Exxon Mobil Corporation 401(k): best low-cost funds
Exxonmobil Savings Plan · Plan #334 · Spring, TX
Suggested simple Boglehead mix
- US stocks (~60%): NT S&P 500 Index Fund
- International stocks (~20-30%): NT World ex-US Investable Market Index Fund
- Bonds (~10-20%): NT Aggregate Bond Index Fund
Fund names from the plan's public SEC Form 11-K for plan year 2024 (Schedule H, line 4i schedule of assets / fund list). Confirm they are on your current menu and check expense ratios. Adjust the bond share for your age and risk tolerance.
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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 |
|---|---|---|---|
| NT S&P 500 Index Fund index | Northern Trust Investments Inc. | Common/collective trust | $7.0B |
| NT Extended Equity MKT Index Fund index | Northern Trust Investments Inc. | Common/collective trust | $3.1B |
| NT World Ex-us Invest MKT Index index | Northern Trust Investments Inc. | Common/collective trust | $1.8B |
| NT Aggregate Bond Index Fund index | Northern Trust Investments Inc. | Common/collective trust | $1.2B |
| NT Government Stif | Northern Trust Investments Inc. | Common/collective trust | $294.0M |
| NT Core SL Stif | Northern Trust Investment Inc. | Common/collective trust | $2.0M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Common/collective trusts | $13.3B | 56.4% |
| Employer securities (company stock) | $7.2B | 30.3% |
| Participant loans | $119.0M | 0.5% |
Fees paid from plan assets
| Total administrative expenses | $0 |
Reported administrative expenses were about 0.000% of average plan assets, or about $0 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 20251002123423NAL0000783584001. EIN 135409005.