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Most recently updated pieces

Quarterly Investment Portfolio - American Funds Target Date Retirement Series

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2026

Not available to order

Quarterly Investment Portfolio - American Mutual Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2026

Not available to order

Quarterly Investment Portfolio - Capital Group California Core Municipal Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2026

Not available to order

Quarterly Investment Portfolio - Capital Group Central Cash Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2026

Not available to order

Quarterly Investment Portfolio - Capital Group U.S. Equity Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2026

Not available to order

Quarterly Investment Portfolio - Capital Income Builder

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2026

Not available to order

Quarterly Investment Portfolio - College Target Date Series

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2026

Not available to order

Quarterly Investment Portfolio - Global Balanced Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2026

Not available to order

Quarterly Investment Portfolio - Global Insight Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2026

Not available to order

Quarterly Investment Portfolio - International Vantage Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2026

Not available to order

Quarterly Investment Portfolio - New World Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2026

Not available to order

Quarterly Investment Portfolio - Retirement Income Portfolio Series

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2026

Not available to order

Quarterly Investment Portfolio - Washington Mutual Investors Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2026

Not available to order

RecordkeeperDirect Integrated – Cetera overview sheet for financial professionals

Overview sheet for financial professionals highlighting the attributes of RecordkeeperDirect Integra... Details

Updated: Mar 2026

Not available to order

RecordkeeperDirect Integrated – Cetera overview sheet for plan sponsors

Overview sheet for plan sponsors highlighting the attributes of RecordkeeperDirect Integrated – Cetera retirement plan solution wi... Details

Updated: Mar 2026

Not available to order

RecordkeeperDirect Retirement Plan Specifications Fee-Based - Part 1 of 2

This is Part 1 of the RecordkeeperDirect plan specifications paperwork and is to be completed by the plan sponsor and financial pr... Details

Updated: Mar 2026

Max: 1

Updated: Mar 2026

Retirement Plan Nonspousal Beneficiary Claim and Distribution

Used by a nonspousal beneficiary of a 403(b), 457(b), profit-sharing or money purchase plan account to claim and distribute assets... Details

Updated: Mar 2026

Not available to order

Retirement Plan Spousal Beneficiary Claim and Distribution

Used by the spousal beneficiary of a 403(b), 457(b), profit-sharing or money purchase plan account to claim and distribute assets. Details

Updated: Mar 2026

Not available to order

Retirement Plan Trust Beneficiary Claim

Used to claim assets of a 403(b), 457(b), profit-sharing or money purchase plan account when a trust is listed as beneficiary. Details

Updated: Mar 2026

Not available to order

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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As of July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.