Congress Holdings

Most held

FWMMX

Washington Mutual Investors Fund - Class 529-F-2

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
Jake Auchincloss MA-4 Dependent child 529 DC1 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX) MF $50,001 - $100,000 April 9, 2026
filing 10073339, p. 2
Jake Auchincloss MA-4 Dependent child 529 DC2 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX) MF $15,001 - $50,000 April 9, 2026
filing 10073339, p. 2
Jake Auchincloss MA-4 Dependent child 529 DC3 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX) MF $15,001 - $50,000 April 9, 2026
filing 10073339, p. 3

How the count is made: see Most held.