Congress Holdings

Most held

LINIX

BlackRock LifePath Index 2030 Port Insti Shs

Listed by 1 member on their latest annual reports (2 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
Kelly Morrison MN-3 Spouse Deferred Compensation Program ⇒ BlackRock LifePath Index 2030 Port Insti Shs (LINIX) MF Spouse/DC Over $1,000,000 August 12, 2026
filing 10075173, p. 2
Kelly Morrison MN-3 Spouse Retirement Account 1 (401k) ⇒ BlackRock LifePath Index 2030 Port Insti Shs (LINIX) MF Spouse/DC Over $1,000,000 August 12, 2026
filing 10075173, p. 2

How the count is made: see Most held.