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 | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $61K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock LP Index 2040 Registered investment company | Other securities | — | — | $5.8M | 15.7% | |
| Blackrock LP Index Retire K Registered investment company | Other securities | — | — | $4.6M | 12.7% | |
| Blackrock LP Index 2050 Registered investment company | Other securities | — | — | $4.5M | 12.3% | |
| Fidelity 500 Index Registered investment company | Other securities | — | — | $4.2M | 11.6% | |
| Blackrock LP Index 2030 Registered investment company | Other securities | — | — | $3.0M | 8.2% | |
| CUNA Mutual Stable Value Deposit administration contract | Other securities | — | — | $2.7M | 7.5% | |
| Fidelity Large Cap Growth Index Registered investment company | Other securities | — | — | $1.9M | 5.3% | |
| Fidelity Mid Cap Index Registered investment company | Other securities | — | — | $1.9M | 5.1% | |
| Blackrock LP Index 2055 Registered investment company | Other securities | — | — | $1.2M | 3.4% | |
| JPMorgan Equity Income RA Registered investment company | Other securities | — | — | $970K | 2.6% | |
| maturing through February 2051 | Other securities | — | — | $892K | 2.4% | |
| Blackrock LP Index 2035 Registered investment company | Other securities | — | — | $759K | 2.1% | |
| Dodge & Cox Income Registered investment company | Other securities | — | — | $641K | 1.8% | |
| Blackrock LP Index 2060 Registered investment company | Other securities | — | — | $624K | 1.7% | |
| Blackrock LP Index 2065 Registered investment company | Other securities | — | — | $571K | 1.6% | |
| DFA US Small Cap I Registered investment company | Other securities | — | — | $567K | 1.5% | |
| Blackrock LP Index 2045 Registered investment company | Other securities | — | — | $523K | 1.4% | |
| DFA International Core Equity I Registered investment company | Other securities | — | — | $464K | 1.3% | |
| Fidelity US Bond Index Registered investment company | Other securities | — | — | $257K | 0.7% | |
| Fidelity Global EX US Index Registered investment company | Other securities | — | — | $248K | 0.7% | |
| PIMCO VIT Real Return Institutional Registered investment company | Other securities | — | — | $102K | 0.3% | |
| Fidelity Small Cap Index Registered investment company | Other securities | — | — | $47K | 0.1% | |
| Vanguard Real Estate Index Admiral Registered investment company | Other securities | — | — | $32K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
