Filings through .
Filed March 7, 2022 (most recent of 2 filings on file)
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CUNA MUTUAL6 years Filed as: CMFG LIFE INSURANCE COMPANY Service code 15 · EIN 39-0230590 | Recordkeeping | $13,124 |
24 funds of $250K or more; 22 lines in all, holding $24.5M of the plan's $24.9M. From the 2025 filing. Recordkeeper: CUNA Mutual (TruStage).
Target-date series: American Funds Target Date, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Manager not matched · Mutual fund Target-date, 10 vintages | $7.7M | 31.3% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $3.5M | 14.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.9M | 11.8% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $1.6M | 6.6% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $1.5M | 6.2% |
| American Capital Income Builder Fund Class R6 Manager not matched · Mutual fund | $1.0M | 4.2% |
| American Growth & Inc Port R6 Manager not matched · Mutual fund | $978K | 4.0% |
| Small Cap World Fund Class R-6 Manager not matched · Mutual fund | $826K | 3.4% |
| T. Rowe Price Floating Rate Fund T. Rowe Price · Mutual fund | $700K | 2.9% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $640K | 2.6% |
Added 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighMFS Core Equity Fund R6 to JPMorgan U.S. Equity Fund Class R6 | $1.4M to $1.6M |
| AddedT. Rowe Price Floating Rate Fund | $700K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 4 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.