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 LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FSA INC. | 59-2937883 | ST. PETERSBURG, FL | INVESTMENT ADVISOR | $55K | — |
| WILSHIRE ASSOCIATES INC. (USA) |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| JH 2045 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3.2M | 13.6% |
| JH 2050 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.8M | 11.6% |
| JH 2055 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.0M | 8.6% |
| JH 2035 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.0M | 8.2% |
| JH 2060 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.6M | 6.6% |
| JH 2040 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.2M | 5.1% |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $937K | 3.9% |
| JH 2025 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $909K | 3.8% |
| JH 2030 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $857K | 3.6% |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $810K | 3.4% |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $805K | 3.4% |
| JH 2065 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $771K | 3.2% |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $727K | 3.1% |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $491K | 2.1% |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $454K | 1.9% |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $405K | 1.7% |
| T. ROWE PRICE RETIREMENT 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $363K | 1.5% |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $311K | 1.3% |
| BLACKROCK LARGE CAP FOCUS VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $269K | 1.1% |
| AF THE INCOME FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $257K | 1.1% |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $183K | 0.8% |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $173K | 0.7% |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $163K | 0.7% |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $162K | 0.7% |
| T. ROWE PRICE RETIREMENT 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $162K | 0.7% |
| JPMORGAN CORE BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $138K | 0.6% |
| T. ROWE PRICE RETIREMENT 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $124K | 0.5% |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $123K | 0.5% |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $121K | 0.5% |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $112K | 0.5% |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $106K | 0.4% |
| T. ROWE PRICE RETIREMENT 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $94K | 0.4% |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $94K | 0.4% |
| AF CAPITAL INCOME BUILDER JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $94K | 0.4% |
| T. ROWE PRICE RETIREMENT 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $93K | 0.4% |
| LORD ABBETT VALUE OPPS FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $77K | 0.3% |
| MFS MASSACHUSETTS INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $74K | 0.3% |
| T. ROWE PRICE RETIREMENT 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $64K | 0.3% |
| T. ROWE PRICE RETIREMENT 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $60K | 0.3% |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $59K | 0.2% |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $53K | 0.2% |
| JH 2015 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $51K | 0.2% |
| JH 2020 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $41K | 0.2% |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $32K | 0.1% |
| T. ROWE PRICE SML CAP VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $26K | 0.1% |
| T. ROWE PRICE RETIREMENT 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $20K | <0.1% |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $18K | <0.1% |
| DFA INTERNATIONAL VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $18K | <0.1% |
| T. ROWE PRICE SPECTRUM INC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $16K | <0.1% |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| SANTA MONICA, CA |
| INVESTMENT ADVISOR |
| $994 |
| — |
