Congress
Kristen McDonald Rivet
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
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Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| T Rowe Price Retirement Fund 2040 [AB] | $500K – $1M |
| Fidelity Global Fund Series T5 FE (FNDNX) [MF] | $100K – $250K |
| Newport Vanguard Retirement ⇒ Vanguard Target Retirement 2030 Fund (VTHRX) [MF] | $100K – $250K |
| Capital Income Builder Cl A Shs (CAIBX) [MF] | $50K – $100K |
| Franklin Managed Trust Rising Dividends Fund Cl A (FRDPX) [MF] | $50K – $100K |
| Michigan Education Savings Plan [5F] | $50K – $100K |
| Northwestern Mutual Annuity [FN] | $50K – $100K |
| Templeton Global Bond Fund Class A (TPINX) [MF] | $50K – $100K |
| Washington Mutual Invs Fd Cl A Shs (AWSHX) [MF] | $50K – $100K |
| Voya Retirement Fund ⇒ Dodge & Cox Stock Fund - Class I (DODGX) [MF] | $50K – $100K |
| Voya Retirement Fund ⇒ PGIM Jennison Growth Fund Class A (PJFAX) [MF] | $50K – $100K |
| Franklin Income Fund Class A1 (FKINX) [MF] | $15K – $50K |
| Mutual Global Discovery Fund Class A (TEDIX) [MF] | $15K – $50K |
| United Bay Community Credit Union Account [BA] | $15K – $50K |
| Northwestern Mutual IRA ⇒ Fundamental Investors, Class A Shares (ANCFX) [MF] | $15K – $50K |
| Schwab Simple IRA ⇒ Cash [BA] | $15K – $50K |
| Voya Retirement Fund ⇒ American Funds EuroPacific Growth A (AEPGX) [MF] | $15K – $50K |
| Voya Retirement Fund ⇒ State Street Small/Mid Cap Equity Index Portfolio (SSMHX) [MF] | $15K – $50K |
| Voya Retirement Fund ⇒ T. Rowe Price Mid-Cap Value Fund, Inc. (TRMCX) [MF] | $15K – $50K |
| Northwestern Mutual IRA ⇒ American Funds High-Income Trust A (AHITX) [MF] | $1K – $15K |
| Northwestern Mutual IRA ⇒ American Funds Investment Co of America A (AIVSX) [MF] | $1K – $15K |
| Northwestern Mutual IRA ⇒ The Income Fund of America, Class A Shares (AMECX) [MF] | $1K – $15K |
| Voya Retirement Fund ⇒ American Funds EuroPacific Growth A (AEPGX) [MF] | $1K – $15K |
| Voya Retirement Fund ⇒ Dodge & Cox Stock Fund - Class I (DODGX) [MF] | $1K – $15K |
| Voya Retirement Fund ⇒ SSGA S&P 500 Index Fd (SVSPX) [MF] | $1K – $15K |
| Voya Retirement Fund ⇒ State Street Aggregate Bond Index Fund Class K (SSFEX) [MF] | $1K – $15K |
| Voya Retirement Fund ⇒ State Street Small/Mid Cap Equity Index Portfolio (SSMHX) [MF] | $1K – $15K |
| Voya Select Advantage IRA ⇒ American Funds EuroPacific Growth Cl F-1 Shs (AEGFX) [MF] | $1K – $15K |
| Voya Select Advantage IRA ⇒ BlackRock Eq Dividend R (MRDVX) [MF] | $1K – $15K |
| Voya Select Advantage IRA ⇒ Fidelity Advisor New Insights Fund - Class M (FNITX) [MF] | $1K – $15K |
| Voya Select Advantage IRA ⇒ Invesco Developing Markets Fund Class R (ODVNX) [MF] | $1K – $15K |
| Voya Select Advantage IRA ⇒ Invesco Real Estate Fund Class R Shares (IARRX) [MF] | $1K – $15K |
| Voya Select Advantage IRA ⇒ Principal Fds, Inc.MidCap Fd Cl R-1 (PMSBX) [MF] | $1K – $15K |
| Voya Select Advantage IRA ⇒ Templeton Global Bond Fund Class A (TPINX) [MF] | $1K – $15K |
| Voya Select Advantage IRA ⇒ | $1K – $15K |
| Voya Select Advantage IRA ⇒ VY JPMorgan Small Cap Core Equity Portfolio Adviser (IJSAX) [MF] . | $1K – $15K |
| State of Michigan [DB] C: The distribution is reported on Schedule C. | Not specified |