Board Of Trustees Of The Teamsters - UPS 401k National Savings Plan 401(k): best low-cost funds
The Teamster - UPS National 401(k) TAX Deferred Savings Plan · Plan #003 · Atlanta, GA
Suggested simple Boglehead mix
- US stocks (~60%): Equity Index Fund F
- International stocks (~20-30%): Eafe Equity Index Fund F
- Bonds (~10-20%): Bond Market Index Fund
Example built from fund names in the filing. Confirm these are on your current menu and check their 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 |
|---|---|---|---|
| Equity Index Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $7.7B |
| MID Capitalization Equity Index FUN index | Blackrock Institutional Trust Company | Common/collective trust | $1.8B |
| Russell 2000 Index Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $1.2B |
| U.s. Debt Index Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $899.1M |
| Lifepath Index Retirement Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $824.3M |
| Lifepath Index 2035 Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $733.6M |
| Lifepath Index 2045 Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $610.8M |
| Lifepath Index 2050 Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $556.0M |
| Eafe Equity Index Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $493.0M |
| Lifepath Index 2040 Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $426.9M |
| Lifepath Index 2055 Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $401.7M |
| Government Short Term Investment FU | Blackrock Institutional Trust Company | Common/collective trust | $388.0M |
| Lifepath Index 2030 Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $330.3M |
| Ftse Nareit ALL Equity Reits Index index | Blackrock Institutional Trust Company | Common/collective trust | $214.1M |
| Lifepath Index 2060 Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $188.9M |
| Government Short Term Investment FD | The Bank Of NEW York Mellon | Common/collective trust | $66.0M |
| Lifepath Index 2065 Fund F index | Blackrock Institutional Trust Company | Common/collective trust | $18.7M |
| Bright Horizon 2065 Fund | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| Bond Market Index Fund index | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| Government Short Term Investment FD | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| Russell 2000 Index Fund index | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| Balanced Fund | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| International Index Fund index | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| S&P 400 Mid-cap Index Fund index | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| Reit Index Fund index | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| Bright Horizon Income Fund | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| Bright Horizon 2015 Fund | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| Bright Horizon 2030 Fund | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| Bright Horizon 2040 Fund | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| Bright Horizon 2045 Fund | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| Bright Horizon 2050 Fund | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| S&P 500 Equity Index Fund index | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| Bright Horizon 2060 Fund | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| Bright Horizon 2025 Fund | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| Bright Horizon 2035 Fund | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| Bright Horizon 2055 Fund | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
| Bright Horizon 2020 Fund | Prudential Retirement Insurance Annuity Company | Pooled separate account | $0 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Common/collective trusts | $16.8B | 87.1% |
| Participant loans | $102.4M | 0.5% |
| Other investments | $2.4B | 12.3% |
Fees paid from plan assets
| Investment advisory & management fees | $3.0M |
| Other administrative fees | $38,639 |
| Total administrative expenses | $8.5M |
Reported administrative expenses were about 0.047% of average plan assets, or about $39 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 20251015191430NAL0011172194004. EIN 951732075.
FAQ
What are the best low-cost funds in the Board Of Trustees Of The Teamsters - UPS 401k National Savings Plan 401(k)?
Based on public filings, index options include Equity Index Fund F (US stocks), Eafe Equity Index Fund F (international stocks) and Bond Market Index Fund (bonds). Confirm them against your current plan menu and fee disclosure.
Can I build a three-fund portfolio in the Board Of Trustees Of The Teamsters - UPS 401k National Savings Plan 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 Board Of Trustees Of The Teamsters - UPS 401k National Savings Plan 401(k) plan?
The plan reported about $19.3B in net assets and 219,009 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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