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 USA | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $5K | — |
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 LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3.6M | 13.8% |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.4M | 9.2% |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.2M | 8.5% |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK · EIN 01-0233346 / PN 000 |
Pooled Separate Account |
| $2.0M |
| 7.8% |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.9M | 7.1% |
| 500 INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.6M | 6.1% |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.4M | 5.3% |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1000K | 3.8% |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $799K | 3.0% |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $679K | 2.6% |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $550K | 2.1% |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $374K | 1.4% |
| MID CAP INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $351K | 1.3% |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $241K | 0.9% |
| FIDELITY ADV NEW INSIGHTS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $240K | 0.9% |
| INVESCO GLOBAL FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $235K | 0.9% |
| INVESCO GLOBAL BOND FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $235K | 0.9% |
| JP MORGAN MIDCAP VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $219K | 0.8% |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $164K | 0.6% |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $163K | 0.6% |
| AF CAPITAL INCOME BUILDER JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $136K | 0.5% |
| DFA US SMALL CAP FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $121K | 0.5% |
| ISHARES MSCI EAFE VALUE ETF JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $113K | 0.4% |
| FRANKLIN SMALL-MID GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $98K | 0.4% |
| TOTAL BOND MARKET FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $92K | 0.3% |
| REAL EST. SECURITIES FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $79K | 0.3% |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $62K | 0.2% |
| JOHN HANCOCK BOND FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $54K | 0.2% |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $34K | 0.1% |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $18K | <0.1% |
| T.ROWE PRICE SPECTRUM INC JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $14K | <0.1% |
| JH LIFETIME BLEND 2015 CIT R2 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $7K | <0.1% |
| JH LIFETIME BLEND 2020 CIT R2 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $656 | <0.1% |
| OPPENHEIMER GLOBAL JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| ISHARES MSCI EAFE GROWTH ETF JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
