Marsh & Mclennan Companies, Inc. 401(k): best low-cost funds
Marsh & Mclennan Companies 401(k) Savings And Investment Plan · Plan #003 · NEW York, NY
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 |
|---|---|---|---|
| Master Retirement Savings Trust | Marsh & Mclennan Companies INC | Master trust | $3.5B |
| T Rowe Price Blue Chip Growth Trust | T Rowe Price | Common/collective trust | $540.1M |
| T Rowe Price Small & Mid-cap Core | T Rowe Price | Common/collective trust | $486.3M |
| Blackrock Lifepath Index 2050 Fund index | Blackrock Institutional Trust CO NA | Common/collective trust | $251.7M |
| Blackrock Lifepath Index 2045 Fund index | Blackrock Institutional Trust CO NA | Common/collective trust | $227.4M |
| Blackrock Lifepath Index 2055 Fund index | Blackrock Institutional Trust CO NA | Common/collective trust | $218.2M |
| Blackrock Lifepath Index 2035 Fund index | Blackrock Institutional Trust CO NA | Common/collective trust | $211.1M |
| Blackrock Lifepath Index 2040 Fund index | Blackrock Institutional Trust CO NA | Common/collective trust | $201.4M |
| Blackrock Lifepath Index 2030 Fund index | Blackrock Institutional Trust CO NA | Common/collective trust | $176.2M |
| Capital Group Europacific Growth | Capital Bank And Trust Company | Common/collective trust | $165.4M |
| Loomis Salyes Plus Fixed INC Fund | Loomis Salyes | Common/collective trust | $159.2M |
| Blackrock Lifepath Index Retirement index | Blackrock Institutional Trust CO NA | Common/collective trust | $145.8M |
| Putnam Large CAP Value Trust IA | Putnam Fiduciary Trust Company LLC | Common/collective trust | $140.7M |
| Blackrock Lifepath Index 2060 Fund index | Blackrock Institutional Trust CO NA | Common/collective trust | $137.3M |
| Blackrock Lifepath Index 2065 Fund index | Blackrock Institutional Trust CO NA | Common/collective trust | $57.8M |
| Ngti Collective Short-term INV Fund | Northern Trust Global Investments | Common/collective trust | $5.5M |
| Blackrock Lifepath Index 2025 Fund index | Blackrock Institutional Trust CO | Common/collective trust | $0 |
| Blackrock Lifepath Index 2030 Fund index | Blackrock Institutional Trust CO | Common/collective trust | $0 |
| Blackrock Lifepath Index 2035 Fund index | Blackrock Institutional Trust CO | Common/collective trust | $0 |
| Blackrock Lifepath Index 2040 Fund index | Blackrock Institutional Trust CO | Common/collective trust | $0 |
| Blackrock Lifepath Index 2045 Fund index | Blackrock Institutional Trust CO | Common/collective trust | $0 |
| Blackrock Lifepath Index 2050 Fund index | Blackrock Institutional Trust CO | Common/collective trust | $0 |
| Blackrock Lifepath Index 2055 Fund index | Blackrock Institutional Trust CO | Common/collective trust | $0 |
| Blackrock Lifepath Index 2060 Fund index | Blackrock Institutional Trust CO | Common/collective trust | $0 |
| Blackrock Lifepath Index 2065 Fund index | Blackrock Institutional Trust CO | Common/collective trust | $0 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $706.5M | 9.5% |
| Common/collective trusts | $3.1B | 42.2% |
| Master trusts | $3.5B | 47.8% |
| Participant loans | $34.2M | 0.5% |
Fees paid from plan assets
Reported administrative expenses were about 0.000% of average plan assets, or about $0 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 20251006144237NAL0003603617001. EIN 362668272.