Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $42K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CUNA MUTUAL LIFESTYLE AGGRESSIVE FD CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005 | Common Collective Trust | — | — | $1.1M | 20.5% | |
| CUNA MUTUAL LIFESTYLE MODERATE FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | — | $876K | 15.8% | |
| Vanguard Group Institutional Index Fund Institutional | Common Stock | — | — | $591K | 10.6% | |
| Vanguard Group Value Index Fund | Common Stock | — | — | $450K | 8.1% | |
| Vanguard Group Extended Market Index Fund Institutional | Common Stock | — | — | $387K | 7.0% | |
| CUNA MUTUAL LIFESTYLE CONSERVATIVE CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $286K | 5.1% | |
| Participant Loans 4.25% to 9.5% - | Bonds / Notes | — | — | $283K | 5.1% | |
| Vanguard Group FTSE All-World ex-US EFT Fund | Common Stock | — | — | $183K | 3.3% | |
| Vanguard Group Growth Index Fund Institutional | Common Stock | — | — | $176K | 3.2% | |
| Blackrock Lifepath Index 2040 K Fund | Other securities | — | — | $170K | 3.1% | |
| Blackrock Lifepath Index 2050 K Fund | Other securities | — | — | $169K | 3.0% | |
| CMFG Life Ins. Co. Life Stable Value Fund | Common Stock | — | — | $164K | 3.0% | |
| Blackrock Lifepath Index 2035 K Fund | Other securities | — | — | $139K | 2.5% | |
| Party Borrower, Lessor, Rate of Interest, Collateral, Current in interest? or Similar Party Par or Maturity Value Cost Value Blackrock Lifepath Index 2030 K Fund | Other securities | — | — | $109K | 2.0% | |
| Vanguard Group Total Bond Market Index Fund Institutional | Common Stock | — | — | $108K | 1.9% | |
| Blackrock Lifepath Index 2045 K Fund | Other securities | — | — | $104K | 1.9% | |
| Blackrock Lifepath Index Retire K Fund | Other securities | — | — | $85K | 1.5% | |
| Blackrock Lifepath Index 2055 K Fund | Other securities | — | — | $57K | 1.0% | |
| Blackrock Lifepath Index 2060 K Fund | Other securities | — | — | $54K | 1.0% | |
| CUNA MUTUAL LIFESTYLE INCOME FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002 | Common Collective Trust | — | — | $11K | 0.2% | |
| CUNA MUTUAL DIVERSIFIED EQUITY FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | — | — | $10K | 0.2% | |
| Blackrock Lifepath Index 2065 K Fund | Other securities | — | — | $7K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
