HP Inc. 401(k): best low-cost funds
HP Inc. 401(k) Plan · Plan #004 · Austin, TX
Suggested simple Boglehead mix
- US stocks (~60%): Russell 1000 Index Fund F
- International stocks (~20-30%): MSCI ACWI EX-US Index Fund F
- Bonds (~10-20%): US Debt Index Fund F
Fund names from the plan's public SEC Form 11-K filed 2025-06-05 (fund list in the annual report). Confirm they are on your current menu and check 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 |
|---|---|---|---|
| Russell 1000 Index Fund index | Blackrock Institutional Trust Company, N.A | Common/collective trust | $2.2B |
| US Large CAP Equity Fund | SEI | Common/collective trust | $2.0B |
| US Small-mid CAP Equity Fund | SEI | Common/collective trust | $509.9M |
| Russell 2500 Index Fund index | Blackrock Institutional Trust Company, N.A | Common/collective trust | $462.8M |
| Birth Date Fund 1965 | SEI | Common/collective trust | $455.9M |
| Birth Date Fund 1970 | SEI | Common/collective trust | $391.4M |
| International Equity Fund | SEI | Common/collective trust | $382.9M |
| Short Term Bond Fund | SEI | Common/collective trust | $322.8M |
| Birth Date Fund 1960 | SEI | Common/collective trust | $297.5M |
| Birth Date Fund 1975 | SEI | Common/collective trust | $282.4M |
| Birth Date Fund 1950 | SEI | Common/collective trust | $270.6M |
| Core Bond Fund | SEI | Common/collective trust | $231.7M |
| Birth Date Fund 1980 | SEI | Common/collective trust | $184.3M |
| Msci Acwi Ex-us Index Fund index | Blackrock Institutional Trust Company, N.A | Common/collective trust | $183.4M |
| US Debt Index Fund index | Blackrock Institutional Trust Company, N.A | Common/collective trust | $176.2M |
| Birth Date Fund 1985 | SEI | Common/collective trust | $140.4M |
| Birth Date Fund 1990 | SEI | Common/collective trust | $111.7M |
| Birth Date Fund 1955 | SEI | Common/collective trust | $96.5M |
| Emerging Markets Equity Fund | SEI | Common/collective trust | $94.7M |
| Conservative Bond Fund | SEI | Common/collective trust | $87.0M |
| High Yield Bond Fund | SEI | Common/collective trust | $78.9M |
| Real Return Bond Fund | SEI | Common/collective trust | $60.3M |
| Global Real Estate | SEI | Common/collective trust | $56.6M |
| Birth Date Fund 1945 | SEI | Common/collective trust | $38.1M |
| Birth Date Fund 1995 | SEI | Common/collective trust | $34.8M |
| Birth Date Fund 2000 | SEI | Common/collective trust | $23.3M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $429.3M | 4.2% |
| Common/collective trusts | $9.2B | 89.6% |
| Employer securities (company stock) | $137.0M | 1.3% |
| Participant loans | $34.0M | 0.3% |
Fees paid from plan assets
| Contract administrator fees | $301,715 |
| Investment advisory & management fees | $1.1M |
| Other administrative fees | $249,000 |
| Total administrative expenses | $2.8M |
Reported administrative expenses were about 0.028% of average plan assets, or about $80 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 20250721125115NAL0001918944001. EIN 941081436.
FAQ
What are the best low-cost funds in the HP Inc. 401(k)?
Based on public filings, index options include Russell 1000 Index Fund F (US stocks), MSCI ACWI EX-US Index Fund F (international stocks) and US Debt Index Fund F (bonds). Confirm them against your current plan menu and fee disclosure.
Can I build a three-fund portfolio in the HP 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 HP Inc. 401(k) plan?
The plan reported about $10.3B in net assets and 34,268 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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