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 | $74K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath 2030 k Target date/Asset allocation funds | Mutual Funds | — | — | $2.8M | 10.1% | |
| BlackRock Lifepath 2050 k Target date/Asset allocation funds | Other securities | — | — | $2.5M | 9.1% | |
| Vanguard Extended Market Index Fund | Other securities | — | — | $2.3M | 8.3% | |
| BlackRock Lifepath 2040 k Target date/Asset allocation funds | Other securities | — | — | $2.2M | 7.7% | |
| Vanguard Growth Index Fund | Other securities | — | — | $2.1M | 7.5% | |
| Vanguard Institutional Index Fund | Other securities | — | — | $2.0M | 7.3% | |
| Vanguard Value Index Fund | Other securities | — | — | $1.9M | 6.7% | |
| CUNA MUTUAL LIFESTYLE MODERATE FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | — | $1.5M | 5.5% | |
| BlackRock Lifepath 2060 k Target date/Asset allocation funds | Other securities | — | — | $1.4M | 5.1% | |
| BlackRock Lifepath 2055 k Target date/Asset allocation funds | Other securities | — | — | $1.3M | 4.6% | |
| Vanguard FTSE All-World EX US Index Fund | Other securities | — | — | $1.2M | 4.4% | |
| CUNA MUTUAL LIFESTYLE AGGRESSIVE FD CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005 | Common Collective Trust | — | — | $1.2M | 4.2% | |
| Fully Benefit Responsive Investment Contract * CMFG Life Insurance Company CUNA Mutual Stable Value Fund, at Contract Value | Other securities | — | — | $1.1M | 4.0% | |
| BlackRock Lifepath 2045 k Target date/Asset allocation funds | Other securities | — | — | $900K | 3.2% | |
| CUNA MUTUAL LIFESTYLE CONSERVATIVE CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $613K | 2.2% | |
| CUNA MUTUAL DIVERSIFIED EQUITY FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | — | — | $584K | 2.1% | |
| Vanguard Total Bond Market Index Fund | Other securities | — | — | $516K | 1.8% | |
| Participant Loans Participant Notes Receivable Participant Loans (4.25%-9.50%) | Bonds / Notes | — | — | $460K | 1.6% | |
| BlackRock Lifepath 2065 k Target date/Asset allocation funds | Other securities | — | — | $382K | 1.4% | |
| CUNA MUTUAL LIFESTYLE INCOME FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002 | Common Collective Trust | — | — | $292K | 1.0% | |
| BlackRock Lifepath Retirement k Target date/Asset allocation funds | Other securities | — | — | $281K | 1.0% | |
| BlackRock Lifepath 2035 k Target date/Asset allocation funds | Other securities | — | — | $252K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
