| | American Funds American Balanced A | ABALX | 33.68 | +0.18% | 103.29B | 10/05 | |
| | Vanguard Wellington Admiral | VWENX | 75.12 | +0.08% | 98.09B | 10/05 | |
| | American Funds American Balanced R6 | RLBGX | 33.70 | +0.18% | 51.23B | 10/05 | |
| | Vanguard Balanced Index Adm | VBIAX | 46.27 | -0.02% | 44.21B | 10/05 | |
| | Fidelity Balanced | FBALX | 28.59 | -0.04% | 42.26B | 10/05 | |
| | Fidelity Balanced K | FBAKX | 28.59 | -0.07% | 42.26B | 10/05 | |
| | T. Rowe Price Capital Appreciation | PRWCX | 35.60 | -0.03% | 33.1B | 10/05 | |
| | Franklin Income A | FKINX | 2.33 | 0% | 30.16B | 10/05 | |
| | American Funds American Balanced F2 | AMBFX | 33.66 | +0.21% | 27.09B | 10/05 | |
| | Fidelity Puritan | FPURX | 25.22 | 0% | 25.78B | 10/05 | |
| | T. Rowe Price Capital Appreciation I | TRAIX | 35.61 | 0.00% | 26.59B | 10/05 | |
| | Vanguard STAR Inv | VGSTX | 27.94 | -0.07% | 23.62B | 10/05 | |
| | Vanguard LifeStrategy Moderate Gr Inv | VSMGX | 31.66 | 0% | 21B | 10/05 | |
| | American Funds Insurance Series Asset Allocation F | 0P0000. | 25.420 | +0.24% | 16.16B | 10/05 | |
| | AST Prudential Growth Allocation Portfolio | 0P0000. | 23.070 | +0.04% | 14.32B | 10/05 | |
| | Vanguard Wellington Inv | VWELX | 43.50 | +0.07% | 13.62B | 10/05 | |
| | Franklin Income Adv | FRIAX | 2.31 | 0% | 13.74B | 10/05 | |
| | AST T. Rowe Price Asset Allocation Portfolio | 0P0000. | 43.410 | -0.02% | 13.86B | 10/05 | |
| | JNL/T. Rowe Price Capital Appreciation Fund | 0P0000. | 26.080 | 0% | 13.33B | 10/05 | |
| | Dodge & Cox Balanced | DODBX | 104.03 | +0.09% | 12.25B | 10/05 | |
