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 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS | 36-4291971 | — | RIA | $0 | — |
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 LS BLEND BALANCED JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5.5M | 64.3% |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $341K | 4.0% |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $322K | 3.7% |
| JH LS BLEND GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $251K | 2.9% |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $220K | 2.6% |
| T. ROWE PRICE CAP APPRECIATION JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $215K | 2.5% |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $161K | 1.9% |
| AMERICAN FUNDS STRATEGIC BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $159K | 1.8% |
| VANGUARD INTERM-TERM BOND IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $142K | 1.6% |
| JH LS BLEND AGGRESSIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $138K | 1.6% |
| JH LS BLEND MODERATE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $96K | 1.1% |
| JH LS BLEND CONSERVATIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $95K | 1.1% |
| VANGUARD MID CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $93K | 1.1% |
| ALLSPRING SPECIAL MIDCAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $90K | 1.0% |
| DFA US LARGE COMPANY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $89K | 1.0% |
| VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $70K | 0.8% |
| DODGE & COX STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $57K | 0.7% |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $46K | 0.5% |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $26K | 0.3% |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $23K | 0.3% |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $20K | 0.2% |
| T. ROWE PRICE OVERSEAS STOCK JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $14K | 0.2% |
