Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral " | Other securities | — | $3.4M | $5.4M | 23.3% | |
| American Funds New Perspective Fund R6 " | Other securities | — | $3.2M | $4.3M | 18.9% | |
| JPMorgan Large Cap Growth Fund R6 " | Other securities | — | $2.8M | $3.0M | 13.1% | |
| American Capital Income Builder Fund R6 Mutual fund | Other securities | — | $2.4M | $2.9M | 12.6% | |
| American Funds Bond Fund R6 " | Other securities | — | $2.4M | $2.1M | 9.2% | |
| American Funds New World Fund R6 " | Other securities | — | $1.3M | $1.6M | 7.1% | |
| American Funds High Income Trust Fund R6 " | Common Collective Trusts | — | $1.2M | $1.2M | 5.2% | |
| Lord Abbett Short Duration Income Fund R6 " | Other securities | — | $736K | $736K | 3.2% | |
| American Funds Capital World Bond Fund R6 " | Other securities | — | $760K | $652K | 2.8% | |
| Vanguard Mid Cap Index Fund Admiral " | Other securities | — | $162K | $333K | 1.4% | |
| Putnam Large Cap Value Fund Class R6 " | Other securities | — | $264K | $258K | 1.1% | |
| Vanguard Total Bond Market Index Fund Admiral " | Other securities | — | $278K | $244K | 1.1% | |
| Vanguard Small Cap Index Fund Admiral " | Other securities | — | $119K | $232K | 1.0% |
