Occidental Petroleum Corporation 401(k): best low-cost funds
Occidental Petroleum Corporation Savings Plan · Plan #001 · Houston, TX
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 |
|---|---|---|---|
| OXY Combined Retirement And Savings | Occidental Petroleum Corp Defined Contribution Master Trst Agreement | Master trust | $2.6B |
| GIC Master Trust Account | Occidental Petroleum Corp Defined Contribution Master Trst Agreement | Master trust | $259.0M |
| EB Temporary Investment | The Bank Of NEW York Mellon | Common/collective trust | $12.0M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Common/collective trusts | $12.0M | 0.3% |
| Master trusts | $2.9B | 82.3% |
| Employer securities (company stock) | $583.4M | 16.5% |
| Participant loans | $29.5M | 0.8% |
Fees paid from plan assets
| Other administrative fees | $2.3M |
| Total administrative expenses | $2.3M |
Reported administrative expenses were about 0.067% of average plan assets, or about $179 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 20250930145315NAL0005551923001. EIN 954035997.