Funds holding AMERICAN FUNDS GLOBAL BALANCED FUND (GBAL)
35 funds declare a position · 0 ETFs and 35 other funds · 14.9B $ · US02629W8174
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | American Funds 2035 Target Date Retirement Fund American Funds Target Date Retirement Series | 66,551,783 | 2.8B $ | 4.99 % | as of Apr 30, 2026 · Original filing |
| 2 | American Funds Moderate Growth and Income Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 60,217,484 | 2.5B $ | 14.97 % | as of Apr 30, 2026 · Original filing |
| 3 | American Funds 2030 Target Date Retirement Fund American Funds Target Date Retirement Series | 58,621,464 | 2.5B $ | 4.70 % | as of Apr 30, 2026 · Original filing |
| 4 | American Funds 2040 Target Date Retirement Fund American Funds Target Date Retirement Series | 36,468,937 | 1.5B $ | 2.89 % | as of Apr 30, 2026 · Original filing |
| 5 | American Funds 2025 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 30,029,363 | 1.3B $ | 4.00 % | as of Apr 30, 2026 · Original filing |
| 6 | American Funds 2045 Target Date Retirement Fund American Funds Target Date Retirement Series | 22,182,759 | 929.9M $ | 1.99 % | as of Apr 30, 2026 · Original filing |
| 7 | American Funds 2050 Target Date Retirement Fund American Funds Target Date Retirement Series | 19,928,800 | 835.4M $ | 1.99 % | as of Apr 30, 2026 · Original filing |
| 8 | American Funds 2055 Target Date Retirement Fund American Funds Target Date Retirement Series | 14,683,594 | 615.5M $ | 1.99 % | as of Apr 30, 2026 · Original filing |
| 9 | American Funds 2020 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 13,734,659 | 575.8M $ | 4.00 % | as of Apr 30, 2026 · Original filing |
| 10 | American Funds 2060 Target Date Retirement Fund American Funds Target Date Retirement Series | 8,802,429 | 369M $ | 1.83 % | as of Apr 30, 2026 · Original filing |
| 11 | American Funds 2015 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 3,668,552 | 153.8M $ | 3.37 % | as of Apr 30, 2026 · Original filing |
| 12 | American Funds College 2036 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 2,895,861 | 121.4M $ | 3.20 % | as of Apr 30, 2026 · Original filing |
| 13 | American Funds 2065 Target Date Retirement Fund American Funds Target Date Retirement Series | 2,743,097 | 115M $ | 1.65 % | as of Apr 30, 2026 · Original filing |
| 14 | American Funds Retirement Income Portfolio - Enhanced American Funds Retirement Income Portfolio Series | 2,648,674 | 111M $ | 4.92 % | as of Apr 30, 2026 · Original filing |
| 15 | American Funds College 2033 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 2,394,034 | 100.4M $ | 2.21 % | as of Apr 30, 2026 · Original filing |
| 16 | American Funds College 2039 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 2,112,560 | 88.6M $ | 4.13 % | as of Apr 30, 2026 · Original filing |
| 17 | American Funds Retirement Income Portfolio - Moderate American Funds Retirement Income Portfolio Series | 2,053,534 | 86.1M $ | 5.00 % | as of Apr 30, 2026 · Original filing |
| 18 | American Funds Retirement Income Portfolio - Conservative American Funds Retirement Income Portfolio Series | 1,363,330 | 57.2M $ | 4.06 % | as of Apr 30, 2026 · Original filing |
| 19 | American Funds 2010 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 1,253,695 | 52.6M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| 20 | American Funds College 2042 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 745,023 | 31.2M $ | 3.87 % | as of Apr 30, 2026 · Original filing |
| 21 | American Funds College 2030 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 625,611 | 26.2M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| 22 | American Funds 2070 Target Date Retirement Fund American Funds Target Date Retirement Series | 255,474 | 10.7M $ | 1.66 % | as of Apr 30, 2026 · Original filing |
| 23 | American Funds IS 2010 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 202,358 | 8.1M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| 24 | American Funds IS 2015 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 121,461 | 4.9M $ | 3.45 % | as of Mar 31, 2026 · Original filing |
| 25 | American Funds IS 2030 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 48,551 | 1.9M $ | 4.77 % | as of Mar 31, 2026 · Original filing |
| 26 | American Funds IS 2035 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 42,922 | 1.7M $ | 5.02 % | as of Mar 31, 2026 · Original filing |
| 27 | American Funds IS 2020 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 35,657 | 1.4M $ | 3.98 % | as of Mar 31, 2026 · Original filing |
| 28 | American Funds IS 2025 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 23,571 | 944.3K $ | 3.95 % | as of Mar 31, 2026 · Original filing |
| 29 | American Funds IS 2040 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 13,436 | 538.3K $ | 2.75 % | as of Mar 31, 2026 · Original filing |
| 30 | American Funds IS 2045 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 10,149 | 406.6K $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| 31 | American Funds IS 2050 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 6,533 | 261.7K $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| 32 | American Funds IS 2055 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 4,087 | 163.7K $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| 33 | American Funds IS 2070 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 718 | 28.8K $ | 1.85 % | as of Mar 31, 2026 · Original filing |
| 34 | American Funds IS 2060 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 497 | 19.9K $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| 35 | American Funds IS 2065 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 239 | 9.6K $ | 1.84 % | as of Mar 31, 2026 · Original filing |