{"entity_type":"fund","name":"American Funds IS 2060 Target Date Fund","identifiers":{"lei":"549300J64WUT9OQ2NK46","cik":"729528","fund_id":"S000080327","fundkey":"american-funds-is-2060-target-date-fund"},"dates":{"reporting_period_start":"2025-12-31","reporting_period_end":"2025-12-31","filing_date":"2026-02-26"},"summary":{"total_positions":17,"total_value_usd":781880.91,"asset_categories":["EC"],"by_asset_category":{"EC":{"positions":17,"total_value_usd":781880.91}}},"holdings":[{"issuer_name":"NEW PERSPECTIVE FUND (NPF)","title":"NEW PERSPECTIVE FUND R6 (NPF CL R6)","isin":"US6480188100","value_usd":76617.16,"pct_val":9.7587901179,"balance":1084.154,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"SMALLCAP WORLD FUND INC","title":"SMALLCAP WORLD FUND INC R6","isin":"US8316818124","value_usd":76569.83,"pct_val":9.7527616572,"balance":1003.668,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"FUNDAMENTAL INVESTORS","title":"FUNDAMENTAL INVESTORS R6 (FI CL R6)","isin":"US3608028136","value_usd":70274.05,"pct_val":8.9508630271,"balance":764.43,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"NEW WORLD FUND INC","title":"NEW WORLD FUND INC R6 (NWF CL R6)","isin":"US6492808158","value_usd":62698.84,"pct_val":7.986002355,"balance":672.951,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"CAPITAL WORLD GROWTH & INCOME FUND","title":"CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6)","isin":"US1405438102","value_usd":62557.44,"pct_val":7.9679921218,"balance":875.174,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"WASHINGTON MUTUAL INVESTORS FUND (WMIF)","title":"WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6)","isin":"US9393308179","value_usd":62447.99,"pct_val":7.954051386,"balance":957.204,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"GROWTH FUND OF AMERICA (THE)","title":"GROWTH FUND OF AMERICA (THE) R6 (GFA CL R6)","isin":"US3998748178","value_usd":54677.54,"pct_val":6.9643228361,"balance":678.634,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"AMCAP FUND","title":"AMCAP FUND R6","isin":"US0233758194","value_usd":54663.64,"pct_val":6.9625523817,"balance":1152.755,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"INVESTMENT COMPANY OF AMERICA","title":"INVESTMENT COMPANY OF AMERICA (THE) R6 (ICA CL R6)","isin":"US4613088198","value_usd":53123.58,"pct_val":6.7663936843,"balance":848.213,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"AMERICAN BALANCED FUND (AMBAL)","title":"AMERICAN BALANCED FUND R6 (AMBAL CL R6)","isin":"US0240718132","value_usd":46967.73,"pct_val":5.9823180523,"balance":1252.139,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"AMERICAN MUTUAL FUND (AMF)","title":"AMERICAN MUTUAL FUND R6 (AMF CL R6)","isin":"US0276818160","value_usd":40603.26,"pct_val":5.1716703209,"balance":682.293,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"U S GOVERNMENT SECURITIES FUND (GVT)","title":"U S GOVERNMENT SECURITIES FUND R6 (GVT CL R6)","isin":"US0263008148","value_usd":39252.5,"pct_val":4.9996229187,"balance":3233.32,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"NEW ECONOMY FUND","title":"NEW ECONOMY FUND (THE) R6 (NEF CL R6)","isin":"US6438228107","value_usd":39078.47,"pct_val":4.9774565758,"balance":530.381,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"AMERICAN FUNDS GLOBAL BALANCED FUND (GBAL)","title":"AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6)","isin":"US02629W8174","value_usd":15684.08,"pct_val":1.9976940533,"balance":388.99,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"EUPAC FUND","title":"EUPAC FUND CL R6 (EUPAC CL R6)","isin":"US2987068218","value_usd":15672.53,"pct_val":1.9962229204,"balance":258.708,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"AMERICAN FUNDS EMERGING MARKETS BOND FUND (EMBF)","title":"AMERICAN FUNDS EMERGING MARKETS BOND FUND R6 (EMBF CL R6)","isin":"US02631F7868","value_usd":7863.43,"pct_val":1.0015714884,"balance":961.3,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"AMERICAN FUNDS GLOBAL INSIGHT FUND","title":"AMERICAN FUNDS GLOBAL INSIGHT FUND R6 (GIF R6)","isin":"US14020E7756","value_usd":3128.84,"pct_val":0.398522901,"balance":110.248,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"}],"source_documents":[{"label":"SEC NPORT-P Filings","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=729528&type=NPORT&dateb=&owner=exclude&count=40"}],"dataset":{"json":"https://dealcharts.org/llm/facts/fund/american-funds-is-2060-target-date-fund.json","page":"https://dealcharts.org/capitalmarkets/funds/american-funds-is-2060-target-date-fund/"},"provenance":{"curator":"CMD+RVL","curator_url":"https://cmdrvl.com","platform":"Dealcharts","platform_url":"https://dealcharts.org/","source":"SEC NPORT-P Public Filings","license":"CC-BY 4.0","license_url":"https://creativecommons.org/licenses/by/4.0/","attribution":"Data curated by CMD+RVL from SEC NPORT-P public filings"},"citation":"Fund: American Funds IS 2060 Target Date Fund | LEI: 549300J64WUT9OQ2NK46 | 17 positions totaling $781,881 across EC | Filing: Wed Feb 25 2026 19:00:00 GMT-0500 (Eastern Standard Time) | Source: SEC NPORT-P via Dealcharts.org","updated_at":"2026-02-26"}