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3 funds of $250K or more; 6 lines in all, holding $1.3M of the plan's $1.3M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: JPMorgan SmartRetirement, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $1.0M | 77.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $272K | 20.9% |
| JPMorgan U.S. Government Money Market Fund Institutional Class JPMorgan · Money market | $13K | 1.0% |
| Ijgxx Manager not matched · Other | $11K | 0.8% |
| Forfeitures Manager not matched · Other | $2K | 0.2% |
| Jttyx Manager not matched · Other | $547 | <0.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).