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Original filing (PDF)20250905134650NAL0017246577001
JUNIPER NETWORKS, INC.
Form 5500
FILING_RECEIVED
JUNIPER NETWORKS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure10% employer stock
Active participants
4,678
Accounts w/ balance
7,683
Plan assets (EOY)
$2.3B
Net assets (EOY)
$2.3B
How this plan invests
This plan
20 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 10% of plan in employer / sponsor stock.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUNIPER NETWORKS, INC..
Plan sponsor
Name
JUNIPER NETWORKS, INC.
EIN
77-0422528
Address
1133 INNOVATION WAY · SUNNYVALE, CA · 940891206
Phone
(408) 745-2000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $334K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | — | NUMBER LOS ANGELES, CA | CONSULT | $8K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
26 direct securities · 20 pooled funds· $3.3B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.7B
26 holdings
Common Collective Trust
$1.6B
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Pool Common/Collective Trust | — | — | — | $395.3M | 17.5% | |
| FID CONTRA POOL CL D FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $395.3M | 17.5% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $386.0M | 17.1% | |
| BrokerageLink Accounts Various common stocks, mutual funds, and money market funds | — | — | — | $232.8M | 10.3% | |
| Vanguard Explorer Admiral Fund Mutual Fund | — | — | — | $128.5M | 5.7% | |
| T. Rowe Price Retirement 2035 Fund Common/Collective Trust | — | — | — | $114.7M | 5.1% | |
| TRP RETIRE 2035 B T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $114.7M | 5.1% | |
| T. Rowe Price Retirement 2040 Fund Common/Collective Trust | — | — | — | $104.2M | 4.6% | |
| TRP RETIRE 2040 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $104.2M | 4.6% | |
| T. Rowe Price Retirement 2030 Fund Common/Collective Trust | — | — | — | $94.6M | 4.2% | |
| TRP RETIRE 2030 B T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $94.6M | 4.2% | |
| Fidelity Government Institutional Money Market Fund Money Market Fund | — | — | — | $79.5M | 3.5% | |
| T. Rowe Price Retirement 2045 Fund Common/Collective Trust | — | — | — | $79.2M | 3.5% | |
| TRP RETIRE 2045 B T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $79.2M | 3.5% | |
| TRP EQUITY INCOME A T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 001 | Common Collective Trust | — | — | $66.4M | 2.9% | |
| T. Rowe Price Retirement 2050 Fund Common/Collective Trust | — | — | — | $63.5M | 2.8% | |
| TRP RETIRE 2050 B T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $63.5M | 2.8% | |
| AB US SMMDCP VAL P-2 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116868 / PN 532 | Common Collective Trust | — | — | $63.0M | 2.8% | |
| Fidelity Diversified International Pool Common/Collective Trust | — | — | — | $56.7M | 2.5% | |
| FID DIV INTL PL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $56.7M | 2.5% | |
| T. Rowe Price Retirement 2025 Fund Common/Collective Trust | — | — | — | $54.2M | 2.4% | |
| TRP RETIRE 2025 B T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $54.2M | 2.4% | |
| Fidelity Total Bond Fund Mutual Fund | — | — | — | $51.9M | 2.3% | |
| Vanguard Extended Market Index Institutional Fund Mutual Fund | — | — | — | $51.3M | 2.3% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $43.0M | 1.9% | |
| T. Rowe Price Retirement 2055 Fund Common/Collective Trust | — | — | — | $41.2M | 1.8% | |
| TRP RETIRE 2055 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $41.2M | 1.8% | |
| Vanguard Total International Stock Fund Mutual Fund | — | — | — | $29.5M | 1.3% | |
| T. Rowe Price Retirement 2060 Fund Common/Collective Trust | — | — | — | $22.7M | 1.0% | |
| TRP RETIRE 2060 B T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $22.7M | 1.0% | |
| T. Rowe Price Retirement 2020 Fund Common/Collective Trust | — | — | — | $21.3M | 0.9% | |
| TRP RETIRE 2020 B T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $21.3M | 0.9% | |
| WT CIF II GROWTH 2 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 033 | Common Collective Trust | — | — | $20.7M | 0.9% | |
| DFA Emerging Market Core Equity Portfolio Fund Mutual Fund | — | — | — | $20.0M | 0.9% | |
| State Street U.S. Inflation Protected Bond Index Fund Common/Collective Trust | — | — | — | $9.6M | 0.4% | |
| SS US INFL PROT BD C STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $9.6M | 0.4% | |
| with maturities through September 2034 | — | — | — | $8.1M | 0.4% | |
| T. Rowe Price Retirement 2005 Fund Common/Collective Trust | — | — | — | $7.6M | 0.3% | |
| TRP RETIRE 2005 B T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $7.6M | 0.3% | |
| T. Rowe Price Retirement 2065 Fund Common/Collective Trust | — | — | — | $4.6M | 0.2% | |
| TRP RETIRE 2065 B T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $4.6M | 0.2% | |
| T. Rowe Price Retirement 2010 Fund Common/Collective Trust | — | — | — | $3.0M | 0.1% | |
| TRP RETIRE 2010 B T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.1% | |
| T. Rowe Price Retirement 2015 Fund Common/Collective Trust | — | — | — | $2.8M | 0.1% | |
| TRP RETIRE 2015 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.1% | |
| Fidelity Institutional Money Market Fund Money Market Fund | — | — | — | $353K | <0.1% |