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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $47K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Other securities | — | $2.6M | $3.7M | 14.4% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | Other securities | — | $1.8M | $3.0M | 11.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Other securities | — | $1.7M | $2.2M | 8.5% | |
| Dodge & Cox Stock Fund Mutual Fund | Other securities | — | $1.8M | $2.1M | 8.3% | |
| DFA U.S. Large Cap Value Fund Mutual Fund | Other securities | — | $1.5M | $1.8M | 7.1% | |
| interest, collateral, par, or maturi!Y value Baird Aggregate Bond Fund Mutual Fund | Other securities | — | $1.9M | $1.8M | 7.0% | |
| Fidelity International Index Fund Mutual Fund | Other securities | — | $1.6M | $1.7M | 6.7% | |
| Putnam High Yield Y Fund Mutual Fund | Other securities | — | $1.6M | $1.6M | 6.2% | |
| Loomis Sayles Investment Grade Bond Fund Mutual Fund | Other securities | — | $1.7M | $1.5M | 6.0% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | Other securities | — | $983K | $1.0M | 4.1% | |
| DFA Emerging Markets Fund Mutual Fund | Other securities | — | $1.0M | $1.0M | 4.0% | |
| Vanguard RL Estate Index Admiral Fund Mutual Fund | Other securities | — | $762K | $813K | 3.2% | |
| DFA U.S. Small Cap Fund Mutual Fund | Other securities | — | $404K | $548K | 2.1% | |
| Columbia Emerging Markets Bond Inst Fund Mutual Fund | Other securities | — | $583K | $525K | 2.0% | |
| MFS Blend Research Small Cap Equity Fund Mutual Fund | Other securities | — | $539K | $518K | 2.0% | |
| CMFG Life Insurance Company Group Stable Value Account Annuity Contract (current interest rate 2.05%) | Bonds / Notes | — | $68K | $70K | 0.3% | |
| JP Morgan International Focus Fund Mutual Fund | Other securities | — | $1.6M | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
