Education Trust of Alaska John Hancock Freedom 529 plan-T Rowe Price Small Cap Stock 529 Fund
JSCEX
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USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- John Hancock Freedom 529 P.O. Box 219035 Kansas City United States of America 64121
- IPO Date
- Nov 11, 2021
- Website
- jhinvestments.com
- Similar Companies
- Business
- Education Trust of Alaska operates as a qualified tuition program under Section 529 of the Internal Revenue Code, serving as trustee for three distinct 529 college savings plans designed to help families across the United States save for qualified higher education expenses; these include Alaska 529 (a direct-sold plan with age-based, static, and individual portfolios managed by T. Rowe Price), T. Rowe Price College Savings Plan (a nationally marketed direct-sold plan featuring enrollment-based and guaranteed options managed by T. Rowe Price), and John Hancock Freedom 529 (an advisor-sold plan offering enrollment-based, individual-fund, and static portfolios utilizing underlying mutual funds from more than 20 asset managers including the T. Rowe Price Small-Cap Stock 529 Fund (JSCEX), which targets small-capitalization U.S. equities). The Trust provides unique benefits such as eligibility for in-state tuition rates and fee waivers at the University of Alaska system for accounts held two or more years, alongside Alaska's creditor protection laws safeguarding plan assets from most creditor claims; it caters to individual account owners nationwide, with significant participation from Alaska residents via automatic Permanent Fund Dividend contributions, and supports qualified expenses at eligible postsecondary institutions, vocational programs, and K-12 tuition nationwide. Established in April 2001 under the trusteeship of the University of Alaska—with oversight by the University of Alaska Board of Regents, annual PwC audits, and investment consulting from Callan Associates—the Trust is headquartered in Alaska and manages approximately $11.1 billion in assets for over 314,000 beneficiaries as of June 30, 2025. Recent developments include a name change for the University of Alaska College Savings Plan to Alaska 529 in October 2019, sustained asset growth surpassing $11 billion by July 2021, a Gold Medalist Rating awarded to the T. Rowe Price College Savings Plan by Morningstar in October 2024, and ongoing partnerships such as with the Alaska Academic Decathlon and Pentathlon since 2022; the Trust continues its long-standing collaboration with the Alaska Department of Revenue and investment managers T. Rowe Price and John Hancock Investments, with no major acquisitions or funding rounds reported in the past two years.