Filings through .
Filed June 13, 2024 (most recent of 11 filings on file)
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12 funds of $250K or more; 26 lines in all, holding $7.8M of the plan's $8.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Smrtret 2035 R5 N/R JPMorgan · Other | $882K | 11.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $813K | 10.4% |
| Smrtret 2045 R5 N/R JPMorgan · Other | $766K | 9.8% |
| ClearBridge LG Cap Growth IS N/R Franklin Templeton · Other | $705K | 9.0% |
| Smrtret 2040 R5 N/R JPMorgan · Other | $631K | 8.0% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $559K | 7.1% |
| JP Morgan JPMorgan · Other | $468K | 6.0% |
| Smrtret 2025 R5 N/R JPMorgan · Other | $464K | 5.9% |
| Lord Abbett Abbett Tot Rtn R6 N/R Lord Abbett · Mutual fund | $415K | 5.3% |
| Smrtret 2050 R5 N/R JPMorgan · Other | $404K | 5.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.