TE Connectivity Corporation 401(k): best low-cost funds
TE Connectivity Retirement Savings And Investment Plan · Plan #008 · Berwyn, PA
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 |
|---|---|---|---|
| Fidelity Growth Company Commingled | Fidelity Management Trust Company | Common/collective trust | $860.6M |
| Spartan 500 Index Pool index | Geode Capital Management Trust CO LLC | Common/collective trust | $471.7M |
| The Vanguard Target Retire 2030 TRU | Vanguard Fiduciary Trust Company | Common/collective trust | $325.8M |
| The Vanguard Target Retire 2040 TRU | Vanguard Fiduciary Trust Company | Common/collective trust | $176.1M |
| The Vanguard Target Retire 2020 TRU | Vanguard Fiduciary Trust Company | Common/collective trust | $138.4M |
| The Vanguard Target Retire 2050 TRU | Vanguard Fiduciary Trust Company | Common/collective trust | $95.4M |
| Wtc-cif II Mdcap Opportunities S3 | Wellington Trust Company NA | Common/collective trust | $65.7M |
| The Vanguard Target Retire INC Trus | Vanguard Fiduciary Trust Company | Common/collective trust | $64.9M |
| The Vanguard Target Retire 2035 TRU | Vanguard Fiduciary Trust Company | Common/collective trust | $57.2M |
| The Vanguard Target Retire 2025 TRU | Vanguard Fiduciary Trust Company | Common/collective trust | $49.9M |
| The Vanguard Target Retire 2045 TRU | Vanguard Fiduciary Trust Company | Common/collective trust | $41.6M |
| Blackrock MID Capitalization EQ IDX | Blackrock Institutional Trust Company, N.a. | Common/collective trust | $32.9M |
| The Vanguard Target Retire 2055 TRU | Vanguard Fiduciary Trust Company | Common/collective trust | $26.0M |
| The Vanguard Target Retire 2060 TRU | Vanguard Fiduciary Trust Company | Common/collective trust | $23.6M |
| NT R2000 Index Fund DC NL 3 index | Northern Trust Investments, Inc. | Common/collective trust | $17.3M |
| The Vanguard Target Retire 2065 TRU | Vanguard Fiduciary Trust Company | Common/collective trust | $10.1M |
| The Vanguard Target Retire 2070 TRU | Vanguard Fiduciary Trust Company | Common/collective trust | $1.6M |
| Vanguard Retire Income&growth | Vanguard Fiduciary Trust Company | Common/collective trust | $1.3M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $591.9M | 19.2% |
| Common/collective trusts | $2.5B | 79.9% |
| Participant loans | $25.9M | 0.8% |
| Other investments | $775,345 | 0.0% |
Fees paid from plan assets
| Contract administrator fees | $0 |
| Investment advisory & management fees | $276,774 |
| Other administrative fees | $9,001 |
| Total administrative expenses | $1.7M |
Reported administrative expenses were about 0.059% of average plan assets, or about $116 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 20251009165106NAL0006921921001. EIN 230332575.
FAQ
What are the best low-cost funds in the TE Connectivity Corporation 401(k)?
The free public data doesn't list enough of the TE Connectivity Corporation 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 TE Connectivity Corporation 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 TE Connectivity Corporation 401(k) plan?
The plan reported about $3.1B in net assets and 15,021 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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