GE Healthcare Technologies Inc. 401(k): best low-cost funds
GE Healthcare Retirement Savings Plan · Plan #002 · Chicago, IL
Not financial advice. This page is educational and built from public government filings. Confirm every fund and fee in your plan's official materials before acting.
$10.5Bnet assets (end of plan year)
51,760participants with balances
16,733active participants
2024-12-31plan year end
Suggested simple Boglehead mix
- US stocks (~60%): Equity Index Fund F
- International stocks (~20-30%): Msci Acwi Ex-us Index NL Fund F
- Bonds (~10-20%): US Tips Index Fund F
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 |
|---|---|---|---|
| Equity Index Fund F index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $1.8B |
| Lifepath Index Growth Retire FD index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $1.3B |
| Lifepath Index Growth 2030 FD index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $788.9M |
| Lifepath Index Growth 2035 FD index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $706.9M |
| Lacm US Large CAP EQ CIT CL AC1 | Great Gray Trust Company, LLC | Common/collective trust | $694.5M |
| Russell 2500 Index NL Fund F index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $651.5M |
| Lifepath Index Growth 2040 FD index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $533.0M |
| Aristotle Collective Investment TR | SEI Trust Company | Common/collective trust | $523.3M |
| Large CAP Growth FD CL A | Global Trust Company-william Blair | Common/collective trust | $519.2M |
| Lifepath Index Growth 2045 FD index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $442.0M |
| Lifepath Index Growth 2050 FD index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $297.8M |
| Lifepath Index Growth 2055 FD index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $225.1M |
| Smidcap Value Coll Trust CL C | Westwood Trust | Common/collective trust | $209.9M |
| Total Return Bond Fund L | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $187.3M |
| Msci Acwi Ex-us Index NL Fund F index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $170.7M |
| Intermediate Core Fund | Goldman Sachs Trust Company, N.a. | Common/collective trust | $166.6M |
| Westfield Small-mid CAP GR EQ CIT C | Comerica Bank & Trust, National Association | Common/collective trust | $139.7M |
| US Debt Index NL Fund F index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $129.5M |
| Core Plus Bond CIT Founder CL | Ream Asset Management | Common/collective trust | $124.9M |
| Lifepath Index Growth 2060 FD index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $105.9M |
| International EQ Acwi EX US CIT B | Arrowstreet Capital, Limited Partnership | Common/collective trust | $95.1M |
| Loomis Sayles Intermediate Gov/cr F | Loomis Sayles Trust Company, LLC | Common/collective trust | $71.6M |
| US Tips Index Fund F index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $71.4M |
| Wtc-cif II Intermediate Core Portfo | Wellington Trust Company, NA | Common/collective trust | $71.3M |
| Pinestone International EQ CIT Fdrs | SEI Trust Company | Common/collective trust | $71.2M |
| Lifepath Index Growth 2065 FD index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $38.7M |
| Term Fund 2026 | Goldman Sachs Trust Company, N.a. | 103-12 investment entity | $38.0M |
| Term Fund 2025 | Goldman Sachs Trust Company, N.a. | 103-12 investment entity | $37.9M |
| Term Fund 2027 | Goldman Sachs Trust Company, N.a. | 103-12 investment entity | $37.8M |
| Term Fund 2028 | Goldman Sachs Trust Company, N.a. | 103-12 investment entity | $37.7M |
| Stable Value Collective Trust Inst. | Goldman Sachs Trust Company, N.a. | Common/collective trust | $8.3M |
| Term Fund 2024 | Goldman Sachs Trust Company, N.a. | 103-12 investment entity | $3.5M |
| Commodity Index Daily Fund F index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $0 |
| Mercer GE Intl Fund | Mercer Trust Company LLC | Common/collective trust | $0 |
| US MD CAP Equity IDX | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $0 |
| Russell 2000 Index NL Fund F index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $0 |
| Russell 1000 Index NL Fund F index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $0 |
| Custom Government Reserves Non-lend | State Street Global Advisors Trust Company | Common/collective trust | $0 |
| Custom Governments Non-lend | State Street Global Advisors Trust Company | Common/collective trust | $0 |
| Custom Short Term Interest Non-lend | State Street Global Advisors Trust Company | Common/collective trust | $0 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $77.6M | 0.7% |
| Common/collective trusts | $10.2B | 96.8% |
| Participant loans | $54.7M | 0.5% |
| Other investments | $3.7M | 0.0% |
Fees paid from plan assets
| Total administrative expenses | $209,000 |
Reported administrative expenses were about 0.002% of average plan assets, or about $4 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 20251015084423NAL0004100641001. EIN 882515116.