Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $2K | — |
| JOHN HANCOCK LIFE INSURANCE CO | 01-0233346 | — | RECORD KEEPER | $55 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| * John Hancock John Hancock Stable Value Guaranteed Income Fund | Guaranteed Income / GIC | — | — | $1.2M | 17.9% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 106 | Pooled Separate Account | — | — | $839K | 12.1% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 108 | Pooled Separate Account | — | — | $813K | 11.7% | |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 107 | Pooled Separate Account | — | — | $684K | 9.8% | |
| BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 130 | Pooled Separate Account | — | — | $616K | 8.9% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 109 | Pooled Separate Account | — | — | $430K | 6.2% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 105 | Pooled Separate Account | — | — | $396K | 5.7% | |
| NUVEEN LARGE-CAP GROWTH INDEX JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 120 | Pooled Separate Account | — | — | $382K | 5.5% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 103 | Pooled Separate Account | — | — | $329K | 4.7% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 104 | Pooled Separate Account | — | — | $208K | 3.0% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 102 | Pooled Separate Account | — | — | $204K | 2.9% | |
| JH LIFETIME BLEND 2020 CIT R2 JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 110 | Pooled Separate Account | — | — | $168K | 2.4% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 121 | Pooled Separate Account | — | — | $165K | 2.4% | |
| BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 145 | Pooled Separate Account | — | — | $152K | 2.2% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 101 | Pooled Separate Account | — | — | $106K | 1.5% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 135 | Pooled Separate Account | — | — | $102K | 1.5% | |
| JH LIFETIME BLEND 2015 CIT R2 JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 111 | Pooled Separate Account | — | — | $94K | 1.3% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-0233346 / PN 112 | Pooled Separate Account | — | — | $84 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| COMMONWEALTH FINANCIAL NETWORK |
| 04-2675571 |
| — |
| REGISTERED INVEST ADV |
| $2K |
| — |
| LEAFHOUSE FINANCIAL 3(38) | 26-4311657 | — | REGISTERED INVEST ADV | $231 | — |
