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 | $138K | — |
| BOARD OF TRUSTEES OF RETIREMENT PRO | 47-3860238 | — | NONE | $6K | — |
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 Lifestyle Aggressive Fund | Common Collective Trusts | — | — | $8.2M | 17.4% | |
| CUNA MUTUAL AGGRESSIVE FD CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005 | Common Collective Trust | — | — | $8.2M | 17.4% | |
| Van Inst Idx Inst! PI Value of Int. In Reg. Invest Co. NIA | Common Stock | — | — | $6.9M | 14.8% | |
| Vanguard Institutional Index Fund | Other securities | — | — | $6.9M | 14.8% | |
| CUNA Mutual Stable Value oflnt. In Ins Co. General Acct NIA | Common Stock | — | — | $4.1M | 8.8% | |
| BR Lifepath index 2030K Value of Int. In Reg. Invest Co. NIA | Common Stock | — | — | $3.5M | 7.5% | |
| BlackRock Lifepath 2030 | Other securities | — | — | $3.5M | 7.5% | |
| Vanguard Extended Market Index Fund | Other securities | — | — | $3.4M | 7.3% | |
| Vanguard Growth Index Fund | Other securities | — | — | $3.0M | 6.3% | |
| Vanguard Value Index Fund | Other securities | — | — | $2.1M | 4.5% | |
| Van TotBond Mkt Idx IP Value oflnt. In Reg. Invest Co. NIA | U.S. Treasuries | — | — | $2.1M | 4.4% | |
| Vanguard Total Bond Market | Other securities | — | — | $2.1M | 4.4% | |
| BR Lifepath index 2040K Value oflnt. In Reg. Invest Co. NIA | Common Stock | — | — | $2.1M | 4.4% | |
| BlackRock Lifepath 2040 | Other securities | — | — | $2.1M | 4.4% | |
| CMFG Life Insurance Company Lifestyle Moderate Fund | Common Collective Trusts | — | — | $2.0M | 4.2% | |
| CUNA MUTUAL MODERATE FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | — | $2.0M | 4.2% | |
| Vanguard FTSE All World Index Fund | Other securities | — | — | $1.4M | 3.0% | |
| Van FTSE AWld exUS ldx I Value oflnt. In Reg. Invest Co. NIA | Common Stock | — | — | $1.4M | 3.0% | |
| BlackRock Lifepath 2050 | Other securities | — | — | $1.4M | 3.0% | |
| BR Lifepath index 2050K Value ofInt. In Reg. Invest Co. NIA | Common Stock | — | — | $1.4M | 3.0% | |
| BR LP Index Retire K Value ofInt. In Reg. Invest Co. NIA | Common Stock | — | — | $1.2M | 2.6% | |
| BlackRock Retirement Index Portfolio | Other securities | — | — | $1.2M | 2.6% | |
| BlackRock Lifepath 2055 | Other securities | — | — | $1.1M | 2.3% | |
| BR Lifepath index 2055K Value oflnt. In Reg. Invest Co. NIA | Common Stock | — | — | $1.1M | 2.3% | |
| Trustee Lifestyle Conservative Value ofInt. In Common/Collective Trusts NIA | Common Collective Trusts | — | — | $826K | 1.8% | |
| CUNA MUTUAL LIFESTYLE CONSERVATIVE CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $826K | 1.8% | |
| BlackRock Lifepath 2060 | Other securities | — | — | $741K | 1.6% | |
| BR Lifepath index 2060K Value of Int. In Reg. Invest Co. NIA | Common Stock | — | — | $741K | 1.6% | |
| BlackRock Lifepath 2035 | Other securities | — | — | $703K | 1.5% | |
| BR Lifepath index 2035K Value oflnt. In Reg. Invest Co. NIA | Common Stock | — | — | $703K | 1.5% | |
| November 2028 | Other securities | — | — | $652K | 1.4% | |
| Participant Loans Participant Loans 4.25% - 9.5% NIA | Bonds / Notes | — | — | $652K | 1.4% | |
| BR Lifepath index 2045K Value oflnt. In Reg. Invest Co. NIA | Common Stock | — | — | $515K | 1.1% | |
| BlackRock Lifepath 2045 | Other securities | — | — | $515K | 1.1% | |
| CMFG Life Insurance Company Lifestyle Income Fund | Other securities | — | — | $372K | 0.8% | |
| CUNA MUTUAL LIFESTYLE INCOME FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002 | Common Collective Trust | — | — | $372K | 0.8% | |
| Trustee Diversified Equity Value oflnt. In Common/Collective Trusts NIA | Common Collective Trusts | — | — | $353K | 0.8% | |
| CUNA MUTUAL DIVERSIFIED EQUITY FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | — | — | $353K | 0.8% | |
| BR Lifepath index 2065K Value oflnt. In Reg. Invest Co. NIA | Common Stock | — | — | $243K | 0.5% | |
| BlackRock Lifepath 2065 | Other securities | — | — | $243K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
