Congress Holdings

Most held

PHTJX

Principal Funds, Inc. Principal LifeTime Hybrid 2035 Fund, Institutional Class

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
Marc A. Veasey TX-33 Spouse The Raben Group LLC 401(k) Retirement Plan โ‡’ Principal Funds, Inc. Principal LifeTime Hybrid 2035 Fund, Institutional Class (PHTJX) MF $15,001 - $50,000 June 10, 2026
filing 10074876, p. 1

How the count is made: see Most held.