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 | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $42K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath 2030 K N/A | Mutual Funds | — | — | $1.6M | 15.7% | |
| CUNA Mutual Guaranteed Account Annuity Contract N/A | Other securities | — | — | $1.4M | 14.3% | |
| Blackrock Lifepath Ret K N/A | Other securities | — | — | $1.3M | 13.6% | |
| Blackrock Lifepath 2040 K N/A | Other securities | — | — | $1.3M | 13.3% | |
| Blackrock Lifepath 2050 K N/A | Other securities | — | — | $689K | 6.9% | |
| Blackrock Lifepath 2055 K N/A | Other securities | — | — | $640K | 6.5% | |
| Fidelity Large Cap Growth Idx N/A | Other securities | — | — | $538K | 5.4% | |
| Blackrock Lifepath 2045 K N/A | Other securities | — | — | $431K | 4.3% | |
| Blackrock Lifepath 2035 K N/A | Other securities | — | — | $403K | 4.1% | |
| Fidelity 500 Index N/A | Other securities | — | — | $308K | 3.1% | |
| Fidelity Mid Cap Idx N/A | Other securities | — | — | $256K | 2.6% | |
| JP Morgan JP Morgan Equity Income R6 N/A | Other securities | — | — | $227K | 2.3% | |
| Dimensional Fund Advisors DFA US SCAP Portfolio X N/A | Other securities | — | — | $176K | 1.8% | |
| Blackrock Lifepath 2065 K N/A | Other securities | — | — | $163K | 1.6% | |
| Dimensional Fund Advisors DFA Intl CRE EQ Portfolio N/A | Other securities | — | — | $150K | 1.5% | |
| Dodge & Cox Dodge & Cox Income Fund N/A | Other securities | — | — | $50K | 0.5% | |
| Blackrock Lifepath 2060 K N/A | Other securities | — | — | $48K | 0.5% | |
| Fidelity Global Ex US Index N/A | Other securities | — | — | $42K | 0.4% | |
| PIMCO Real Return Inst N/A | Other securities | — | — | $32K | 0.3% | |
| Vanguard RL Est IDX Adm N/A | Other securities | — | — | $28K | 0.3% | |
| Fidelity US Bond Index N/A | Other securities | — | — | $11K | 0.1% | |
| Fidelity Small Cap Idx N/A | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
