Kimberly-clark Corporation 401(k): best low-cost funds
Kimberly-clark Corporation 401(k) & Profit Sharing Plan · Plan #016 · Neenah, WI
Suggested simple Boglehead mix
- US stocks (~60%): Russell 1000 Index Fund F
- International stocks (~20-30%): MSCI ACWI ex-U.S. IMI Index Fund F
- Bonds (~10-20%): U.S. Debt Index Fund F
Fund names from the plan's public SEC Form 11-K filed 2025-06-17 (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 Growth Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $834.9M |
| Russell 1000 Index Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $730.3M |
| Blackrock Msci Acwi Ex-us IMI IND index | Blackrock Institutional Trust CO | Common/collective trust | $525.5M |
| US Debt Index Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $454.5M |
| Russell 1000 Value Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $418.7M |
| Russell 2000 Index Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $201.2M |
| Income Fund Z | Ameriprise Trust Company | Common/collective trust | $155.0M |
| Lifepath Index 2035 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $154.2M |
| Lifepath Index Retirement Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $137.4M |
| Lifepath Index 2045 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $124.7M |
| CT Money Market Fund Z | Ameriprise Trust Company | Common/collective trust | $103.6M |
| Lifepath Index 2040 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $79.0M |
| Lifepath Index 2030 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $71.5M |
| Lifepath Index 2050 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $67.4M |
| Lifepath Index 2055 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $66.5M |
| Stable Government Fund Z | Ameriprise Trust Company | Common/collective trust | $58.8M |
| Lifepath Index 2060 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $30.6M |
| Money Market Fund Z | Ameriprise Trust Company | Common/collective trust | $19.2M |
| Lifepath Index 2065 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $11.2M |
| NT Collective Government ST Invest | Northern Trust Investments, Inc. | Common/collective trust | $5.0M |
| Lifepath Index 2070 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $189,000 |
| Lifepath Index 2025 Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $0 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Common/collective trusts | $4.2B | 85.1% |
| Employer securities (company stock) | $162.6M | 3.3% |
| Participant loans | $37.1M | 0.7% |
| Other investments | $466.1M | 9.3% |
Fees paid from plan assets
| Investment advisory & management fees | $1.1M |
| Other administrative fees | $74,000 |
| Total administrative expenses | $1.5M |
Reported administrative expenses were about 0.031% of average plan assets, or about $86 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 20251007083457NAL0007544208001. EIN 390394230.
FAQ
What are the best low-cost funds in the Kimberly-clark Corporation 401(k)?
Based on public filings, index options include Russell 1000 Index Fund F (US stocks), MSCI ACWI ex-U.S. IMI Index Fund F (international stocks) and 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 Kimberly-clark 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 Kimberly-clark Corporation 401(k) plan?
The plan reported about $5.0B in net assets and 16,993 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.
Other manufacturing employers
- The Boeing CO. And Consolidated Subsidiaries
- Intel Corporation
- Exxon Mobil Corporation
- Pfizer INC
- Chevron Corporation
- Caterpillar Inc.