COX Enterprises, Inc. 401(k): best low-cost funds
COX Enterprises, Inc. 401(k) Plan · Plan #003 · Atlanta, GA
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.
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 |
|---|---|---|---|
| Vftc Institutional Total STK MKT IN | Vanguard Fiduciary Trust Company | Common/collective trust | $1.9B |
| Vftc Target RET 2035 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $540.6M |
| Vftc Target RET 2040 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $521.7M |
| Vftc Target RET 2045 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $487.7M |
| Vftc Target RET 2030 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $438.2M |
| Vftc Target RET 2050 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $389.4M |
| Vftc Target RET 2055 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $278.8M |
| Vftc Target RET 2025 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $276.5M |
| Wtc-cif II Smid CAP Research Equity | Wellington Trust Company, NA | Common/collective trust | $239.1M |
| Vftc Institutional Total Intl STK | Vanguard Fiduciary Trust Company | Common/collective trust | $228.4M |
| IGT Invesco Shrttrm Bond | Invesco Trust Company | Common/collective trust | $223.3M |
| Vftc Target RET 2060 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $149.0M |
| Vftc Target RET 2020 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $132.3M |
| Vftc Target RET INC Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $115.5M |
| Vftc Institutional Total Bond Marke index | Vanguard Fiduciary Trust Company | Common/collective trust | $98.2M |
| Vftc Target RET 2065 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $50.0M |
| IGT Jennison INT | Invesco Trust Company | Common/collective trust | $49.4M |
| IGT Invesco INT | Invesco Trust Company | Common/collective trust | $49.4M |
| IGT Loomis Sayles INT | Invesco Trust Company | Common/collective trust | $24.5M |
| IGT Pimco INT | Invesco Trust Company | Common/collective trust | $24.5M |
| IGT Loomis Sayles Core | Invesco Trust Company | Common/collective trust | $24.4M |
| IGT Invesco Core | Invesco Trust Company | Common/collective trust | $24.4M |
| IGT Pimco Core | Invesco Trust Company | Common/collective trust | $24.4M |
| IGT Dodge & COX Core | Invesco Trust Company | Common/collective trust | $24.3M |
| Northern Trust Collective Short TER | Northern Trust Investments, INC | Common/collective trust | $7.6M |
| Vftc Target RET 2070 Trust Select | Vanguard Fiduciary Trust Company | Common/collective trust | $7.5M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $613.9M | 7.6% |
| Common/collective trusts | $6.3B | 77.5% |
| Common stock (direct) | $1.0B | 12.7% |
| Participant loans | $155.0M | 1.9% |
| Other investments | $18.1M | 0.2% |
Fees paid from plan assets
| Contract administrator fees | $175,390 |
| Investment advisory & management fees | $3.6M |
| Other administrative fees | $348,073 |
| Total administrative expenses | $5.6M |
Reported administrative expenses were about 0.073% of average plan assets, or about $92 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 20251010103925NAL0004152675001. EIN 581035149.
FAQ
What are the best low-cost funds in the COX Enterprises, Inc. 401(k)?
The free public data doesn't list enough of the COX Enterprises, Inc. plan's index funds to say. Look in your plan's fee disclosure (404a-5 notice) for a US stock index fund, an international index fund and a bond index fund with low expense ratios.
Can I build a three-fund portfolio in the COX Enterprises, Inc. 401(k)?
Possibly. Many large plans offer the three building blocks, but the public data for this plan doesn't confirm it. A low-cost target-date index fund is a common one-fund alternative.
How big is the COX Enterprises, Inc. 401(k) plan?
The plan reported about $8.1B in net assets and 60,459 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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