Congress Holdings

Most held

FFFFX

Fidelity Freedom 2040

Listed by 1 member on their latest annual reports (3 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
Mike Levin CA-49 Spouse Fidelity IRA ⇒ Fidelity Freedom 2040 (FFFFX) MF $500,001 - $1,000,000 April 16, 2026
filing 10075542, p. 2
Mike Levin CA-49 Member Fidelity IRA ⇒ Fidelity Freedom 2040 (FFFFX) MF $250,001 - $500,000 April 16, 2026
filing 10075542, p. 2
Mike Levin CA-49 Spouse Fidelity Roth IRA ⇒ Fidelity Freedom 2040 (FFFFX) MF $15,001 - $50,000 April 16, 2026
filing 10075542, p. 2

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

How the count is made: see Most held.