Ericsson Inc. 401(k): best low-cost funds
Ericsson US 401(k) Plan · Plan #006 · Plano, TX
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 |
|---|---|---|---|
| Vanguard Inst 500 Index Trust index | Vanguard Fiduciary Trust Company | Common/collective trust | $965.5M |
| Putnam Stable Value | Putnam Fiduciary Trust Company, LLC | Common/collective trust | $263.1M |
| Vanguard Inst TOT Bond MKT IDX Trus | Vanguard Fiduciary Trust Company | Common/collective trust | $208.7M |
| Vanguard Inst TOT Intl STK MKT IDX | Vanguard Fiduciary Trust Company | Common/collective trust | $200.7M |
| Vanguard Target Retire TR Plus 2030 | Vanguard Fiduciary Trust Company | Common/collective trust | $132.5M |
| Vanguard Target Retire TR Plus 2035 | Vanguard Fiduciary Trust Company | Common/collective trust | $131.0M |
| Putnam Large CAP Value Trust IA | Putnam Fiduciary Trust Company, LLC | Common/collective trust | $120.0M |
| Vanguard Target Retire TR Plus 2040 | Vanguard Fiduciary Trust Company | Common/collective trust | $99.0M |
| Vanguard Target Retire TR Plus 2025 | Vanguard Fiduciary Trust Company | Common/collective trust | $95.1M |
| Vanguard Target Retire TR Plus 2045 | Vanguard Fiduciary Trust Company | Common/collective trust | $77.0M |
| Vanguard Target Retire TR Plus 2050 | Vanguard Fiduciary Trust Company | Common/collective trust | $60.3M |
| T. Rowe Price US Mid-cap Value Equi | T. Rowe Price Trust Company | Common/collective trust | $56.0M |
| Vanguard Target Retire TR Plus 2020 | Vanguard Fiduciary Trust Company | Common/collective trust | $40.4M |
| Vanguard Target Retire TR Plus Inco | Vanguard Fiduciary Trust Company | Common/collective trust | $27.9M |
| Vanguard Target Retire TR Plus 2055 | Vanguard Fiduciary Trust Company | Common/collective trust | $24.9M |
| Driehaus Emerging Markets Growth CL | Reliance Trust Company | Common/collective trust | $19.5M |
| Vanguard Target Retire TR Plus 2060 | Vanguard Fiduciary Trust Company | Common/collective trust | $13.6M |
| Vanguard Target Retire TR Plus 2065 | Vanguard Fiduciary Trust Company | Common/collective trust | $4.4M |
| Vanguard Target Retire TR Plus 2070 | Vanguard Fiduciary Trust Company | Common/collective trust | $822,913 |
| American Century US VAL YLD EQ TR 2 | SEI Trust Company | Common/collective trust | $0 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $436.5M | 11.6% |
| Common/collective trusts | $2.5B | 67.3% |
| Pooled separate accounts | $304.1M | 8.1% |
| Employer securities (company stock) | $28.5M | 0.8% |
| Common stock (direct) | $294.2M | 7.8% |
| Participant loans | $11.4M | 0.3% |
| Other investments | $153.2M | 4.1% |
Fees paid from plan assets
| Contract administrator fees | $0 |
| Investment advisory & management fees | $3.3M |
| Other administrative fees | $213,569 |
| Total administrative expenses | $4.4M |
Reported administrative expenses were about 0.120% of average plan assets, or about $342 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 20251013122125NAL0002845074001. EIN 061119960.
FAQ
What are the best low-cost funds in the Ericsson Inc. 401(k)?
The free public data doesn't list enough of the Ericsson 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 Ericsson 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 Ericsson Inc. 401(k) plan?
The plan reported about $3.8B in net assets and 12,842 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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