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 | $53K | — |
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 | — | — | $2.6M | 31.4% | |
| CUNA MUT LIFESTYLE AGGR CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005 | Common Collective Trust | — | — | $645K | 8.0% | |
| BlackRock Lifepath Retirement k Target date/Asset allocation funds | Other securities | — | — | $587K | 7.2% | |
| Vanguard Extended Market Index Fund | Other securities | — | — | $479K | 5.9% | |
| Vanguard Growth Index FD | Other securities | — | — | $424K | 5.2% | |
| BlackRock Lifepath 2035 k Target date/Asset allocation funds | Other securities | — | — | $404K | 5.0% | |
| Vanguard Institutional Index Fund | Other securities | — | — | $378K | 4.7% | |
| BlackRock Lifepath 2040 k Target date/Asset allocation funds | Other securities | — | — | $370K | 4.6% | |
| Vanguard Value Index Fund | Other securities | — | — | $354K | 4.4% | |
| BlackRock Lifepath 2050 k Target date/Asset allocation funds | Other securities | — | — | $338K | 4.2% | |
| CUNA MUTUAL LIFESTYLE MOD CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | — | $329K | 4.1% | |
| Fully Benefit Responsive Investment Contract * CMFG Life Insurance Company CUNA Mutual Stable Value Fund, at contract value | Other securities | — | — | $220K | 2.7% | |
| BlackRock Lifepath 2055 k Target date/Asset allocation funds | Other securities | — | — | $206K | 2.5% | |
| Vanguard Total Bond Market Index Fund | Other securities | — | — | $191K | 2.4% | |
| Vanguard FTSE All-World Ex US Index FD | Other securities | — | — | $129K | 1.6% | |
| BlackRock Lifepath 2060 k Target date/Asset allocation funds | Other securities | — | — | $125K | 1.5% | |
| BlackRock Lifepath 2045 k Target date/Asset allocation funds | Other securities | — | — | $122K | 1.5% | |
| Participant Loans * Participant Notes Receivable Participant Loans (4.25%-9.50%) | Bonds / Notes | — | — | $103K | 1.3% | |
| BlackRock Lifepath 2065 k Target date/Asset allocation funds | Other securities | — | — | $65K | 0.8% | |
| CUNA MUT LIFESTYLE CONS CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $53K | 0.6% | |
| CUNA MUTUAL DIVERS EQUITY CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | — | — | $41K | 0.5% | |
| CUNA MUT LIFESTYLE INCOME CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
