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 FINANCIAL | 36-4019175 | — | BROKER | $0 | — |
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 |
|---|---|---|---|
| AMERICAN FUNDS 2025 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.1M | 12.7% |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.6M | 9.3% |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.1M | 6.6% |
| BLUE CHIP GROWTH FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 |
Pooled Separate Account |
| $1.0M |
| 6.1% |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $902K | 5.4% |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $832K | 5.0% |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $832K | 5.0% |
| FRANKLIN MUTUAL BEACON FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $770K | 4.6% |
| FDAMENTAL ALL CAP CORE FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $755K | 4.5% |
| SCIENCE & TECHNOLOGY FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $617K | 3.7% |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $602K | 3.6% |
| INVESCO GLOBAL FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $508K | 3.0% |
| JH MULTIMANAGER CONSERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $498K | 3.0% |
| AMER CENTURY HERITAGE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $459K | 2.7% |
| AMERICAN FUNDS 2015 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $356K | 2.1% |
| FINANCIAL INDUSTRIES FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $353K | 2.1% |
| JOHN HANCOCK DISCIPLINED VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $326K | 1.9% |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $326K | 1.9% |
| JOHN HANCOCK MIDCAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $244K | 1.5% |
| VANGUARD ENERGY FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $235K | 1.4% |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $225K | 1.3% |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $186K | 1.1% |
| INVESCO DEVELOPING MARKETS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $164K | 1.0% |
| AMER FDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $153K | 0.9% |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $144K | 0.9% |
| JOHN HANCOCK BOND FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $142K | 0.8% |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $138K | 0.8% |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $131K | 0.8% |
| 500 INDEX FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $124K | 0.7% |
| MID VAL FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $123K | 0.7% |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $116K | 0.7% |
| TOTAL STOCK MARKET INDEX FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $103K | 0.6% |
| MID CAP INDEX FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $90K | 0.5% |
| JH MULTIMANAGER AGGRESSIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $78K | 0.5% |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $74K | 0.4% |
| INTL EQUITY INDEX FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $56K | 0.3% |
| REAL EST. SECURITIES FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $51K | 0.3% |
| VANGUARD EXPLORER FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $47K | 0.3% |
| AF AMER BALANCED FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $47K | 0.3% |
| FRANKLIN UTILITIES FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $44K | 0.3% |
| SMALL CAP VAL FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $42K | 0.3% |
| T. ROWE PRICE SML CAP VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $28K | 0.2% |
| JH MULTIMANAGER MODERATE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $19K | 0.1% |
| JPMORGAN MIDCAP VAL FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $12K | <0.1% |
| JH DISCIPLINED VAL INTL FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $4K | <0.1% |
