Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS | 83-4717882 | — | NONE | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index K | Mutual Funds | — | — | $12.2M | 19.4% | |
| MFS Growth Fund R3 | Other securities | — | — | $10.6M | 16.8% | |
| Blackrock Equity Dividend Instl | Other securities | — | — | $6.2M | 9.8% | |
| Stable value fund Standard Stable Asset Fund | Other securities | — | — | $5.3M | 8.4% | |
| Vanguard Small Cap Index Admiral | Other securities | — | — | $4.8M | 7.5% | |
| John Hancock Bond Fund R6 | Other securities | — | — | $4.0M | 6.3% | |
| American Funds Capital World Growth and Income | Other securities | — | — | $3.6M | 5.7% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $2.7M | 4.3% | |
| First Eagle Global Fund R6 | Other securities | — | — | $2.2M | 3.5% | |
| MFS Total Return R3 | Other securities | — | — | $2.0M | 3.1% | |
| T Rowe Price Diversified Mid Cap Growth | Other securities | — | — | $1.6M | 2.5% | |
| Neuberger Berman Strategic Income R6 | Other securities | — | — | $1.3M | 2.1% | |
| Franklin US Government Securities Adv | Other securities | — | — | $1.2M | 2.0% | |
| Vanguard Emerging Market Stock Index Admiral | Other securities | — | — | $1.1M | 1.7% | |
| Vanguard Mid Cap Index Admiral | Other securities | — | — | $900K | 1.4% | |
| Vanguard Total International Stock Index Admiral | Other securities | — | — | $601K | 1.0% | |
| Blackrock Global Allocation Instl | Other securities | — | — | $531K | 0.8% | |
| Blackrock Inflation Protected Bond K | Other securities | — | — | $488K | 0.8% | |
| Vanguard Total Bond Market Index Admiral | Other securities | — | — | $473K | 0.7% | |
| Invesco Balanced Risk Allocation Y | Other securities | — | — | $461K | 0.7% | |
| Franklin Natural Resources R6 | Other securities | — | — | $449K | 0.7% | |
| Principal Small Cap Growth I R6 | Other securities | — | — | $198K | 0.3% | |
| JPMorgan US Govt MMkt Cap CI | Other securities | — | — | $78K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
