Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
14 funds of $250K or more; 25 lines in all, holding $16.1M of the plan's $16.3M. From the 2025 filing. Recordkeeper: T. E. Lott And Company.
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.8M | 17.6% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 12.5% |
| American Funds Capital Group · Mutual fund | $1.8M | 11.0% |
| Baird Aggregate Bond Fund Baird · Mutual fund | $1.7M | 10.5% |
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 9 vintages | $1.3M | 8.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 7.4% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $967K | 6.0% |
| MFS New Discovery Value Fund R6 MFS (Sun Life) · Mutual fund | $834K | 5.2% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $815K | 5.1% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund | $431K | 2.7% |
Added 4 funds, dropped 4 funds. Changed share class on 4 funds.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan SmartRetirement* Blend 2055 Fund Class R6 | $1.3M |
| Share class changeVanguard 500 Index Fund Investor Shares to Vanguard 500 Index Fund Admiral Shares | $985K to $1.2M |
| Share class changeVanguard Small-Cap Value Index Fund Investor Shares to Vanguard Small-Cap Value Index Fund Admiral Shares | $983K to $330K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.