Investment Fund

10 Total Holdings:
As of 12/31/24
All Holdings: 1 - 10 of 10
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
American Balanced Fund, Class R-6 Equity 104,748,859 $3,598,123,306.00 25.2%
Washington Mutual Investors Fund, Class R-6 Equity 35,224,513 $2,169,829,989.00 15.2%
American Funds Global Balanced Fund, Class R-6 Equity 57,658,368 $2,114,908,947.00 14.8%
Capital World Growth and Income Fund, Class R-6 Equity 22,892,689 $1,454,372,515.00 10.2%
The Income Fund of America, Class R-6 Equity 59,106,604 $1,443,974,328.00 10.1%
New Perspective Fund, Class R-6 Equity 11,854,755 $736,773,051.00 5.2%
American Funds Multi-Sector Income Fund, Class R-6 Equity 75,033,448 $701,562,742.00 4.9%
American Funds Strategic Bond Fund, Class R-6 Equity 76,357,260 $684,924,625.00 4.8%
SMALLCAP World Fund, Inc., Class R-6 Equity 9,884,573 $691,920,118.00 4.8%
The Bond Fund of America, Class R-6 Equity 61,628,685 $686,543,550.00 4.8%
All Holdings: 1 - 10 of 10