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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $1.1M | 13.5% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $925K | 11.4% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $856K | 10.5% | |
| CMFG Insurance Contract | Other securities | — | — | $822K | 10.1% | |
| Fidelity 500 Index | Other securities | — | — | $733K | 9.0% | |
| Blackrock Lifepath Index Retire K | Other securities | — | — | $619K | 7.6% | |
| Fidelity Mid Cap Index | Other securities | — | — | $490K | 6.0% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $395K | 4.9% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $336K | 4.1% | |
| Blackrock Lifepath Index 2060 K | Other securities | — | — | $290K | 3.6% | |
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $282K | 3.5% | |
| Fidelity Large Cap Growth IDX | Other securities | — | — | $269K | 3.3% | |
| DFA US Small Cap I | Other securities | — | — | $245K | 3.0% | |
| Fidelity Global EX US Index | Other securities | — | — | $147K | 1.8% | |
| Fidelity US Bond Index | Other securities | — | — | $136K | 1.7% | |
| DFA International Core Equity I | Other securities | — | — | $112K | 1.4% | |
| Blackrock Lifepath Index 2065 K | Other securities | — | — | $99K | 1.2% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $97K | 1.2% | |
| Vanguard Real Estate Index Admiral | Other securities | — | — | $64K | 0.8% | |
| PIMCO Real Return Instl | Other securities | — | — | $60K | 0.7% | |
| Dodge & Cox Income | Other securities | — | — | $32K | 0.4% | |
| Fidelity Small Cap Index | Other securities | — | — | $18K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
