Battelle Memorial Institute 401(k): best low-cost funds
Battelle Employees' Savings Plan · Plan #003 · Columbus, OH
Suggested simple Boglehead mix
- US stocks (~60%): Vftc Inst 500 Index Trust
- International stocks (~20-30%): Vftc Inst TOT INT ST Mrkt Index TR
- Bonds (~10-20%): Vftc Inst Total Bond Mrkt Index TR
Example built from fund names in the filing. Confirm these are on your current menu and check their expense ratios. Adjust the bond share for your age and risk tolerance.
Know this plan's fund menu? Submit it and we'll add a fund-by-fund pick list.
Pooled funds named in the filing (Schedule D)
These are collective trusts and similar pooled funds the plan reported holding. Names that look like index funds are tagged index by keyword, so check them yourself. Mutual funds are not listed by name in the free data.
| Fund | Manager | Type | Plan's holding |
|---|---|---|---|
| Vftc Inst 500 Index Trust index | Vanguard Fiduciary Trust Company | Common/collective trust | $597.2M |
| Vftc Inst Extended Market Index TR index | Vanguard Fiduciary Trust Company | Common/collective trust | $272.5M |
| Vftc Inst TOT Stock Mrkt Index TR index | Vanguard Fiduciary Trust Company | Common/collective trust | $265.8M |
| Vftc Inst Total Bond Mrkt Index TR index | Vanguard Fiduciary Trust Company | Common/collective trust | $220.8M |
| Vftc Inst TOT INT ST Mrkt Index TR index | Vanguard Fiduciary Trust Company | Common/collective trust | $162.1M |
| Vanguard Target RET 2035 Trust I | Vanguard Fiduciary Trust Company | Common/collective trust | $131.1M |
| Vanguard Target RET 2045 Trust I | Vanguard Fiduciary Trust Company | Common/collective trust | $129.7M |
| Vanguard Target RET 2030 Trust I | Vanguard Fiduciary Trust Company | Common/collective trust | $127.0M |
| Vanguard Target RET 2040 Trust I | Vanguard Fiduciary Trust Company | Common/collective trust | $124.5M |
| Vanguard Target RET 2050 Trust I | Vanguard Fiduciary Trust Company | Common/collective trust | $113.6M |
| Vanguard Target RET 2025 Trust I | Vanguard Fiduciary Trust Company | Common/collective trust | $91.3M |
| Vanguard Target RET 2055 Trust I | Vanguard Fiduciary Trust Company | Common/collective trust | $77.2M |
| Vanguard Target RET 2060 Trust I | Vanguard Fiduciary Trust Company | Common/collective trust | $46.6M |
| Vanguard Target RET 2020 Trust I | Vanguard Fiduciary Trust Company | Common/collective trust | $40.7M |
| Vanguard Target RET Income Trust I | Vanguard Fiduciary Trust Company | Common/collective trust | $35.1M |
| Fiam Core PLS Commingled Pool CLS W | Fidelity Investments | Common/collective trust | $34.4M |
| Lazard ACW Ex-us EQ Advantage CIT | Great Gray Trust Company, LLC | Common/collective trust | $30.1M |
| Reliance Trust Instl RET Trust Elev | Reliance Trust Company | Common/collective trust | $29.8M |
| Black Creek Master Coll INV Trust | SEI Trust Company | Common/collective trust | $29.8M |
| Nuveen Smll/mid CAP Value Fnd; Foud | SEI Trust Company | Common/collective trust | $21.1M |
| Vanguard Target RET 2065 Trust I | Vanguard Fiduciary Trust Company | Common/collective trust | $17.8M |
| Wellington BAL Real Asst Port | Wellington Trust Company, NA | Common/collective trust | $10.9M |
| Vanguard Target RET 2070 Trust I | Vanguard Fiduciary Trust Company | Common/collective trust | $1.8M |
| Vanguard Targ RET INC And Grow TR I | Vanguard Fiduciary Trust Company | Common/collective trust | $1.1M |
| Metwest Total Return Bond Fund CL D | SEI Trust Company | Common/collective trust | $0 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $361.6M | 10.6% |
| Common/collective trusts | $2.6B | 76.9% |
| Insurance co. general account | $372.6M | 11.0% |
| Participant loans | $14.8M | 0.4% |
| Other investments | $37.3M | 1.1% |
Fees paid from plan assets
| Other administrative fees | $1.9M |
| Total administrative expenses | $1.9M |
Reported administrative expenses were about 0.060% of average plan assets, or about $144 per participant with a balance. This usually excludes fund expense ratios netted inside mutual funds and trusts.
Source: DOL EFAST2 Form 5500 & Schedules H/D, filing ID 20260414135430NAL0019620000001. EIN 314379427.