Funds holding FUNDAMENTAL INVESTORS
37 funds declare a position · 0 ETFs and 37 other funds · 26.7B $ · US3608028136
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | American Funds 2045 Target Date Retirement Fund American Funds Target Date Retirement Series | 36,167,875 | 3.6B $ | 7.71 % | as of Apr 30, 2026 · Original filing |
| 2 | American Funds 2040 Target Date Retirement Fund American Funds Target Date Retirement Series | 35,673,161 | 3.5B $ | 6.71 % | as of Apr 30, 2026 · Original filing |
| 3 | American Funds 2050 Target Date Retirement Fund American Funds Target Date Retirement Series | 33,760,860 | 3.4B $ | 8.01 % | as of Apr 30, 2026 · Original filing |
| 4 | American Funds 2035 Target Date Retirement Fund American Funds Target Date Retirement Series | 28,747,353 | 2.9B $ | 5.11 % | as of Apr 30, 2026 · Original filing |
| 5 | American Funds 2055 Target Date Retirement Fund American Funds Target Date Retirement Series | 27,049,672 | 2.7B $ | 8.71 % | as of Apr 30, 2026 · Original filing |
| 6 | American Funds Growth Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 26,776,943 | 2.7B $ | 10.03 % | as of Apr 30, 2026 · Original filing |
| 7 | American Funds 2060 Target Date Retirement Fund American Funds Target Date Retirement Series | 18,238,075 | 1.8B $ | 9.01 % | as of Apr 30, 2026 · Original filing |
| 8 | American Funds 2030 Target Date Retirement Fund American Funds Target Date Retirement Series | 15,851,465 | 1.6B $ | 3.01 % | as of Apr 30, 2026 · Original filing |
| 9 | American Funds Growth and Income Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 11,634,610 | 1.2B $ | 5.04 % | as of Apr 30, 2026 · Original filing |
| 10 | American Funds 2025 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 9,541,466 | 948.8M $ | 3.01 % | as of Apr 30, 2026 · Original filing |
| 11 | American Funds 2065 Target Date Retirement Fund American Funds Target Date Retirement Series | 6,302,629 | 626.7M $ | 9.00 % | as of Apr 30, 2026 · Original filing |
| 12 | American Funds 2020 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 3,913,847 | 389.2M $ | 2.70 % | as of Apr 30, 2026 · Original filing |
| 13 | American Funds Balanced Allocation Portfolio Brighthouse Funds Trust I | 3,399,459 | 301.5M $ | 7.97 % | as of Mar 31, 2026 · Original filing |
| 14 | American Funds Aggressive Allocation Portfolio Brighthouse Funds Trust I | 3,385,488 | 300.2M $ | 11.01 % | as of Mar 31, 2026 · Original filing |
| 15 | American Funds College 2036 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 2,081,846 | 207M $ | 5.46 % | as of Apr 30, 2026 · Original filing |
| 16 | American Funds College 2039 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 1,816,063 | 180.6M $ | 8.41 % | as of Apr 30, 2026 · Original filing |
| 17 | PFG American Funds Growth Strategy Fund Northern Lights Fund Trust | 1,250,646 | 124.4M $ | 10.03 % | as of Apr 30, 2026 · Original filing |
| 18 | American Funds Moderate Allocation Portfolio Brighthouse Funds Trust I | 1,010,842 | 89.6M $ | 4.93 % | as of Mar 31, 2026 · Original filing |
| 19 | American Funds College 2042 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 856,820 | 85.2M $ | 10.56 % | as of Apr 30, 2026 · Original filing |
| 20 | American Funds 2015 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 780,224 | 77.6M $ | 1.70 % | as of Apr 30, 2026 · Original filing |
| 21 | American Funds 2070 Target Date Retirement Fund American Funds Target Date Retirement Series | 582,281 | 57.9M $ | 8.96 % | as of Apr 30, 2026 · Original filing |
| 22 | American Funds College 2033 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 411,554 | 40.9M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| 23 | American Funds 2010 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 265,366 | 26.4M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| 24 | American Funds IS 2010 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 44,112 | 3.9M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 25 | LVIP American Funds Vanguard Active Passive Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 30,252 | 2.7M $ | 13.09 % | as of Mar 31, 2026 · Original filing |
| 26 | American Funds IS 2015 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 27,077 | 2.4M $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| 27 | American Funds IS 2035 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 20,046 | 1.8M $ | 5.19 % | as of Mar 31, 2026 · Original filing |
| 28 | American Funds IS 2045 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 17,571 | 1.6M $ | 8.28 % | as of Mar 31, 2026 · Original filing |
| 29 | American Funds IS 2040 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 14,859 | 1.3M $ | 6.73 % | as of Mar 31, 2026 · Original filing |
| 30 | American Funds IS 2030 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 13,639 | 1.2M $ | 2.96 % | as of Mar 31, 2026 · Original filing |
| 31 | American Funds IS 2050 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 11,667 | 1M $ | 7.96 % | as of Mar 31, 2026 · Original filing |
| 32 | American Funds IS 2020 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 10,937 | 969.9K $ | 2.70 % | as of Mar 31, 2026 · Original filing |
| 33 | American Funds IS 2055 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 7,983 | 708K $ | 8.73 % | as of Mar 31, 2026 · Original filing |
| 34 | American Funds IS 2025 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 7,909 | 701.4K $ | 2.94 % | as of Mar 31, 2026 · Original filing |
| 35 | American Funds IS 2070 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 1,566 | 138.9K $ | 8.93 % | as of Mar 31, 2026 · Original filing |
| 36 | American Funds IS 2060 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 1,040 | 92.3K $ | 8.95 % | as of Mar 31, 2026 · Original filing |
| 37 | American Funds IS 2065 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 526 | 46.6K $ | 8.93 % | as of Mar 31, 2026 · Original filing |