Investment Fund

25 Total Holdings:
As of 3/31/26
All Holdings: 1 - 15 of 25
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
American Balanced Fund, Class R-6 Equity 109,981,607 $4,066,020,019.00 8.1%
The Bond Fund of America, Class R-6 Equity 332,298,713 $3,758,298,443.00 7.5%
American Mutual Fund, Class R-6 Equity 58,527,389 $3,423,852,278.00 6.8%
Capital World Growth and Income Fund, Class R-6 Equity 47,613,891 $3,349,161,109.00 6.6%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 329,983,208 $3,121,641,149.00 6.2%
American Funds Mortgage Fund, Class R-6 Equity 301,069,570 $2,664,465,695.00 5.3%
Intermediate Bond Fund of America, Class R-6 Equity 211,130,404 $2,664,465,695.00 5.3%
The Income Fund of America, Class R-6 Equity 99,422,323 $2,653,581,796.00 5.3%
U.S. Government Securities Fund, Class R-6 Equity 211,713,770 $2,538,448,097.00 5%
Washington Mutual Investors Fund, Class R-6 Equity 39,635,945 $2,495,875,485.00 5%
AMCAP Fund, Class R-6 Equity 57,308,210 $2,487,749,386.00 4.9%
American Funds Global Balanced Fund, Class R-6 Equity 60,702,522 $2,431,743,051.00 4.8%
Capital Income Builder, Class R-6 Equity 28,150,538 $2,186,170,762.00 4.3%
American Funds Multi-Sector Income Fund, Class R-6 Equity 173,763,364 $1,615,999,283.00 3.2%
American Funds Global Insight Fund, Class R-6 Equity 54,158,572 $1,482,861,697.00 2.9%
All Holdings: 1 - 15 of 25