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 | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $96K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Grwth Fund | Other securities | — | — | $7.8M | 10.7% | |
| BlackRock Lifepath Index 2050 Portfolio | Other securities | — | — | $7.1M | 9.7% | |
| BlackRock Lifepath Index 2040 Portfolio | Other securities | — | — | $6.3M | 8.6% | |
| Vanguard LifeStrategy Mod Grth Fund | Other securities | — | — | $5.8M | 7.9% | |
| Fidelity 500 Index Instl Prem | Other securities | — | — | $5.3M | 7.2% | |
| BlackRock Lifepath Index 2030 Portfolio | Other securities | — | — | $4.3M | 5.9% | |
| BlackRock Lifepath Index 2055 Portfolio | Other securities | — | — | $4.2M | 5.7% | |
| Harbor Advisors Harbor Cap Appreciation Fund | Other securities | — | — | $3.5M | 4.7% | |
| BlackRock Lifepath Index 2045 Portfolio | Other securities | — | — | $3.4M | 4.6% | |
| Fidelity Mid Cap Index Instl Prem | Other securities | — | — | $3.3M | 4.6% | |
| BlackRock Lifepath Index 2035 Portfolio | Other securities | — | — | $2.7M | 3.7% | |
| CMFG Life Insurance Company Guaranteed Investment Account | Other securities | — | — | $2.6M | 3.6% | |
| BlackRock Index Retirement Port - CL | Other securities | — | — | $2.6M | 3.6% | |
| Columbia Dividend Income Fund R5 | Other securities | — | — | $2.0M | 2.7% | |
| BlackRock Lifepath Index 2060 Portfolio | Other securities | — | — | $1.9M | 2.7% | |
| Dimensional Fund Advisors DFA Core Equity 1 | Other securities | — | — | $1.8M | 2.5% | |
| Vanguard Small Cap Value Index | Other securities | — | — | $1.0M | 1.4% | |
| Eaton Vance Eaton Vance ATL Cap Small Cap Fund | Other securities | — | — | $852K | 1.2% | |
| Vanguard LifeStrategy Income Fund | Other securities | — | — | $843K | 1.2% | |
| Fidelity Global ex US Index Instl Prem | Other securities | — | — | $821K | 1.1% | |
| Fidelity Large Cap Growth Index Instl | Other securities | — | — | $769K | 1.1% | |
| Dimensional Fund Advisors International Core Equity | Other securities | — | — | $741K | 1.0% | |
| Dimensional Fund Advisors DFA US Small Cap | Other securities | — | — | $631K | 0.9% | |
| Putnam High Yield Advan FD CL Y | Other securities | — | — | $593K | 0.8% | |
| BlackRock Lifepath Index 2065 Portfolio | Other securities | — | — | $489K | 0.7% | |
| Dodge & Cox Dodge & Cox Income Fund | Other securities | — | — | $471K | 0.6% | |
| Vanguard LifeStrategy Cons Grth Fund | Other securities | — | — | $374K | 0.5% | |
| Participants Participant Loans - 5.25% - 10.50% - | Bonds / Notes | — | — | $362K | 0.5% | |
| Fidelity US Bond Index Instl Prem | Other securities | — | — | $208K | 0.3% | |
| Vanguard INT-TRM Corp Fund | Common Stock | — | — | $146K | 0.2% | |
| PIMCO Real Return Instl | Other securities | — | — | $86K | 0.1% | |
| Vanguard Real Estate Index Admrl | Other securities | — | — | $73K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
