Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KOSS-OLINGER CONSULTING, LLC | 27-0769425 | — | RIA | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2050 | Other securities | — | — | $990K | 18.6% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY TIAA-CREF LIFECYCLE INDEX 2050 · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $987K | 18.5% | |
| TIAA-CREF Lifecycle Index 2045 | Other securities | — | — | $871K | 16.4% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY TIAA-CREF LIFECYCLE INDEX 2045 · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $868K | 16.3% | |
| TIAA-CREF Lifecycle Index 2040 | Other securities | — | — | $629K | 11.8% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY TIAA-CREF LIFECYCLE INDEX 2040 · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $627K | 11.8% | |
| TIAA-CREF Lifecycle Index 2055 | Other securities | — | — | $520K | 9.8% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY TIAA-CREF LIFECYCLE INDEX 2055 · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $518K | 9.7% | |
| TIAA-CREF Lifecycle Index 2060 | Other securities | — | — | $391K | 7.4% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY TIAA-CREF LIFECYCLE INDEX 2060 · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $390K | 7.3% | |
| TIAA-CREF Lifecycle Index 2065 | Other securities | — | — | $338K | 6.4% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY TIAA-CREF LIFECYCLE INDEX 2065 · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $336K | 6.3% | |
| TIAA-CREF Lifecycle Index 2035 | Other securities | — | — | $260K | 4.9% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY TIAA-CREF LIFECYCLE INDEX 2035 · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $258K | 4.8% | |
| TIAA-CREF Lifecycle Index 2030 | Other securities | — | — | $239K | 4.5% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY TIAA-CREF LIFECYCLE INDEX 2030 · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $238K | 4.5% | |
| TIAA-CREF Lifecycle Index 2020 | Other securities | — | — | $192K | 3.6% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY TIAA-CREF LIFECYCLE INDEX 2020 · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $192K | 3.6% | |
| Vanguard Growth Index Fund | Other securities | — | — | $185K | 3.5% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY VANGUARD GROWTH INDEX FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $185K | 3.5% | |
| 500 Index Fund | Other securities | — | — | $106K | 2.0% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY 500 INDEX FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $106K | 2.0% | |
| MFS Mid Cap Growth Fund | Other securities | — | — | $84K | 1.6% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY MFS MID CAP GROWTH FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $84K | 1.6% | |
| TIAA-CREF Lifecycle Index 2025 | Other securities | — | — | $69K | 1.3% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY TIAA-CREF LIFECYCLE INDEX 2025 · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $68K | 1.3% | |
| Invesco Small Cap Growth | Other securities | — | — | $34K | 0.6% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY INVESCO SMALL CAP GROWTH · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $34K | 0.6% | |
| DFA International Value | Other securities | — | — | $32K | 0.6% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY DFA INTERNATION VALUE · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $32K | 0.6% | |
| DFA US Targeted Value Fund | Other securities | — | — | $8K | 0.1% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY DFA US TARGETED VALUE FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | 0.1% | |
| DFA US Large Cap Value Fund | Other securities | — | — | $6K | 0.1% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY DFA US LARGE CAP VALUE FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| AB Large Cap Growth Fund | Other securities | — | — | $6K | 0.1% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY AB LARGE CAP GROWTH FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| Fidelity International Index | Other securities | — | — | $5K | <0.1% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY FIDELITY INTERNATIONAL INDEX · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Vanguard Value Index Fund | Other securities | — | — | $4K | <0.1% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY VANGUARD VALUE INDEX FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Nuveen Lifecycle Index Ret Inc | Common Stock | — | — | $3K | <0.1% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY NUVEEN LIFECYCLE INDEX RET INC · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Fidelity Mid Cap Index Fund | Other securities | — | — | $3K | <0.1% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY FIDELITY MID CAP INDEX FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Fidelity Real Estate Index | Other securities | — | — | $2K | <0.1% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY FIDELITY REAL ESTATE INDEX · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TIAA-CREF Equity Index Fund | Other securities | — | — | $2K | <0.1% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY NUVEEN EQUITY INDEX FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| American Funds New World Fund | Other securities | — | — | $2K | <0.1% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY AMERICAN FUNDS NEW WORLD FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
