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 | — | RECORDKEEPING / INFO MGMT | $2K | — |
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 | |||
|---|---|---|---|
| AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.3M | 30.6% |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $958K | 22.7% |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $753K | 17.9% |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $303K | 7.2% |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $235K | 5.6% |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $120K | 2.8% |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $80K | 1.9% |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $71K | 1.7% |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $57K | 1.4% |
| FEDERATED CAPITAL PRESERVATION JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $46K | 1.1% |
| AMERICAN FUND 2045 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $23K | 0.5% |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $8K | 0.2% |
| NEW PERSPECTIVE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| WISDOM TREE MIDCAP DIVIDEND ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
