Intel Corporation 401(k): best low-cost funds
Intel 401(k) Savings Plan · Plan #003 · Folsom, CA
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 |
|---|---|---|---|
| Fidelity Growth Commingled Pool | Fidelity Management Trust CO | Common/collective trust | $3.9B |
| Blackrock Equity Index Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $3.9B |
| Intel Target Date 2035 Fund | SEI Trust Company | Common/collective trust | $2.1B |
| Intel Target Date 2030 Fund | SEI Trust Company | Common/collective trust | $1.5B |
| Intel Target Date 2040 Fund | SEI Trust Company | Common/collective trust | $1.4B |
| Intel Target Date 2045 Fund | SEI Trust Company | Common/collective trust | $1.3B |
| Intel Target Date 2025 Fund | SEI Trust Company | Common/collective trust | $1.0B |
| Blackrock Russell 2500 Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $941.0M |
| Intel Target Date 2050 Fund | SEI Trust Company | Common/collective trust | $912.9M |
| Intel Stable Value Fund | SEI Trust Company | Common/collective trust | $789.9M |
| Fidelity Low-priced Stock Commingle | Fidelity Management Trust CO | Common/collective trust | $603.6M |
| Intel Target Date 2055 Fund | SEI Trust Company | Common/collective trust | $524.1M |
| Blackrock U.s. Debt Fund F | Blackrock Institutional Trust Company | Common/collective trust | $461.1M |
| Blackrock Msci Acwi EX US IMI Index index | Blackrock Institutional Trust Company | Common/collective trust | $321.5M |
| Capital Group Europacific Growth TR | Capital Bank And Trust | Common/collective trust | $320.7M |
| Intel Target Date 2020 Fund | SEI Trust Company | Common/collective trust | $316.1M |
| Intel Target Date Income Fund | SEI Trust Company | Common/collective trust | $206.2M |
| Intel Target Date 2060 | SEI Trust Company | Common/collective trust | $165.2M |
| Intel Global Diversified Fund | SEI Trust Company | Common/collective trust | $81.9M |
| Blackrock Total Return Bond FUN | Blackrock Institutional Trust Company | Common/collective trust | $67.3M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $736.1M | 3.0% |
| Common/collective trusts | $20.7B | 83.2% |
| Employer securities (company stock) | $224.2M | 0.9% |
| Participant loans | $136.4M | 0.5% |
| Other investments | $3.0B | 12.1% |
Fees paid from plan assets
| Contract administrator fees | $268,048 |
| Total administrative expenses | $268,048 |
Reported administrative expenses were about 0.001% of average plan assets, or about $3 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 20250902075715NAL0024134752001. EIN 941672743.