As of the latest SEC filings, AMERICAN FUNDS GLOBAL BALANCED FUND (GBAL) (RGBGX) is held by 35 institutional funds. The largest fund shareholder is American Funds 2035 Target Date Retirement Fund (AAFTX), holding an estimated $2,789,850,747.72 in market value, representing 4.99% of its portfolio.
Funds holding AMERICAN FUNDS GLOBAL BALANCED FUND (GBAL) (RGBGX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- RGBGX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AAFTX
American Funds 2035 Target Date Retirement Fund
|
MF | Capital Group / American Funds | 4.99% | $2,789,850,747.72 | 66,551,783 | Apr 30, 2026 | Jun 26, 2026 |
|
CBAAX
American Funds Moderate Growth and Income Portfolio
|
MF | Capital Group / American Funds | 14.97% | $2,524,316,909.03 | 60,217,484 | Apr 30, 2026 | Jun 26, 2026 |
|
AAETX
American Funds 2030 Target Date Retirement Fund
|
MF | Capital Group / American Funds | 4.70% | $2,457,411,764.30 | 58,621,464 | Apr 30, 2026 | Jun 26, 2026 |
|
AAGTX
American Funds 2040 Target Date Retirement Fund
|
MF | Capital Group / American Funds | 2.89% | $1,528,777,839.21 | 36,468,937 | Apr 30, 2026 | Jun 26, 2026 |
|
AADTX
American Funds 2025 Target Date Retirement Income Fund
|
MF | Capital Group / American Funds | 4.00% | $1,258,830,905.72 | 30,029,363 | Apr 30, 2026 | Jun 26, 2026 |
|
AAHTX
American Funds 2045 Target Date Retirement Fund
|
MF | Capital Group / American Funds | 1.99% | $929,901,243.61 | 22,182,759 | Apr 30, 2026 | Jun 26, 2026 |
|
AALTX
American Funds 2050 Target Date Retirement Fund
|
MF | Capital Group / American Funds | 1.99% | $835,415,305.35 | 19,928,800 | Apr 30, 2026 | Jun 26, 2026 |
|
AAMTX
American Funds 2055 Target Date Retirement Fund
|
MF | Capital Group / American Funds | 1.99% | $615,536,267.90 | 14,683,594 | Apr 30, 2026 | Jun 26, 2026 |
|
AACTX
American Funds 2020 Target Date Retirement Income Fund
|
MF | Capital Group / American Funds | 4.00% | $575,756,920.08 | 13,734,659 | Apr 30, 2026 | Jun 26, 2026 |
|
AANTX
American Funds 2060 Target Date Retirement Fund
|
MF | Capital Group / American Funds | 1.83% | $368,997,819.95 | 8,802,429 | Apr 30, 2026 | Jun 26, 2026 |
|
AABTX
American Funds 2015 Target Date Retirement Income Fund
|
MF | Capital Group / American Funds | 3.37% | $153,785,709.48 | 3,668,552 | Apr 30, 2026 | Jun 26, 2026 |
|
CCFAX
American Funds College 2036 Fund
|
MF | Capital Group / American Funds | 3.20% | $121,394,485.45 | 2,895,861 | Apr 30, 2026 | Jun 26, 2026 |
|
AAOTX
American Funds 2065 Target Date Retirement Fund
|
MF | Capital Group / American Funds | 1.65% | $114,990,640.87 | 2,743,097 | Apr 30, 2026 | Jun 26, 2026 |
|
NDARX
American Funds Retirement Income Portfolio - Enhanced
|
MF | Capital Group / American Funds | 4.92% | $111,032,411.27 | 2,648,674 | Apr 30, 2026 | Jun 26, 2026 |
|
CTLAX
American Funds College 2033 Fund
|
MF | Capital Group / American Funds | 2.21% | $100,357,888.89 | 2,394,034 | Apr 30, 2026 | Jun 26, 2026 |
|
CDJAX
American Funds College 2039 Fund
|
MF | Capital Group / American Funds | 4.13% | $88,558,520.73 | 2,112,560 | Apr 30, 2026 | Jun 26, 2026 |
|
RBRPX
American Funds Retirement Income Portfolio - Moderate
|
MF | Capital Group / American Funds | 5.00% | $86,084,139.16 | 2,053,534 | Apr 30, 2026 | Jun 26, 2026 |
|
NAARX
American Funds Retirement Income Portfolio - Conservative
|
MF | Capital Group / American Funds | 4.06% | $57,150,772.56 | 1,363,330 | Apr 30, 2026 | Jun 26, 2026 |
|
AAATX
American Funds 2010 Target Date Retirement Income Fund
|
MF | Capital Group / American Funds | 1.38% | $52,554,887.44 | 1,253,695 | Apr 30, 2026 | Jun 26, 2026 |
|
CABAX
American Funds College 2042 Fund
|
MF | Capital Group / American Funds | 3.87% | $31,231,382.73 | 745,023 | Apr 30, 2026 | Jun 26, 2026 |
|
CTHAX
American Funds College 2030 Fund
|
MF | Capital Group / American Funds | 0.50% | $26,225,617.52 | 625,611 | Apr 30, 2026 | Jun 26, 2026 |
|
AAFJX
American Funds 2070 Target Date Retirement Fund
|
MF | Capital Group / American Funds | 1.66% | $10,709,472.01 | 255,474 | Apr 30, 2026 | Jun 26, 2026 |
|
-
American Funds IS 2010 Target Date Fund
|
ETF | Capital Group / American Funds | 1.49% | $8,106,457.47 | 202,358 | Mar 31, 2026 | May 28, 2026 |
|
-
American Funds IS 2015 Target Date Fund
|
ETF | Capital Group / American Funds | 3.45% | $4,865,735.79 | 121,461 | Mar 31, 2026 | May 28, 2026 |
|
-
American Funds IS 2030 Target Date Fund
|
ETF | Capital Group / American Funds | 4.77% | $1,944,937.96 | 48,551 | Mar 31, 2026 | May 28, 2026 |
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