Investment Fund

24 Total Holdings:
As of 3/31/25
All Holdings: 1 - 15 of 24
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 105,699,037 $2,684,755,527.00 8.3%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 274,117,448 $2,617,821,626.00 8.1%
The Bond Fund of America, Class R-6 Equity 231,052,218 $2,617,821,626.00 8.1%
American Balanced Fund, Class R-6 Equity 74,983,727 $2,561,444,111.00 7.9%
American Funds Mortgage Fund, Class R-6 Equity 223,911,236 $1,970,418,878.00 6.1%
Intermediate Bond Fund of America, Class R-6 Equity 156,273,344 $1,969,044,139.00 6.1%
American Mutual Fund, Class R-6 Equity 34,307,278 $1,931,499,735.00 6%
Capital World Growth and Income Fund, Class R-6 Equity 29,507,114 $1,866,620,046.00 5.8%
Capital Income Builder, Class R-6 Equity 23,159,316 $1,667,007,564.00 5.1%
U.S. Government Securities Fund, Class R-6 Equity 137,112,198 $1,646,717,504.00 5.1%
Washington Mutual Investors Fund, Class R-6 Equity 25,862,911 $1,592,638,032.00 4.9%
American Funds Global Balanced Fund, Class R-6 Equity 35,242,783 $1,308,916,943.00 4%
American Funds Multi-Sector Income Fund, Class R-6 Equity 140,168,133 $1,310,572,041.00 4%
American Funds Strategic Bond Fund, Class R-6 Equity 106,964,946 $987,286,449.00 3.1%
American High-Income Trust, Class R-6 Equity 100,784,306 $979,623,453.00 3%
All Holdings: 1 - 15 of 24