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 | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CMFG Deposit Administration Group Annuity Contract Guarenteed Account | Common Stock | — | — | $1.9M | 14.0% | |
| Vanguard Lifestrategy Moderate Growth Inv # | Other securities | — | — | $1.8M | 13.8% | |
| Vanguard Lifestrategy Growth Inv # | Other securities | — | — | $1.8M | 13.5% | |
| T. Rowe Price Retirement 2030 # | Other securities | — | — | $983K | 7.4% | |
| T. Rowe Price Retirement 2045 # | Other securities | — | — | $963K | 7.2% | |
| T. Rowe Price Retirement 2050 # | Other securities | — | — | $804K | 6.0% | |
| T. Rowe Price Retirement 2040 # | Other securities | — | — | $790K | 5.9% | |
| T. Rowe Price Retirement 2035 # | Other securities | — | — | $749K | 5.6% | |
| Fidelity 500 Index # | Other securities | — | — | $649K | 4.9% | |
| T. Rowe Price Retirement 2025 # | Other securities | — | — | $462K | 3.5% | |
| Fidelity Mid Cap Index # | Other securities | — | — | $303K | 2.3% | |
| JP Morgan Equity Income Fund R6 # | Other securities | — | — | $271K | 2.0% | |
| DFA US Small Cap # | Other securities | — | — | $257K | 1.9% | |
| Jensen Quality Growth I # | Other securities | — | — | $252K | 1.9% | |
| American Funds Europacific Growth R6 # | Other securities | — | — | $225K | 1.7% | |
| DFA US Large Cap Value # | Other securities | — | — | $171K | 1.3% | |
| T. Rowe Price Retirement 2055 # | Other securities | — | — | $155K | 1.2% | |
| Loans to participants, interest rates ranging * Notes Receivable from Participants from 4.25% to 9.50% with various maturities | Bonds / Notes | — | — | $141K | 1.1% | |
| DFA Emerging Markets # | Other securities | — | — | $118K | 0.9% | |
| Putnam High Yield Fund - Y # | Other securities | — | — | $110K | 0.8% | |
| Fidelity Large Cap Growth Index # | Other securities | — | — | $101K | 0.8% | |
| T. Rowe Price Retirement 2060 # | Other securities | — | — | $85K | 0.6% | |
| T. Rowe Price Retirement Balanced Fund I # | Other securities | — | — | $72K | 0.5% | |
| Dodge & Cox Income Fund # | Other securities | — | — | $55K | 0.4% | |
| Fidelity International Index Ins Prem # | Other securities | — | — | $45K | 0.3% | |
| Vanguard LifeStrategy Conservative Growth Inv # | Other securities | — | — | $35K | 0.3% | |
| Vanguard Real Estate Index Admineral # | Other securities | — | — | $12K | <0.1% | |
| PIMCO Real Return Institutional # | Other securities | — | — | $8K | <0.1% | |
| Fidelity US Bond Index # | Other securities | — | — | $7K | <0.1% | |
| T. Rowe Price Retirement 2065 # | Other securities | — | — | $6K | <0.1% | |
| Nuveen Large Cap Responsible # | Other securities | — | — | $3K | <0.1% | |
| Fidelity Small Cap Index # | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
