| Capital Income Builder | Capital Income Builder | $403.8M | 31.85% |
| American Mutual Fund | American Mutual Fund | $203.4M | 17.72% |
| MFS International Equity Fund | MFS Series Trust XVII | $169.2M | 58.93% |
| Capital World Growth & Income Fund | Capital World Growth & Income Fund | $107.2M | 6.71% |
| Fidelity Contrafund | Fidelity Contrafund | $82.1M | 5.20% |
| Capital Group Dividend Growers ETF | Capital Group Dividend Growers ETF | $37.8M | 74.67% |
| American Funds Global Insight Fund | American Funds Global Insight Fund | $28.1M | 13.65% |
| BlackRock Global Allocation Fund, Inc. | BlackRock Global Allocation Fund, Inc. | $9.5M | 5.50% |
| Alger Mid Cap Growth Portfolio | ALGER PORTFOLIOS | $2.7M | 189.13% |
| Calvert International Responsible Index Fund | Calvert Responsible Index Series, Inc. | $1.9M | 14.37% |
| VIP International Index Portfolio | Variable Insurance Products Fund II | $1.1M | 8.87% |
| Old Westbury Large Cap Strategies Fund | Old Westbury Funds Inc | $717K | 0.29% |
| Strategic Allocation: Aggressive Fund | American Century Strategic Asset Allocations Inc | $441K | 5.99% |
| BlackRock Balanced Fund, Inc. | BlackRock Balanced Fund, Inc. | $165K | 0.91% |
| BlackRock Balanced Portfolio | BlackRock Series Fund, Inc. | $5K | 0.12% |