Investment Fund

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All Holdings

25 Total Holdings:
As of 9/30/25
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 114,129,652 $4,408,828,476.00 8.3%
American Mutual Fund, Class R-6 Equity 60,644,295 $3,779,958,896.00 7.1%
Capital World Growth and Income Fund, Class R-6 Equity 50,312,244 $3,779,958,896.00 7.1%
AMCAP Fund, Class R-6 Equity 67,346,832 $3,243,423,413.00 6.1%
The Growth Fund of America, Class R-6 Equity 34,933,004 $3,078,296,348.00 5.8%
Fundamental Investors, Class R-6 Equity 32,158,848 $3,005,887,500.00 5.6%
Washington Mutual Investors Fund, Class R-6 Equity 40,469,624 $2,712,274,212.00 5.1%
American Funds Global Balanced Fund, Class R-6 Equity 64,976,394 $2,669,230,279.00 5%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 268,953,265 $2,635,741,995.00 4.9%
American Funds Mortgage Fund, Class R-6 Equity 287,440,143 $2,563,966,072.00 4.8%
U.S. Government Securities Fund, Class R-6 Equity 211,412,632 $2,564,435,220.00 4.8%
American Funds Global Insight Fund, Class R-6 Equity 76,094,950 $2,120,005,302.00 4%
Capital Income Builder, Class R-6 Equity 27,104,740 $2,142,087,607.00 4%
The Income Fund of America, Class R-6 Equity 78,520,511 $2,157,743,640.00 4%
The Investment Company of America, Class R-6 Equity 31,412,508 $2,098,355,519.00 3.9%
All Holdings: 1 - 15 of 25