Unclaimed property directory
Unclaimed property reported as Roth IRA - Mutual funds
Browse possible unclaimed-property accounts associated with Roth IRA - Mutual funds, ordered by reported dollar amount. Verify any possible match through the official state program.
- Accounts
- 1,629
- Total reported
- $13,402,048
- Largest account
- $693,854.41
Distribution of shown amounts
Dollar ranges for the 50 records shown below, not all accounts in this group.
Accounts sorted by reported amount
Showing up to 50 records for this group, highest reported amount first.
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McMorris, Daniel W
7177 Fountaine Avenue, Newark, CA, 94560
Held by Global Tech & Innovation D Shares
Roth IRA - Mutual funds
$693,854.41
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McMorris, Daniel W
7177 Fountaine Avenue, Newark, CA, 94560
Held by Global Tech & Innovation D Shares
Roth IRA - Mutual funds
$462,154.22
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Nolen, Joann T
2404 Micheltorena Street, Los Angeles, CA, 90039
Held by Td Ameritrade Clearing Inc.
Roth IRA - Mutual funds
$293,160.42
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Ferrellmangus, Adriana C
12915 Dorathea Terrace, Poway, CA, 92064
Held by Healthcare Fund Adm-552
Roth IRA - Mutual funds
$247,932.66
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Pat, Chun Ho
1447 East Colton Avenue, Redlands, CA, 92374
Held by Columbia Seligman Tech And Info-A
Roth IRA - Mutual funds
$199,066.60
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McAfee, George D
39394 Oak Cliff Drive, Temecula, CA, 92591
Held by Allspring Growth-A
Roth IRA - Mutual funds
$174,323.04
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Tanaka, Florence S
6383 Anguilla Avenue, Cypress, CA, 90630
Held by Ultra
Roth IRA - Mutual funds
$140,354.04
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Mangus, Kent R
12915 Dorathea Terrace, Poway, CA, 92064
Held by Contrarian Fund D Shares
Roth IRA - Mutual funds
$125,440.31
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Ferrell-Mangus, Adrianna
12915 Dorathea Terrace, Poway, CA, 92064
Held by Contrarian Fund D Shares
Roth IRA - Mutual funds
$125,440.31
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Ferrell, Adriana Michelle
12915 Dorathea Terrace, Poway, CA, 92064
Held by Contrarian Fund D Shares
Roth IRA - Mutual funds
$125,440.31
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McFaul, John M
7305 Fairmount Avenue, El Cerrito, CA, 94530
Held by Explorer Fund Admiral- 5024
Roth IRA - Mutual funds
$107,625.11
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Nabours, James M
12713 Greene Avenue, Los Angeles, CA, 90066
Held by Allspring Innovation-A
Roth IRA - Mutual funds
$101,619.81
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Orosco, Diana O
8550 Greenpoint Avenue C O Of Est Of Diana Olive Oros, Riverside, CA, 92503
Held by American Enterprise Investment
Roth IRA - Mutual funds
$99,938.56
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Mayes, D Lorene
3323 Watt Avenue Pmb 103, Sacramento, CA, 95821
Held by Invesco Investment Svcs Inc
Roth IRA - Mutual funds
$98,467.90
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McKean, Ruth
00000
Held by Invesco Investment Svcs Inc
Roth IRA - Mutual funds
$98,467.90
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Mayes, D Lorene
3323 Watt Avenue Pmb 103, Sacramento, CA, 95821
Held by Invesco Investment Svcs Inc
Roth IRA - Mutual funds
$98,142.16
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McKean, Ruth
00000
Held by Invesco Investment Svcs Inc
Roth IRA - Mutual funds
$98,142.16
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Holbrook, Lee R
11250 Playa Street No 30, Culver City, CA, 90230
Held by American Enterprise Investment
Roth IRA - Mutual funds
$83,618.37
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Norgard, Sidney J
188 Valley View Drive, Exeter, CA, 93221
Held by The Investment Company Of America-A
Roth IRA - Mutual funds
$82,576.79
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Von, Janet C Doepp
44 Mountain Spring Avenue, San Francisco, CA, 94114
Held by Equity Income
Roth IRA - Mutual funds
$80,481.98
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Feng, Hsien Wei
1763 Cliffbranch Drive, Diamond Bar, CA, 91765
Held by Wasatch Funds
Roth IRA - Mutual funds
$78,194.61
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Sighart, Milan Von
5560 Overland Avenue Suite 130, San Diego, CA, 92123
Held by Health Sciences
Roth IRA - Mutual funds
$71,123.08
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Haji, Priya K
88 King Street #402, San Francisco, CA, 94107
Held by Wells Fargo Clearing Services LLC
Roth IRA - Mutual funds
$70,078.10
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Shelby, Lamon R
1815 Erie Street, San Diego, CA, 92110
Held by Bny Mellon Dynamic Value Fund-Class A
Roth IRA - Mutual funds
$69,662.84
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Nabours, Mary L
12713 Greene Avenue, Los Angeles, CA, 90066
Held by Allspring Innovation-A
Roth IRA - Mutual funds
$69,520.95
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Bhakta, Pareshkumar M
4919 Coliseum Way, Oakland, CA, 94601
Held by Growth & Income Fund D Shares
Roth IRA - Mutual funds
$65,652.76
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Bhakta, Rupalben P
00000
Held by Growth & Income Fund D Shares
Roth IRA - Mutual funds
$65,652.76
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Shelby, Lamont R
1815 Erie Street, San Diego, CA, 92110
Held by Bny Mellon Worldwide Grw Fd Inc.-Cl A
Roth IRA - Mutual funds
$64,949.02
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Reas, Patricia Lydia
5275 East Rural Ridge Circle, Anaheim, CA, 92807
Held by Charles Schwab & Co Inc
Roth IRA - Mutual funds
$62,693.84
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Takeda Roth IRA 7/7/00 Shuji
1367 Caminito Capistrano Unit, Chula Vista, CA, 91913
Held by Large Cap Focused Fund Class A
Roth IRA - Mutual funds
$61,991.64
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Bnym I S Trust Co Cust Roth
00000
Held by Large Cap Focused Fund Class A
Roth IRA - Mutual funds
$61,991.64
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Landry, Francis J
300 Linfield Drive, Menlo Park, CA, 94025
Held by International Fund
Roth IRA - Mutual funds
$61,773.77
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Hampton, Barbara
335 Euclid Avenue Apt 206, San Francisco, CA, 94118
Held by Active Bond Fund Class A
Roth IRA - Mutual funds
$58,669.63
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Mellinger, Kathleen
2817 Sleepy Hollow Drive, Stockton, CA, 95209
Held by US Bancorp Fund Services LLC
Roth IRA - Mutual funds
$58,249.54
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Paul, Brian D
206 South Pastoria Avenue, Sunnyvale, CA, 94086
Held by Balanced
Roth IRA - Mutual funds
$57,654.22
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Saunders, Marie L
33 Parkman Road East, Laguna Niguel, CA, 92677
Held by Ultra
Roth IRA - Mutual funds
$54,814.94
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Buderus Roth IRA William E
Alameda County Public Conserv, Oakland, CA, 94604
Held by Macquarie Value Fd Cl A
Roth IRA - Mutual funds
$52,951.34
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Bnym I S Trust Co Cust Roth
00000
Held by Macquarie Value Fd Cl A
Roth IRA - Mutual funds
$52,951.34
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Carmona, Benjamin A
1909 Westmont Drive, Alhambra, CA, 91803
Held by Federal Money Mkt Fund- 33
Roth IRA - Mutual funds
$49,343.75
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Woo, Christina J
3142 Barbados Place, Costa Mesa, CA, 92626
Held by Allspring Disciplined US Core-A
Roth IRA - Mutual funds
$48,669.30
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Nerrie, Elaine Roth
601 Laurel Avenue Apt 408, San Mateo, CA, 94401
Held by Charles Schwab & Co Inc
Roth IRA - Mutual funds
$48,239.80
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Harvey, Chavez Susan L
835 Bantam Way, Petaluma, CA, 94952
Held by Target Retirement Income Fund
Roth IRA - Mutual funds
$46,734.94
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Ptc
PO Box 21081, El Sobrante, CA, 94820
Held by Lpl Financial Corporation
Roth IRA - Mutual funds
$46,018.67
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Linhart, Orfa
PO Box 21081, El Sobrante, CA, 94820
Held by Lpl Financial Corporation
Roth IRA - Mutual funds
$46,018.67
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Mellinger, Kathleen
2817 Sleepy Hollow Drive, Stockton, CA, 95209
Held by Dreyfus Money Market Fund Wealth Shares
Roth IRA - Mutual funds
$42,820.98
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Norgard, Sidney J
188 Valley View Drive, Exeter, CA, 93221
Held by Pimco Stocksplus A
Roth IRA - Mutual funds
$42,803.57
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Mahaffey, Michael J
818 West Hamilton Road, Westley, CA, 95387
Held by Wells Fargo Clearing Services LLC
Roth IRA - Mutual funds
$42,096.54
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Mills, Sonny I
1204 West 16th Street, Merced, CA, 95340
Held by The Growth Fund Of America-A
Roth IRA - Mutual funds
$41,350.44
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Ronald, C Dicostanzo
810 California Avenue Apt 2, Santa Monica, CA, 90403
Held by Charles Schwab & Co Inc
Roth IRA - Mutual funds
$40,732.08
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Sighart, Milan Von
5560 Overland Avenue Suite 130, San Diego, CA, 92123
Held by Global Technology Fund
Roth IRA - Mutual funds
$38,640.18