-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, G9iWAhspYWgpirFUkVX+racmhWp/7bEaLwKBBSuC+Db8+Ac7uWlrGVSD/rr54gtp EG9V6jcL4XNQLPh1HyofyA== 0000051931-09-000310.txt : 20090424 0000051931-09-000310.hdr.sgml : 20090424 20090423184049 ACCESSION NUMBER: 0000051931-09-000310 CONFORMED SUBMISSION TYPE: 425 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20090424 DATE AS OF CHANGE: 20090423 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: CASH MANAGEMENT TRUST OF AMERICA CENTRAL INDEX KEY: 0000018109 IRS NUMBER: 956588339 STATE OF INCORPORATION: MA FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 425 SEC ACT: 1934 Act SEC FILE NUMBER: 811-02380 FILM NUMBER: 09767632 BUSINESS ADDRESS: STREET 1: 333 S HOPE ST - 55TH FL (MICG) CITY: LOS ANGELES STATE: CA ZIP: 90071 BUSINESS PHONE: 213-486-9200 MAIL ADDRESS: STREET 1: 333 S HOPE ST - 55TH FL (MICG) CITY: LOS ANGELES STATE: CA ZIP: 90071 FORMER COMPANY: FORMER CONFORMED NAME: AMERICAN EXPRESS MONEY RESERVES INC DATE OF NAME CHANGE: 19760307 FORMER COMPANY: FORMER CONFORMED NAME: AMERICAN EXPRESS INCOME SHARES INC DATE OF NAME CHANGE: 19741010 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: CASH MANAGEMENT TRUST OF AMERICA CENTRAL INDEX KEY: 0000018109 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] IRS NUMBER: 956588339 STATE OF INCORPORATION: MA FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 425 BUSINESS ADDRESS: STREET 1: 333 S HOPE ST - 55TH FL (MICG) CITY: LOS ANGELES STATE: CA ZIP: 90071 BUSINESS PHONE: 213-486-9200 MAIL ADDRESS: STREET 1: 333 S HOPE ST - 55TH FL (MICG) CITY: LOS ANGELES STATE: CA ZIP: 90071 FORMER COMPANY: FORMER CONFORMED NAME: AMERICAN EXPRESS MONEY RESERVES INC DATE OF NAME CHANGE: 19760307 FORMER COMPANY: FORMER CONFORMED NAME: AMERICAN EXPRESS INCOME SHARES INC DATE OF NAME CHANGE: 19741010 CENTRAL INDEX KEY: 0001454975 CENTRAL INDEX KEY: 0000018109 S000009232 CASH MANAGEMENT TRUST OF AMERICA C000025111 Class A CTAXX C000025112 Class R-1 RKAXX C000025113 Class R-2 RKBXX C000025114 Class R-3 RKCXX C000025115 Class R-4 RKEXX C000025116 Class R-5 RKFXX C000025117 Class B CTBXX C000025118 Class C CXCXX C000025119 Class F-1 CXFXX C000025120 Class 529-A CKAXX C000025121 Class 529-B CKBXX C000025122 Class 529-C CKCXX C000025123 Class 529-E CKEXX C000025124 Class 529-F-1 CKFXX C000069901 Class F-2 CSTXX 425 1 cmta425.htm CASH MANAGEMENT TRUST OF AMERICA cmta425.htm
Filed by The Cash Management Trust of America
Pursuant to Rule 425 under the Securities Act of 1933
and deemed filed pursuant to Rule 14a-12
of the Securities Exchange Act of 1934

Subject Companies:  The Cash Management Trust of America
Commission File No. 2-47940

The following letters were sent to retirement plan sponsors on April 23, 2009.

April 2009

Dear Plan Sponsor:

We would like to notify you of an important announcement about Capital Bank and Trust and American Funds.

Upcoming Proxy Vote (for Plans Offering The Cash Management Trust of America® and The U.S. Treasury Money Fund of AmericaSM) and the American Funds Money Market FundSM

Plans that currently offer The Cash Management Trust of America (CMTA) or The U.S. Treasury Money Fund of America (CTRS) will receive a proxy relating to a proposal to merge these funds into a new money market fund, the American Funds Money Market Fund (MMF), which we will introduce on May 1, 2009. The investment objective of MMF is to provide income while preserving capital and maintaining liquidity. MMF seeks to preserve the value of an investment at $1.00 per share.

In the current low interest rate environment, the fund initially will suspend payment of ongoing 12b-1 fees to financial professionals. The fund will have a 12b-1 plan, and future payment of 12b-1 fees to financial professionals will be contingent on the fund's yield.

How this will impact your plan
Assuming approval of the merger, plan investments in CMTA or CTRS will automatically be moved into MMF on the date of the merger. This includes the use of CMTA/CTRS:

·  
as an investment option available to plan participants,
·  
as the plan’s default investment, and/or
·  
as the plan’s forfeiture account investment.

If you want to move impacted accounts to a fund other than MMF, please contact us by June 1, 2009 to ensure there is adequate time to make any adjustments.

In addition, if you previously executed an Automatic Rollover IRA Employer Agreement allowing American Funds to open IRAs for terminated employees with account balances between $1,000 and $5,000, please be aware that CMTA will no longer be used as the investment vehicle for automatic rollovers beginning May 1, 2009. At that time, MMF will become the investment vehicle for automatic rollovers.

This document is not an offer to sell and is not soliciting an offer to buy any securities of the funds. Shareholders of each fund are encouraged to read the applicable proxy statement when it becomes available because it contains important information regarding the proposed transactions. Shareholders will be mailed a proxy statement and proxy ballot and may obtain the proxy statement, as well as other relevant documents, for free on the SEC’s website at sec.gov. For The Cash Management Trust of America and The U.S. Treasury Money Fund of America, the proxy statement and other information may be found under the filings for American Funds Money Market Fund. You may also request a complimentary copy of the proxy statement by calling American Funds Service Company at 800/421-0180 or by writing to the secretary of the funds at 333 South Hope Street, Los Angeles, California, 90071.


Communicating with your plan’s participants
We encourage you to consider communicating the information related to the anticipated merger to your plan’s participants. To maintain fiduciary protection, you should notify your plan participants at least 30 days before the merger that, absent an affirmative election to move their CMTA or CTRS investments to another investment option under the plan, their CMTA or CTRS investments will automatically be moved into MMF on the date of the merger.  A sample notice has been enclosed with this letter for your convenience.

We will be sending you new forms that will include the updated information as they become available. If you have any questions, please call us at 800/421-0180, ext 65.

Thank you for your continued support of American Funds. We look forward to serving your company’s retirement plan needs for years to come.

Sincerely,



Capital Bank and Trust Company

Enclosure: Sample notice for plan participants

Investors should carefully consider the objectives, risks, charges and expenses of the American Funds and any other investments in their plan. This and other important information is contained in the prospectuses, which are available from the plan’s financial professional. Please read the prospectuses carefully before investing. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so investors may lose money.
 
 
 

April 2009



Dear Plan Sponsor:

We would like to notify you of an important announcement about Capital Bank and Trust and American Funds.

Upcoming Proxy Vote (for Plans Offering The Cash Management Trust of America® and The U.S. Treasury Money Fund of AmericaSM) and the American Funds Money Market FundSM

Plans that currently offer The Cash Management Trust of America (CMTA) or The U.S. Treasury Money Fund of America (CTRS) will receive a proxy relating to a proposal to merge these funds into a new money market fund, the American Funds Money Market Fund (MMF), which we will introduce on May 1, 2009. The investment objective of MMF is to provide income while preserving capital and maintaining liquidity. MMF seeks to preserve the value of an investment at $1.00 per share.

In the current low interest rate environment, the fund initially will suspend payment of ongoing 12b-1 fees to financial professionals. The fund will have a 12b-1 plan, and future payment of 12b-1 fees to financial professionals will be contingent on the fund's yield.

How this will impact your plan
Assuming approval of the merger, plan investments in CMTA or CTRS will automatically be moved into MMF on the date of the merger. This includes the use of CMTA/CTRS in investment option accounts.

If you want to move impacted accounts to a fund other than MMF, please contact us by June 1, 2009 to ensure there is adequate time to make any adjustments.

We will be sending you new forms that will include the updated information as they become available. If you have any questions, please call us at 800/421-0180, ext 65.

Thank you for your continued support of American Funds. We look forward to serving your company’s retirement plan needs for years to come.

Sincerely,

Capital Bank and Trust Company

This document is not an offer to sell and is not soliciting an offer to buy any securities of the funds. Shareholders of each fund are encouraged to read the applicable proxy statement when it becomes available because it contains important information regarding the proposed transactions. Shareholders will be mailed a proxy statement and proxy ballot and may obtain the proxy statement, as well as other relevant documents, for free on the SEC’s website at sec.gov. For The Cash Management Trust of America and The U.S. Treasury Money Fund of America, the proxy statement and other information may be found under the filings for American Funds Money Market Fund. You may also request a complimentary copy of the proxy statement by calling American Funds Service Company at 800/421-0180 or by writing to the secretary of the funds at 333 South Hope Street, Los Angeles, California, 90071.

Investors should carefully consider the objectives, risks, charges and expenses of the American Funds and any other investments in their plan. This and other important information is contained in the prospectuses, which are available from the plan’s financial professional. Please read the prospectuses carefully before investing. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so investors may lose money.
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