Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC/VANCE FALBAUM | 39-1563018 | — | NONE | $50K | — |
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $47K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 4 MFS INCOME | Other securities | — | — | $4.8M | 18.7% | |
| 9 PRINCIPAL PINCIPAL SPECTRUM PREF&CPTL | Other securities | — | — | $3.1M | 12.0% | |
| 10 PRUDENTIAL PRUD-JENNISON GRTH FD - Z | Other securities | — | — | $2.7M | 10.6% | |
| 5 MFS VALUE R4 | Other securities | — | — | $2.5M | 9.6% | |
| 8 PIMCO INCOME FUND INSTL | Other securities | — | — | $2.3M | 9.0% | |
| 7 LORD ABBETT LORD ABBETT SHORT DURATION INCOME | Other securities | — | — | $2.1M | 8.1% | |
| 6 OPPENHEIMER INVESCO SMALL CAP VALUE | Other securities | — | — | $1.6M | 6.1% | |
| 2 CONESTOGA CAPITAL ADVISORS CONESTOGA SMALL CAP INSTITUTIONAL | Other securities | — | — | $1.6M | 6.1% | |
| 11 THE HARTFORD THE HARTFORD WORLD BOND FD R5 | Other securities | — | — | $1.6M | 6.0% | |
| 12 THE HARTFORD THE HARTFORD SCHRODERS INTL MULTI-CP | Other securities | — | — | $1.2M | 4.8% | |
| 13 WCM FOCUSED INTERNATIONAL GROWTH INSTL | Other securities | — | — | $970K | 3.8% | |
| 1 CAMPBELL SYSTEMATIC MACRO FUND | Other securities | — | — | $800K | 3.1% | |
| 3 MACQUARIE EMERGING MARKETS FUND CLASS R6 | Other securities | — | — | $477K | 1.8% | |
| 14 CUNUA MUTUAL* CMFG STABLE VALUE | Other securities | — | — | $102K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
