Meta Platforms, Inc. 401(k): best low-cost funds
Meta Platforms, INC 401(k) Plan · Plan #001 · Menlo Park, CA
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 |
|---|---|---|---|
| SS US TOT MKT IDX I | State Street Global Advisors Trust | Common/collective trust | $3.5B |
| Vanguard Target 2055 | Vanguard Fiduciary Trust Company | Common/collective trust | $2.4B |
| Vanguard Target 2050 | Vanguard Fiduciary Trust Company | Common/collective trust | $2.3B |
| Vanguard Target 2060 | Vanguard Fiduciary Trust Company | Common/collective trust | $1.6B |
| Vanguard Target 2045 | Vanguard Fiduciary Trust Company | Common/collective trust | $1.5B |
| Vanguard Target 2040 | Vanguard Fiduciary Trust Company | Common/collective trust | $877.7M |
| Vanguard Target 2065 | Vanguard Fiduciary Trust Company | Common/collective trust | $844.9M |
| Vanguard Target 2035 | Vanguard Fiduciary Trust Company | Common/collective trust | $440.2M |
| SS Gaceq Exus IDX II | State Street Global Advisors Trust CO | Common/collective trust | $353.3M |
| Vanguard Target 2030 | Vanguard Fiduciary Trust Company | Common/collective trust | $199.2M |
| SS US Bond Indx XIV | State Street Global Advisors Trust CO | Common/collective trust | $169.5M |
| Invesco Stbl VAL B1 | Invesco Trust Company | Common/collective trust | $95.4M |
| Vanguard Target 2025 | Vanguard Fiduciary Trust Company | Common/collective trust | $89.0M |
| Vanguard Target 2070 | Vanguard Fiduciary Trust Company | Common/collective trust | $73.0M |
| Vanguard Target INC | Vanguard Fiduciary Trust Company | Common/collective trust | $49.4M |
| SS US Infl Prot BD | State Street Bank & Trust Company | Common/collective trust | $40.3M |
| Vanguard Target 2020 | Vanguard Fiduciary Trust Company | Common/collective trust | $29.5M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $27.9M | 0.2% |
| Common/collective trusts | $14.5B | 87.9% |
| Participant loans | $55.4M | 0.3% |
| Other investments | $1.9B | 11.6% |
Fees paid from plan assets
| Contract administrator fees | $19,500 |
| Investment advisory & management fees | $69,076 |
| Other administrative fees | $0 |
| Total administrative expenses | $206,548 |
Reported administrative expenses were about 0.001% of average plan assets, or about $2 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 20250626144952NAL0012969680001. EIN 201665019.