Nike, Inc. 401(k): best low-cost funds
401(k) Savings And Profit Sharing Plan For Employees Of Nike, Inc. · Plan #001 · Beaverton, OR
Suggested simple Boglehead mix
- US stocks (~60%): MFO Equity Index Fund F
- International stocks (~20-30%): MFO BlackRock MSCI ACWI ex-US IMI Index Fund F
- Bonds (~10-20%): MFO BlackRock US Debt Index F
Fund names from the plan's public SEC Form 11-K filed 2025-11-21 (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 |
|---|---|---|---|
| Blackrock Lifepath Index 2035 FD F index | Blackrock Institutional Trust CO | Common/collective trust | $713.8M |
| Blackrock Lifepath Index 2045 FD F index | Blackrock Institutional Trust CO | Common/collective trust | $675.8M |
| Blackrock Lifepath Index 2040 FD F index | Blackrock Institutional Trust CO | Common/collective trust | $670.5M |
| Blackrock Lifepath Index 2050 FD F index | Blackrock Institutional Trust CO | Common/collective trust | $611.8M |
| Equity Index Fund F index | Blackrock Institutional Trust CO | Common/collective trust | $522.8M |
| Blackrock Lifepath Index 2030 FD F index | Blackrock Institutional Trust CO | Common/collective trust | $476.1M |
| Blackrock Lifepath Index 2055 FD F index | Blackrock Institutional Trust CO | Common/collective trust | $378.4M |
| Blackrock Lifepath Index Retrmnt F index | Blackrock Institutional Trust CO | Common/collective trust | $315.6M |
| Morley Stable Value Fund | Principal Global Investors Trust Company | Common/collective trust | $193.1M |
| Extended Equity Market Fund F | Blackrock Institutional Trust CO | Common/collective trust | $154.7M |
| Blackrock Lifepath Index 2060 FD F index | Blackrock Institutional Trust CO | Common/collective trust | $135.0M |
| Blackrock Msci Acwi Exus IMI IDX F index | Blackrock Institutional Trust CO | Common/collective trust | $133.2M |
| US Debt Index F index | Blackrock Institutional Trust CO | Common/collective trust | $79.3M |
| Blackrock Lifepath Index 2065 FD F index | Blackrock Institutional Trust CO | Common/collective trust | $65.4M |
| NT Collective GOV Short Term | Northern Trust Global Investments, INC | Common/collective trust | $15.3M |
| Blackrock Lifepath Index 2070 FD F index | Blackrock Institutional Trust CO | Common/collective trust | $695,955 |
| Blackrock Lifepath Index 2025 FD F index | Blackrock Institutional Trust CO | Common/collective trust | $0 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $329.4M | 5.6% |
| Common/collective trusts | $5.1B | 87.2% |
| Employer securities (company stock) | $353.5M | 6.0% |
| Participant loans | $62.8M | 1.1% |
Fees paid from plan assets
| Investment advisory & management fees | $2.0M |
| Total administrative expenses | $2.1M |
Reported administrative expenses were about 0.036% of average plan assets, or about $58 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 20260311135023NAL0005400643001. EIN 930584541.
FAQ
What are the best low-cost funds in the Nike, Inc. 401(k)?
Based on public filings, index options include MFO Equity Index Fund F (US stocks), MFO BlackRock MSCI ACWI ex-US IMI Index Fund F (international stocks) and MFO BlackRock US Debt Index F (bonds). Confirm them against your current plan menu and fee disclosure.
Can I build a three-fund portfolio in the Nike, 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 Nike, Inc. 401(k) plan?
The plan reported about $5.9B in net assets and 36,366 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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