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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index Retire K | Other securities | — | — | $4.2M | 16.0% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $3.5M | 13.5% | |
| Fidelity Large Cap Growth Idx | Other securities | — | — | $3.4M | 13.2% | |
| CMFG Life Stable Value | Other securities | — | — | $2.5M | 9.5% | |
| Fidelity 500 Index | Other securities | — | — | $2.3M | 8.7% | |
| Fidelity Mid Cap Index | Other securities | — | — | $1.7M | 6.4% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $1.6M | 6.3% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $1.3M | 5.0% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $1.3M | 4.9% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $1.1M | 4.4% | |
| Participants Participant Loans Rates from 0.25% to 8.50% - | Bonds / Notes | — | — | $637K | 2.5% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $436K | 1.7% | |
| DFA International Core Equity I | Other securities | — | — | $382K | 1.5% | |
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $367K | 1.4% | |
| Blackrock Lifepath Index 2060 K | Other securities | — | — | $301K | 1.2% | |
| Fidelity U.S. Bond Index | Other securities | — | — | $256K | 1.0% | |
| Dodge & Cox Income CI I | Other securities | — | — | $231K | 0.9% | |
| Blackrock Lifepath Index 2065 K | Other securities | — | — | $152K | 0.6% | |
| Fidelity Global EX US Index | Other securities | — | — | $133K | 0.5% | |
| Vanguard Real Estate Index Admiral | Other securities | — | — | $117K | 0.5% | |
| DFA U.S. Small Cap I | Other securities | — | — | $82K | 0.3% | |
| PIMCO Real Return Inst | Other securities | — | — | $24K | <0.1% | |
| Fidelity Small Cap Index | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
