Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO WEALTH MANAGEMENT, LLC | 58-2484343 | ATLANTA, GA | 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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2045 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $363K | 11.3% | |
| NUVEEN LIFECYCLE INDEX 2020 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 |
Pooled Separate Account |
| — |
| — |
| $363K |
| 11.3% |
| NUVEEN LIFECYCLE INDEX 2035 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $325K | 10.1% |
| NUVEEN LIFECYCLE INDEX 2015 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $307K | 9.6% |
| NUVEEN LIFECYCLE INDEX 2055 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $283K | 8.8% |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $272K | 8.5% |
| NUVEEN LIFECYCLE INDEX 2030 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $232K | 7.2% |
| NUVEEN LIFECYCLE INDEX 2025 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $228K | 7.1% |
| NUVEEN EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $154K | 4.8% |
| NUVEEN LIFECYCLE INDEX 2050 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $139K | 4.3% |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $127K | 4.0% |
| NUVEEN LIFECYCLE INDEX 2055 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $103K | 3.2% |
| John Hancock Stable Val 70,715 # | — | — | — | $93K | 2.9% |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $87K | 2.7% |
| NUVEEN LIFECYCLE INDEX 2040 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $64K | 2.0% |
| Nuveen Small-Cap Blend Index 1,581 # | — | — | — | $60K | 1.9% |
| JPMORGAN EMERGING MARKETS EQ JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $60K | 1.9% |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.8% |
| NUVEEN LIFECYCLE INDEX RET INC JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.7% |
| JP MORGAN EMERGING MARKETS EQ JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.6% |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $864 | <0.1% |
