Investment Fund

23 Total Holdings:
As of 3/31/25
All Holdings: 1 - 15 of 23
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
American Balanced Fund, Class R-6 Equity 89,028,262 $3,041,205,413.00 8.1%
Fundamental Investors, Class R-6 Equity 37,202,764 $2,899,955,460.00 7.7%
American Mutual Fund, Class R-6 Equity 47,915,510 $2,697,643,224.00 7.2%
Capital World Growth and Income Fund, Class R-6 Equity 41,432,908 $2,621,045,739.00 7%
Washington Mutual Investors Fund, Class R-6 Equity 42,563,731 $2,621,074,568.00 7%
New Perspective Fund, Class R-6 Equity 42,107,273 $2,567,701,527.00 6.9%
AMCAP Fund, Class R-6 Equity 62,613,648 $2,562,776,609.00 6.8%
SMALLCAP World Fund, Inc., Class R-6 Equity 38,857,617 $2,544,008,155.00 6.8%
The Growth Fund of America, Class R-6 Equity 36,710,738 $2,562,776,609.00 6.8%
New World Fund, Inc., Class R-6 Equity 29,076,570 $2,276,113,891.00 6.1%
U.S. Government Securities Fund, Class R-6 Equity 164,314,317 $1,973,414,950.00 5.3%
The Income Fund of America, Class R-6 Equity 61,149,518 $1,553,197,755.00 4.1%
American Funds Global Insight Fund, Class R-6 Equity 64,138,222 $1,511,096,505.00 4%
The Investment Company of America, Class R-6 Equity 26,117,264 $1,456,559,829.00 3.9%
The New Economy Fund, Class R-6 Equity 24,719,019 $1,436,669,376.00 3.8%
All Holdings: 1 - 15 of 23