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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $68K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Dodge & Cox Stock Fund | Other securities | — | — | $3.0M | 12.5% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $2.8M | 11.7% | |
| Vanguard Target Retirement 2025 Inv | Other securities | — | — | $2.4M | 10.0% | |
| Vanguard Target Retirement 2035 Inv | Other securities | — | — | $1.9M | 7.8% | |
| Vanguard Target Retirement 2030 Inv | Other securities | — | — | $1.6M | 6.7% | |
| CUNA Mutual CMFG Stable Value A53, fully benefit-responsive investment contract, at contract value | Other securities | — | — | $1.6M | 6.5% | |
| Vanguard Target Retirement 2045 Inv | Other securities | — | — | $1.2M | 5.1% | |
| Jensen Quality Growth I | Other securities | — | — | $1.2M | 4.9% | |
| Vanguard Target Retirement 2050 Inv | Other securities | — | — | $985K | 4.1% | |
| Vanguard Extnd Market Index Admiral | Other securities | — | — | $906K | 3.8% | |
| Dodge & Cox Dodge & Cox Income Fund | Other securities | — | — | $865K | 3.6% | |
| Vanguard Target Retirement 2055 Inv | Other securities | — | — | $827K | 3.4% | |
| Notes Receivable from Participants Loans to participants, interest rates ranging from 4.25% to 9.5% with various maturities | Bonds / Notes | — | — | $803K | 3.3% | |
| Fidelity International Index Institutional | Other securities | — | — | $759K | 3.2% | |
| Vanguard Target Retirement 2040 Inv | Other securities | — | — | $633K | 2.6% | |
| Vanguard Growth Index Admiral | Other securities | — | — | $532K | 2.2% | |
| Vanguard Small-Cap Index Admiral | Other securities | — | — | $528K | 2.2% | |
| Vanguard Long-Term Corp Admiral | Common Stock | — | — | $331K | 1.4% | |
| Vanguard FTSE All-World Index Admiral | Other securities | — | — | $309K | 1.3% | |
| Vanguard Target Retirement Income Inv | Other securities | — | — | $298K | 1.2% | |
| Vanguard I-T Index Fund Admiral | Other securities | — | — | $193K | 0.8% | |
| Vanguard Mid-Cap Index Admiral | Other securities | — | — | $165K | 0.7% | |
| Vanguard Target Retirement 2060 Inv | Other securities | — | — | $153K | 0.6% | |
| Vanguard Target Retirement 2065 Inv | Other securities | — | — | $25K | 0.1% | |
| Vanguard Total Bond Market Indx Admiral | Other securities | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
