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 | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $76K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Idx Instl | Other securities | — | — | $4.0M | 11.5% | |
| Fidelity 500 Index Institutional Prem | Other securities | — | — | $3.7M | 10.8% | |
| CMFG Stable Value | Other securities | — | — | $3.6M | 10.3% | |
| BlackRock Lifepath Ret K | Other securities | — | — | $3.0M | 8.8% | |
| Fidelity Mid Cap Index Instl Prem | Other securities | — | — | $2.9M | 8.3% | |
| BlackRock Lifepath 2045 K | Other securities | — | — | $2.8M | 8.1% | |
| BlackRock Lifepath 2030 K | Other securities | — | — | $2.4M | 7.0% | |
| BlackRock Lifepath 2050 K | Other securities | — | — | $2.0M | 5.9% | |
| DFA US Small Cap I | Other securities | — | — | $1.9M | 5.4% | |
| JP Morgan JPMorgan Equity Income R6 | Other securities | — | — | $1.8M | 5.1% | |
| BlackRock Lifepath 2040 K | Other securities | — | — | $1.7M | 4.9% | |
| BlackRock Lifepath 2055 K | Other securities | — | — | $797K | 2.3% | |
| BlackRock Lifepath 2035 K | Other securities | — | — | $716K | 2.1% | |
| Fidelity Global ex US Index Instl | Other securities | — | — | $662K | 1.9% | |
| Dodge & Cox Dodge & Cox Income Fund | Other securities | — | — | $511K | 1.5% | |
| Fidelity US Bond Index Instl Prem | Other securities | — | — | $423K | 1.2% | |
| Fidelity Small Cap Index Instl Prem | Other securities | — | — | $390K | 1.1% | |
| Participant notes receivable Interest at the rates of 4.25% and 9.50% -0- | Bonds / Notes | — | — | $286K | 0.8% | |
| BlackRock Lifepath 2060 K | Other securities | — | — | $277K | 0.8% | |
| Vanguard Real Estate Index Admiral | Other securities | — | — | $168K | 0.5% | |
| DFA Emerging Markets I | Other securities | — | — | $167K | 0.5% | |
| BlackRock Lifepath 2065 K | Other securities | — | — | $131K | 0.4% | |
| DFA International Core Equity I | Other securities | — | — | $112K | 0.3% | |
| PIMCO Real Return Instl | Other securities | — | — | $103K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
