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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2050 Fund I Registered investment company | Other securities | — | — | $899K | 13.9% | |
| Vanguard LifeStrategy Income Inv Registered investment company ** 44 Vanguard LifeStrategy Moderate Gr Inv Registered investment company | Other securities | — | — | $606K | 9.4% | |
| T. Rowe Price Retirement 2040 Fund I Registered investment company | Other securities | — | — | $549K | 8.5% | |
| Vanguard 500 Index Admiral Registered investment company | Other securities | — | — | $548K | 8.5% | |
| Vanguard LifeStrategy Growth Inv Registered investment company | Other securities | — | — | $485K | 7.5% | |
| Victory Sycamore Small Company Opp I Registered investment company ** 45 Funds held in insurance company general * CUNA Mutual Guaranteed Account | Other securities | — | — | $448K | 6.9% | |
| T. Rowe Price Retirement 2045 Fund I Registered investment company | Other securities | — | — | $425K | 6.6% | |
| Fidelity® Large Cap Growth Idx Instl Prm Registered investment company | Other securities | — | — | $420K | 6.5% | |
| T. Rowe Price Retirement 2060 Fund I Registered investment company | Other securities | — | — | $389K | 6.0% | |
| Varying maturities through 2051 and interest * Notes receivable from participants | Other securities | — | — | $302K | 4.7% | |
| Vanguard LifeStrategy Cnsrv Gr Inv Registered investment company | Other securities | — | — | $257K | 4.0% | |
| T. Rowe Price Retirement 2055 Fund I Registered investment company | Other securities | — | — | $186K | 2.9% | |
| Vanguard Total Bond Market Index Adm Registered investment company | Other securities | — | — | $143K | 2.2% | |
| T. Rowe Price Retirement 2025 Fund I Registered investment company | Other securities | — | — | $130K | 2.0% | |
| Dodge & Cox Income Cl I Registered investment company ** 320 Dodge & Cox Stock Cl I Registered investment company | Other securities | — | — | $124K | 1.9% | |
| T. Rowe Price Retirement 2035 Fund I Registered investment company | Other securities | — | — | $101K | 1.6% | |
| Vanguard Mid-Cap Value Index Admiral Registered investment company | Other securities | — | — | $92K | 1.4% | |
| DFA US Small Cap I Registered investment company | Other securities | — | — | $70K | 1.1% | |
| Vanguard FTSE All-Wld ex-US Idx Admiral Registered investment company | Other securities | — | — | $66K | 1.0% | |
| Federated Hermes Instl High Yield Bond IS Registered investment company ** 649 Fidelity® International Index InstlPrm Registered investment company | Other securities | — | — | $54K | 0.8% | |
| T. Rowe Price Retirement Balanced Fund I Registered investment company | Other securities | — | — | $39K | 0.6% | |
| Vanguard Extended Market Index Admiral Registered investment company | Other securities | — | — | $36K | 0.6% | |
| Vanguard Real Estate Index Admiral Registered investment company | Other securities | — | — | $26K | 0.4% | |
| Neuberger Berman Genesis Ins Registered investment company | Other securities | — | — | $20K | 0.3% | |
| T. Rowe Price Retirement 2030 Fund I Registered investment company | Other securities | — | — | $19K | 0.3% | |
| PIMCO International Bond (USD-Hdg) Instl Registered investment company | Other securities | — | — | $11K | 0.2% | |
| Eaton Vance Atlanta Capital SMID-CAP I Registered investment company | Other securities | — | — | $10K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund I Registered investment company | Other securities | — | — | $5K | <0.1% | |
| Cohen & Steers Instl Realty Shares Registered investment company | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
