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 |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC-RPCP | 04-3046611 | RALEIGH, NC | INVESTMENT ADVISOR | $7K | — |
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 MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $509K | 19.8% |
| JH MULTI-INDEX 2035 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $384K | 15.0% |
| JH MULTI-INDEX 2030 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $307K | 12.0% |
| JH MULTI-INDEX 2045 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $148K | 5.8% |
| MID CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $124K | 4.8% |
| EUROPACIFIC GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $123K | 4.8% |
| MONEY MARKET INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $112K | 4.4% |
| JH MULTI-INDEX 2040 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $108K | 4.2% |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $93K | 3.6% |
| THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $91K | 3.6% |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $90K | 3.5% |
| JH MULTI-INDEX 2050 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $86K | 3.4% |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $71K | 2.8% |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $58K | 2.2% |
| JH MULTI-INDEX 2055 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $56K | 2.2% |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $55K | 2.2% |
| JH MULTI-INDEX 2025 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $47K | 1.8% |
| JH MULTI-INDEX 2060 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $26K | 1.0% |
| JH MULTI-INDEX 2065 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $6K | 0.2% |
| MUTUAL GLOBAL DISCOVERY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $6K | 0.2% |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $5K | 0.2% |
| JH MULTI-INDEX 2020 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $3K | 0.1% |
| JH MULTI-INDEX 2010 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $1K | <0.1% |
| JH MULTI-INDEX 2015 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $222 | <0.1% |
