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 | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $117K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Value Index | Other securities | — | $5.8M | $6.8M | 13.4% | |
| Fidelity 500 Index | Other securities | — | $4.9M | $6.7M | 13.1% | |
| Fidelity Large Cap Growth Index | Other securities | — | $3.6M | $5.4M | 10.6% | |
| Fidelity Mid Cap Index | Other securities | — | $2.9M | $3.5M | 6.9% | |
| Fidelity Emerging Markets Index | Other securities | — | $3.2M | $3.4M | 6.6% | |
| Fidelity International Index | Other securities | — | $2.8M | $3.2M | 6.2% | |
| Institutional Shares Dodge & Cox Dodge & Cox Income Fund Class I | Other securities | — | $3.1M | $2.9M | 5.7% | |
| JPMorgan International Focus R6 | Other securities | — | $2.7M | $2.8M | 5.4% | |
| Institutional Vanguard High-Yield Corporate Adm | Other securities | — | $2.5M | $2.5M | 4.9% | |
| Fund R6 Lazard Asset Management Lazard Global Listed Infrastructure | Other securities | — | $2.4M | $2.4M | 4.8% | |
| Institutional 2 Class Federated Hermes Total Return Bond Fund | Other securities | — | $2.2M | $1.9M | 3.8% | |
| Hartford Total Return Bond R6 | Other securities | — | $2.0M | $1.9M | 3.8% | |
| CMFG Stable Value (current interest rate * CMFG Life Insurance Company | Other securities | — | $1.6M | $1.7M | 3.4% | |
| Columbia Emerging Markets Bond Fund | Other securities | — | $1.6M | $1.5M | 2.9% | |
| Fidelity U.S. Bond Index | Other securities | — | $1.5M | $1.4M | 2.8% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares | Other securities | — | $1.3M | $1.4M | 2.7% | |
| Dimensional Fund Advisors DFA US Small Cap Institutional Class | Other securities | — | $390K | $498K | 1.0% | |
| MFS Blended Research Small Cap Equity | Other securities | — | $491K | $488K | 1.0% | |
| Fidelity Advisor Small Cap Z | Other securities | — | $497K | $478K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
