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
American Balanced Fund, Class R-6 Equity 114,112,416 $3,898,080,135.00 8%
The Bond Fund of America, Class R-6 Equity 306,827,281 $3,476,353,098.00 7.2%
American Mutual Fund, Class R-6 Equity 60,080,484 $3,382,531,241.00 7%
Capital World Growth and Income Fund, Class R-6 Equity 52,688,061 $3,333,046,729.00 6.9%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 317,578,111 $3,032,870,963.00 6.2%
AMCAP Fund, Class R-6 Equity 66,002,103 $2,701,466,081.00 5.6%
American Funds Mortgage Fund, Class R-6 Equity 284,354,146 $2,502,316,482.00 5.1%
Intermediate Bond Fund of America, Class R-6 Equity 197,773,762 $2,491,949,405.00 5.1%
U.S. Government Securities Fund, Class R-6 Equity 206,408,726 $2,478,968,800.00 5.1%
Washington Mutual Investors Fund, Class R-6 Equity 39,405,345 $2,426,581,143.00 5%
American Funds Global Balanced Fund, Class R-6 Equity 64,545,110 $2,397,205,385.00 4.9%
The Income Fund of America, Class R-6 Equity 80,124,258 $2,035,156,145.00 4.2%
Capital Income Builder, Class R-6 Equity 27,900,382 $2,008,269,499.00 4.1%
The Growth Fund of America, Class R-6 Equity 24,988,354 $1,744,436,970.00 3.6%
American Funds Global Insight Fund, Class R-6 Equity 63,737,548 $1,501,656,631.00 3.1%
All Holdings: 1 - 15 of 24