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 | 01-0233346 | — | RETAINED BY EMPLOYER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| JOHN HANCOCK LIFETIME BLEND 2045 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 022 | Common Collective Trust | $3.5M | 18.8% |
| JOHN HANCOCK LIFETIME BLEND 2025 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 018 | Common Collective Trust | $2.8M | 15.0% |
| JOHN HANCOCK LIFETIME BLEND 2035 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 020 | Common Collective Trust | $2.6M | 13.7% |
| JOHN HANCOCK LIFETIME BLEND 2030 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 019 | Common Collective Trust | $2.0M | 10.9% |
| JOHN HANCOCK LIFETIME BLEND 2040 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 021 | Common Collective Trust | $1.6M | 8.5% |
| JOHN HANCOCK LIFETIME BLEND 2050 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 023 | Common Collective Trust | $1.1M | 6.0% |
| JOHN HANCOCK LIFETIME BLEND 2055 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 024 | Common Collective Trust | $999K | 5.3% |
| JOHN HANCOCK LIFETIME BLEND 2020 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 017 | Common Collective Trust | $576K | 3.1% |
| JOHN HANCOCK LIFETIME BLEND 2060 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 025 | Common Collective Trust | $526K | 2.8% |
| JOHN HANCOCK LIFETIME BLEND 2010 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 015 | Common Collective Trust | $521K | 2.8% |
| JOHN HANCOCK LIFETIME BLEND 2015 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 016 | Common Collective Trust | $404K | 2.2% |
| JOHN HANCOCK LIFETIME BLEND 2065 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 026 | Common Collective Trust | $193K | 1.0% |
| FEDERATED TOTAL RETURN BOND CIT GREAT GRAY TRUST COMPANY · EIN 85-3992542 / PN 652 | Common Collective Trust | $104K | 0.6% |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | $62K | 0.3% |
| NEUBERGER BERMAN LGE CAP VAL TRUST GREAT GRAY TRUST COMPANY · EIN 38-7264545 / PN 708 | Common Collective Trust | $10K | <0.1% |
| SMALL CAP GROWTH FUND GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | $7K | <0.1% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $0 | <0.1% |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | $0 | <0.1% |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $0 | <0.1% |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | $0 | <0.1% |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME HYBR 2010 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | $0 | <0.1% |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $120K | — |
