Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEMBERS CAPITAL ADVISORS, INC. | 42-0388260 | — | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $54K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock BR LP INDEX RETIRE K | Other securities | — | — | $4.6M | 16.3% | |
| BlackRock BR LIFEPATH INDEX 2040 K | Other securities | — | — | $2.8M | 9.9% | |
| BlackRock BR LIFEPATH INDEX 2030 K | Other securities | — | — | $2.7M | 9.5% | |
| CMFG Life Insurance Company CMFG SV A53 | Other securities | — | — | $2.7M | 9.4% | |
| Fidelity 500 INDEX | Other securities | — | — | $2.1M | 7.4% | |
| BlackRock BR LIFEPATH INDEX 2045 K | Other securities | — | — | $2.0M | 7.0% | |
| BlackRock BR LIFEPATH INDEX 2050 K | Other securities | — | — | $1.5M | 5.2% | |
| BlackRock BR LIFEPATH INDEX 2035 K | Other securities | — | — | $1.5M | 5.1% | |
| BlackRock BR LIFEPATH INDEX 2055 K | Other securities | — | — | $1.4M | 4.9% | |
| BlackRock BR LIFEPATH INDEX 2060 K | Other securities | — | — | $1.0M | 3.6% | |
| Fidelity LARGE CAP GROWTH IDX | Other securities | — | — | $882K | 3.1% | |
| JP Morgan JPMORGAN EQUITY INCOME R6 | Other securities | — | — | $870K | 3.0% | |
| Dodge & Cox DODGE & COX INCOME | Other securities | — | — | $819K | 2.9% | |
| Fidelity SMALL CAP INDEX 508 Fidelity US BOND INDEX | Other securities | — | — | $692K | 2.4% | |
| Fidelity MID CAP INDEX | Other securities | — | — | $568K | 2.0% | |
| Dimensional Fund Advisors (DFA) DFA INTL CRE EQ PORTFOLIO | Other securities | — | — | $426K | 1.5% | |
| Dimensional Fund Advisors (DFA) DFA US SCAP I | Other securities | — | — | $372K | 1.3% | |
| Fidelity GLOBAL EX US INDEX | Other securities | — | — | $368K | 1.3% | |
| Notes receivable from participants 9.50% | Bonds / Notes | — | — | $268K | 0.9% | |
| PIMCO Investment Management PIMCO REAL RETURN INST | Other securities | — | — | $173K | 0.6% | |
| Vanguard Funds VANGUARD RL EST INDX ADM | Other securities | — | — | $168K | 0.6% | |
| BlackRock BR LIFEPATH INDEX 2065 K | Other securities | — | — | $131K | 0.5% | |
| Cash and Cash Equivalents * CUNA Mutual CASH | Cash / Money Market | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
