Marathon Petroleum Company LP 401(k): best low-cost funds
Marathon Petroleum Thrift Plan · Plan #010 · Findlay, OH
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.
Know this plan's fund menu? Submit it and we'll add a fund-by-fund pick list.
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 |
|---|---|---|---|
| Spartan 500 Index Pool Class E index | Geode Capital Mangement LLC | Common/collective trust | $901.0M |
| Fidelity Growth Commingled Pool | Fidelity Managment Trust Company | Common/collective trust | $794.1M |
| Fidelity Contrafund Pool | Fidelity Management Trust Company | Common/collective trust | $705.4M |
| Fidelity Freedom Blend 2035 T | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $354.2M |
| Fidelity Freedom Blend 2045 T | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $340.9M |
| Fidelity Freedom Blend 2040 T | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $329.5M |
| Fidelity Freedom Blend 2050 T | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $303.9M |
| Spartan EXT Market Index Class E index | Geode Capital Mangement LLC | Common/collective trust | $303.7M |
| Fidelity Freedom Blend 2030 T | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $283.7M |
| Spartan Intl Index E index | Geode Capital Mangement LLC | Common/collective trust | $229.3M |
| Fidelity Freedom Blend 2055 T | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $208.9M |
| Fidelity Freedom Blend 2025 T | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $170.0M |
| Fidelity International Pool | Fidelity Management Trust Company | Common/collective trust | $139.9M |
| Allspring Special MID CAP Value E2 | SEI Trust Company | Common/collective trust | $101.2M |
| Fidelity Freedom Blend 2060 T | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $95.5M |
| Fidelity Freedom Blend 2020 T | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $74.3M |
| Fidelity Freedom Blend 2065 T | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $31.8M |
| Fidelity Freedom Blend 2015 T | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $21.0M |
| Fidelity Freedom Blend INC T | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $14.5M |
| Fidelity Freedom Blend 2010 T | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $7.1M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $1.1B | 13.0% |
| Common/collective trusts | $5.4B | 65.0% |
| Employer securities (company stock) | $789.3M | 9.5% |
| Participant loans | $116.1M | 1.4% |
| Other investments | $381.1M | 4.6% |
Fees paid from plan assets
| Other administrative fees | $1.8M |
| Total administrative expenses | $1.8M |
Reported administrative expenses were about 0.022% of average plan assets, or about $64 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 20251002091339NAL0000177619001. EIN 311537655.