Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEMBERS CAPITAL ADVISORS, INC. | 42-0388260 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $71K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2030 Portfolio | Other securities | — | — | $2.0M | 10.2% | |
| JP Morgan JP Morgan Equity Income | Other securities | — | — | $1.9M | 9.5% | |
| Fidelity Large Cap Growth Index | Other securities | — | — | $1.8M | 9.2% | |
| BlackRock Lifepath Index 2050 Portfolio | Other securities | — | — | $1.5M | 7.8% | |
| BlackRock Lifepath Index 2040 Portfolio | Other securities | — | — | $1.5M | 7.5% | |
| Fidelity 500 Index | Other securities | — | — | $1.3M | 6.7% | |
| BlackRock Lifepath Index Retirement Portfolio | Other securities | — | — | $1.3M | 6.5% | |
| CMFG Stable Value A54 | Other securities | — | — | $1.3M | 6.4% | |
| Fidelity Mid Cap Index | Other securities | — | — | $1.2M | 6.2% | |
| BlackRock Lifepath Index 2055 Portfolio | Other securities | — | — | $952K | 4.8% | |
| BlackRock Lifepath Index 2060 Portfolio | Other securities | — | — | $794K | 4.0% | |
| BlackRock Lifepath Index 2045 Portfolio | Other securities | — | — | $704K | 3.5% | |
| Dodge and Cox Dodge and Cox Income Fund | Other securities | — | — | $557K | 2.8% | |
| BlackRock Lifepath Index 2035 Portfolio | Other securities | — | — | $535K | 2.7% | |
| Fidelity Global EX US Index | Other securities | — | — | $489K | 2.5% | |
| BlackRock Lifepath Index 2065 Portfolio | Other securities | — | — | $480K | 2.4% | |
| PIMCO Real Return | Other securities | — | — | $352K | 1.8% | |
| Vanguard REIT Index Fund | Common Stock | — | — | $339K | 1.7% | |
| DFA International Core Equity | Other securities | — | — | $242K | 1.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $57K | 0.3% | |
| Fidelity Small Cap Index | Other securities | — | — | $56K | 0.3% | |
| Fidelity US Bond Index | Other securities | — | — | $54K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
