Laboratory Corporation Of America Holdings 401(k): best low-cost funds
Laboratory Corporation Of America Holdings 401(k) Savings Plan · Plan #003 · Burlington, NC
Suggested simple Boglehead mix
- US stocks (~60%): NT S&P 500 Index
- International stocks (~20-30%): NT Acwi Ex-us Index
- Bonds (~10-20%): NT Aggreg Bond Index
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.
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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 Contrafund Pool | Fidelity Management Trust Company | Common/collective trust | $662.5M |
| NT S&P 500 Index index | Northern Trust Investments, Inc. | Common/collective trust | $614.9M |
| TRP Retirement 2030 E | T. Rowe Price Trust Company | Common/collective trust | $385.3M |
| TRP Retirement 2040 E | T. Rowe Price Trust Company | Common/collective trust | $349.3M |
| TRP Retirement 2035 E | T. Rowe Price Trust Company | Common/collective trust | $339.7M |
| TRP Retirement 2045 E | T. Rowe Price Trust Company | Common/collective trust | $291.8M |
| TRP Retirement 2025 E | T. Rowe Price Trust Company | Common/collective trust | $259.6M |
| TRP Retirement 2050 E | T. Rowe Price Trust Company | Common/collective trust | $198.4M |
| MIP II CL 3 | Fidelity Management Trust Company | Common/collective trust | $157.5M |
| TRP Retirement 2055 E | T. Rowe Price Trust Company | Common/collective trust | $140.8M |
| TRP Retirement 2020 E | T. Rowe Price Trust Company | Common/collective trust | $105.8M |
| Fidelity International Disc. Pool | Fidelity Management Trust Company | Common/collective trust | $104.2M |
| MFS MID CAP Growth CIT | MFS Heritage Trust Company | Common/collective trust | $94.7M |
| NT Aggreg Bond Index index | Northern Trust Investments, Inc. | Common/collective trust | $88.3M |
| TRP Retirement 2060 E | T. Rowe Price Trust Company | Common/collective trust | $77.1M |
| NT Acwi Ex-us Index index | Northern Trust Investments, Inc. | Common/collective trust | $63.4M |
| Victory Capital Management, Inc. | Victory Capital | Common/collective trust | $54.1M |
| NT EXT EQ MKT IDX | Northern Trust Investments, Inc. | Common/collective trust | $45.8M |
| TRP Retirement 2015 E | T. Rowe Price Trust Company | Common/collective trust | $27.6M |
| TRP Retirement 2065 E | T. Rowe Price Trust Company | Common/collective trust | $23.2M |
| TRP Retirement 2010 E | T. Rowe Price Trust Company | Common/collective trust | $10.4M |
| TRP Retirement 2005 E | T. Rowe Price Trust Company | Common/collective trust | $8.2M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $288.4M | 6.4% |
| Common/collective trusts | $4.1B | 91.6% |
| Participant loans | $87.0M | 1.9% |
Fees paid from plan assets
| Investment advisory & management fees | $876,614 |
| Total administrative expenses | $3.5M |
Reported administrative expenses were about 0.084% of average plan assets, or about $52 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 20251015164322NAL0010369362001. EIN 133757370.