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 | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $117K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Other securities | — | — | $8.6M | 17.3% | |
| Fidelity Large Cap Index | Other securities | — | — | $4.9M | 9.9% | |
| Fidelity Mid Cap Index | Other securities | — | — | $4.8M | 9.7% | |
| BlackRock Lifepath Index 2040 Portfolio Class K | Other securities | — | — | $3.8M | 7.6% | |
| BlackRock Lifepath Index Retirement Fund Class K | Other securities | — | — | $2.8M | 5.7% | |
| TruStage Guaranteed Acct Fully benefit-responsive investment contract, at contract value | Other securities | — | — | $2.8M | 5.7% | |
| BlackRock Lifepath Index 2030 Portfolio Class K | Other securities | — | — | $2.7M | 5.4% | |
| JPMorgan JP Morgan Equity Income Fund R6 | Other securities | — | — | $2.6M | 5.2% | |
| BlackRock Lifepath Index 2035 Portfolio Class K | Other securities | — | — | $2.5M | 5.1% | |
| BlackRock Lifepath Index 2050 Portfolio Class K | Other securities | — | — | $2.5M | 5.0% | |
| BlackRock Lifepath Index 2055 Portfolio Class K | Other securities | — | — | $2.3M | 4.6% | |
| Fidelity Global Ex US Index | Other securities | — | — | $1.9M | 3.9% | |
| BlackRock Lifepath Index 2060 Portfolio Class K | Other securities | — | — | $1.4M | 2.9% | |
| Dimensional Fund Advisors DFA US Small Cap Portfolio Institutional | Other securities | — | — | $806K | 1.6% | |
| Dimensional Fund Advisors DFA International Core Equity | Other securities | — | — | $547K | 1.1% | |
| BlackRock Lifepath Index 2065 Portfolio Class K | Other securities | — | — | $431K | 0.9% | |
| Fidelity US Bond Index | Other securities | — | — | $421K | 0.8% | |
| Dodge & Cox Dodge & Cox Income Fund | Other securities | — | — | $383K | 0.8% | |
| Notes Receivable from Participants Loans to participants, interest rates ranging from 2.05% to 2.11% with various maturities | Bonds / Notes | — | — | $328K | 0.7% | |
| Vanguard REIT Index Fund Admiral | Common Stock | — | — | $277K | 0.6% | |
| PIMCO Real Return Fund Institutional | Other securities | — | — | $222K | 0.4% | |
| Fidelity Small Cap Index | Other securities | — | — | $186K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
