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 |
|---|---|---|---|---|---|
| NEWTON ONE ADVISORS, LLC | 51-0295472 | NEWARK, DE | RIA | $41K | — |
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 |
|---|---|---|---|
| VANGUARD TARGET RET 2035 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.6M | 18.5% |
| VANGUARD TARGET RET 2045 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.1M | 12.9% |
| VANGUARD TARGET RET 2040 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $932K | 10.6% |
| VANGUARD TARGET RET 2060 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $885K | 10.0% |
| VANGUARD TARGET RET 2050 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $618K | 7.0% |
| VANGUARD TARGET RET 2055 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $601K | 6.8% |
| VANGUARD TARGET RET 2025 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $531K | 6.0% |
| 500 INDEX FUND SMALL CAP INDEX FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | $396K | 4.5% |
| VANGUARD TARGET RET 2030 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $334K | 3.8% |
| VANGUARD TARGET RET 2020 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $331K | 3.8% |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $183K | 2.1% |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $143K | 1.6% |
| JANUS HENDERSON TRITON FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $132K | 1.5% |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $131K | 1.5% |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $130K | 1.5% |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $123K | 1.4% |
| VANGUARD TARGET RET INCOME JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $97K | 1.1% |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $79K | 0.9% |
| REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $68K | 0.8% |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $63K | 0.7% |
| VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $59K | 0.7% |
| VANGUARD TARGET RET 2065 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $50K | 0.6% |
| UNDISCOVERED MGR BEHAVIORAL JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $46K | 0.5% |
| VANGUARD TOTAL INTL STOCK IDX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $33K | 0.4% |
| VANGUARD SHORT-TERM BOND INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $13K | 0.1% |
| NORTHERN EM EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| DODGE & COX INTERNATIONAL ST JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| DFA INTERMEDIATE GOV FIXED INC JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $316 | <0.1% |