Jacobs Engineering Group Inc. 401(k): best low-cost funds
Jacobs 401(k) Plus Savings Plan · Plan #002 · Dallas, TX
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 |
|---|---|---|---|
| Vanguard Instl 500 Index Trust index | Vanguard Fiduciary Trust Company | Common/collective trust | $934.8M |
| Vftc Target RET 2035 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $462.4M |
| Vftc Target RET 2030 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $419.2M |
| Vftc Target RET 2025 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $408.6M |
| Jacobs Engineer GRP INC Master TR | Jacobs Engineering Group, Inc. | Master trust | $354.6M |
| Vftc Target RET 2040 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $338.2M |
| Vanguard Inst TTL Bond MKT Index TR index | Vanguard Fiduciary Trust Company | Common/collective trust | $301.3M |
| Vftc Target RET 2045 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $286.0M |
| Vftc Retirements Savings Trust II | Vanguard Fiduciary Trust Company | Common/collective trust | $253.7M |
| Vftc Target RET 2020 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $175.3M |
| Vftc Target RET 2050 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $167.6M |
| Vanguard Inst TTL Inter STK Mrkt TR | Vanguard Fiduciary Trust Company | Common/collective trust | $162.8M |
| Vftc Target RET Income Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $127.1M |
| Vftc Target RET 2055 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $117.3M |
| Vftc Target RET 2060 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $68.2M |
| Vftc Target RET 2065 Trust Select | Vangaurd Fiduciary Trust Company | Common/collective trust | $23.0M |
| Vftc TGT RET INC GRO TR SEL | Vanguard Fiduciary Trust Company | Common/collective trust | $3.0M |
| Vftc Target RET 2070 Trust Select | Vangaurd Fiduciary Trust Company | Common/collective trust | $1.6M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $1.7B | 26.0% |
| Common/collective trusts | $4.3B | 66.6% |
| Master trusts | $354.6M | 5.6% |
| Participant loans | $31.6M | 0.5% |
Fees paid from plan assets
| Other administrative fees | $1.8M |
| Total administrative expenses | $1.8M |
Reported administrative expenses were about 0.029% of average plan assets, or about $61 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 20251020143231NAL0000699057001. EIN 954081636.