Dell Technologies will match contributions at 100% up to 6% of your eligible pay (max $7,500/year)
The IRS limits the total amount you can contribute each year to a 401(k) plan. Limit is $23,000 for 2024.
For those over 50 years old, you can make additional “catch-up” contributions to your 401(k) plan. Limit is $7,500 for 2024.
Individual Funds/Collective Trusts
Pre-Mixed Portfolios (PMP)
*Pre-Mixed Portfolios are “target date funds” designed for investors to choose one fund based upon their target retirement date. Investments grow more conservative as the target date approaches. PMPs are managed by Mercer Investment Management, Inc. These funds are a mixture of the funds in the Core Investment Option menu.
Dell employees invested in the following funds based on public filings as of 12/31/2021. (Does not include Separately Managed Accounts; PMPs are made up of other investment options).
| Investment | Value ($ millions) | % |
| SSGA S&P 500 NL SER A (CMM3) | $ 3,583 | 25% |
| SSGA RUSSELL SM/MD CAP (R) FD | $ 1,095 | 8% |
| SSGA GLOBAL ALL CAP EQUITY EX US | $ 737 | 5% |
| J. HANCOCK CORE PLUS FIXED INC | $ 678 | 5% |
| PRUDENTIAL CORE PLUS BOND CLASS 5 | $ 678 | 5% |
| BLACKROCK SHORT TERM INV FUND W | $ 621 | 8% |
| SSGA US BOND INDX NL SF CLA FD | $ 459 | 4% |
| ARROWSTR INTL EQ EAFE CIT CL M | $ 321 | 3% |
| GW&K SMALL/MID CAP CORE | $ 255 | 2% |
| COLLECTIVE LSV INTL FND TIER 7 | $ 247 | 2% |
| All other | 39% | |
| Total Assets (excluding participant loans) | $ 14,153 | 100% |
| Source: Form 5500 filed Aug 18, 2022 |
