LAM Research Corporation 401(k): best low-cost funds
Savings Plus Plan, LAM Research 401(k) · Plan #001 · Fremont, CA
Suggested simple Boglehead mix
- US stocks (~60%): State Street S&P 500 Index Securities Lending Series Fund (Class II)
- International stocks (~20-30%): State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund (Class II)
- Bonds (~10-20%): State Street U.S. Bond Index Securities Lending Series Fund (Class XIV)
Fund names from the plan's public SEC Form 11-K filed 2025-06-26 (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 |
|---|---|---|---|
| SS S&P 500 Index II index | State Street Global Advisors Trust CO | Common/collective trust | $398.0M |
| SS Trgt RET 2035 V | State Street Global Advisors Trust CO | Common/collective trust | $116.1M |
| SS Trgt RET 2045 V | State Street Global Advisors Trust CO | Common/collective trust | $100.9M |
| SS Trgt RET 2040 V | State Street Global Advisors Trust CO | Common/collective trust | $93.8M |
| SS Trgt RET 2030 V | State Street Global Advisors Trust CO | Common/collective trust | $93.2M |
| SS RSL Smmdcp IDX II | State Street Global Advisors Trust CO | Common/collective trust | $92.0M |
| SS Trgt RET 2050 V | State Street Global Advisors Trust CO | Common/collective trust | $85.9M |
| SS Trgt RET 2055 V | State Street Global Advisors Trust CO | Common/collective trust | $69.8M |
| SS Trgt RET 2025 V | State Street Global Advisors Trust CO | Common/collective trust | $62.8M |
| SS Trgt RET 2020 V | State Street Global Advisors Trust CO | Common/collective trust | $43.6M |
| SS US Bond Indx XIV | State Street Global Advisors Trust CO | Common/collective trust | $34.4M |
| SS Trgt RET 2060 V | State Street Global Advisors Trust CO | Common/collective trust | $31.3M |
| SS Gaceq Exus IDX II | State Street Global Advisors Trust CO | Common/collective trust | $14.0M |
| SS Trgt RET INC V | State Street Global Advisors Trust CO | Common/collective trust | $12.8M |
| SS Trgt RET 2065 V | State Street Global Advisors Trust CO | Common/collective trust | $10.4M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $883.7M | 31.2% |
| Common/collective trusts | $1.3B | 44.5% |
| Insurance co. general account | $125.7M | 4.4% |
| Employer securities (company stock) | $336.9M | 11.9% |
| Common stock (direct) | $156.2M | 5.5% |
| Participant loans | $22.0M | 0.8% |
Fees paid from plan assets
| Contract administrator fees | $3,900 |
| Investment advisory & management fees | $165,691 |
| Other administrative fees | $0 |
| Total administrative expenses | $684,488 |
Reported administrative expenses were about 0.025% of average plan assets, or about $62 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 20250924175635NAL0009551683001. EIN 942634797.
FAQ
What are the best low-cost funds in the LAM Research Corporation 401(k)?
Based on public filings, index options include State Street S&P 500 Index Securities Lending Series Fund (Class II) (US stocks), State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund (Class II) (international stocks) and State Street U.S. Bond Index Securities Lending Series Fund (Class XIV) (bonds). Confirm them against your current plan menu and fee disclosure.
Can I build a three-fund portfolio in the LAM Research 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 LAM Research Corporation 401(k) plan?
The plan reported about $2.8B in net assets and 11,061 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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