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 | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $56K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Jensen Quality Growth I | Other securities | — | — | $4.6M | 16.1% | |
| Fidelity Mid Cap Index | Other securities | — | — | $2.8M | 9.7% | |
| JP Morgan JP Morgan Equity Income R6 | Other securities | — | — | $2.6M | 9.1% | |
| Vanguard Target Retirement 2025 | Other securities | — | — | $2.6M | 9.0% | |
| Fidelity 500 Index | Other securities | — | — | $2.2M | 7.8% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $2.1M | 7.2% | |
| Fidelity Large Cap Growth Index | Other securities | — | — | $1.2M | 4.1% | |
| CMFG Stable Value Fully benefit-responsive investment contract, at contract value | Other securities | — | — | $1.1M | 3.9% | |
| DFA International Institutional | Other securities | — | — | $1.1M | 3.7% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $968K | 3.4% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $896K | 3.1% | |
| Metropolitan West Metropolitan West High Yield Bond Institutional | Other securities | — | — | $835K | 2.9% | |
| DFA US Small Cap Institutional | Other securities | — | — | $826K | 2.9% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $789K | 2.8% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $738K | 2.6% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $606K | 2.1% | |
| Dodge & Cox Dodge & Cox Income | Other securities | — | — | $529K | 1.8% | |
| Fidelity Large Cap Value Index | Other securities | — | — | $407K | 1.4% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $387K | 1.3% | |
| Vanguard Target Retirement 2065 | Other securities | — | — | $315K | 1.1% | |
| Fidelity US Bond Index | Other securities | — | — | $261K | 0.9% | |
| Fidelity Global Ex US Index | Other securities | — | — | $199K | 0.7% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $193K | 0.7% | |
| DFA Emerging Markets Institutional | Other securities | — | — | $134K | 0.5% | |
| PIMCO Real Return Institutional | Other securities | — | — | $107K | 0.4% | |
| Vanguard Real Estate Index Admiral | Other securities | — | — | $99K | 0.3% | |
| Fidelity Emerging Markets Index | Other securities | — | — | $76K | 0.3% | |
| Vanguard Target Retirement Income | Other securities | — | — | $61K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
