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 LIFE INURANCE COMPANY | 01-0233346 | BUFFALO, NY | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LIDEN, NESTLE, SOLED & ASSOCIATES | 77-0204740 | — | LIDEN, NESTLE, SOLED & AS |
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 LIFESTYLE BLEND MOD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $11.2M | 48.9% |
| DOUBLELINE TOTAL RETURN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.5M | 10.8% |
| PUTNAM LARGE CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.3M | 9.9% |
| LORD ABBETT SHORT DURATION JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.0M | 8.8% |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.7M | 7.4% |
| FIDELITY MID CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.6M | 7.1% |
| JOHN HANCOCK INVT GRADE BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.1M | 4.9% |
| INVESCO PREMIER US GOVT MONEY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $360K | 1.6% |
| ALLSPRING CORE BOND CIT N PRINCIPAL BANK · EIN 94-3222878 / PN 000 | Common Collective Trust | $0 | <0.1% |
| BLACKROCK INTERN'L EQUITY INDEX CIT PRINCIPAL BANK · EIN 52-2265229 / PN 000 | Common Collective Trust | $0 | <0.1% |
| BLACKROCK LARGE CAP VALUE INDEX CIT PRINCIPAL BANK · EIN 52-2265227 / PN 000 | Common Collective Trust | $0 | <0.1% |
| BLACKROCK RUSSELL 2000 INDEX CIT PRINCIPAL BANK · EIN 52-2265233 / PN 000 | Common Collective Trust | $0 | <0.1% |
| BLACKROCK SHORT TERM INVESTMENT FUN PRINCIPAL BANK · EIN 41-6292499 / PN 000 | Common Collective Trust | $0 | <0.1% |
| BLACKROCK U.S. AGGREGATE BOND INDEX PRINCIPAL BANK · EIN 20-5699010 / PN 000 | Common Collective Trust | $0 | <0.1% |
| MULTI-MANAGER SMALL CAP CIT PRINCIPAL BANK · EIN 45-6648658 / PN 000 | Common Collective Trust | $0 | <0.1% |
| BLACKROCK LARGE CAP GROW INDEX CIT PRINCIPAL BANK · EIN 52-2265232 / PN 000 | Common Collective Trust | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $69K |
| — |
| PRINCIPAL BANK | — | WACO, TX | NONE | $41K | — |
| CASKEY, MANDELL, KARP & BLOCK LLP | 26-2758982 | — | NONE | $35K | — |
| HORIZON ACTUARIAL SERVICES, LLC | — | NORTH HOLLYWOOD, CA | NONE | $32K | — |
| MEREDITH J. SESSER | — | ENCINO, CA | NONE | $3K | — |
