Caci International, Inc. 401(k): best low-cost funds
The Caci Smart Plan · Plan #002 · Reston, VA
Suggested simple Boglehead mix
- US stocks (~60%): Vanguard Inst 500 Index Trust
- International stocks (~20-30%): VAN Inst Total Intl Stock Index
- Bonds (~10-20%): VAN Intl Total Bond Market Index TR
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.
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 |
|---|---|---|---|
| Vanguard Inst 500 Index Trust index | Vanguard Fiduciary Trust Company | Common/collective trust | $443.8M |
| T. Rowe Price Retirement Blend 2030 | T. Rowe Price Trust Company | Common/collective trust | $311.8M |
| T. Rowe Price Retirement Blend 2035 | T. Rowe Price Trust Company | Common/collective trust | $306.2M |
| T. Rowe Price Retirement Blend 2040 | T. Rowe Price Trust Company | Common/collective trust | $298.4M |
| TRP Blue Chip Growth Trust T4 | T. Rowe Price Trust Company | Common/collective trust | $278.0M |
| T. Rowe Price Retirement Blend 2045 | T. Rowe Price Trust Company | Common/collective trust | $277.5M |
| T. Rowe Price Retirement Blend 2025 | T. Rowe Price Trust Company | Common/collective trust | $211.3M |
| T. Rowe Price Retirement Blend 2050 | T. Rowe Price Trust Company | Common/collective trust | $191.0M |
| TRP Stable Value Common Trust Fund | T. Rowe Price Trust Company | Common/collective trust | $150.6M |
| T. Rowe Price Retirement Blend 2055 | T. Rowe Price Trust Company | Common/collective trust | $113.9M |
| T. Rowe Price Retirement Blend 2020 | T. Rowe Price Trust Company | Common/collective trust | $96.8M |
| TRP U.s. Value Equity Trust | T. Rowe Price Trust Company | Common/collective trust | $85.0M |
| T. Rowe Price Retirement Blend 2060 | T. Rowe Price Trust Company | Common/collective trust | $70.8M |
| Prudential Core Plus Bond | Prudential Trust Company | Common/collective trust | $48.5M |
| VAN Intl Total Bond Market Index TR index | Vanguard Fiduciary Trust Company | Common/collective trust | $45.2M |
| VAN Inst Total Intl Stock Index index | Vanguard Fiduciary Trust Company | Common/collective trust | $43.7M |
| TRP International Growth EQ Trust | T. Rowe Price Trust Company | Common/collective trust | $39.7M |
| T. Rowe Price Retirement Blend 2015 | T. Rowe Price Trust Company | Common/collective trust | $27.4M |
| T. Rowe Price Retirement Blend 2065 | T. Rowe Price Trust Company | Common/collective trust | $21.3M |
| T. Rowe Price Retirement Blend 2010 | T. Rowe Price Trust Company | Common/collective trust | $14.8M |
| T. Rowe Price Retirement Blend 2005 | T. Rowe Price Trust Company | Common/collective trust | $6.5M |
| T. Rowe Price Retirement 2005 Trust | T. Rowe Price Trust Company | Common/collective trust | $0 |
| T. Rowe Price Retirement 2010 Trust | T. Rowe Price Trust Company | Common/collective trust | $0 |
| T. Rowe Price Retirement 2015 Trust | T. Rowe Price Trust Company | Common/collective trust | $0 |
| T. Rowe Price Retirement 2020 Trust | T. Rowe Price Trust Company | Common/collective trust | $0 |
| T. Rowe Price Retirement 2025 Trust | T. Rowe Price Trust Company | Common/collective trust | $0 |
| T. Rowe Price Retirement 2030 Trust | T. Rowe Price Trust Company | Common/collective trust | $0 |
| T. Rowe Price Retirement 2035 Trust | T. Rowe Price Trust Company | Common/collective trust | $0 |
| T. Rowe Price Retirement 2040 Trust | T. Rowe Price Trust Company | Common/collective trust | $0 |
| T. Rowe Price Retirement 2045 Trust | T. Rowe Price Trust Company | Common/collective trust | $0 |
| T. Rowe Price Retirement 2050 Trust | T. Rowe Price Trust Company | Common/collective trust | $0 |
| T. Rowe Price Retirement 2055 Trust | T. Rowe Price Trust Company | Common/collective trust | $0 |
| T. Rowe Price Retirement 2060 Trust | T. Rowe Price Trust Company | Common/collective trust | $0 |
| T. Rowe Price Retirement 2065 Trust | T. Rowe Price Trust Company | Common/collective trust | $0 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $494.8M | 12.7% |
| Common/collective trusts | $3.1B | 79.3% |
| Employer securities (company stock) | $135.5M | 3.5% |
| Participant loans | $32.0M | 0.8% |
| Other investments | $127.2M | 3.3% |
Fees paid from plan assets
| Other administrative fees | $198,253 |
| Total administrative expenses | $1.1M |
Reported administrative expenses were about 0.033% of average plan assets, or about $43 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 20250627102111NAL0005451251001. EIN 541345888.
FAQ
What are the best low-cost funds in the Caci International, Inc. 401(k)?
Based on public filings, index options include Vanguard Inst 500 Index Trust (US stocks), VAN Inst Total Intl Stock Index (international stocks) and VAN Intl Total Bond Market Index TR (bonds). Confirm them against your current plan menu and fee disclosure.
Can I build a three-fund portfolio in the Caci International, Inc. 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 Caci International, Inc. 401(k) plan?
The plan reported about $3.9B in net assets and 25,842 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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