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 USA | 01-0233346 | BUFFALO, NY | RECORDKEEPER | — | — |
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 | |||
|---|---|---|---|
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.2M | 16.4% |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $640K | 8.8% |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $532K | 7.3% |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $460K | 6.3% |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $454K | 6.2% |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $430K | 5.9% |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $429K | 5.9% |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $428K | 5.9% |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $422K | 5.8% |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $331K | 4.5% |
| VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $189K | 2.6% |
| JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $185K | 2.5% |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $162K | 2.2% |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $131K | 1.8% |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $94K | 1.3% |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $55K | 0.8% |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $4K | <0.1% |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| VANGUARD STRATEGIC EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.