeeperDirect, indicating use of Capital Group Retirement Recordkeeping for its employee 401(k) plan in the United States. The SEC filing is the public source for this relationship, and the listing is the basis for attributing Capital Group Retirement Recordkeeping to Piedmont Eye Center within the Retirement Recordkeeping category. This signals a recorded vendor relationship between Piedmont Eye Center and Capital Group for retirement plan recordkeeping services.
The engagement is aligned to Retirement Recordkeeping functions typical for a small healthcare employer with 85 employees, covering HR and finance responsibilities for a single employee 401(k) plan. Module usage is inferred from the prospectus and is consistent with RecordkeeperDirect recordkeeping capabilities, including participant account management, contribution processing, plan accounting and reporting, and participant statement generation. The narrative restates Capital Group Retirement Recordkeeping to clarify the application and category relationship for HR and plan administration audiences.
Operational scope is limited to the United States and centered on the employer sponsored retirement plan administered for Piedmont Eye Center staff, with plan administration and participant recordkeeping as primary business functions impacted. Governance implications are standard for recordkeeper arrangements, including regulatory reporting and plan-level record retention, as implied by the SEC prospectus listing. The SEC prospectus citation provides the public evidence for this vendor and module attribution rather than internal implementation documentation.
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RWJBarnabas Health | Healthcare | 40511 | $6.4B | United States | Capital Group | Capital Group Retirement Recordkeeping | Retirement Recordkeeping | 2021 | n/a |
In 2021, RWJBarnabas Health piloted Capital Group Retirement Recordkeeping as a Retirement Recordkeeping engagement focused on participant engagement for its defined contribution plan. The January through June 2021 pilot was oriented to HR and benefits communications across the United States and was run in partnership with Capital Group to test digital engagement tied to plan recordkeeping workflows.
The implementation centered on the MyRetirement and ICanRetire digital participant engagement program integrated with Capital Group Retirement Recordkeeping. Functional capabilities exercised during the pilot included participant-facing engagement modules, targeted communications and education workflows, and contribution election prompts designed to drive enrollment and contribution rate changes.
Integration architecture connected the digital engagement program directly with the plan recordkeeper, enabling exchange of participant enrollment data and contribution instructions between the ICanRetire engagement modules and the recordkeeping platform. Operational coverage was scoped to HR and benefits teams and active plan participants in the United States, aligning engagement content with plan recordkeeping transactions.
Governance for the pilot was run as a defined January to June 2021 program with HR-led communications and coordination with the recordkeeper. The pilot produced an explicit outcome of a 54 percent increase in employees who raised contribution rates, and module usage of ICanRetire alongside Capital Group recordkeeping is inferred from the case study documentation.
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