Stryker Corporation 401(k): best low-cost funds
Stryker Corporation 401(k) Savings And Retirement Plan · Plan #002 · Portage, MI
Suggested simple Boglehead mix
- US stocks (~60%): Vftc Institutional 500 Index Trust
- International stocks (~20-30%): Vftc Inst TOT Intrntl STK Index TRU
- Bonds (~10-20%): Vftc Inst TOT Bond MKT Index Trust
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 |
|---|---|---|---|
| Stryker Corporation Master Trust | Stryker Coporation | Common/collective trust | $1.2B |
| Vftc Institutional 500 Index Trust index | Vanguard Fiduciary Trust Company | Common/collective trust | $1.0B |
| Vftc Target RET 2045 TR Select | Vanguard Fiduciary Trust Company | Common/collective trust | $776.8M |
| Vftc Target RET 2050 TR Select | Vanguard Fiduciary Trust Company | Common/collective trust | $503.6M |
| Vftc Target RET 2035 TR Select | Vanguard Fiduciary Trust Company | Common/collective trust | $444.9M |
| Vftc Target RET 2055 TR Select | Vanguard Fiduciary Trust Company | Common/collective trust | $442.4M |
| Fidelity Contrafund Commingled Pool | Fidelity Manager Trust Company | Common/collective trust | $415.9M |
| Vftc Target RET 2040 TR Select | Vanguard Fiduciary Trust Company | Common/collective trust | $325.5M |
| Vftc Inst TOT Bond MKT Index Trust index | Vanguard Fiduciary Trust Company | Common/collective trust | $272.9M |
| Vftc Inst TOT Intrntl STK Index TRU index | Vanguard Fiduciary Trust Company | Common/collective trust | $256.1M |
| Vftc Target RET 2060 TR Select | Vanguard Fiduciary Trust Company | Common/collective trust | $242.5M |
| Vftc Target RET 2030 TR Select | Vanguard Fiduciary Trust Company | Common/collective trust | $226.9M |
| Vftc Target RET 2025 TR Select | Vanguard Fiduciary Trust Company | Common/collective trust | $179.2M |
| Vftc Target RET 2065 TR Select | Vanguard Fiduciary Trust Company | Common/collective trust | $55.8M |
| Vftc Target RET 2020 TR Select | Vanguard Fiduciary Trust Company | Common/collective trust | $49.3M |
| Vftc Target RET Income TR Select | Vanguard Fiduciary Trust Company | Common/collective trust | $34.1M |
| Vftc Target RET 2070 TR Select | Vanguard Fiduciary Trust Company | Common/collective trust | $2.6M |
| Vftc Target RET Income & Grth TR SE | Vanguard Fiduciary Trust Company | Common/collective trust | $935,741 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $1.1B | 14.2% |
| Common/collective trusts | $5.3B | 67.0% |
| Master trusts | $1.2B | 14.9% |
| Participant loans | $12.6M | 0.2% |
Fees paid from plan assets
| Other administrative fees | $3.9M |
| Total administrative expenses | $3.9M |
Reported administrative expenses were about 0.054% of average plan assets, or about $109 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 20250714144343NAL0000956691001. EIN 381239739.