Trinity Industries 401k Plan changed Trustees in 2010 to JP Morgan and almost all of the Fidelity fund options were changed to JP Morgan funds. In the scan Fidelity funds were used for the 2 Target Date Retirement options instead of JSRAX and JTTIX which do not yet have 5yr market data. The Balanced portfolio was not helped by company stock TRN which has a small negative 5yr APR. The Balanced portfolio 5yr APR of 5.71% is about average for 401k Plans with a 5yr Sharpe ratio of 1.28. All in all a pretty good 401k but the stock has not done well the last five years.
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