Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS. COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FSA INC | 59-2937883 | ST. PETERSBURG, FL | RIA | $23K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $1.2M | 10.1% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $1.2M | 9.9% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $1.1M | 9.0% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $1.0M | 8.6% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $960K | 8.0% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $698K | 5.8% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $601K | 5.0% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $495K | 4.1% | |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $487K | 4.1% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $435K | 3.6% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $421K | 3.5% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $384K | 3.2% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $361K | 3.0% | |
| MFS MID CAP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $351K | 2.9% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $310K | 2.6% | |
| INVESCO GLOBAL FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $264K | 2.2% | |
| participants 8.50% | Bonds / Notes | — | — | $264K | 2.2% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $261K | 2.2% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $228K | 1.9% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $181K | 1.5% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $175K | 1.5% | |
| HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $121K | 1.0% | |
| PGIM GLOBAL TOTAL RETURN FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $104K | 0.9% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $68K | 0.6% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $52K | 0.4% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $52K | 0.4% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $46K | 0.4% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $30K | 0.3% | |
| ISHARES GOLD TRUST ETF JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $29K | 0.2% | |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $28K | 0.2% | |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $19K | 0.2% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $16K | 0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $12K | <0.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $6K | <0.1% | |
| JPMORGAN EQUITY INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $4K | <0.1% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Cash | Cash / Money Market | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLYNN, SHOJINAGA & ASSOCIATES | — | ALAMEDA, CA | TPA | $5K | — |
