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中國香港特別行政區

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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Investment Fund

SM

9 Total Holdings:
As of 3/31/23
All Holdings: 1 - 9 of 9
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
American Balanced Fund, Class R-6 Equity 104,598,124 $3,082,506,701.00 25.1%
American Funds Global Balanced Fund, Class R-6 Equity 54,765,704 $1,847,247,182.00 15%
Washington Mutual Investors Fund, Class R-6 Equity 35,119,162 $1,838,839,338.00 15%
Capital World Growth and Income Fund, Class R-6 Equity 22,797,396 $1,243,825,941.00 10.1%
The Bond Fund of America, Class R-6 Equity 105,021,611 $1,219,300,899.00 9.9%
The Income Fund of America, Class R-6 Equity 53,945,166 $1,221,858,016.00 9.9%
New Perspective Fund, Class R-6 Equity 11,965,346 $624,710,704.00 5.1%
American Funds Strategic Bond Fund, Class R-6 Equity 63,300,061 $614,010,590.00 5%
SMALLCAP World Fund, Inc., Class R-6 Equity 9,762,921 $605,496,353.00 4.9%
All Holdings: 1 - 9 of 9