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 | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index | Other securities | — | $137K | $5.4M | 13.8% | |
| Fidelity 500 Index | Other securities | — | $22K | $4.5M | 11.5% | |
| BlackRock LifePath Index Retire K | Other securities | — | $324K | $4.5M | 11.4% | |
| Fidelity Mid Cap Index | Other securities | — | $100K | $3.4M | 8.7% | |
| CMFG Life Insurance Company Guaranteed investment contract | Stable Value | — | $274K | $3.4M | 8.6% | |
| BlackRock LifePath Index 2040 K | Other securities | — | $151K | $3.1M | 7.9% | |
| JPMorgan Equity Income R6 | Other securities | — | $112K | $2.7M | 6.9% | |
| BlackRock LifePath Index 2035 K | Other securities | — | $123K | $2.3M | 5.9% | |
| BlackRock LifePath Index 2050 K | Other securities | — | $76K | $1.8M | 4.5% | |
| BlackRock LifePath Index 2045 K | Other securities | — | $63K | $1.4M | 3.6% | |
| Vanguard FTSE Social Index Fund | Other securities | — | $14K | $807K | 2.1% | |
| BlackRock LifePath Index 2060 K | Other securities | — | $33K | $721K | 1.8% | |
| DFA US Small Cap I | Other securities | — | $14K | $704K | 1.8% | |
| BlackRock LifePath Index 2055 K | Other securities | — | $29K | $698K | 1.8% | |
| Dodge & Cox Income | Other securities | — | $55K | $683K | 1.8% | |
| Fidelity Global Ex US Index | Other securities | — | $45K | $649K | 1.7% | |
| Fidelity US Bond Index | Other securities | — | $53K | $541K | 1.4% | |
| BlackRock LifePath Index 2065 K | Other securities | — | $32K | $492K | 1.3% | |
| DFA International Core Equity | Other securities | — | $22K | $334K | 0.9% | |
| PIMCO Real Return Instl | Other securities | — | $19K | $291K | 0.7% | |
| dates through 2051 | Other securities | — | — | $234K | 0.6% | |
| BlackRock LifePath Index 2030 K | Other securities | — | $13K | $216K | 0.6% | |
| Fidelity T. Rowe Price Blue Chip GrowthFidelity Small Cap Index | Other securities | — | $6K | $177K | 0.5% | |
| Vanguard Real Estate Index Admiral | Other securities | — | $1K | $129K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
