Congress Holdings

Most held

FDRXX

Fidelity Cash Reserves

Listed by 12 members on their latest annual reports (28 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Katherine M. Clark MA-5 Joint Fidelity Brokerage Account ⇒ Fidelity Cash Reserves (FDRXX) MF $250,001 - $500,000 May 15, 2026
filing 10075831, p. 2
Katherine M. Clark MA-5 Member Judith S. Clark Irrevocable Trust ⇒ Fidelity Cash Reserves (FDRXX) MF $100,001 - $250,000 May 15, 2026
filing 10075831, p. 2
Katherine M. Clark MA-5 Member Katherine Clark - Traditional IRA ⇒ Fidelity Cash Reserves (FDRXX) MF $100,001 - $250,000 May 15, 2026
filing 10075831, p. 3
Katherine M. Clark MA-5 Member Katherine M. Clark Separate Share Trust ⇒ Fidelity Cash Reserves (FDRXX) MF $100,001 - $250,000 May 15, 2026
filing 10075831, p. 4
William R. Keating MA-9 Member Focus Partners IRA ⇒ Fidelity Cash Reserves (FDRXX) MF $50,001 - $100,000 July 14, 2026
filing 10078334, p. 5
Katherine M. Clark MA-5 Spouse Fidelity Rollover IRA ⇒ Fidelity Cash Reserves (FDRXX) MF $15,001 - $50,000 May 15, 2026
filing 10075831, p. 2
Katherine M. Clark MA-5 Member Katherine M. Clark Exempt Trust ⇒ Fidelity Cash Reserves (FDRXX) MF $15,001 - $50,000 May 15, 2026
filing 10075831, p. 4
Scott Franklin FL-18 Member Fidelity Traditional IRA ⇒ Fidelity Cash Reserves (FDRXX) MF $15,001 - $50,000 August 10, 2026
filing 10077449, p. 8
William R. Keating MA-9 Joint Focus Partners Brokerage Account ⇒ Fidelity Cash Reserves (FDRXX) MF $15,001 - $50,000 July 14, 2026
filing 10078334, p. 2
Max L. Miller OH-7 Member Revocable Trust ⇒ Fidelity Cash Reserves (FDRXX) MF $15,001 - $50,000 August 10, 2026
filing 10076162, p. 6
Lori Trahan MA-3 Spouse Fidelity 401K ⇒ Fidelity Cash Reserves (FDRXX) MF $15,001 - $50,000 August 12, 2026
filing 10075586, p. 3
Lizzie Fletcher TX-7 Member Filer Brokerage Account (FI) ⇒ Fidelity Cash Reserves (FDRXX) MF $1,001 - $15,000 August 9, 2026
filing 10076222, p. 3
Lizzie Fletcher TX-7 Spouse Spouse Rollover IRA (V&E) ⇒ Fidelity Cash Reserves (FDRXX) MF $1,001 - $15,000 August 9, 2026
filing 10076222, p. 13
Scott Franklin FL-18 Member Fidelity Roth IRA ⇒ Fidelity Cash Reserves (FDRXX) MF $1,001 - $15,000 August 10, 2026
filing 10077449, p. 4
Scott Franklin FL-18 Spouse Fidelity Roth IRA ⇒ Fidelity Cash Reserves (FDRXX) MF $1,001 - $15,000 August 10, 2026
filing 10077449, p. 4
Val T. Hoyle OR-4 Spouse Fidelity Rollover IRA #3 ⇒ Fidelity Cash Reserves (FDRXX) MF $1,001 - $15,000 May 15, 2026
filing 10077015, p. 3
William R. Keating MA-9 Spouse Focus Partners IRA ⇒ Fidelity Cash Reserves (FDRXX) MF $1,001 - $15,000 July 14, 2026
filing 10078334, p. 5
Lucy McBath GA-6 Spouse Curtis - Fidelity Brokerage #2 ⇒ Fidelity Cash Reserves (FDRXX) MF $1,001 - $15,000 September 11, 2026
filing 10074842, p. 7
Mark B. Messmer IN-8 Member Fidelity Rollover IRA ⇒ Fidelity Cash Reserves (FDRXX) MF $1,001 - $15,000 August 12, 2026
filing 10077191, p. 5
Dave Min CA-47 Spouse Rollover IRA ⇒ Fidelity Cash Reserves (FDRXX) MF $1,001 - $15,000 August 13, 2026
filing 10075550, p. 3
Lori Trahan MA-3 Spouse Fidelity SEP-IRA ⇒ Fidelity Cash Reserves (FDRXX) MF $1,001 - $15,000 August 12, 2026
filing 10075586, p. 3
Ann Wagner MO-2 Member Fidelity IRA ⇒ Fidelity Cash Reserves (FDRXX) MF $1,001 - $15,000 May 13, 2026
filing 10075727, p. 2
Ann Wagner MO-2 Spouse Fidelity Roth IRA ⇒ Fidelity Cash Reserves (FDRXX) MF $1,001 - $15,000 May 13, 2026
filing 10075727, p. 3
Lizzie Fletcher TX-7 Member Filer Roth IRA ⇒ Fidelity Cash Reserves (FDRXX) MF $1 - $1,000 August 9, 2026
filing 10076222, p. 5
Lizzie Fletcher TX-7 Member Filer Traditional IRA ⇒ Fidelity Cash Reserves (FDRXX) MF $1 - $1,000 August 9, 2026
filing 10076222, p. 6
Scott Franklin FL-18 Spouse Fidelity IRA-Spousal ⇒ Fidelity Cash Reserves (FDRXX) MF $1 - $1,000 August 10, 2026
filing 10077449, p. 2
Kim Schrier WA-8 Member Commonspirit 401(k) with Franciscan Health ⇒ Fidelity Cash Reserves (FDRXX) MF $1 - $1,000 May 15, 2026
filing 10075089, p. 1
Kim Schrier WA-8 Member Erisa 403b with Franciscan Health ⇒ Fidelity Cash Reserves (FDRXX) MF $1 - $1,000 May 15, 2026
filing 10075089, p. 2

Not counted: 1 more member lists it valued “None”, the category for no value at the end of the period: Janelle S. Bynum.

How the count is made: see Most held.