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 NEW YORK | 13-3646501 | — | RECORDKEEPER | $33K | — |
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 LIFESTYLE BLEND GROWTH JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $4.7M | 22.2% |
| 500 INDEX FUND JOHN HANCOCK · EIN 13-3646501 / PN 033 | Pooled Separate Account | $2.2M | 10.3% |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $1.6M | 7.5% |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK · EIN 13-3646501 / PN 000 |
Pooled Separate Account |
| $1.5M |
| 7.2% |
| VANGUARD TARGET RET 2045 JOHN HANCOCK · EIN 13-3646501 / PN 464 | Pooled Separate Account | $1.4M | 6.4% |
| VANGUARD TARGET RET 2060 JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $914K | 4.3% |
| VANGUARD TARGET RET 2040 JOHN HANCOCK · EIN 13-3646501 / PN 465 | Pooled Separate Account | $883K | 4.1% |
| VANGUARD TARGET RET 2035 JOHN HANCOCK · EIN 13-3646501 / PN 466 | Pooled Separate Account | $873K | 4.1% |
| VANGUARD TOTAL INTL STOCK IDX JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $800K | 3.8% |
| MONEY MARKET FUND JOHN HANCOCK · EIN 13-3646501 / PN 068 | Pooled Separate Account | $770K | 3.6% |
| VANGUARD TARGET RET 2055 JOHN HANCOCK · EIN 13-3646501 / PN 462 | Pooled Separate Account | $730K | 3.4% |
| VANGUARD TARGET RET 2050 JOHN HANCOCK · EIN 13-3646501 / PN 463 | Pooled Separate Account | $623K | 2.9% |
| NUVEEN LARGE-CAP GROWTH INDEX JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $611K | 2.9% |
| VANGUARD TARGET RET 2025 JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $479K | 2.3% |
| VANGUARD TARGET RET 2030 JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $472K | 2.2% |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $310K | 1.5% |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $309K | 1.4% |
| VANGUARD TARGET RET 2065 JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $289K | 1.4% |
| VANGARD EQUITY INCOME FUND JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $283K | 1.3% |
| JH LIFESTYLE BLEND CONSERVATIVE JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $232K | 1.1% |
| DFA US TARGETED VALUE FUND JOHN HANCOCK · EIN 13-3646501 / PN 231 | Pooled Separate Account | $152K | 0.7% |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK · EIN 13-3646501 / PN 224 | Pooled Separate Account | $141K | 0.7% |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $135K | 0.6% |
| VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK · EIN 13-3646501 / PN 056 | Pooled Separate Account | $118K | 0.6% |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK · EIN 13-3646501 / PN 414 | Pooled Separate Account | $101K | 0.5% |
| OPPORTUNISTIC FIXED INCOME JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $92K | 0.4% |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK · EIN 13-3646501 / PN 260 | Pooled Separate Account | $76K | 0.4% |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $61K | 0.3% |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $58K | 0.3% |
| BLACK ROCK HIGH YIELD BOND FUND JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $57K | 0.3% |
| JH INTL DYNAMIC GROWTH FUND JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $55K | 0.3% |
| REAL ESTATE SECURITIES FUND JOHN HANCOCK · EIN 13-3646501 / PN 070 | Pooled Separate Account | $52K | 0.2% |
| DFA INTERNATIONAL VALUE JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $50K | 0.2% |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $11K | <0.1% |
| BLACK ROCK INFL PROTECTED BOND FUND JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $10K | <0.1% |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK · EIN 13-3646501 / PN 435 | Pooled Separate Account | $0 | <0.1% |
| T ROWE PRICE NEW ERA FUND JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| GLOBAL BOND FUND JOHN HANCOCK · EIN 13-3646501 / PN 018 | Pooled Separate Account | $0 | <0.1% |
| REAL RETURN BOND FUND JOHN HANCOCK · EIN 13-3646501 / PN 164 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JP MORGAN US EQUITY FUND JOHN HANCOCK · EIN 13-3646501 / PN 416 | Pooled Separate Account | $0 | <0.1% |
| ACTIVE BOND FUND JOHN HANCOCK · EIN 13-3646501 / PN 019 | Pooled Separate Account | $0 | <0.1% |
| JH LS GROW ACTIVE STRATEGY JOHN HANCOCK · EIN 13-3646501 / PN 077 | Pooled Separate Account | $0 | <0.1% |
| JH LS BAL ACTIVE STRATEGY JOHN HANCOCK · EIN 13-3646501 / PN 078 | Pooled Separate Account | $0 | <0.1% |
| JH LS MOD ACTIVE STRATEGY JOHN HANCOCK · EIN 13-3646501 / PN 079 | Pooled Separate Account | $0 | <0.1% |
| JH LS CON ACTIVE STRATEGY JOHN HANCOCK · EIN 13-3646501 / PN 090 | Pooled Separate Account | $0 | <0.1% |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK · EIN 13-3646501 / PN 154 | Pooled Separate Account | $0 | <0.1% |
| FUNDAMENTAL ALL CAP CORE FUND JOHN HANCOCK · EIN 13-3646501 / PN 163 | Pooled Separate Account | $0 | <0.1% |
| INTERNATIONAL VALUE FUND JOHN HANCOCK · EIN 13-3646501 / PN 006 | Pooled Separate Account | $0 | <0.1% |
| FUNDAMENTAL LARGE CAP VALUE JOHN HANCOCK · EIN 13-3646501 / PN 176 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN BALANCED FUND JOHN HANCOCK · EIN 13-3646501 / PN 151 | Pooled Separate Account | $0 | <0.1% |
| T ROWE PRICE HEALTH SCIENCE JOHN HANCOCK · EIN 13-3646501 / PN 127 | Pooled Separate Account | $0 | <0.1% |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK · EIN 13-3646501 / PN 155 | Pooled Separate Account | $0 | <0.1% |
| EQUITY INCOME FUND JOHN HANCOCK · EIN 13-3646501 / PN 073 | Pooled Separate Account | $0 | <0.1% |
| FINANCIAL INDUSTRIES FUND JOHN HANCOCK · EIN 13-3646501 / PN 118 | Pooled Separate Account | $0 | <0.1% |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK · EIN 13-3646501 / PN 030 | Pooled Separate Account | $0 | <0.1% |
| JOHN HANCOCK BOND FUND JOHN HANCOCK · EIN 13-3646501 / PN 485 | Pooled Separate Account | $0 | <0.1% |
| AF 2060 TD JOHN HANCOCK · EIN 13-3646501 / PN 431 | Pooled Separate Account | $0 | <0.1% |
| AF 2055 TD JOHN HANCOCK · EIN 13-3646501 / PN 432 | Pooled Separate Account | $0 | <0.1% |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK · EIN 13-3646501 / PN 084 | Pooled Separate Account | $0 | <0.1% |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK · EIN 13-3646501 / PN 083 | Pooled Separate Account | $0 | <0.1% |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK · EIN 13-3646501 / PN 082 | Pooled Separate Account | $0 | <0.1% |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK · EIN 13-3646501 / PN 081 | Pooled Separate Account | $0 | <0.1% |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK · EIN 13-3646501 / PN 080 | Pooled Separate Account | $0 | <0.1% |
| TEMPLETON FOREIGN SMALLER CO JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| T ROWE PRICE SMALL CAP VALUE JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MFS UTILITIES FUND JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JH US QUALITY GROWTH JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| INVESCO GLOBAL FUND JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK · EIN 13-3646501 / PN 102 | Pooled Separate Account | $0 | <0.1% |
| PIMPCO REAL RETURN JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2025 JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| THE GROWTH FUND OF AMERICA JOHN HANCOCK · EIN 13-3646501 / PN 153 | Pooled Separate Account | $0 | <0.1% |
| MID VALUE FUND JOHN HANCOCK · EIN 13-3646501 / PN 190 | Pooled Separate Account | $0 | <0.1% |
| CAPITAL APPRECIATION FUND JOHN HANCOCK · EIN 13-3646501 / PN 119 | Pooled Separate Account | $0 | <0.1% |
| BLUE CHIP GROWTH FUND JOHN HANCOCK · EIN 13-3646501 / PN 040 | Pooled Separate Account | $0 | <0.1% |
| TIAA-CREF SMALL-CAP BLEND IDX JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MID CAP INDEX FUND JOHN HANCOCK · EIN 13-3646501 / PN 104 | Pooled Separate Account | $0 | <0.1% |
| TIAA-CREF LARGE CAP GROWTH IDX JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK · EIN 13-3646501 / PN 058 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| SMALL COMPANY VALUE FUND JOHN HANCOCK · EIN 13-3646501 / PN 031 | Pooled Separate Account | $0 | <0.1% |
| EUROPACIFIC GROWTH FUND JOHN HANCOCK · EIN 13-3646501 / PN 152 | Pooled Separate Account | $0 | <0.1% |
| TEMPLETON WORLD JOHN HANCOCK · EIN 13-3646501 / PN 047 | Pooled Separate Account | $0 | <0.1% |
| OPPENHEIMER GLOBAL JOHN HANCOCK · EIN 13-3646501 / PN 109 | Pooled Separate Account | $0 | <0.1% |
| SCIENCE AND TECHNOLOGY FUND JOHN HANCOCK · EIN 13-3646501 / PN 035 | Pooled Separate Account | $0 | <0.1% |
| SMALL CAP INDEX FUND JOHN HANCOCK · EIN 13-3646501 / PN 105 | Pooled Separate Account | $0 | <0.1% |
| INTL EQUITY INDEX FUND JOHN HANCOCK · EIN 13-3646501 / PN 106 | Pooled Separate Account | $0 | <0.1% |
| INTL SMALL CAP FUND JOHN HANCOCK · EIN 13-3646501 / PN 095 | Pooled Separate Account | $0 | <0.1% |
| NEW OPPORTUNITIES FUND JOHN HANCOCK · EIN 13-3646501 / PN 165 | Pooled Separate Account | $0 | <0.1% |
| JH DISCIPLINED VALUE INT'L FUND JOHN HANCOCK · EIN 13-3646501 / PN 013 | Pooled Separate Account | $0 | <0.1% |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK · EIN 13-3646501 / PN 211 | Pooled Separate Account | $0 | <0.1% |
| HIGH YIELD FUND JOHN HANCOCK · EIN 13-3646501 / PN 073 | Pooled Separate Account | $0 | <0.1% |
