Investment Fund

10 Total Holdings:
As of 3/31/26
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 108,048,864 $3,994,566,501.00 25%
American Funds Global Balanced Fund, Class R-6 Equity 60,344,765 $2,417,411,270.00 15.1%
Washington Mutual Investors Fund, Class R-6 Equity 37,635,523 $2,369,908,866.00 14.9%
The Income Fund of America, Class R-6 Equity 60,693,662 $1,619,913,834.00 10.2%
Capital World Growth and Income Fund, Class R-6 Equity 22,484,537 $1,581,562,322.00 9.9%
American Funds Multi-Sector Income Fund, Class R-6 Equity 85,585,530 $795,945,426.00 5%
American Funds Strategic Bond Fund, Class R-6 Equity 86,253,602 $791,808,067.00 5%
SMALLCAP World Fund, Inc., Class R-6 Equity 10,549,803 $797,143,098.00 5%
The Bond Fund of America, Class R-6 Equity 70,448,317 $796,770,467.00 5%
New Perspective Fund, Class R-6 Equity 11,718,705 $784,918,882.00 4.9%
All Holdings: 1 - 10 of 10