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 | $58K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Trustee Lifestyle Moderate Fund Common Collective Trust | Common Collective Trusts | — | — | $1.8M | 13.2% | |
| CUNA MUTUAL LIFESTYLE MOD CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | — | $1.8M | 13.2% | |
| Trustee Lifestyle Aggressive Fund Common Collective Trust | Common Collective Trusts | — | — | $1.4M | 10.6% | |
| CUNA MUTUAL LIFESTYLE AGGR CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005 | Common Collective Trust | — | — | $1.4M | 10.6% | |
| Vanguard Extended Market Index Fund Mutual Fund | Other securities | — | — | $1.3M | 10.0% | |
| BlackRock Lifepath Ret K Mutual Fund | Other securities | — | — | $1.2M | 9.2% | |
| *** CMFG Life Stable Value (201) Guaranteed Investment Contract | Guaranteed Income / GIC | — | — | $1.1M | 8.3% | |
| BlackRock Lifepath 2040 K Mutual Fund | Other securities | — | — | $953K | 7.1% | |
| Vanguard Growth Index Fund Mutual Fund | Other securities | — | — | $920K | 6.9% | |
| Vanguard Value Index Fund Mutual Fund | Other securities | — | — | $787K | 5.9% | |
| Vanguard Institutional Index Fund Mutual Fund | Other securities | — | — | $645K | 4.8% | |
| BlackRock Lifepath 2030 K Mutual Fund | Mutual Funds | — | — | $587K | 4.4% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | Other securities | — | — | $499K | 3.7% | |
| Trustee Diversified Equity Fund Common Collective Trust | Common Collective Trusts | — | — | $465K | 3.5% | |
| CUNA MUTUAL DIVERS EQUITY CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | — | — | $465K | 3.5% | |
| BlackRock Lifepath 2050 K Mutual Fund | Other securities | — | — | $452K | 3.4% | |
| Vanguard FTSE All-World Ex US Index Fund Mutual Fund | Other securities | — | — | $312K | 2.3% | |
| BlackRock Lifepath 2055 K Mutual Fund | Other securities | — | — | $262K | 2.0% | |
| Notes Receivable from Participants Interest ranging from 5.75% to 9.50% | Bonds / Notes | — | — | $128K | 1.0% | |
| BlackRock Lifepath 2045 K Mutual Fund | Other securities | — | — | $116K | 0.9% | |
| Trustee Lifestyle Conservative Fund Common Collective Trust | Common Collective Trusts | — | — | $107K | 0.8% | |
| CUNA MUTUAL LIFESTYLE CONS CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $107K | 0.8% | |
| BlackRock Lifepath 2035 K Mutual Fund | Other securities | — | — | $103K | 0.8% | |
| BlackRock Lifepath 2060 K Mutual Fund | Other securities | — | — | $98K | 0.7% | |
| BlackRock Lifepath 2065 K Mutual Fund | Other securities | — | — | $41K | 0.3% | |
| CUNA MUTUAL LIFESTYLE INCOME CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002 | Common Collective Trust | — | — | $23K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
