Filings through .
Filed May 12, 2026 (most recent of 3 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY8 years Service code 15 · EIN 39-0230590 | Recordkeeping | $16,328 |
15 funds hold $21.3M of the plan's $24.3M. From the 2025 filing. Recordkeeper: CUNA Mutual (TruStage).
Target-date series: T. Rowe Price Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $7.9M | 36.9% |
| Deposit administration group annuity contract guaranteed account Manager not matched · Insurance contract | $5.6M | 26.2% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.3M | 6.3% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 5.9% |
| Harbor Capital Appreciation retirement Harbor Capital · Other | $1.2M | 5.7% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 5.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $952K | 4.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $784K | 3.7% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $249K | 1.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $235K | 1.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.