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 | 01-0233346 | — | RECORDKEEPER | $24 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DFPG INVESTMENTS, INC. | 27-3648334 | SANDY, UT | RIA | $7K | — |
| NFP RETIREMENT, INC. | 33-0905143 | ALISO VIEJO, CA | RIA | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2045 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 716 | Pooled Separate Account | $680K | 43.1% |
| NUVEEN LIFECYCLE INDEX 2025 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 712 | Pooled Separate Account | $323K | 20.5% |
| NUVEEN LIFECYCLE INDEX 2060 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 719 | Pooled Separate Account | $106K | 6.7% |
| NUVEEN LIFECYCLE INDEX 2040 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 715 | Pooled Separate Account | $103K | 6.5% |
| NUVEEN LIFECYCLE INDEX RET INC JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 720 | Pooled Separate Account | $87K | 5.5% |
| VANGUARD EQUITY INCOME FUNED JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 526 | Pooled Separate Account | $70K | 4.4% |
| NUVEEN LIFECYCLE INDEX 2055 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 718 | Pooled Separate Account | $50K | 3.2% |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 180 | Pooled Separate Account | $44K | 2.8% |
| NUVEEN LIFECYCLE INDEX 2030 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 713 | Pooled Separate Account | $25K | 1.6% |
| NUVEEN LIFECYCLE INDEX 2050 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 717 | Pooled Separate Account | $21K | 1.3% |
| COHEN & STEERS REAL ESTATE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 583 | Pooled Separate Account | $19K | 1.2% |
| WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 390 | Pooled Separate Account | $16K | 1.0% |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 181 | Pooled Separate Account | $14K | 0.9% |
| JANUS HENDERSON TRITON FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 663 | Pooled Separate Account | $8K | 0.5% |
| NUVEEN LIFECYCLE INDEX 2065 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 780 | Pooled Separate Account | $4K | 0.3% |
| AMERICAN CENTURY EM FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 501 | Pooled Separate Account | $4K | 0.3% |
| WESTERN ASSET CORE BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 617 | Pooled Separate Account | $2K | 0.1% |
| PIMCO INTL BOND USD HEDGE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 568 | Pooled Separate Account | $1K | <0.1% |
| PIMCO INVT GRADE CREDIT BOND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 631 | Pooled Separate Account | $564 | <0.1% |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 530 | Pooled Separate Account | $497 | <0.1% |
