Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE | 01-0233346 | — | RECORDKEEPER | $850 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INFINEX INVESTMENTS, INC. | 06-1367288 | — | RIA | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 20.3% | |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $840K | 14.1% | |
| John Hancock Life Insurance Company JHBR 2035 | Common Stocks | — | — | $840K | 14.1% | |
| John Hancock Life Insurance Company LS - BALANCE | Common Stocks | — | — | $801K | 13.4% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $801K | 13.4% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $605K | 10.1% | |
| John Hancock Life Insurance Company JHBR 2045 | Common Stocks | — | — | $548K | 9.2% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $548K | 9.2% | |
| John Hancock Life Insurance Company JHBR 2040 | Common Stocks | — | — | $411K | 6.9% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $411K | 6.9% | |
| John Hancock Life Insurance Company JHBR 2050 | Common Stocks | — | — | $279K | 4.7% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $279K | 4.7% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $262K | 4.4% | |
| John Hancock Life Insurance Company JHBR 2060 | Common Stocks | — | — | $193K | 3.2% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $193K | 3.2% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $167K | 2.8% | |
| John Hancock Life Insurance Company JHBR 2055 | Common Stocks | — | — | $167K | 2.8% | |
| John Hancock Life Insurance Company DFA TAVA | Mutual Funds | — | — | $132K | 2.2% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $132K | 2.2% | |
| John Hancock Life Insurance Company VS SML VAL | Common Stocks | — | — | $58K | 1.0% | |
| SMALL CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $58K | 1.0% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $57K | 1.0% | |
| John Hancock Life Insurance Company VS CAP APP | Common Stocks | — | — | $54K | 0.9% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $54K | 0.9% | |
| John Hancock Life Insurance Company SMCP GR IN | Common Stocks | — | — | $51K | 0.9% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $51K | 0.9% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 0.7% | |
| John Hancock Life Insurance Company JHBR 2030 | Common Stocks | — | — | $41K | 0.7% | |
| John Hancock Life Insurance Company JHBR 2065 | Common Stocks | — | — | $41K | 0.7% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 0.7% | |
| John Hancock Life Insurance Company IDX MID | Common Collective Trusts | — | — | $40K | 0.7% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $40K | 0.7% | |
| INVESCO GLOBAL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $34K | 0.6% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $27K | 0.5% | |
| John Hancock Life Insurance Company IDX SMALL | Common Collective Trusts | — | — | $20K | 0.3% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $20K | 0.3% | |
| John Hancock Life Insurance Company MASSINVEST | Common Stocks | — | — | $16K | 0.3% | |
| MFS MASSACHUSETTS INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.3% | |
| John Hancock Life Insurance Company TOT BMKT | Common Stocks | — | — | $14K | 0.2% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14K | 0.2% | |
| John Hancock Life Insurance Company VS COR BND | Common Stocks | — | — | $13K | 0.2% | |
| CORE BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.2% | |
| John Hancock Life Insurance Company VS MIDVAL | Common Stocks | — | — | $11K | 0.2% | |
| MID VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.2% | |
| John Hancock Life Insurance Company IDX ITL | Common Collective Trusts | — | — | $8K | 0.1% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | 0.1% | |
| John Hancock Life Insurance Company SM-MD GRTH | Common Stocks | — | — | $8K | 0.1% | |
| FRANKLIN SMALL-MID GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | 0.1% | |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| John Hancock Life Insurance Company EUROPAC | Common Stocks | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
