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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $53K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Prem Registered investment company | Other securities | — | $1.4M | $1.9M | 11.8% | |
| Fidelity US Bond Index Instl Prem Registered investment company | Other securities | — | $1.7M | $1.7M | 10.8% | |
| Baird Aggregate Bond Inst Registered investment company | Other securities | — | $1.6M | $1.4M | 8.8% | |
| Dodge & Cox Income Registered investment company | Other securities | — | $1.5M | $1.4M | 8.8% | |
| Fidelity Mid Cap Index Instl Prem Registered investment company | Other securities | — | $771K | $989K | 6.2% | |
| Columbia Dividend Income Inst2 Registered investment company | Other securities | — | $768K | $951K | 6.0% | |
| Vanguard High-Yield Corporate Adm Registered investment company | Other securities | — | $946K | $950K | 6.0% | |
| DFA Emerging Markets I Registered investment company | Other securities | — | $963K | $940K | 5.9% | |
| Fidelity International Index Instl Prem Registered investment company | Other securities | — | $874K | $892K | 5.6% | |
| Vanguard Long-Term Investment-Grade Adm Registered investment company 138 Vanguard Total Bond Market Index Adm Registered investment company 1 * CMFG Stable Value Account Funds held in insurance company general account | Other securities | — | $789K | $807K | 5.1% | |
| DFA International Core Equity I Registered investment company | Other securities | — | $745K | $748K | 4.7% | |
| Fidelity Large Cap Growth Index Instl Prem Registered investment company | Other securities | — | $437K | $705K | 4.4% | |
| Jensen Quality Growth I Registered investment company 64 JP Morgan Large Cap Growth R6 Registered investment company | Other securities | — | $431K | $689K | 4.3% | |
| Fidelity Small Cap Index Instl Prem Registered investment company | Other securities | — | $371K | $475K | 3.0% | |
| Cohen & Steers Instl Realty Shares Registered investment company | Other securities | — | $377K | $427K | 2.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
