This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE POINT FINANCIAL | 20-1741754 | — | RIA | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.5M | 13.0% |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.4M | 11.6% |
| JOHN HANCOCK STABLE VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.4M | 11.6% |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 |
Pooled Separate Account |
| $1.1M |
| 9.2% |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $922K | 7.8% |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $889K | 7.5% |
| JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $676K | 5.7% |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $537K | 4.5% |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $440K | 3.7% |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $391K | 3.3% |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $305K | 2.6% |
| BLUE CHIP GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $289K | 2.4% |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $231K | 1.9% |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $177K | 1.5% |
| THRIVENT MID CAP STOCK JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $167K | 1.4% |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $141K | 1.2% |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $140K | 1.2% |
| AF AMERICAN BALANCED FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $124K | 1.0% |
| FRANKLIN UTILITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $84K | 0.7% |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $64K | 0.5% |
| FIDELITY ADVISOR TOTAL FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $60K | 0.5% |
| MAINSTAY MACKAY HY CORP BOND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $59K | 0.5% |
| HARBOR SMALLCAP VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $59K | 0.5% |
| AF CAPITAL INCOME BUILDER JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $53K | 0.5% |
| JP MORGAN US EQUITY FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $49K | 0.4% |
| TIAA-CREF LIFECYCLE INDEX 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $45K | 0.4% |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $43K | 0.4% |
| REAL ESTATE SECURITIES FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $36K | 0.3% |
| VANGUARD ENERGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $33K | 0.3% |
| PGIM GLOBAL TOTAL RETURN FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $22K | 0.2% |
| TIAA-CREF LIFECYCLE INDEX 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $16K | 0.1% |
| JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $14K | 0.1% |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $13K | 0.1% |
| COLUMBIA DIVIDEND INCOME FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $11K | <0.1% |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $7K | <0.1% |
| JP MORGAN EMERGING MARKETS EQ JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $6K | <0.1% |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $4K | <0.1% |
| FRANKLIN DYNATECH FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| TIAA-CREF LIFESTYLE INDEX 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $249 | <0.1% |
| TIAA-CREF LIFECYCLE INDEX 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $226 | <0.1% |
| TIAA-CREF LIFECYCLE INDEX 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $225 | <0.1% |
| TIAA-CREF LIFECYCLE INDEX 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $225 | <0.1% |
| TIAA-CREF LIFECYLE INDEX 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $223 | <0.1% |
| VANGUARD LT TREASURY INDEX JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $54 | <0.1% |
| AF CAPITAL WORLD BOND FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $30 | <0.1% |
| AF US GOVERNMENT SECURITIES JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $25 | <0.1% |
