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 |
|---|---|---|---|---|---|
| PENSION PLANNING CONSULTANTS, INC. | 85-0402842 | ALBUQUERQUE, NM | — | $38K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | — | $300 | — |
| MORGAN STANLEY SMITH BARNEY | 26-4310844 | FARMINGTON, NM | — | — | — |
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 |
|---|---|---|---|
| MFS LIFETIME 2040 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.3M | 12.2% |
| MFS LIFETIME 2045 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.3M | 12.1% |
| MFS LIFETIME 2025 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $839K | 8.0% |
| MFS LIFETIME 2030 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 |
Pooled Separate Account |
| $832K |
| 7.9% |
| MFS LIFETIME 2035 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $657K | 6.2% |
| MFS LIFETIME 2050 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $471K | 4.5% |
| MFS LIFETIME 2055 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $258K | 2.4% |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $116K | 1.1% |
| MFS LIFETIME 2060 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $53K | 0.5% |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $32K | 0.3% |
| MFS MASSACHUSETTS INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $27K | 0.3% |
| MFS VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $26K | 0.2% |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $26K | 0.2% |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $24K | 0.2% |
| ALLSPRING EMERGING MARKETS EQ JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $8K | <0.1% |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $4K | <0.1% |
| INVESCO MAIN STREET MID CAP JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $4K | <0.1% |
| MFS MID CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $4K | <0.1% |
| BLACKROCK HIGH YIELD BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| PUTNAM SMALL CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1 | <0.1% |
| MFS LIFETIME 2065 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
