| Bond Fund of America | Bond Fund of America | $424.5M | 42.66% |
| Capital Income Builder | Capital Income Builder | $352.5M | 27.81% |
| Intermediate Bond Fund of America | Intermediate Bond Fund of America | $210.5M | 73.70% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $30.3M | 5.14% |
| Federated Hermes SDG Engagement High Yield Credit Fund | Federated Hermes Adviser Series | $12.8M | 663.95% |
| MFS INTERMEDIATE INCOME TRUST | MFS INTERMEDIATE INCOME TRUST | $11.9M | 395.00% |
| Core Fixed Income Fund | MORGAN STANLEY PATHWAY FUNDS | $4.7M | 25.77% |
| Six Circles Global Bond Fund | SIX CIRCLES TRUST | $2.5M | 1.46% |
| MFS GOVERNMENT MARKETS INCOME TRUST | MFS GOVERNMENT MARKETS INCOME TRUST | $1.6M | 159.09% |
| Short-Term Treasury Portfolio | PERMANENT PORTFOLIO FAMILY OF FUNDS | $1.5M | 1164.32% |