Hewlett Packard Enterprise 401(k): best low-cost funds
Hewlett Packard Enterprise 401(k)plan · Plan #001 · Spring, TX
Suggested simple Boglehead mix
- US stocks (~60%): Russell 1000 Index Fd Cl F
- International stocks (~20-30%): ACWI EX-US Index Fund
- Bonds (~10-20%): US Debt Index Fund
Fund names from the plan's public SEC Form 11-K filed 2025-06-17 (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.
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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 FD Class F index | Blackrock Institutional Trust Company N.A | Common/collective trust | $3.0B |
| Birth Date Fund 1965 CIT Share Clas | Mercer Trust Company | Common/collective trust | $583.9M |
| Birth Date Fund 1970 CIT Share Clas | Mercer Trust Company | Common/collective trust | $478.1M |
| Russell 2500 Index Fund index | Blackrock Institutional Trust Company N.A | Common/collective trust | $476.2M |
| Birth Date Fund 1960 CIT Share Clas | Mercer Trust Company | Common/collective trust | $455.6M |
| Birth Date Fund 1975 CIT Share Clas | Mercer Trust Company | Common/collective trust | $343.5M |
| Birth Date Fund 1980 CIT Share Clas | Mercer Trust Company | Common/collective trust | $261.7M |
| Non-us Equity Fund | Mercer Trust Company | Common/collective trust | $261.1M |
| Birth Date Fund 1990 CIT Share Clas | Mercer Trust Company | Common/collective trust | $248.8M |
| Birth Date Fund 1950 CIT Share Clas | Mercer Trust Company | Common/collective trust | $210.4M |
| Birth Date Fund 1985 CIT Share Clas | Mercer Trust Company | Common/collective trust | $202.5M |
| US Core Plus Fixed Income Fund | Mercer Trust Company | Common/collective trust | $174.1M |
| Msci Acwi Ex-us Index Fund index | Blackrock Institutional Trust Company N.A | Common/collective trust | $172.5M |
| Invesco Short Term Bond Fond | Invesco Trust Company | Common/collective trust | $171.9M |
| US Debt Index index | Blackrock Institutional Trust Company N.A | Common/collective trust | $169.5M |
| Conservative Portfolio Fund | Mercer Trust Company | Common/collective trust | $143.5M |
| Birth Date Fund 1955 CIT Share Clas | Mercer Trust Company | Common/collective trust | $136.7M |
| Diversified Real Asset Fund | Mercer Trust Company | Common/collective trust | $94.6M |
| Victory Integrity Small-mid CAP VAL | Global Trust Company | Common/collective trust | $60.9M |
| William Blair Small Mid-cap Growth | Global Trust Company | Common/collective trust | $47.7M |
| Jennison Intermediate Fund | Invesco Trust Company | Common/collective trust | $38.2M |
| Invesco Intermediate Fund | Invesco Trust Company | Common/collective trust | $38.2M |
| Frontier Small CAP Growth CIT | Comerica Bank & Trust N.a. | Common/collective trust | $32.9M |
| Loomis Sayles Intermediate Fund | Invesco Trust Company | Common/collective trust | $19.1M |
| Pimco Intermediate Fund | Invesco Trust Company | Common/collective trust | $19.0M |
| Loomis Sayles Core Fixed Income | Invesco Trust Company | Common/collective trust | $19.0M |
| Invesco Core Fixed Income | Invesco Trust Company | Common/collective trust | $19.0M |
| Pimco Core Fixed Income Fund | Invesco Trust Company | Common/collective trust | $18.9M |
| Dodge & COX Core Fixed Income | Invesco Trust Company | Common/collective trust | $18.9M |
| State Street Russell Small/mid Cap( index | State Street Global Advisors Trust Company | Common/collective trust | $9.8M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Common/collective trusts | $8.0B | 90.6% |
| Employer securities (company stock) | $77.7M | 0.9% |
| Common stock (direct) | $32.5M | 0.4% |
| Participant loans | $42.2M | 0.5% |
| Other investments | $636.9M | 7.2% |
Fees paid from plan assets
| Other administrative fees | $49,744 |
| Total administrative expenses | $1.7M |
Reported administrative expenses were about 0.020% of average plan assets, or about $59 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 20251003151805NAL0002555040001. EIN 473298624.
FAQ
What are the best low-cost funds in the Hewlett Packard Enterprise 401(k)?
Based on public filings, index options include Russell 1000 Index Fd Cl F (US stocks), ACWI EX-US Index Fund (international stocks) and US Debt Index Fund (bonds). Confirm them against your current plan menu and fee disclosure.
Can I build a three-fund portfolio in the Hewlett Packard Enterprise 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 Hewlett Packard Enterprise 401(k) plan?
The plan reported about $8.8B in net assets and 28,128 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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