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 | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Other securities | — | — | $693K | 13.5% | |
| * CUNA Mutual Guaranteed Account Deposit Administration Account - at contract value | Guaranteed Income / GIC | — | — | $496K | 9.6% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund I | Other securities | — | — | $487K | 9.5% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund I | Other securities | — | — | $370K | 7.2% | |
| Vanguard Extended Market Idx Adm | Other securities | — | — | $354K | 6.9% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund I | Other securities | — | — | $351K | 6.8% | |
| DFA US Large Cap Value Fund | Other securities | — | — | $296K | 5.8% | |
| Vanguard Growth Index Amiral | Other securities | — | — | $273K | 5.3% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund I | Other securities | — | — | $268K | 5.2% | |
| DFA US Small Cap Fund | Other securities | — | — | $220K | 4.3% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund I | Other securities | — | — | $214K | 4.2% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund I | Other securities | — | — | $149K | 2.9% | |
| Vanguard Real Estate Index Adm | Other securities | — | — | $124K | 2.4% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund I | Other securities | — | — | $118K | 2.3% | |
| Putnam High Yield | Other securities | — | — | $91K | 1.8% | |
| Vanguard FTSE AW ex-US Index Fund | Other securities | — | — | $78K | 1.5% | |
| Loomis Sayles Loomis Sayles Investment Bond Y | U.S. Treasuries | — | — | $74K | 1.4% | |
| Vanguard Developed Markets Index Admiral | Other securities | — | — | $72K | 1.4% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $70K | 1.4% | |
| DFA Emerging Markets Fund | Other securities | — | — | $51K | 1.0% | |
| Metropolitan West Metropolitan West Total Return Bond Fund I | Other securities | — | — | $45K | 0.9% | |
| Vanguard Small-Cap Index Fund Admiral | Other securities | — | — | $35K | 0.7% | |
| Notes Receivable from Participants 4.25% - 9.50% | Bonds / Notes | — | — | $29K | 0.6% | |
| JP Morgan JPMorgan International Focus Fund | Other securities | — | — | $20K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund I | Other securities | — | — | $6K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund I | Other securities | — | — | $6K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund I | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
