Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEMBERS CAPITAL ADVISORS, INC. D/B/ | 42-0388260 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Moderate Growth Inv. | Other securities | — | — | $2.0M | 10.5% | |
| Fidelity Large Cap Growth Index Inst. Premium | Other securities | — | — | $1.8M | 9.3% | |
| T. Rowe Price Retirement 2050 I | Other securities | — | — | $1.6M | 8.1% | |
| Vanguard LifeStrategy Growth Inv. | Other securities | — | — | $1.4M | 7.2% | |
| Fidelity 500 Index Inst. Premium | Other securities | — | — | $1.4M | 7.1% | |
| DFA U.S. Large Cap Value Portfolio I | Other securities | — | — | $1.4M | 7.1% | |
| T. Rowe Price Retirement 2055 I | Other securities | — | — | $1.2M | 6.3% | |
| CMFG Life Insurance Co. Stable Value Guaranteed Account Class 54 | Common Stock | — | — | $981K | 5.0% | |
| T. Rowe Price Retirement 2040 I | Other securities | — | — | $928K | 4.8% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund I | Other securities | — | — | $892K | 4.6% | |
| T. Rowe Price Retirement 2035 I | Other securities | — | — | $639K | 3.3% | |
| Fidelity Mid Cap Index Inst. Premium | Other securities | — | — | $624K | 3.2% | |
| T. Rowe Price Retirement 2030 I | Other securities | — | — | $604K | 3.1% | |
| T. Rowe Price Retirement 2045 I | Other securities | — | — | $583K | 3.0% | |
| DFA U.S. Core Equity I Portfolio I | Other securities | — | — | $474K | 2.4% | |
| Dodge & Cox Stock Fund I | Other securities | — | — | $392K | 2.0% | |
| DFA U.S. Small Cap Portfolio I | Other securities | — | — | $351K | 1.8% | |
| Vanguard LifeStrategy Conservative Growth Inv. | Other securities | — | — | $341K | 1.7% | |
| T. Rowe Price Retirement 2025 I | Other securities | — | — | $266K | 1.4% | |
| Fidelity Global Ex U.S. Index Inst. Premium | Other securities | — | — | $266K | 1.4% | |
| Dodge & Cox Income Fund I | Other securities | — | — | $257K | 1.3% | |
| Eaton Vance Income Fund of Boston I | Other securities | — | — | $251K | 1.3% | |
| Fidelity U.S. Bond Index Inst. Premium | Other securities | — | — | $234K | 1.2% | |
| DFA International Core Equity I | Other securities | — | — | $120K | 0.6% | |
| T. Rowe Price Retirement Balanced I | Other securities | — | — | $95K | 0.5% | |
| T. Rowe Price Retirement 2060 I | Other securities | — | — | $92K | 0.5% | |
| T. Rowe Price Retirement 2065 I | Other securities | — | — | $85K | 0.4% | |
| Fidelity Inflation-Protected Bond Index Inst. Premium | Other securities | — | — | $82K | 0.4% | |
| DFA Real Estate Securities I | Other securities | — | — | $62K | 0.3% | |
| T. Rowe Price Retirement 2020 I | Other securities | — | — | $13K | <0.1% | |
| DFA Emerging Markets Portfolio I | Other securities | — | — | $13K | <0.1% | |
| Fidelity Small Cap Index Inst. Premium | Other securities | — | — | $6K | <0.1% | |
| Vanguard LifeStrategy Income Inv. | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
