Intel Corporation 401(k): best low-cost funds
Intel 401(k) Savings Plan · Plan #003 · Folsom, CA
Suggested simple Boglehead mix
- US stocks (~60%): BlackRock Equity Index Fund F
- International stocks (~20-30%): BlackRock ACWI ex US IMI Index Fund
- Bonds (~10-20%): BlackRock U.S. Debt Index Fund F
Fund names from the plan's public SEC Form 11-K for plan year 2024 (Schedule H, line 4i schedule of assets / fund list). 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 |
|---|---|---|---|
| Fidelity Growth Commingled Pool | Fidelity Management Trust CO | Common/collective trust | $3.9B |
| Blackrock Equity Index Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $3.9B |
| Intel Target Date 2035 Fund | SEI Trust Company | Common/collective trust | $2.1B |
| Intel Target Date 2030 Fund | SEI Trust Company | Common/collective trust | $1.5B |
| Intel Target Date 2040 Fund | SEI Trust Company | Common/collective trust | $1.4B |
| Intel Target Date 2045 Fund | SEI Trust Company | Common/collective trust | $1.3B |
| Intel Target Date 2025 Fund | SEI Trust Company | Common/collective trust | $1.0B |
| Blackrock Russell 2500 Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $941.0M |
| Intel Target Date 2050 Fund | SEI Trust Company | Common/collective trust | $912.9M |
| Intel Stable Value Fund | SEI Trust Company | Common/collective trust | $789.9M |
| Fidelity Low-priced Stock Commingle | Fidelity Management Trust CO | Common/collective trust | $603.6M |
| Intel Target Date 2055 Fund | SEI Trust Company | Common/collective trust | $524.1M |
| Blackrock U.s. Debt Fund F | Blackrock Institutional Trust Company | Common/collective trust | $461.1M |
| Blackrock Msci Acwi EX US IMI Index index | Blackrock Institutional Trust Company | Common/collective trust | $321.5M |
| Capital Group Europacific Growth TR | Capital Bank And Trust | Common/collective trust | $320.7M |
| Intel Target Date 2020 Fund | SEI Trust Company | Common/collective trust | $316.1M |
| Intel Target Date Income Fund | SEI Trust Company | Common/collective trust | $206.2M |
| Intel Target Date 2060 | SEI Trust Company | Common/collective trust | $165.2M |
| Intel Global Diversified Fund | SEI Trust Company | Common/collective trust | $81.9M |
| Blackrock Total Return Bond FUN | Blackrock Institutional Trust Company | Common/collective trust | $67.3M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $736.1M | 3.0% |
| Common/collective trusts | $20.7B | 83.2% |
| Employer securities (company stock) | $224.2M | 0.9% |
| Participant loans | $136.4M | 0.5% |
| Other investments | $3.0B | 12.1% |
Fees paid from plan assets
| Contract administrator fees | $268,048 |
| Total administrative expenses | $268,048 |
Reported administrative expenses were about 0.001% of average plan assets, or about $3 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 20250902075715NAL0024134752001. EIN 941672743.
FAQ
What are the best low-cost funds in the Intel Corporation 401(k)?
Based on public filings, index options include BlackRock Equity Index Fund F (US stocks), BlackRock ACWI ex US IMI Index Fund (international stocks) and BlackRock U.S. Debt Index Fund F (bonds). Confirm them against your current plan menu and fee disclosure.
Can I build a three-fund portfolio in the Intel Corporation 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 Intel Corporation 401(k) plan?
The plan reported about $24.8B in net assets and 80,583 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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