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 | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CMFG CUNA Mutual Guaranteed Account | Other securities | — | — | $1.5M | 11.8% | |
| Fidelity Mid Cap Index | Other securities | — | — | $1.4M | 11.2% | |
| Fidelity LG Cap Growth Index | Other securities | — | — | $1.3M | 10.5% | |
| Vanguard Lifestrategy Growth | Other securities | — | — | $957K | 7.8% | |
| Fidelity 500 Index | Other securities | — | — | $654K | 5.3% | |
| BlackRock BR Lifepath Index Retire K | Other securities | — | — | $561K | 4.5% | |
| Vanguard LSTRAT Moderate Grow Inv | Other securities | — | — | $556K | 4.5% | |
| Fidelity SM Cap Index | Other securities | — | — | $452K | 3.7% | |
| Dimensional Fund Advisors DFA US Large Cap Value I | Other securities | — | — | $448K | 3.6% | |
| Vanguard Inflation-Protect Secs | Other securities | — | — | $440K | 3.6% | |
| Columbia Dodge & Cox Income I | Other securities | — | — | $425K | 3.4% | |
| Participants with various maturities | Other securities | — | — | $402K | 3.3% | |
| American Funds American Funds EuroPacific Growth | Other securities | — | — | $396K | 3.2% | |
| Dimensional Fund Advisors DFA US SCAP Portfolio I | Other securities | — | — | $376K | 3.0% | |
| BlackRock BR Lifepath Index 2050K | Other securities | — | — | $369K | 3.0% | |
| BlackRock BR Lifepath Index 2035K | Other securities | — | — | $350K | 2.8% | |
| BlackRock BR Lifepath Index 2040K | Other securities | — | — | $296K | 2.4% | |
| Vanguard Real Estate Index ADM | Other securities | — | — | $270K | 2.2% | |
| BlackRock BR Lifepath Index 2045K | Other securities | — | — | $261K | 2.1% | |
| Vanguard LSTRAT Income Inv | Other securities | — | — | $236K | 1.9% | |
| BlackRock BR Lifepath Index 2055K | Other securities | — | — | $225K | 1.8% | |
| BlackRock BR Lifepath Index 2060K | Other securities | — | — | $149K | 1.2% | |
| Vanguard LSTRAT Cons Growth | Other securities | — | — | $131K | 1.1% | |
| BlackRock BR Lifepath Index 2030K | Other securities | — | — | $85K | 0.7% | |
| Metropolitan West Met West Hi-Yield Bond I | Other securities | — | — | $55K | 0.4% | |
| Fidelity US Bond Index | Other securities | — | — | $45K | 0.4% | |
| Fidelity International Index | Other securities | — | — | $44K | 0.4% | |
| Fidelity Global ex US Index | Other securities | — | — | $16K | 0.1% | |
| BlackRock BR Lifepath Index 2065K | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
