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 |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 36-4019175 | — | RIA | $21K | — |
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 LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.2M | 19.7% |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $651K | 10.7% |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $503K | 8.3% |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $351K | 5.8% |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $349K | 5.7% |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $310K | 5.1% |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $259K | 4.3% |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $247K | 4.1% |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $247K | 4.1% |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $219K | 3.6% |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $215K | 3.5% |
| CAPITAL APPRECIATION FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $209K | 3.4% |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $133K | 2.2% |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $118K | 1.9% |
| DODGE & COX STOCK FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $93K | 1.5% |
| WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $69K | 1.1% |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $68K | 1.1% |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $63K | 1.0% |
| HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $57K | 0.9% |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $56K | 0.9% |
| T. ROWE PRICE SPECTRUM INC JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $52K | 0.8% |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $36K | 0.6% |
| T. ROWE PRICE EQUITY INC JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $34K | 0.6% |
| INVESCO GLOBAL FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $32K | 0.5% |
| FINANCIAL INDUSTRIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $28K | 0.5% |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $27K | 0.4% |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $26K | 0.4% |
| REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $19K | 0.3% |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $18K | 0.3% |
| INVESCO DEVELOPING MARKETS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $18K | 0.3% |
| OPPORTUNISTIC FIXED INCOME JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $17K | 0.3% |
| VANGUARD ENERGY FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $15K | 0.3% |
| ALLSPRING SPECIAL SCAP VALUE JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $13K | 0.2% |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $13K | 0.2% |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $8K | 0.1% |
| JOHN HANCOCK INTL GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $6K | <0.1% |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | <0.1% |
| MFS UTILITIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | <0.1% |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | <0.1% |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $742 | <0.1% |
