| | Vanguard Wellesley Income Admiral | VWIAX | 61.45 | +0.24% | 40.9B | 05/06 | |
| | Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 20.99 | +0.57% | 9.93B | 05/06 | |
| | Vanguard Tax-Managed Balanced Adm | VTMFX | 43.25 | +0.75% | 9.35B | 05/06 | |
| | Vanguard Wellesley Income Inv | VWINX | 25.37 | +0.28% | 8.86B | 05/06 | |
| | BlackRock Multi-Asset Income Instl | BIICX | 10.05 | +0.30% | 6B | 05/06 | |
| | American Funds Income Portfolio A | INPAX | 13.04 | +0.46% | 5.45B | 05/06 | |
| | JPMorgan Income Builder A | JNBAX | 9.76 | +0.51% | 4.27B | 05/06 | |
| | Hartford Balanced Income A | HBLAX | 14.52 | +0.21% | 4.27B | 05/06 | |
| | Thrivent Series Moderately Conservative Allocation | 0P0000. | 13.248 | +0.54% | 4.06B | 05/06 | |
| | BlackRock Multi-Asset Income Investor A | BAICX | 10.04 | +0.30% | 3.79B | 05/06 | |
| | Hartford Balanced Income I | HBLIX | 14.53 | +0.21% | 3.74B | 05/06 | |
| | Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 9.850 | +0.51% | 3.58B | 05/06 | |
| | American Funds Tx-Advtg Inc A | TAIAX | 15.70 | +0.77% | 3.59B | 05/06 | |
| | AST Preservation Asset Allocation Portfolio | 0P0000. | 20.550 | +0.59% | 3.46B | 05/06 | |
| | JPMorgan Income Builder Select | JNBSX | 9.78 | +0.51% | 3.29B | 05/06 | |
| | American Funds College 2030 529A | CTHAX | 12.99 | +0.46% | 3.17B | 05/06 | |
| | JPMorgan Investor Conservative Growth A | OICAX | 12.44 | +0.48% | 2.84B | 05/06 | |
| | MFS Conservative Allocation A | MACFX | 16.84 | +0.54% | 2.64B | 05/06 | |
| | American Funds College 2027 529A | CSTAX | 11.87 | +0.34% | 2.6B | 05/06 | |
| | Prudential Series Fund Conservative Balanced Portf | 0P0000. | 41.620 | +0.70% | 2.59B | 05/06 | |
