Kimberly-clark Corporation 401(k): best low-cost funds
Kimberly-clark Corporation 401(k) & Profit Sharing Plan · Plan #016 · Neenah, WI
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 |
|---|---|---|---|
| Russell 1000 Growth Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $834.9M |
| Russell 1000 Index Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $730.3M |
| Blackrock Msci Acwi Ex-us IMI IND index | Blackrock Institutional Trust CO | Common/collective trust | $525.5M |
| US Debt Index Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $454.5M |
| Russell 1000 Value Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $418.7M |
| Russell 2000 Index Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $201.2M |
| Income Fund Z | Ameriprise Trust Company | Common/collective trust | $155.0M |
| Lifepath Index 2035 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $154.2M |
| Lifepath Index Retirement Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $137.4M |
| Lifepath Index 2045 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $124.7M |
| CT Money Market Fund Z | Ameriprise Trust Company | Common/collective trust | $103.6M |
| Lifepath Index 2040 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $79.0M |
| Lifepath Index 2030 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $71.5M |
| Lifepath Index 2050 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $67.4M |
| Lifepath Index 2055 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $66.5M |
| Stable Government Fund Z | Ameriprise Trust Company | Common/collective trust | $58.8M |
| Lifepath Index 2060 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $30.6M |
| Money Market Fund Z | Ameriprise Trust Company | Common/collective trust | $19.2M |
| Lifepath Index 2065 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $11.2M |
| NT Collective Government ST Invest | Northern Trust Investments, Inc. | Common/collective trust | $5.0M |
| Lifepath Index 2070 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $189,000 |
| Lifepath Index 2025 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $0 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Common/collective trusts | $4.2B | 85.1% |
| Employer securities (company stock) | $162.6M | 3.3% |
| Participant loans | $37.1M | 0.7% |
| Other investments | $466.1M | 9.3% |
Fees paid from plan assets
| Investment advisory & management fees | $1.1M |
| Other administrative fees | $74,000 |
| Total administrative expenses | $1.5M |
Reported administrative expenses were about 0.031% of average plan assets, or about $86 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 20251007083457NAL0007544208001. EIN 390394230.