Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RMR WEALTH BUILDERS | 11-2812983 | — | RIA | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JHancock 2065 Lifetime Blend R6 | Other securities | — | — | $4.3M | 28.5% | |
| Fidelity 500 Index Fund | Other securities | — | — | $2.4M | 16.2% | |
| JHancock Stable Value Guaranteed Income | Other securities | — | — | $1.9M | 12.8% | |
| JHancock 2020 Lifetime Blend R6 | Other securities | — | — | $1.2M | 8.2% | |
| JHancock 2010 Lifetime Blend R6 | Other securities | — | — | $941K | 6.3% | |
| Vanguard Small Cap Value Index Admiral Shares | Other securities | — | — | $478K | 3.2% | |
| JHancock 2015 Lifetime Blend R6 | Other securities | — | — | $465K | 3.1% | |
| iShares Russell Mid-Cap Index K | Other securities | — | — | $399K | 2.7% | |
| AB Large Cap Growth Z | Other securities | — | — | $312K | 2.1% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $301K | 2.0% | |
| DFA International Core Equity 2 I | Other securities | — | — | $231K | 1.5% | |
| JHancock 2060 Lifetime Blend R6 | Other securities | — | — | $217K | 1.4% | |
| Vanguard Small Cap Index Admiral Shares | Other securities | — | — | $217K | 1.4% | |
| DFA Emerging Markets Core Equity 2 I | Other securities | — | — | $175K | 1.2% | |
| Goldman GQG Partners International Opportunities R6 | Other securities | — | — | $168K | 1.1% | |
| Federated Hermes MDT Mid Cap Growth R6 | Other securities | — | — | $150K | 1.0% | |
| John Hancock Bond Fund R6 | Other securities | — | — | $145K | 1.0% | |
| Putnam Large Cap Value R6 | Other securities | — | — | $133K | 0.9% | |
| JHancock 2050 Lifetime Blend R6 | Other securities | — | — | $99K | 0.7% | |
| AB Global Bond Fund Z | Other securities | — | — | $93K | 0.6% | |
| BlackRock High Yield K | Other securities | — | — | $60K | 0.4% | |
| PIMCO Income Fund Institutional | Other securities | — | — | $59K | 0.4% | |
| DFA Inflation-Protect Securities I | Other securities | — | — | $29K | 0.2% | |
| JHancock 2040 Lifetime Blend R6 | Other securities | — | — | $25K | 0.2% | |
| JHancock 2055 Lifetime Blend R6 | Other securities | — | — | $24K | 0.2% | |
| JHancock 2045 Lifetime Blend R6 | Other securities | — | — | $4K | <0.1% | |
| JHancock 2035 Lifetime Blend R6 | Other securities | — | — | $1K | <0.1% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF CAPITAL WORLD BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ABERDEEN EM SUSTAINABLE LEADER JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
