Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | RIA | $32K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $2.9M | 22.5% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $2.9M | 21.8% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $1.4M | 10.7% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $989K | 7.6% | |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $550K | 4.2% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $467K | 3.6% | |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $452K | 3.5% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $451K | 3.4% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $386K | 3.0% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $266K | 2.0% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $248K | 1.9% | |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $234K | 1.8% | |
| VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $233K | 1.8% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $209K | 1.6% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $200K | 1.5% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $142K | 1.1% | |
| w (b) identity of issue including interest rate value Other Investments Non-Interest Bearing Cash 614 * Participant Loans Interest at 4.25% to 9.5% | Cash / Money Market | — | — | $140K | 1.1% | |
| DODGE & COX INTERNATIONAL ST JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $110K | 0.8% | |
| VANGUARD ST INVESTMENT-GRADE JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $92K | 0.7% | |
| JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $86K | 0.7% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $83K | 0.6% | |
| JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $81K | 0.6% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $79K | 0.6% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $75K | 0.6% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $68K | 0.5% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $27K | 0.2% | |
| BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $24K | 0.2% | |
| JH MULTIMANAGER 2010 LIFETIME JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $21K | 0.2% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $6K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $6K | <0.1% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% | |
| INVESCO GLOBAL FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Vanguard Total Intl Stock ldx Pooled Separate Account 596 Euro Pacific Growth Pooled Separate Account | Other securities | — | — | $2K | <0.1% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $1K | <0.1% | |
| BLACKROCK LIFEPATH INDEX RET JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $1K | <0.1% | |
| MID VALUE FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $946 | <0.1% | |
| BLACKROCK HIGH YIELD BOND FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $943 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $939 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $935 | <0.1% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $926 | <0.1% | |
| AMERICAN FUNDS BOND FUND OF AM JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $916 | <0.1% | |
| AF US GOVERNMENT SECURITIES JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $915 | <0.1% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $694 | <0.1% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $636 | <0.1% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $619 | <0.1% | |
| ALLSPRING GOVERNMENT SECURITIE JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $610 | <0.1% | |
| PIMCO REAL RETURN JOHN HANCOCK USA · EIN 01-0270455 / PN 001 | Pooled Separate Account | — | — | $609 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
