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 | $51K | — |
| UBS FINANCIAL SERVICES INC. | — | WEEHAWKEN, NJ | NONE | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2050 Target Date | Other securities | — | — | $5.2M | 21.4% | |
| American Funds American Funds 2040 Target Date | Other securities | — | — | $3.3M | 13.4% | |
| CUNA Mutual Guaranteed Acct Fully benefit-responsive investment contract, at contract value | Other securities | — | — | $2.4M | 9.8% | |
| American Funds American Funds 2045 Target Date | Other securities | — | — | $1.7M | 6.9% | |
| Fidelity 500 Index | Other securities | — | — | $1.4M | 5.7% | |
| American Funds American Funds 2035 Target Date | Other securities | — | — | $1.3M | 5.3% | |
| American Funds American Funds 2055 Target Date | Other securities | — | — | $1.1M | 4.7% | |
| American Funds American Funds 2020 Target Date | Other securities | — | — | $1.1M | 4.6% | |
| American Funds American Funds 2030 Target Date | Other securities | — | — | $1.1M | 4.6% | |
| Fidelity Mid Cap Index | Other securities | — | — | $930K | 3.8% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $838K | 3.4% | |
| JPMorgan Equity Income R6 Fund | Other securities | — | — | $817K | 3.4% | |
| American Funds American Funds 2060 Target Date | Other securities | — | — | $812K | 3.3% | |
| Fidelity US Bond Index | Other securities | — | — | $442K | 1.8% | |
| Notes Receivable from Participants Loans to participants, interest rates ranging from 4.25% to 9.50% with various maturities | Bonds / Notes | — | — | $367K | 1.5% | |
| BlackRock iShares MSCI EAFE International Index Fund | Other securities | — | — | $312K | 1.3% | |
| American Funds American Funds 2025 Target Date | Other securities | — | — | $260K | 1.1% | |
| Dimensional Fund Advisors DFA US Small Cap Portfolio Fund | Other securities | — | — | $245K | 1.0% | |
| American Funds American Funds 2065 Target Date | Other securities | — | — | $237K | 1.0% | |
| PIMCO Real Return Institutional Fund | Other securities | — | — | $151K | 0.6% | |
| Dimensional Fund Advisors DFA International Core Equity Fund | Other securities | — | — | $108K | 0.4% | |
| Cohen & Steers Cohen & Steers Realty | Other securities | — | — | $105K | 0.4% | |
| Dodge & Cox Dodge & Cox Income Fund | Other securities | — | — | $95K | 0.4% | |
| Vanguard Small Cap Index Admiral | Other securities | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
