Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS CO OF NY | 13-3646501 | BOSTON, MA | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINET | 48-1305000 | — | REGISTERED INVESTMENT AD | $39K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.8M | 9.7% | |
| John Hancock JHBR 2045 | Other securities | — | — | $1.6M | 5.7% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.6M | 5.7% | |
| John Hancock JHBR 2040 | Other securities | — | — | $1.6M | 5.6% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.6M | 5.6% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.6M | 5.4% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.5M | 5.3% | |
| John Hancock JHBR 2050 | Other securities | — | — | $1.5M | 5.3% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.5M | 5.3% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.4M | 4.7% | |
| Guardian | Other securities | — | — | $1.3M | 4.5% | |
| John Hancock JHBR 2035 | Other securities | — | — | $1.2M | 4.0% | |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.0% | |
| John Hancock JHBR 2025 | Other securities | — | — | $968K | 3.4% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $968K | 3.4% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $948K | 3.3% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $912K | 3.2% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $901K | 3.1% | |
| John Hancock Mass Investors Fund | Other securities | — | — | $887K | 3.1% | |
| MFS MASSACHUSETTS INVESTORS JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $887K | 3.1% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $866K | 3.0% | |
| John Hancock JHBR 2055 | Other securities | — | — | $855K | 3.0% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $855K | 3.0% | |
| John Hancock JHBR 2010 | Other securities | — | — | $804K | 2.8% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $804K | 2.8% | |
| John Hancock JHBR 2030 | Other securities | — | — | $671K | 2.3% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $671K | 2.3% | |
| FRANKLIN SMALL-MID GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $619K | 2.2% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $541K | 1.9% | |
| John Hancock JHBR 2060 | Other securities | — | — | $485K | 1.7% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $485K | 1.7% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $463K | 1.6% | |
| COLUMBIA DIVIDEND INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $434K | 1.5% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $420K | 1.5% | |
| FRANKLIN DYNATECH FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $406K | 1.4% | |
| John Hancock JH Stable Val Gntd Income Fund | Other securities | — | — | $393K | 1.4% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $324K | 1.1% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $289K | 1.0% | |
| Participant loans | Participant loans | — | — | $269K | 0.9% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $262K | 0.9% | |
| John Hancock JHBR 2065 | Other securities | — | — | $215K | 0.7% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $215K | 0.7% | |
| VANGUARD ENERGY FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $175K | 0.6% | |
| HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $136K | 0.5% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $122K | 0.4% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $92K | 0.3% | |
| John Hancock Lifestyle Conservative Fund | Other securities | — | — | $81K | 0.3% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $81K | 0.3% | |
| CORE BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $80K | 0.3% | |
| FINANCIAL INDUSTRIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $76K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.