Relx Inc. 401(k): best low-cost funds
Relx Inc. US Salary Investment Plan · Plan #005 · NEW York, NY
Suggested simple Boglehead mix
The public data doesn't show enough index funds from this plan to suggest a full mix. A typical Boglehead approach: look in your menu for a US total market or S&P 500 index fund, an international index fund, and a US bond index fund, all with expense ratios under about 0.10%. Or use one low-cost target-date index fund. How the 3-fund portfolio works.
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 Index Fund M index | Blackrock Institutional Trust Company, N. A. | Common/collective trust | $830.2M |
| T Rowe Price Blue Chip Growth Trust | T. Rowe Price Trust Company | Common/collective trust | $497.2M |
| Blackrock Msci Acwi IMI Index Fund index | Blackrock Institutional Trust Company, N. A. | Common/collective trust | $272.4M |
| Vanguard Target RET Trust Plus 2035 | Vanguard Fiduciary Trust Company | Common/collective trust | $215.9M |
| Blackrock US Debt Index M index | Blackrock Institutional Trust Company, N. A. | Common/collective trust | $209.1M |
| Vanguard Target RET Trust Plus 2030 | Vanguard Fiduciary Trust Company | Common/collective trust | $199.6M |
| Russell 2000 Index Fund M index | Blackrock Institutional Trust Company, N. A. | Common/collective trust | $194.5M |
| Vanguard Target RET Trust Plus 2040 | Vanguard Fiduciary Trust Company | Common/collective trust | $193.6M |
| Vanguard Target RET Trust Plus 2045 | Vanguard Fiduciary Trust Company | Common/collective trust | $177.9M |
| T. Rowe Price Stable Value Common C | T. Rowe Price Trust Company | Common/collective trust | $136.7M |
| Vanguard Target RET Trust Plus 2025 | Vanguard Fiduciary Trust Company | Common/collective trust | $126.5M |
| Vanguard Target RET Trust Plus 2050 | Vanguard Fiduciary Trust Company | Common/collective trust | $123.4M |
| Boston Trust Walden Small CAP CIT | Boston Trust Walden Company | Common/collective trust | $105.7M |
| Mhtc CIT - MFS International Equity | MFS Heritage Trust Company | Common/collective trust | $87.1M |
| Vanguard Target RET Trust Plus 2055 | Vanguard Fiduciary Trust Company | Common/collective trust | $67.2M |
| Blackrock Total Return Bond Fund T | Blackrock Institutional Trust Company, N. A. | Common/collective trust | $53.1M |
| Vanguard Target RET Trust Plus 2020 | Vanguard Fiduciary Trust Company | Common/collective trust | $45.7M |
| Vanguard Target RET Trust Plus 2060 | Vanguard Fiduciary Trust Company | Common/collective trust | $27.8M |
| Vanguard Target RET Trust Plus INC | Vanguard Fiduciary Trust Company | Common/collective trust | $23.7M |
| Templeton International Smaller CO | Fiduciary Trust International Of The South | Common/collective trust | $12.5M |
| Vanguard Target RET Trust Plus 2065 | Vanguard Fiduciary Trust Company | Common/collective trust | $10.4M |
| Vanguard Target Retire INC & GRW TR | Vanguard Fiduciary Trust Company | Common/collective trust | $3.2M |
| Vanguard Target RET Trust Plus 2070 | Vanguard Fiduciary Trust Company | Common/collective trust | $2.8M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $360.2M | 8.7% |
| Common/collective trusts | $3.6B | 87.1% |
| Participant loans | $31.5M | 0.8% |
| Other investments | $135.3M | 3.3% |
Fees paid from plan assets
| Contract administrator fees | $0 |
| Investment advisory & management fees | $1.2M |
| Other administrative fees | $4,300 |
| Total administrative expenses | $1.8M |
Reported administrative expenses were about 0.046% of average plan assets, or about $94 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 20250702090920NAL0013431489001. EIN 521471842.
FAQ
What are the best low-cost funds in the Relx Inc. 401(k)?
The free public data doesn't list enough of the Relx Inc. plan's index funds to say. Look in your plan's fee disclosure (404a-5 notice) for a US stock index fund, an international index fund and a bond index fund with low expense ratios.
Can I build a three-fund portfolio in the Relx Inc. 401(k)?
Possibly. Many large plans offer the three building blocks, but the public data for this plan doesn't confirm it. A low-cost target-date index fund is a common one-fund alternative.
How big is the Relx Inc. 401(k) plan?
The plan reported about $4.2B in net assets and 19,122 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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