Property type · NAUPA 08
Unclaimed mutual/money market funds
- 3,741
- records of this type
- $33.3M
- total being held
- $5,071
- median record
- $234,316
- largest record
A savings or credit union account with no owner-initiated activity for the dormancy period.
Savings accounts go dormant faster than current accounts because nobody touches them by design. Interest posting does not count as activity in most states.
What you will need to claim it
Old passbook or statements, the account number, and proof of the address on the account.
Every claim also needs government photo identification and proof of your Social Security number, plus a document linking you to the address the property was reported under. That last item is the one that stops most people.
Who reported the most of it
| Company | Records |
|---|---|
| Evergreen Service | 135 |
| Evergreen Service | 127 |
| Oppenheimerfunds Distributor | 107 |
| Morgan Stanley Dw | 103 |
| The Dreyfus Fund | 89 |
| Enterprise Fund a | 82 |
Unclaimed mutual/money market funds: common questions
What is unclaimed mutual/money market funds?
A savings or credit union account with no owner-initiated activity for the dormancy period. 3,741 such records are in our database, worth $33,338,920 in total, with a median of $5,071.
Why did this end up with the state?
Savings accounts go dormant faster than current accounts because nobody touches them by design. Interest posting does not count as activity in most states.
What proof will I need?
Old passbook or statements, the account number, and proof of the address on the account. On top of that, every claim needs government photo ID and proof of your Social Security number.
Is unclaimed mutual/money market funds still claimable after many years?
Yes. States hold unclaimed property indefinitely as custodian. There is no deadline and no point at which the state takes ownership — records from the 1980s are claimed regularly.
Search your name against every record we hold.
Free, instant, and no account. If something turns up, we will show you the exact amount and who reported it before you decide anything.
Search your name — freeOther kinds of unclaimed property
- Checking Accounts56,311
- Cashier's Checks41,888
- Underlying Shares/Outstand Cer41,193
- Proceeds Due Beneficiaries38,834
- Savings Accounts23,346
- Securities21,093
- Individual Policy Benefit/Clm20,326
- Accounts Payable18,684
- Misc Intangible Prop14,266
- Misc Outstanding Checks13,694
- Checking Accounts, Dmnd Depsit13,472
- Savings Accts/Crdt Union Shrs13,150
- Refunds Due12,565
- Mutual Fund Shares12,328
- Shares of Stock (rtrned by Po)12,193
- Proceeds-Policy Endow, Annuity11,684
- Outstanding Official Checks10,891
- Credit Bal - Accts Receivable10,862
- Escrow Accounts10,687
- Other9,961
- Dividends9,759
- Vendor Checks9,291
- Group Policy Benefit/Clm Pmts8,921
- Credit Balances8,792
Counted from the California public unclaimed property file, refreshed weekly, covering records of $2,500 and above with no claim activity recorded. Category code 08 follows the NAUPA standard property type list used by state administrators.
Find My Unclaimed is a private company. We are not a government agency and we are not affiliated with, endorsed by, or acting on behalf of any state treasurer, controller, or unclaimed property office. You always have the right to file your own claim directly with the state for free.