Paramount Global 401(k): best low-cost funds
Paramount Global 401(k) Plan (fka Viacomcbs 401(k) Plan) · Plan #002 · NEW York, NY
Suggested simple Boglehead mix
- US stocks (~60%): BlackRock S&P 500 Index Fund
- International stocks (~20-30%): Vanguard Institutional Total International Stock Market Index Trust
- Bonds (~10-20%): BlackRock - US Bond Index Fund
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 |
|---|---|---|---|
| BTC Equity Index Fund CL F index | Blackrock Inst. Trust Company, N.a. | Common/collective trust | $1.5B |
| BTC Lpath IDX 2050 N | Blackrock Inst. Trust Company, N. A | Common/collective trust | $337.9M |
| BTC Extended Market Fund F index | Blackrock Inst. Trust Company, N.a. | Common/collective trust | $329.3M |
| BTC Lpath IDX 2045 N | Blackrock Inst. Trust Company, N. A | Common/collective trust | $325.4M |
| BTC US Debt Index Fund CL F index | Blackrock Inst. Trust Company, N.a. | Common/collective trust | $322.5M |
| BTC Lpath IDX 2040 N | Blackrock Inst. Trust Company, N. A | Common/collective trust | $322.2M |
| VG IS TL Intl STK MK | Vanguard Fiduciary Trust Company | Common/collective trust | $316.9M |
| BTC Lpath IDX 2035 N | Blackrock Inst. Trust Company, N. A | Common/collective trust | $222.9M |
| BTC Lpath IDX RET N | Blackrock Inst. Trust Company, N. A | Common/collective trust | $215.0M |
| BTC Lpath IDX 2055 N | Blackrock Inst. Trust Company, N. A | Common/collective trust | $213.8M |
| BTC Lpath IDX 2030 N | Blackrock Inst. Trust Company, N. A | Common/collective trust | $151.3M |
| BTC Lpath IDX 2060 N | Blackrock Inst. Trust Company, N. A | Common/collective trust | $106.0M |
| Wasatch Core Growth | SEI Trust Company | Common/collective trust | $54.8M |
| CRM Sm/mid CAP VAL S | Great Gray Trust Company | Common/collective trust | $34.6M |
| Pzena Intl EXP VAL | Northern Trust Company | Common/collective trust | $29.7M |
| Mawer Intl EQ CIT | Global Trust Company | Common/collective trust | $29.5M |
| Invesco Intl Growth Trust I | Invesco Trust Company | Common/collective trust | $29.4M |
| GQG Partners International Equity | Reliance Trust Company | Common/collective trust | $29.2M |
| BTC Lpath IDX 2065 N | Blackrock Inst. Trust Company, N. A | Common/collective trust | $19.8M |
| BTC Lpath IDX 2025 N | Blackrock Inst. Trust Company, N. A | Common/collective trust | $0 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $166.7M | 2.6% |
| Common/collective trusts | $4.6B | 72.6% |
| Insurance co. general account | $679.8M | 10.7% |
| Employer securities (company stock) | $51.4M | 0.8% |
| Common stock (direct) | $715.4M | 11.3% |
| Participant loans | $35.9M | 0.6% |
| Other investments | $185 | 0.0% |
Fees paid from plan assets
| Contract administrator fees | $0 |
| Investment advisory & management fees | $5.8M |
| Other administrative fees | $876,222 |
| Total administrative expenses | $7.3M |
Reported administrative expenses were about 0.117% of average plan assets, or about $231 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 20251015153202NAL0005291153001. EIN 042949533.
FAQ
What are the best low-cost funds in the Paramount Global 401(k)?
Based on public filings, index options include BlackRock S&P 500 Index Fund (US stocks), Vanguard Institutional Total International Stock Market Index Trust (international stocks) and BlackRock - US Bond Index Fund (bonds). Confirm them against your current plan menu and fee disclosure.
Can I build a three-fund portfolio in the Paramount Global 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 Paramount Global 401(k) plan?
The plan reported about $6.4B in net assets and 31,614 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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