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 | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CMFG Life Insurance Company CMFG Life Stable Value (201) | Other securities | — | — | $1.9M | 16.8% | |
| BlackRock Lifepath Index Retirement Portfolio | Other securities | — | — | $1.1M | 9.5% | |
| CUNA MUTUAL LIFESTYLE AGGR CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005 | Common Collective Trust | — | — | $940K | 8.4% | |
| Vanguard Institutional Index | Other securities | — | — | $875K | 7.8% | |
| BlackRock Lifepath Index 2035 Portfolio | Other securities | — | — | $819K | 7.3% | |
| Vanguard Extended Market Index | Other securities | — | — | $763K | 6.8% | |
| CUNA MUTUAL LIFESTYLE CONS CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $688K | 6.1% | |
| BlackRock Lifepath Index 2050 Portfolio | Other securities | — | — | $672K | 6.0% | |
| CUNA MUTUAL LIFESTYLE MOD CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | — | $611K | 5.4% | |
| BlackRock Lifepath Index 2040 Portfolio | Other securities | — | — | $599K | 5.3% | |
| Vanguard Growth Index | Other securities | — | — | $394K | 3.5% | |
| BlackRock Lifepath Index 2060 Portfolio | Other securities | — | — | $287K | 2.6% | |
| BlackRock Lifepath Index 2055 Portfolio | Other securities | — | — | $283K | 2.5% | |
| BlackRock Lifepath Index 2030 Portfolio | Other securities | — | — | $251K | 2.2% | |
| Vanguard FTSE All World EX | Other securities | — | — | $231K | 2.1% | |
| Vanguard Value Index Fund | Other securities | — | — | $219K | 1.9% | |
| Participants Participant Loans Rates from 4.25% to 7.25% - | Bonds / Notes | — | — | $160K | 1.4% | |
| Vanguard Total Bond Market Index | Other securities | — | — | $136K | 1.2% | |
| BlackRock Lifepath Index 2045 Portfolio | Other securities | — | — | $115K | 1.0% | |
| CUNA MUTUAL LIFESTYLE INCOME CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002 | Common Collective Trust | — | — | $87K | 0.8% | |
| BlackRock Lifepath Index 2065 Portfolio | Other securities | — | — | $82K | 0.7% | |
| CUNA MUTUAL DIVERS EQUITY CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | — | — | $59K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.