Investment Fund

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All Holdings

24 Total Holdings:
As of 6/30/25
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 114,090,181 $4,187,109,654.00 8.2%
American Mutual Fund, Class R-6 Equity 59,543,158 $3,538,054,472.00 7%
Capital World Growth and Income Fund, Class R-6 Equity 49,668,252 $3,531,909,372.00 6.9%
The Bond Fund of America, Class R-6 Equity 308,599,735 $3,505,692,993.00 6.9%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 316,061,743 $3,037,353,348.00 6%
AMCAP Fund, Class R-6 Equity 64,599,784 $2,934,768,174.00 5.8%
American Funds Global Balanced Fund, Class R-6 Equity 64,750,635 $2,570,600,191.00 5.1%
Washington Mutual Investors Fund, Class R-6 Equity 40,267,453 $2,574,298,281.00 5.1%
American Funds Mortgage Fund, Class R-6 Equity 283,716,765 $2,508,056,200.00 4.9%
Intermediate Bond Fund of America, Class R-6 Equity 196,515,752 $2,491,819,733.00 4.9%
U.S. Government Securities Fund, Class R-6 Equity 203,053,120 $2,446,790,102.00 4.8%
The Income Fund of America, Class R-6 Equity 81,228,467 $2,164,738,657.00 4.3%
Capital Income Builder, Class R-6 Equity 28,094,697 $2,144,749,163.00 4.2%
The Growth Fund of America, Class R-6 Equity 22,683,377 $1,869,563,963.00 3.7%
American Funds Global Insight Fund, Class R-6 Equity 59,042,622 $1,565,219,902.00 3.1%
All Holdings: 1 - 15 of 24