Capital Dynamics Generation VIII - US Mid-Market
U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
Plans holding
6
Total parsed position
$4.4M
Data source
Schedule of Assets
Plans holding this fundranked by position size
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CMFG LIFE INSURANCE COMPANY CMFG LIFE INSURANCE COMPANY NON-REPRESENTED PLAN QUALIFIED TRUST | MADISON WI | — | $1.7B | $1.1M |
| 2 | CMFG LIFE INSURANCE COMPANY TRUSTAGE 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES | MADISON WI | 3,257 | $1.1B | $1.1M |
| 3 | TRUSTAGE FINANCIAL GROUP, INC. TRUSTAGE PENSION PLAN FOR NON-REPRESENTED EMPLOYEES | MADISON WI | 1,929 | $591.2M | $1.1M |
| 4 | CMFG LIFE INSURANCE COMPANY CMFG LIFE INSURANCE COMPANY REPRESENTED PLAN QUALIFIED TRUST | MADISON WI | — | $409.8M | $365K |
| 5 | CMFG LIFE INSURANCE COMPANY TRUSTAGE 401(K) PLAN FOR REPRESENTED EMPLOYEES | MADISON WI | 741 | $222.8M | $365K |
| 6 | TRUSTAGE FINANCIAL GROUP, INC. TRUSTAGE PENSION PLAN FOR REPRESENTED EMPLOYEES | MADISON WI | 492 | $187.0M | $365K |