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 | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath 2030 K N/A | Mutual Funds | — | — | $534K | 20.5% | |
| BlackRock Lifepath Ret K N/A | Other securities | — | — | $461K | 17.6% | |
| CMFG Life Insurance Company Stable Value Annuity Contract N/A | Other securities | — | — | $237K | 9.1% | |
| BlackRock Lifepath 2050 K N/A | Other securities | — | — | $161K | 6.2% | |
| BlackRock Lifepath 2060 K N/A | Other securities | — | — | $142K | 5.4% | |
| BlackRock Lifepath 2045 K N/A | Other securities | — | — | $139K | 5.3% | |
| BlackRock Lifepath 2040 K N/A | Other securities | — | — | $120K | 4.6% | |
| BlackRock Lifepath 2055 K N/A | Other securities | — | — | $111K | 4.3% | |
| BlackRock Lifepath 2035 K N/A | Other securities | — | — | $96K | 3.7% | |
| Notes receivable from participants Maturing 2025-2029 at interest rates of 3.25% - 8.5% - | Bonds / Notes | — | — | $92K | 3.5% | |
| Fidelity Large Cap Growth Idx N/A | Other securities | — | — | $90K | 3.4% | |
| Fidelity 500 Index N/A | Other securities | — | — | $82K | 3.2% | |
| BlackRock Lifepath 2065 K N/A | Other securities | — | — | $71K | 2.7% | |
| Fidelity Mid Cap Index N/A | Other securities | — | — | $63K | 2.4% | |
| JPMorgan JP Morgan Equity Income R6 N/A | Other securities | — | — | $52K | 2.0% | |
| Dimensional Fund Advisors DFA Intl Core Equity I N/A | Other securities | — | — | $48K | 1.8% | |
| Dimensional Fund Advisors DFA US Small Cap I N/A | Other securities | — | — | $33K | 1.3% | |
| Dodge & Cox Dodge & Cox Income Fund N/A | Other securities | — | — | $27K | 1.0% | |
| Fidelity Global Ex US Indec N/A | Other securities | — | — | $19K | 0.7% | |
| Vanguard REIT Index Adm N/A | Common Stock | — | — | $9K | 0.3% | |
| PIMCO Real Return Instl N/A | Other securities | — | — | $6K | 0.2% | |
| Fidelity US Bond Index N/A | Other securities | — | — | $5K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
