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 | $112K | — |
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | CHICAGO, IL | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Target Retirement 2030 | Other securities | — | — | $6.6M | 13.4% | |
| T Rowe Price Target Retirement 2050 | Other securities | — | — | $6.2M | 12.5% | |
| T Rowe Price Target Retirement 2025 | Other securities | — | — | $5.7M | 11.6% | |
| Insurance Company General Investment Contract Account * CMFG Life Insurance Company Guaranteed Account | Other securities | — | — | $4.0M | 8.0% | |
| T Rowe Price Target Retirement 2040 | Other securities | — | — | $3.5M | 7.1% | |
| Fidelity Large Cap Growth Index Fund | Other securities | — | — | $3.3M | 6.6% | |
| Vanguard 500 Index | Other securities | — | — | $2.8M | 5.6% | |
| T Rowe Price Target Retirement 2020 | Other securities | — | — | $2.6M | 5.3% | |
| Vanguard Extended Market Index | Other securities | — | — | $2.4M | 4.8% | |
| JPMORGAN Equity Income | Other securities | — | — | $2.4M | 4.8% | |
| T Rowe Price Target Retirement 2045 | Other securities | — | — | $1.7M | 3.4% | |
| T Rowe Price Retirement Balanced | Other securities | — | — | $1.6M | 3.2% | |
| T Rowe Price Target Retirement 2060 | Other securities | — | — | $1.4M | 2.8% | |
| T Rowe Price Target Retirement 2055 | Other securities | — | — | $1.2M | 2.5% | |
| T Rowe Price Target Retirement 2035 | Other securities | — | — | $1.1M | 2.2% | |
| Loomis Sayles Investment Grade Bond Fund | Other securities | — | — | $959K | 1.9% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $594K | 1.2% | |
| Federated Hermes Institutional High Yield Bond Fund | Other securities | — | — | $579K | 1.2% | |
| Vanguard Total Bond Market Index | Other securities | — | — | $308K | 0.6% | |
| Vanguard FTSE AW ex-US Index | Other securities | — | — | $303K | 0.6% | |
| Vanguard Emerging Market Index | Other securities | — | — | $211K | 0.4% | |
| T Rowe Price Target Retirement 2065 | Other securities | — | — | $114K | 0.2% | |
| Participant Loans 4.25% to 9.50% | Bonds / Notes | — | — | $72K | 0.1% | |
| DFA Inflation Protected | Other securities | — | — | $50K | 0.1% |
