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 | 13-3646501 | — | RECORDKEEPER | $722 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC | 95-2755361 | SANTA MONICA, CA | INVESTMENT ADVISOR | $3K | — |
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 |
|---|---|---|---|
| AMERICAN CENTURY 2035 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $1.7M | 11.4% |
| AMERICAN CENTURY 2055 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $1.3M | 9.1% |
| AMERICAN CENTURY 2030 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $1.3M | 8.7% |
| AMERICAN CENTURY 2045 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 |
Pooled Separate Account |
| $1.1M |
| 7.8% |
| AMERICAN CENTURY 2040 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $1.1M | 7.3% |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $910K | 6.2% |
| AMERICAN CENTURY 2060 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $867K | 5.9% |
| BLUE CHIP GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $712K | 4.8% |
| MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $598K | 4.1% |
| AMERICAN CENTURY 2050 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $573K | 3.9% |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $514K | 3.5% |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $441K | 3.0% |
| SMALL CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $422K | 2.9% |
| AMERICAN CENTURY 2025 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $403K | 2.7% |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $360K | 2.4% |
| AMERICAN CENTURY 2065 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $351K | 2.4% |
| VANGUARD EXPLORER FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $290K | 2.0% |
| DFA US TARGETED VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $262K | 1.8% |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $236K | 1.6% |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $134K | 0.9% |
| INTL EQUITY INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $127K | 0.9% |
| PIMCO REAL RETURN JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $125K | 0.8% |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $120K | 0.8% |
| INVESCO OPP INTL GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $120K | 0.8% |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $90K | 0.6% |
| OPPORTUNISTIC FIXED INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $74K | 0.5% |
| FIDELITY REAL ESTATE INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $71K | 0.5% |
| AMERICAN CENTURY IN RETIREMENT JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $45K | 0.3% |
| TOTAL BOND MARKET FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $27K | 0.2% |
| CORE BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $14K | <0.1% |
