Huntington Ingalls Industries, Inc. 401(k): best low-cost funds
Huntington Ingalls Industries Savings Plan · Plan #011 · Newport News, VA
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.
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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 |
|---|---|---|---|
| HII DC Plans Master Trust Funds | Huntington Ingalls Industries, Inc. | Master trust | $5.2B |
| HII DC Master Balanced Fund | Huntington Ingalls Industries, Inc. | Master trust | $236.0M |
| Short Term Investment Fund | State Street Bank And Trust Company | Common/collective trust | $5.2M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Master trusts | $5.4B | 90.8% |
| Participant loans | $103.2M | 1.7% |
| Other investments | $439.3M | 7.4% |
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 20250624114249NAL0010306080001. EIN 900607005.