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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CUNA Mutual CMFG Stable Value a | Other securities | — | — | $1.5M | 21.1% | |
| Fidelity Investments Fidelity 500 Index a | Other securities | — | — | $914K | 12.6% | |
| BlackRock Investments BR Life Path Index 2040 K a | Other securities | — | — | $592K | 8.2% | |
| BlackRock Investments BR Life Path Index 2035 K a | Other securities | — | — | $535K | 7.4% | |
| Fidelity Investments Fidelity Mid Cap Index a | Other securities | — | — | $518K | 7.2% | |
| The Vanguard Group, Inc. Vang Lstrat Modrt Grw Inv a | Common Stock | — | — | $419K | 5.8% | |
| BlackRock Investments BR Life Path Index 2055 K a | Other securities | — | — | $372K | 5.1% | |
| BlackRock Investments BR Life Path Index 2030 K a | Other securities | — | — | $290K | 4.0% | |
| The Vanguard Group, Inc. Vang Lstrat Consr Grw Inv a | Common Stock | — | — | $263K | 3.6% | |
| BlackRock Investments BR Life Path Index Retire K a | Other securities | — | — | $226K | 3.1% | |
| J.P. Morgan Asset Management JPMorgan Equity Income R6 a | Other securities | — | — | $202K | 2.8% | |
| Fidelity Investments Fid LCap Grw Idx a | Other securities | — | — | $191K | 2.6% | |
| Dimensional Fund Advisors DFA U.S. SCAP I a | Other securities | — | — | $181K | 2.5% | |
| The Vanguard Group, Inc. Vanguard Lifestrategy Growth Inv a | Common Stock | — | — | $160K | 2.2% | |
| J.P. Morgan Asset Management JPM Intl Focus R6 a | Other securities | — | — | $157K | 2.2% | |
| BlackRock Investments BR Life Path Index 2045 K a | Other securities | — | — | $116K | 1.6% | |
| Harbor Funds Harbor Cap Appr Inst. a | Other securities | — | — | $114K | 1.6% | |
| Putnam Investments Putnam High Yield Y a | Other securities | — | — | $109K | 1.5% | |
| BlackRock Investments BR Life Path Index 2060 K a | Other securities | — | — | $90K | 1.2% | |
| BlackRock Investments BR Life Path Index 2050 K a | Other securities | — | — | $62K | 0.9% | |
| The Vanguard Group, Inc. Vanguard Lifestrategy Inc Inv a 664 The Vanguard Group, Inc. Vanguard Selected Value Inv a | Common Stock | — | — | $53K | 0.7% | |
| Invesco Ltd. Jensen Quality Growth I a | Common Stock | — | — | $49K | 0.7% | |
| Dimensional Fund Advisors DFA U.S. Large Cap Value I a | Other securities | — | — | $20K | 0.3% | |
| Fidelity Investments Fid Glb ex US Indx IDX a | Other securities | — | — | $17K | 0.2% | |
| The Vanguard Group, Inc. Vanguard Rl Est Indx Adm a | Common Stock | — | — | $17K | 0.2% | |
| BlackRock Investments BR Life Path Index 2065 K a | Other securities | — | — | $14K | 0.2% | |
| Dimensional Fund Advisors DFA U.S. Core Equity 1 I a | Other securities | — | — | $12K | 0.2% | |
| Loomis, Sayles & Company, L.P. Loomis Invest Bnd Y a | Other securities | — | — | $7K | <0.1% | |
| Fidelity Investments Fidelity Small Cap Index a 327 Fidelity Investments Fidelity U.S. Bond Index a | Other securities | — | — | $4K | <0.1% | |
| Lazard Asset Management PIMCO Real Return Inst a | Other securities | — | — | $4K | <0.1% |
