Constellation Energy Generation LLC 401(k): best low-cost funds
Constellation Employee Savings Plan · Plan #006 · Kennett Square, PA
Suggested simple Boglehead mix
- US stocks (~60%): Blackrock Russell 1000 Grwth NL FDF
- International stocks (~20-30%): Eafe Equity Index NL Fund
- Bonds (~10-20%): Blackrock Inter Govt Bond Index FD
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 |
|---|---|---|---|
| Eqty Indx FD NON Lndbl F | Blackrock Institutional Trust | Common/collective trust | $1.3B |
| US Equity Fund | Northern Trust Company | Common/collective trust | $384.0M |
| Target Retirement Fund 2025 | Northern Trust Company | Common/collective trust | $348.7M |
| Target Retirement Fund 2030 | Northern Trust Company | Common/collective trust | $317.9M |
| Northern Trust US Government | Northern Trust Company | Common/collective trust | $298.3M |
| Target Retirement Fund 2040 | Northern Trust Company | Common/collective trust | $293.1M |
| Target Retirement Fund 2035 | Northern Trust Company | Common/collective trust | $278.0M |
| Target Retirement Fund 2045 | Northern Trust Company | Common/collective trust | $266.0M |
| Blackrock Russell 1000 Grwth NL FDF index | Blackrock Institutional Trust | Common/collective trust | $256.0M |
| Target Retirement Fund 2020 | Northern Trust Company | Common/collective trust | $246.1M |
| US Debt NL Fund M | Blackrock Institutional Trust | Common/collective trust | $190.4M |
| Target Retirement Fund 2050 | Northern Trust Company | Common/collective trust | $166.6M |
| Target Retirement Income Fund | Northern Trust Company | Common/collective trust | $150.5M |
| Target Retirement Fund 2015 | Northern Trust Company | Common/collective trust | $126.9M |
| Target Retirement Fund 2055 | Northern Trust Company | Common/collective trust | $114.7M |
| Eafe Equity Index NL Fund index | Blackrock Institutional Trust | Common/collective trust | $113.5M |
| International Equity Fund | Northern Trust Company | Common/collective trust | $99.8M |
| Fixed Income Fund | Northern Trust Company | Common/collective trust | $88.4M |
| Blackrock MID CAP Eqty Index NL FDM index | Blackrock Institutional Trust | Common/collective trust | $68.0M |
| Eafe Equity Index NL Fund index | Blackrock Institutional Trust | Common/collective trust | $54.5M |
| Blackrock Russell 1000 Value NL FDF index | Blackrock Institutional Trust | Common/collective trust | $47.6M |
| Target Retirement Fund 2060 | Northern Trust Company | Common/collective trust | $36.6M |
| Blackrock Russell 2000 Growth Fund index | Blackrock Institutional Trust | Common/collective trust | $26.7M |
| Blackrock Global Equity Aciminlf | Blackrock Institutional Trust | Common/collective trust | $25.2M |
| Russell 2000 Index NL Fund index | Blackrock Institutional Trust | Common/collective trust | $17.6M |
| Blackrock Inter Govt Bond Index FD index | Blackrock Institutional Trust | Common/collective trust | $14.9M |
| Blackrock Russell 2000 VAL Fund index | Blackrock Institutional Trust | Common/collective trust | $14.4M |
| Blackrock US TIP NL M | Blackrock Institutional Trust | Common/collective trust | $9.6M |
| Blackrock DEV Real Estate IDX | Blackrock Institutional Trust | Common/collective trust | $8.5M |
| Target Retirement Fund 2065 | Northern Trust Company | Common/collective trust | $6.0M |
| Blackrock Msci Eafe Small CAP EQ index | Blackrock Institutional Trust | Common/collective trust | $4.9M |
| NT Govt Short Term INV FD | Northern Trust Company | Common/collective trust | $4.3M |
| Blackrock Global Aggregate Index index | Blackrock Institutional Trust | Common/collective trust | $3.7M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $77.3M | 1.3% |
| Common/collective trusts | $5.4B | 90.2% |
| Employer securities (company stock) | $383.1M | 6.4% |
| Participant loans | $61.2M | 1.0% |
Fees paid from plan assets
| Investment advisory & management fees | $3.7M |
| Total administrative expenses | $3.7M |
Reported administrative expenses were about 0.065% of average plan assets, or about $181 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 20250916122623NAL0001862609001. EIN 233064219.
FAQ
What are the best low-cost funds in the Constellation Energy Generation LLC 401(k)?
Based on public filings, index options include Blackrock Russell 1000 Grwth NL FDF (US stocks), Eafe Equity Index NL Fund (international stocks) and Blackrock Inter Govt Bond Index FD (bonds). Confirm them against your current plan menu and fee disclosure.
Can I build a three-fund portfolio in the Constellation Energy Generation LLC 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 Constellation Energy Generation LLC 401(k) plan?
The plan reported about $6.0B in net assets and 20,280 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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