Congress Holdings

Most held

FXAIX

Fidelity 500 Index Fund

Listed by 24 members on their latest annual reports (32 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
Max L. Miller OH-7 Member 2009 Trust ⇒ Fidelity 500 Index Fund (FXAIX) MF $500,001 - $1,000,000 August 10, 2026
filing 10076162, p. 2
Donald S. Beyer, Jr. VA-8 Joint Stocks, Bonds, & Mutual Funds ⇒ Fidelity 500 Index Fund (FXAIX) MF $250,001 - $500,000 July 8, 2026
filing 10081234, p. 5
Josh Gottheimer NJ-5 Spouse Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity 500 Index Fund (FXAIX) MF $250,001 - $500,000 August 10, 2026
filing 10074410, p. 27
Ashley Hinson IA-2 Spouse HIGH STREET INSURANCE PARTNERS 401(K) ⇒ Fidelity 500 Index Fund (FXAIX) MF $250,001 - $500,000 August 13, 2026
filing 10076278, p. 4
Kim Schrier WA-8 Member Kim's 403b - Pre-2009 ⇒ Fidelity 500 Index Fund (FXAIX) MF $250,001 - $500,000 May 15, 2026
filing 10075089, p. 3
Jill N. Tokuda HI-2 Spouse Howard Hughes 401K Plan ⇒ Fidelity 500 Index Fund (FXAIX) MF $250,001 - $500,000 August 13, 2026
filing 10076318, p. 2
James R. Walkinshaw VA-11 Spouse Empower 401k ⇒ Fidelity 500 Index Fund (FXAIX) MF $250,001 - $500,000 April 29, 2026
filing 10075460, p. 1
Gabe Evans CO-8 Member Gabe's Retirement ⇒ Fidelity 500 Index Fund (FXAIX) MF $100,001 - $250,000 May 15, 2026
filing 10078293, p. 1
Randy Fine FL-6 Member RAF IRA ⇒ Fidelity 500 Index Fund (FXAIX) MF $100,001 - $250,000 August 13, 2026
filing 10077599, p. 3
Randy Fine FL-6 Member WLF IRA ⇒ Fidelity 500 Index Fund (FXAIX) MF $100,001 - $250,000 August 13, 2026
filing 10077599, p. 6
Laura Gillen NY-4 Member Fidelity - Cahill Gordon & Reindel LLP 401(k) Plan ⇒ Fidelity 500 Index Fund (FXAIX) MF $100,001 - $250,000 August 13, 2026
filing 10077133, p. 1
Glenn Ivey MD-4 Joint Fidelity Brokerage ⇒ Fidelity 500 Index Fund (FXAIX) MF $100,001 - $250,000 August 13, 2026
filing 10081413, p. 4
William R. Keating MA-9 Member Focus Partners IRA ⇒ Fidelity 500 Index Fund (FXAIX) MF $100,001 - $250,000 July 14, 2026
filing 10078334, p. 5
Robert B. Aderholt AL-4 Member Robert B Aderholt - Premiere Select IRA BDA ⇒ Fidelity 500 Index Fund (FXAIX) MF $50,001 - $100,000 August 13, 2026
filing 10078366, p. 12
Scott Franklin FL-18 Member BRP Colleague, Inc. 401(k) ⇒ Fidelity 500 Index Fund (FXAIX) MF $50,001 - $100,000 August 10, 2026
filing 10077449, p. 2
Pete Sessions TX-17 Spouse IRA One ⇒ Fidelity 500 Index Fund (FXAIX) MF $50,001 - $100,000 April 28, 2026
filing 10075867, p. 7
Lizzie Fletcher TX-7 Member Filer Brokerage Account (FI) ⇒ Fidelity 500 Index Fund (FXAIX) MF $15,001 - $50,000 August 9, 2026
filing 10076222, p. 3
Lizzie Fletcher TX-7 Spouse Spouse Rollover IRA (V&E) ⇒ Fidelity 500 Index Fund (FXAIX) MF $15,001 - $50,000 August 9, 2026
filing 10076222, p. 13
Laura Friedman CA-30 Dependent child Fidelity 529 Plan ⇒ Fidelity 500 Index Fund (FXAIX) MF $15,001 - $50,000 May 5, 2026
filing 10076263, p. 1
Sylvia R. Garcia TX-29 Member City of Houston Def Comp 457 Plan ⇒ Fidelity 500 Index Fund (FXAIX) MF $15,001 - $50,000 May 11, 2026
filing 10075794, p. 2
Josh Gottheimer NJ-5 Member Wells Fargo - SEP IRA ⇒ Fidelity 500 Index Fund (FXAIX) MF $15,001 - $50,000 August 10, 2026
filing 10074410, p. 29
Ted Lieu CA-36 Member Fidelity 500 Index Fund (FXAIX) MF $15,001 - $50,000 August 13, 2026
filing 10078282, p. 1
Josh Riley NY-19 Member JR 401K ⇒ Fidelity 500 Index Fund (FXAIX) MF $15,001 - $50,000 August 13, 2026
filing 10074651, p. 2
Derek Schmidt KS-2 Member Wealth Alliance ⇒ Wealth Alliance - Dependents ⇒ Fidelity 500 Index Fund (FXAIX) MF $15,001 - $50,000 August 13, 2026
filing 10076041, p. 11
Lizzie Fletcher TX-7 Member AZA 401(k) ⇒ Fidelity 500 Index Fund (FXAIX) MF $1,001 - $15,000 August 9, 2026
filing 10076222, p. 1
Lizzie Fletcher TX-7 Member Filer Traditional IRA ⇒ Fidelity 500 Index Fund (FXAIX) MF $1,001 - $15,000 August 9, 2026
filing 10076222, p. 6
Lizzie Fletcher TX-7 Joint Joint Brokerage Accounts (FI) ⇒ Fidelity 500 Index Fund (FXAIX) MF $1,001 - $15,000 August 9, 2026
filing 10076222, p. 7
Vince Fong CA-20 Member Wells Fargo Roth IRA ⇒ Fidelity 500 Index Fund (FXAIX) MF $1,001 - $15,000 May 15, 2026
filing 10076689, p. 5
Analilia Mejia NJ-11 Spouse Fidelity Health Savings Account ⇒ Fidelity 500 Index Fund (FXAIX) MF $1,001 - $15,000 August 12, 2026
filing 10081605, p. 5
Emilia Strong Sykes OH-13 Spouse Transamerica - Adelphi Bank 401(k) Plan ⇒ Fidelity 500 Index Fund (FXAIX) MF $1,001 - $15,000 August 13, 2026
filing 10081595, p. 2
Lizzie Fletcher TX-7 Spouse Spouse Brokerage Account ⇒ Fidelity 500 Index Fund (FXAIX) MF $1 - $1,000 August 9, 2026
filing 10076222, p. 10
Derek Schmidt KS-2 Member Wealth Alliance ⇒ Wealth Alliance - Dependents ⇒ Fidelity 500 Index Fund (FXAIX) MF $1 - $1,000 August 13, 2026
filing 10076041, p. 11

Not counted: 2 more members list it valued “None”, the category for no value at the end of the period: Julie Johnson, Lauren Underwood.

How the count is made: see Most held.