Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $94K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | $5.9M | $6.3M | 11.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $5.3M | $5.9M | 10.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $4.5M | $5.3M | 9.7% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | $4.4M | $4.2M | 7.7% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | $3.0M | $3.8M | 6.9% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | $3.5M | $3.7M | 6.7% | |
| Federated Total Return Bond Fund | Other securities | — | $4.0M | $3.6M | 6.7% | |
| JPMorgan International Equity Income Fund | Other securities | — | $3.0M | $3.2M | 6.0% | |
| Cohen & Steers Cohen & Steers Institutional Reality Shares | Other securities | — | $3.1M | $3.2M | 5.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $2.7M | $3.2M | 5.9% | |
| Vanguard High Yield Corporate Fund Adm | Mutual Funds | — | $2.2M | $2.1M | 3.9% | |
| Columbia Emerging Markets Bond Instl | Other securities | — | $1.8M | $1.6M | 2.9% | |
| Metropolitan West Metropolitan West Total Return Bond I | Other securities | — | $1.5M | $1.6M | 2.9% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $1.6M | $1.6M | 2.9% | |
| General Account * CUNA Mutual Guaranteed Account | Other securities | — | $1.4M | $1.5M | 2.7% | |
| DFA US Small Cap Fund | Mutual Funds | — | $863K | $1.1M | 2.0% | |
| Lazard Global Listed Infrastructure Portfolio | Other securities | — | $1.1M | $1.1M | 2.0% | |
| PIMCO Trends Managed Futures Strategy Instl | Mutual Funds | — | $1.1M | $1.0M | 1.9% | |
| MFS Blended Research Small Cap Equity | Mutual Funds | — | $505K | $542K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
