Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Other securities | — | — | $2.5M | 13.0% | |
| American Funds American Funds Growth Fund of America R6 | Other securities | — | — | $1.8M | 9.5% | |
| Fully Benefit-Responsive Investment Contract * CMFG Life Insurance Company Guaranteed Account | Other securities | — | — | $1.6M | 8.4% | |
| American Funds American Funds Washington Mutual Investors Fund | Other securities | — | — | $1.6M | 8.2% | |
| American Funds American Funds 2020 Target Date Fund R6 | Other securities | — | — | $1.4M | 7.2% | |
| American Funds American Funds 2030 Target Date Fund R6 | Other securities | — | — | $1.0M | 5.4% | |
| American Funds American Funds New Perspective Fund R6 | Other securities | — | — | $987K | 5.1% | |
| American Funds American Funds Balanced R6 | Other securities | — | — | $848K | 4.4% | |
| American Funds American Funds 2025 Target Date Fund R6 | Other securities | — | — | $833K | 4.3% | |
| Columbia Mid-cap Value Fund Class Z | Other securities | — | — | $764K | 4.0% | |
| American Funds American Funds EuroPacific Growth Fund Class R6 | Other securities | — | — | $763K | 3.9% | |
| American Funds American Funds 2035 Target Date Fund R6 | Other securities | — | — | $577K | 3.0% | |
| American Funds American Funds 2045 Target Date Fund R6 | Other securities | — | — | $554K | 2.9% | |
| American Funds American Funds 2040 Target Date Fund R6 | Other securities | — | — | $480K | 2.5% | |
| American Funds American Funds 2015 Target Date R6 | Other securities | — | — | $463K | 2.4% | |
| American Funds American Funds 2050 Target Date Fund R6 | Other securities | — | — | $421K | 2.2% | |
| American Funds American Funds 2060 Target Date Fund R6 | Other securities | — | — | $366K | 1.9% | |
| American Funds American Funds 2055 Target Date Fund R6 | Other securities | — | — | $355K | 1.8% | |
| Principal Small Cap S&P 600 Index Fund | Other securities | — | — | $326K | 1.7% | |
| Principal Mid-cap S&P 400 Index Fund | Other securities | — | — | $295K | 1.5% | |
| Participant loans Interest rates from 5.25% to 10.50% -0- | Bonds / Notes | — | — | $289K | 1.5% | |
| American Funds American Funds Bond Fund of America R6 | Other securities | — | — | $253K | 1.3% | |
| BlackRock Highly Yield Bond Institutional Fund | Other securities | — | — | $198K | 1.0% | |
| T. Rowe Price T. Rowe Price New Horizons Fund | Other securities | — | — | $144K | 0.7% | |
| T. Rowe Price Floating Rate Fund 1 | Bonds / Notes | — | — | $130K | 0.7% | |
| American Funds American Funds New World R6 | Other securities | — | — | $95K | 0.5% | |
| Money Market Mutual Fund Vanguard Federal Market Fund ** 98 Mutual Funds AllianceBernstein AB Global Real Estate Investment Fund | Cash / Money Market | — | — | $86K | 0.4% | |
| PIMCO Diversified Income Fund Institutional Class | Other securities | — | — | $71K | 0.4% | |
| PIMCO Real Return Asset Fund ($100,000) | Other securities | — | — | $41K | 0.2% | |
| Putnam Global Income Trust Class Y | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
