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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $54K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Moderate Gr Inv | Other securities | — | — | $3.6M | 25.1% | |
| CMFG Deposit administration group annuity contract | Common Stock | — | — | $1.7M | 12.2% | |
| Vanguard LifeStrategy Growth Inv | Other securities | — | — | $1.2M | 8.1% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $1.0M | 7.1% | |
| Jensen Quality Growth | Other securities | — | — | $927K | 6.5% | |
| Vanguard Extended Market Index Admiral | Other securities | — | — | $822K | 5.7% | |
| BlackRock LifePath Index Retire | Other securities | — | — | $781K | 5.4% | |
| BlackRock LifePath Index 2040 | Other securities | — | — | $543K | 3.8% | |
| T. Rowe Price Equity Income | Other securities | — | — | $524K | 3.7% | |
| Dodge & Cox Income Cl | Other securities | — | — | $455K | 3.2% | |
| BlackRock LifePath Index 2055 | Other securities | — | — | $381K | 2.7% | |
| Putnam High Yield Fund | Other securities | — | — | $360K | 2.5% | |
| Vanguard LifeStrategy Cnsrv Gr Inv | Other securities | — | — | $342K | 2.4% | |
| BlackRock LifePath Index 2050 | Other securities | — | — | $282K | 2.0% | |
| DFA US Small Cap | Other securities | — | — | $273K | 1.9% | |
| Vanguard Real Estate Index Admiral | Other securities | — | — | $252K | 1.8% | |
| Vanguard FTSE All-Wld ex-US Idx Admiral | Other securities | — | — | $152K | 1.1% | |
| Vanguard Total Bond Market Index Adm | Other securities | — | — | $144K | 1.0% | |
| BlackRock LifePath Index 2030 | Other securities | — | — | $125K | 0.9% | |
| Loans to participants, interest rates range from * Notes Receivable from Participants 2.90% to 3.75% with various maturities | Bonds / Notes | — | — | $108K | 0.8% | |
| BlackRock LifePath Index 2035 | Other securities | — | — | $94K | 0.7% | |
| Vanguard Dividend Appreciation Index Adm | Other securities | — | — | $67K | 0.5% | |
| BlackRock LifePath Index 2045 | Other securities | — | — | $61K | 0.4% | |
| DFA International Core Equity | Other securities | — | — | $47K | 0.3% | |
| Lazard Emg Mkt Core Eq-Inst | Other securities | — | — | $43K | 0.3% | |
| PIMCO Real Return Instl | Other securities | — | — | $13K | <0.1% | |
| Vanguard Federal Money Market Investor | Cash / Money Market | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
