Investment Fund

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All Holdings

10 Total Holdings:
As of 9/30/25
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 104,427,970 $4,034,052,469.00 25.2%
Washington Mutual Investors Fund, Class R-6 Equity 36,155,558 $2,423,145,513.00 15.1%
American Funds Global Balanced Fund, Class R-6 Equity 58,211,560 $2,391,330,879.00 14.9%
Capital World Growth and Income Fund, Class R-6 Equity 21,845,644 $1,641,263,257.00 10.3%
The Income Fund of America, Class R-6 Equity 57,435,618 $1,578,330,794.00 9.9%
New Perspective Fund, Class R-6 Equity 11,263,933 $830,715,073.00 5.2%
SMALLCAP World Fund, Inc., Class R-6 Equity 10,402,736 $813,389,931.00 5.1%
American Funds Multi-Sector Income Fund, Class R-6 Equity 79,860,164 $761,067,366.00 4.8%
The Bond Fund of America, Class R-6 Equity 66,391,695 $760,184,911.00 4.8%
American Funds Strategic Bond Fund, Class R-6 Equity 80,991,149 $758,887,062.00 4.7%
All Holdings: 1 - 10 of 10