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 USA | 01-0233346 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKLAND TRUST | 04-1782600 | — | INVESTMENT ADVISORY | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 2030 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.1M | 20.8% |
| JH 2035 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $517K | 9.5% |
| JH 2040 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $458K | 8.5% |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $20K | — |
| JH 2025 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 |
Pooled Separate Account |
| $455K |
| 8.4% |
| JH 2060 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $430K | 7.9% |
| JH 2055 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $375K | 6.9% |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $331K | 6.1% |
| JH 2050 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $322K | 5.9% |
| JH 2045 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $289K | 5.3% |
| JH 2015 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $164K | 3.0% |
| JH STABLE VAL GNTD INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $136K | 2.5% |
| JH 2065 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $87K | 1.6% |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $86K | 1.6% |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $84K | 1.6% |
| MFS GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $71K | 1.3% |
| MFS VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $59K | 1.1% |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $44K | 0.8% |
| MFS MID CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $35K | 0.6% |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $34K | 0.6% |
| ALLSPRING CORE BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $26K | 0.5% |
| ALLSPRING CORE PLUS BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $20K | 0.4% |
| JH 2020 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $19K | 0.4% |
| BLACKROCK INFL PROTECTED BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $18K | 0.3% |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $14K | 0.3% |
| VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $6K | 0.1% |
| PIMCO COMMODITY REAL RETURN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | <0.1% |
| AB DISCOVERY GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $4K | <0.1% |
