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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $59K | — |
| RBC WEALTH MANAGEMENT | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Income R6 | Other securities | — | $7.1M | $7.0M | 25.0% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | $3.8M | $4.6M | 16.6% | |
| MFS Value Fund R6 | Other securities | — | $4.2M | $4.2M | 15.1% | |
| Principal Spectrum Pref&Cptl ScsInc Fund (R6) | Other securities | — | $2.0M | $2.0M | 7.2% | |
| Brandes Investment Partners Brandes International Equity Fund (R6) | Other securities | — | $1.8M | $1.9M | 6.8% | |
| Touchstone Funds Touchstone Small Cap Value Instl | Other securities | — | $1.6M | $1.8M | 6.3% | |
| PGIM Mutual PGIM Jen Intl Opportunities Cl R6 | Other securities | — | $1.6M | $1.6M | 5.8% | |
| Conestoga Capital Conestoga Small Cap Investors | Other securities | — | $1.4M | $1.5M | 5.4% | |
| Campbell Funds Campbell Systematic Macro Fund C | Other securities | — | $1.1M | $1.2M | 4.2% | |
| Lazard Asset Management Lazard Global Listed Infrastructure Inst | Other securities | — | $818K | $833K | 3.0% | |
| Locorr L/S Commod Strat-I | Other securities | — | $891K | $798K | 2.9% | |
| Touchstone Funds Touchstone Sands Cptl Emerg Mkts Gr R6 | Other securities | — | $515K | $538K | 1.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| TUCSON, AZ |
| NONE |
| $27K |
| — |
