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 | — | RECORDKEEPER | $571 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO, L.P. | 43-0345811 | — | INVESTMENT ADVISOR | $4K | — |
| WILSHIRE ASSOCIATES INC | 95-2755361 |
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 | |||
|---|---|---|---|
| JH LIFETIME BLEND 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $180K | 34.8% |
| JH LIFETIME BLEND 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $126K | 24.4% |
| JH LIFETIME 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $53K | 10.3% |
| JH LIFETIME 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $50K | 9.6% |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $21K | 4.0% |
| VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $12K | 2.3% |
| JH LIFETIME 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $10K | 2.0% |
| JH LIFETIME 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $9K | 1.7% |
| JH LIFETIME 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $8K | 1.5% |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $7K | 1.4% |
| PIMCO INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $5K | 1.1% |
| PGIM JENNISON MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $2K | 0.5% |
| JP MORGAN EQUITY INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $2K | 0.4% |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $2K | 0.4% |
| DODGE & COX STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $2K | 0.3% |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $1K | 0.3% |
| JH LIFETIME 2015 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $1K | 0.2% |
| MFS MID CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $990 | 0.2% |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $716 | 0.1% |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $693 | 0.1% |
| AMERICAN FUNDS AMCAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $467 | <0.1% |
| PGIM TOTAL RETURN BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $452 | <0.1% |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $413 | <0.1% |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $302 | <0.1% |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $207 | <0.1% |
| DFA INTL SMALL COMPANY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $117 | <0.1% |
| AB GLOBAL BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $75 | <0.1% |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $47 | <0.1% |
| — |
| INVESTMENT ADVISOR |
| $100 |
| — |
