Glaxosmithkline LLC 401(k): best low-cost funds
GSK 401(k) Plan · Plan #002 · Philadelphia, PA
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 |
|---|---|---|---|
| State Street S&P 500 IND NL SF CL A index | State Street Bank And Trust Company | Common/collective trust | $2.7B |
| Ssga Global ALL CAP EQ Ex-us Index index | State Street Global Advisors Trust Company | Common/collective trust | $763.6M |
| State ST US EXT MKT IND NL SF CL C | State Street Bank And Trust Company | Common/collective trust | $681.3M |
| State Street US Bond IND NL SF CL A | State Street Bank And Trust Company | Common/collective trust | $484.4M |
| Russell 2500 Alpha Tilts- Fund F index | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $383.6M |
| Vanguard Target RET 2040 Trust SEL | Vanguard Fiduciary Trust Company | Common/collective trust | $349.9M |
| Vanguard Target RET 2030 Trust SEL | Vanguard Fiduciary Trust Company | Common/collective trust | $335.1M |
| Vanguard Target RET 2035 Trust SEL | Vanguard Fiduciary Trust Company | Common/collective trust | $284.7M |
| Vanguard Target RET 2045 Trust SEL | Vanguard Fiduciary Trust Company | Common/collective trust | $273.2M |
| Govt Short-term Investment Fund M | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $226.6M |
| Vanguard Target RET 2050 Trust SEL | Vanguard Fiduciary Trust Company | Common/collective trust | $207.1M |
| Vanguard Target RET 2025 Trust SEL | Vanguard Fiduciary Trust Company | Common/collective trust | $197.9M |
| Gsam Stable VAL INT Core Fund CL B | The Goldman Sachs Trust Company, NA | Common/collective trust | $172.8M |
| Vanguard Target RET 2055 Trust SEL | Vanguard Fiduciary Trust Company | Common/collective trust | $149.8M |
| Vanguard Target RET 2060 Trust SEL | Vanguard Fiduciary Trust Company | Common/collective trust | $114.2M |
| Vanguard Target RET 2020 Trust SEL | Vanguard Fiduciary Trust Company | Common/collective trust | $105.2M |
| Vanguard Target RET INC Trust Selct | Vanguard Fiduciary Trust Company | Common/collective trust | $83.3M |
| TWC Multiple Investment Trust | SEI Trust Company | Common/collective trust | $79.6M |
| Vanguard Target RET 2065 Trust SEL | Vanguard Fiduciary Trust Company | Common/collective trust | $34.8M |
| Term Fund 2025 | The Goldman Sachs Trust Company, NA | 103-12 investment entity | $19.8M |
| Term Fund 2026 | The Goldman Sachs Trust Company, NA | 103-12 investment entity | $19.8M |
| Term Fund 2027 | The Goldman Sachs Trust Company, NA | 103-12 investment entity | $19.8M |
| Term Fund 2028 | The Goldman Sachs Trust Company, NA | 103-12 investment entity | $18.0M |
| Vanguard Target RET 2070 Trust SEL | Vanguard Fiduciary Trust Company | Common/collective trust | $3.1M |
| Term Fund 2024 | The Goldman Sachs Trust Company, NA | 103-12 investment entity | $1.7M |
| Vanguard Target RET 2020 Trust Plus | Vanguard Fiduciary Trust Company | Common/collective trust | $0 |
| Vanguard Target RET 2025 Trust Plus | Vanguard Fiduciary Trust Company | Common/collective trust | $0 |
| Vanguard Target RET 2030 Trust Plus | Vanguard Fiduciary Trust Company | Common/collective trust | $0 |
| Vanguard Target RET 2035 Trust Plus | Vanguard Fiduciary Trust Company | Common/collective trust | $0 |
| Vanguard Target RET 2040 Trust Plus | Vanguard Fiduciary Trust Company | Common/collective trust | $0 |
| Vanguard Target RET 2045 Trust Plus | Vanguard Fiduciary Trust Company | Common/collective trust | $0 |
| Vanguard Target RET 2050 Trust Plus | Vanguard Fiduciary Trust Company | Common/collective trust | $0 |
| Vanguard Target RET 2055 Trust Plus | Vanguard Fiduciary Trust Company | Common/collective trust | $0 |
| Vanguard Target RET 2060 Trust Plus | Vanguard Fiduciary Trust Company | Common/collective trust | $0 |
| Vanguard Target RET 2065 Trust Plus | Vanguard Fiduciary Trust Company | Common/collective trust | $0 |
| Vanguard Trgt RET Income Trust Plus | Vanguard Fiduciary Trust Company | Common/collective trust | $0 |
| Term Fund 2023 | The Goldman Sachs Trust Company, NA | 103-12 investment entity | $0 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $226.4M | 2.6% |
| Common/collective trusts | $7.6B | 86.9% |
| Employer securities (company stock) | $239.5M | 2.7% |
| Common stock (direct) | $526.4M | 6.0% |
| Participant loans | $27.5M | 0.3% |
| Other investments | $24.0M | 0.3% |
Fees paid from plan assets
| Contract administrator fees | $3.3M |
| Investment advisory & management fees | $4.3M |
| Other administrative fees | $3,022 |
| Total administrative expenses | $7.6M |
Reported administrative expenses were about 0.090% of average plan assets, or about $350 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 20250701061851NAL0018200928001. EIN 231099050.
FAQ
What are the best low-cost funds in the Glaxosmithkline LLC 401(k)?
The free public data doesn't list enough of the Glaxosmithkline LLC 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 Glaxosmithkline LLC 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 Glaxosmithkline LLC 401(k) plan?
The plan reported about $8.8B in net assets and 21,718 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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