Danaher Corporation 401(k): best low-cost funds
Danaher Corporation & Subsidiaries Savings Plan · Plan #004 · Washington, DC
Suggested simple Boglehead mix
The public data doesn't show enough index funds from this plan to suggest a full mix. A typical Boglehead approach: look in your menu for a US total market or S&P 500 index fund, an international index fund, and a US bond index fund, all with expense ratios under about 0.10%. Or use one low-cost target-date index fund. How the 3-fund portfolio works.
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 |
|---|---|---|---|
| Equity Index Non-lendable Fund F index | Blackrock Institutional Trust Company NA | Common/collective trust | $782.7M |
| Lifepath Index Retire Non-lend F index | Blackrock Institutional Trust Company NA | Common/collective trust | $449.5M |
| Lifepath Index 2035 Non-lendable F index | Blackrock Institutional Trust Compan NA | Common/collective trust | $406.0M |
| Lifepath Index 2030 Non-lendable F index | Blackrock Institutional Trust Company NA | Common/collective trust | $360.6M |
| Lifepath Index 2040 Non-lendable F index | Blackrock Institutional Trust Company NA | Common/collective trust | $358.7M |
| Lifepath Index 2045 Non-lendable F index | Blackrock Institutional Trust Company NA | Common/collective trust | $338.4M |
| Lifepath Index 2050 Non-lendable F index | Blackrock Institutional Trust Company NA | Common/collective trust | $291.8M |
| Managed Income Portfolio II CL3 | Fidelity Management Trust Company | Common/collective trust | $259.3M |
| Lifepath Index 2055 Non-lendable F index | Blackrock Institutional Trust Company NA | Common/collective trust | $219.2M |
| Wtc-cif II Select Leaders (series 2 | Wellington Trust Company | Common/collective trust | $148.3M |
| Lifepath Index 2060 Non-lendable F index | Blackrock Institutional Trust Company NA | Common/collective trust | $121.7M |
| AB Small CAP Value CIT | Global Trust Company | Common/collective trust | $111.8M |
| Russell 2500 Index Non-lendable F index | Blackrock Institutional Trust Company NA | Common/collective trust | $102.7M |
| GQG Partners International Equity | Reliance Trust Company | Common/collective trust | $88.0M |
| Msci ACW Ex-us IMI Non-lendable F index | Blackrock Institutional Trust Company NA | Common/collective trust | $75.3M |
| US Debt Index Non-lendable F index | Blackrock Institutional Trust Company NA | Common/collective trust | $68.4M |
| Lifepath Index 2065 Non-lendable F index | Blackrock Institutional Trust Company NA | Common/collective trust | $40.3M |
| Managed Income Portfolio II CL2 | Fidelity Management Trust Company | Common/collective trust | $3 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $195.4M | 3.0% |
| Common/collective trusts | $4.2B | 65.3% |
| Employer securities (company stock) | $448.2M | 6.9% |
| Common stock (direct) | $1.1B | 17.0% |
| Participant loans | $48.5M | 0.8% |
| Other investments | $319.9M | 5.0% |
Fees paid from plan assets
| Other administrative fees | $2.9M |
| Total administrative expenses | $2.9M |
Reported administrative expenses were about 0.047% of average plan assets, or about $80 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 20251010101149NAL0007491633001. EIN 591995548.