Investment Fund

21 Total Holdings:
As of 3/31/26
All Holdings: 1 - 15 of 21
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
The Income Fund of America, Class R-6 Equity 105,840,999 $2,824,896,276.00 9.2%
The Bond Fund of America, Class R-6 Equity 222,968,259 $2,521,771,005.00 8.2%
American Balanced Fund, Class R-6 Equity 66,859,196 $2,471,784,470.00 8%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 249,309,659 $2,358,469,370.00 7.7%
American Funds Mortgage Fund, Class R-6 Equity 209,516,001 $1,854,216,613.00 6%
American Mutual Fund, Class R-6 Equity 31,459,058 $1,840,354,868.00 6%
Intermediate Bond Fund of America, Class R-6 Equity 146,926,831 $1,854,216,613.00 6%
Capital World Growth and Income Fund, Class R-6 Equity 24,633,178 $1,732,697,747.00 5.6%
Capital Income Builder, Class R-6 Equity 21,390,886 $1,661,216,243.00 5.4%
U.S. Government Securities Fund, Class R-6 Equity 128,989,813 $1,546,587,861.00 5%
Washington Mutual Investors Fund, Class R-6 Equity 24,385,743 $1,535,570,235.00 5%
American Funds Global Balanced Fund, Class R-6 Equity 31,033,474 $1,243,200,949.00 4.1%
American Funds Multi-Sector Income Fund, Class R-6 Equity 133,221,410 $1,238,959,108.00 4%
American High-Income Trust, Class R-6 Equity 100,678,326 $983,627,244.00 3.2%
American Funds Strategic Bond Fund, Class R-6 Equity 101,452,109 $931,330,356.00 3%
All Holdings: 1 - 15 of 21