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 | $4K | — |
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 2025 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $1.5M | 12.7% |
| JH 2030 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $1.2M | 10.6% |
| JH 2035 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $1.1M | 9.8% |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 |
Pooled Separate Account |
| $898K |
| 7.8% |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $826K | 7.2% |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $806K | 7.0% |
| JH 2040 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $478K | 4.2% |
| JPMORGAN US GOVT MMKT CAP JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $456K | 4.0% |
| JH 2045 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $439K | 3.8% |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $335K | 2.9% |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $330K | 2.9% |
| JH 2020 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $309K | 2.7% |
| JH 2050 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $286K | 2.5% |
| AF AMERICAN BALANCED FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $258K | 2.2% |
| MFS UTILITIES FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $246K | 2.1% |
| VANGUARD VALUE INDEX FD ADM JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $246K | 2.1% |
| THE INVESTMENT CO OF AMER JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $230K | 2.0% |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $179K | 1.6% |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $170K | 1.5% |
| JOHN HANCOCK BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $154K | 1.3% |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $117K | 1.0% |
| T ROWE PRICE EQUITY INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $114K | 1.0% |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $111K | 1.0% |
| JH 2055 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $107K | 0.9% |
| JH LIFESTYLE BLEND CONSERV JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $103K | 0.9% |
| VANGUARD SM CAP VAL IND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $80K | 0.7% |
| JH 2060 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $73K | 0.6% |
| AB LARGE CAP GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $54K | 0.5% |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $43K | 0.4% |
| JH 2010 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $22K | 0.2% |
| JH 2015 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $12K | 0.1% |
| VANGUARD SMALL GROWTH ADML JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $4K | <0.1% |
| JH 2065 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $3K | <0.1% |
