Congress Holdings

Most held

LIKIX

BlackRock LifePath Index 2040 Port Insti Cl

Listed by 1 member on their latest annual reports (1 row: 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
Monica De La Cruz TX-15 Member State Farm IRA ⇒ BlackRock LifePath Index ⇒ BlackRock LifePath Index 2040 Port Insti Cl (LIKIX) MF $1,001 - $15,000 May 25, 2026
filing 10075630, p. 3

How the count is made: see Most held.