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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $72K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Party-in Identity of issue, borrower, maturity date, rate of interest, Current Interest lessor, or similar party collateral, par, or maturity value Mutual Funds BR LIFEPATH INDEX 2040 K Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $3.5M | 14.8% | |
| BR LIFEPATH INDEX 2050 K Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $2.2M | 9.6% | |
| BR LIFEPATH INDEX 2055 K Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $2.0M | 8.3% | |
| BR LIFEPATH INDEX 2030 K Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $1.9M | 8.3% | |
| BR LP INDEX RETIRE K Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $1.9M | 8.2% | |
| BR LIFEPATH INDEX 2060 K Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $1.6M | 6.9% | |
| BR LIFEPATH INDEX 2045 K Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $1.6M | 6.9% | |
| Fidelity 500 Index Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $1.4M | 6.0% | |
| Fid LCap Grw Idx Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $1.1M | 4.8% | |
| BR LIFEPATH INDEX 2035 K Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $1.0M | 4.3% | |
| BR LIFEPATH INDEX 2065 K Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $867K | 3.7% | |
| Fidelity Mid Cap Idx Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $793K | 3.4% | |
| Deposit Administration Contract * CMFG Stable Value SV A54 Value of Int. In Ins. Co. General Acct. | Common Stock | — | — | $747K | 3.2% | |
| JPMorgan Equity Income R6 Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $675K | 2.9% | |
| maturing from 2025 to 2030 | Other securities | — | — | $475K | 2.0% | |
| Dodge & Cox Income I Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $427K | 1.8% | |
| DFA INTL CRE EQ PORTFOLIO Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $225K | 1.0% | |
| Fid Glb ex US Indx Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $213K | 0.9% | |
| Fidelity U.S. Bond Index Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $200K | 0.9% | |
| DFA US SCAP I Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $178K | 0.8% | |
| VANGUARD RL EST INDX ADM Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $140K | 0.6% | |
| Fidelity Small Cap Index Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $105K | 0.4% | |
| PIMCO REAL RETURN INST Value of Int. In Reg. Invest. Co. | Common Stock | — | — | $78K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
