Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLUE CHIP GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $475K | 12.0% | |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $460K | 11.6% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $439K | 11.1% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $313K | 7.9% | |
| JOHN HANCOCK STABLE VALUE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $244K | 6.2% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $236K | 5.9% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $204K | 5.1% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $204K | 5.1% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $187K | 4.7% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $162K | 4.1% | |
| AMERICAN FUNDS 2060 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $130K | 3.3% | |
| JP MORGAN MIDCAP VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $123K | 3.1% | |
| DISCIPLINED VALUE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $118K | 3.0% | |
| VANGUARD SMALL CAP GROWTH INDEX JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $109K | 2.7% | |
| NEW PERSPECTIVE FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $106K | 2.7% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $105K | 2.6% | |
| HIGH YIELD FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $85K | 2.1% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $60K | 1.5% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.6% | |
| TEMPLETON WORLD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.5% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | 0.5% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.4% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.3% | |
| MID VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.3% | |
| TEMPLETON GLOBAL BOND FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.3% | |
| JHLI - U.S. Small Capital Fund Pooled separate account | Other securities | — | — | $5K | 0.1% | |
| DFA US SMALL CAP FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| SMALL CAP VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.