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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $88K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement I 2040 # | Other securities | — | — | $6.5M | 16.9% | |
| T. Rowe Price Retirement I 2030 # | Other securities | — | — | $6.3M | 16.3% | |
| T. Rowe Price Retirement I 2055 # | Other securities | — | — | $5.6M | 14.5% | |
| T. Rowe Price Retirement I 2050 # | Other securities | — | — | $4.4M | 11.5% | |
| T. Rowe Price Retirement I 2045 # | Other securities | — | — | $2.0M | 5.3% | |
| Fidelity 500 Index Institutional Prem # | Other securities | — | — | $1.9M | 4.9% | |
| T. Rowe Price Retirement I 2035 # | Other securities | — | — | $1.6M | 4.2% | |
| T. Rowe Price Retirement I 2020 # | Other securities | — | — | $1.4M | 3.8% | |
| Notes Receivable from Participants Loans to participants, interest rates ranging from 4.50% - 9.50% with various maturities - | Bonds / Notes | — | — | $1.4M | 3.5% | |
| CMFG Deposit Administration Group Annuity Contract # | Common Stock | — | — | $1.3M | 3.5% | |
| Investments at contract value | Other securities | — | — | $1.3M | 3.5% | |
| Fidelity Large Cap Growth Idx Instl Prm # | Other securities | — | — | $1.2M | 3.2% | |
| T. Rowe Price Retirement I 2060 # | Other securities | — | — | $972K | 2.5% | |
| T. Rowe Price Retire Bal-I # | Other securities | — | — | $544K | 1.4% | |
| T. Rowe Price Retirement I 2025 # | Other securities | — | — | $454K | 1.2% | |
| Harbor Funds Capital Appreciation Instl # | Other securities | — | — | $379K | 1.0% | |
| Vanguard Mid-Cap Value Index Admiral # | Other securities | — | — | $314K | 0.8% | |
| Fidelity Mid Cap Index Instl Prem # | Other securities | — | — | $257K | 0.7% | |
| JPMorgan International Focus R6 # | Other securities | — | — | $241K | 0.6% | |
| Putnam High Yield Fund-Y # | Other securities | — | — | $235K | 0.6% | |
| T. Rowe Price Retirement I 2065 # | Other securities | — | — | $206K | 0.5% | |
| JPMorgan Equity Income Fund R6 # | Other securities | — | — | $181K | 0.5% | |
| Fidelity US Bond Index Instl Prem # | Other securities | — | — | $151K | 0.4% | |
| Dimensional Fund Advisors Emerging Markets I # | Other securities | — | — | $139K | 0.4% | |
| Jensen Investment Management Quality Growth I # | Other securities | — | — | $131K | 0.3% | |
| Dimensional Fund Advisors US Small Cap I # | Other securities | — | — | $130K | 0.3% | |
| Dimensional Fund Advisors US Large Cap Value I # | Other securities | — | — | $114K | 0.3% | |
| Vanguard Real Estate Index Admiral # | Other securities | — | — | $113K | 0.3% | |
| Loomis Investment Grade Bond Y # | Other securities | — | — | $101K | 0.3% | |
| PIMCO Real Return Instl # | Other securities | — | — | $51K | 0.1% | |
| Nuveen Large Cap Responsible Equity Fund R6 # | Other securities | — | — | $43K | 0.1% | |
| Fidelity International Index InstlPrm # | Other securities | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
