Investment Fund

10 Total Holdings:
As of 3/31/25
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 104,835,174 $3,581,169,559.00 25.1%
American Funds Global Balanced Fund, Class R-6 Equity 57,984,196 $2,153,533,057.00 15.1%
Washington Mutual Investors Fund, Class R-6 Equity 34,913,339 $2,149,963,441.00 15.1%
The Income Fund of America, Class R-6 Equity 57,060,204 $1,449,329,171.00 10.1%
Capital World Growth and Income Fund, Class R-6 Equity 22,562,881 $1,427,327,835.00 10%
American Funds Multi-Sector Income Fund, Class R-6 Equity 76,220,667 $712,663,232.00 5%
American Funds Strategic Bond Fund, Class R-6 Equity 77,393,387 $714,340,959.00 5%
New Perspective Fund, Class R-6 Equity 11,759,767 $717,110,608.00 5%
The Bond Fund of America, Class R-6 Equity 62,734,949 $710,786,978.00 5%
SMALLCAP World Fund, Inc., Class R-6 Equity 10,123,810 $662,805,863.00 4.6%
All Holdings: 1 - 10 of 10