Abbott Laboratories 401(k): best low-cost funds
Abbott Laboratories Stock Retirement Plan · Plan #334 · Abbott Park, IL
Suggested simple Boglehead mix
- US stocks (~60%): SSGA S&P 500 Index Fund Class K
- International stocks (~20-30%): Northern Trust Collective ACWI ex-U.S. Index Fund
- Bonds (~10-20%): SSGA U.S. Bond Index Fund Class K
Fund names from the plan's public SEC Form 11-K for plan year 2024 (Schedule H, line 4i schedule of assets / fund list). Confirm they are on your current menu and check expense ratios. Adjust the bond share for your age and risk tolerance.
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 |
|---|---|---|---|
| Ssga S&P 500 Index NL SF CL K index | State Street Global Advisors | Common/collective trust | $2.3B |
| Capital GRP Gwth FD Of America Trst | Capital Bank And Trust | Common/collective trust | $1.3B |
| Ssga Russell Sm/md CP IX NL SF CL K index | State Street Global Advisors | Common/collective trust | $865.3M |
| Ssga Target RET 2030 NL SF M | State Street Global Advisors | Common/collective trust | $571.7M |
| Ssga Target RET 2035 NL SF M | State Street Global Advisors | Common/collective trust | $563.2M |
| Ssga Target RET 2040 NL SF M | State Street Global Advisors | Common/collective trust | $476.6M |
| Ssga Target RET 2045 NL SF M | State Street Global Advisors | Common/collective trust | $422.5M |
| Ssga Target RET 2025 NL SF M | State Street Global Advisors | Common/collective trust | $405.2M |
| Capital GRP Wash Mutual INV Trust | Capital Bank And Trust | Common/collective trust | $396.2M |
| Capital GRP Europacific Grwth Trust | Capital Bank And Trust | Common/collective trust | $350.0M |
| Ssga Target RET 2050 NL SF M | State Street Global Advisors | Common/collective trust | $345.4M |
| Ssga Target RET 2055 NL SF M | State Street Global Advisors | Common/collective trust | $228.8M |
| Pimco Collective Investment Trust | SEI Trust Company | Common/collective trust | $212.7M |
| Ssga Target RET 2020 NL SF M | State Street Global Advisors | Common/collective trust | $196.9M |
| Gw&k Sm/md CP Core EQ CL INV FD A | Global Trust Company | Common/collective trust | $171.9M |
| Ssga US Bond Index NL SF K index | State Street Global Advisors | Common/collective trust | $156.2M |
| NT CL Acwi Ex-us Fd-dc-nl | Northern Trust Investments, Inc. | Common/collective trust | $154.3M |
| Ssga Target RET 2060 NL SF M | State Street Global Advisors | Common/collective trust | $130.8M |
| Ssga Target Rtmt Income NL SF M | State Street Global Advisors | Common/collective trust | $120.4M |
| International Multi-cap Equity FD T | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $103.3M |
| Ssga Target RET 2065 NL SF M | State Street Global Advisors | Common/collective trust | $41.5M |
| NT CL Short Term Investment Fund | Northern Trust Investments, Inc. | Common/collective trust | $12.3M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $108.3M | 0.7% |
| Common/collective trusts | $9.6B | 61.0% |
| Employer securities (company stock) | $2.7B | 17.4% |
| Common stock (direct) | $2.3B | 14.8% |
| Participant loans | $100.2M | 0.6% |
| Other investments | $418.9M | 2.7% |
Fees paid from plan assets
| Total administrative expenses | $0 |
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 20250714124503NAL0001716592001. EIN 360698440.
FAQ
What are the best low-cost funds in the Abbott Laboratories 401(k)?
Based on public filings, index options include SSGA S&P 500 Index Fund Class K (US stocks), Northern Trust Collective ACWI ex-U.S. Index Fund (international stocks) and SSGA U.S. Bond Index Fund Class K (bonds). Confirm them against your current plan menu and fee disclosure.
Can I build a three-fund portfolio in the Abbott Laboratories 401(k)?
It appears so: the filing lists a US stock index fund, an international index fund and a bond index fund. The split between them depends on your own goals and risk tolerance.
How big is the Abbott Laboratories 401(k) plan?
The plan reported about $15.7B in net assets and 55,556 participants with balances for plan year 2024, according to its DOL Form 5500 filing.
Where does this data come from?
From public U.S. Department of Labor Form 5500 filings (EFAST2) and, where noted, the plan's SEC Form 11-K. Data can be outdated or incomplete, and this page is not financial advice.
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