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Badger Meter 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Fidelity Freedom 2030 Fund is the largest fund in the Badger Meter plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Badger Meter 401(k) match and balances, from the filing
- Company money in
- about $6,760 per active participant
- $6m in plan year 2024
- Employees saved
- about $9,240 each
- $8m in plan year 2024
- Average balance
- $184,300
- 1,182 people with a balance
- In the plan
- $218m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 916 active participants, including anyone who did not contribute. The filing reports dollars, not the match formula; the plan’s summary plan description states the formula.
SourceThe plan’s annual report to the Department of Labor — Form 5500, Schedule H, plan year 2024 · filed by BADGER METER, INC. as “BADGER METER EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN” · EIN 390143280, plan number 009 · search the filings
These are the funds in the Badger Meter retirement plan whose voting records we can trace, taken from the plan’s own annual filing. The figures show what each one did with shareholder proposals.
SourceThe fund menu is the list of investments in Badger Meter’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Fidelity Freedom 2030 Fund listed as “Fidelity Freedom 2030” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Freedom 2040 Fund listed as “Fidelity Freedom 2040” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Vanguard Institutional Index Fund listed as “Vanguard Institutional Index Fund” | 0 of 66 | 0 of 20 | 0 of 6 | 97.8% |
| JPMorgan Large Cap Growth Fund listed as “JPMorgan Large Cap Growth R6” | — | — | — | 97% |
| Fidelity Freedom 2050 Fund listed as “Fidelity Freedom 2050” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Freedom 2020 Fund listed as “Fidelity Freedom 2020” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Dodge & Cox Stock Fund listed as “Dodge & Cox Stock Fund” | 0 of 15 | 0 of 5 | 0 of 1 | 95.1% |
| Vanguard Morningstar Small-Cap Value Index Fund listed as “Vanguard Small-Cap Value INS” | 0 of 14 | 0 of 2 | 0 of 3 | 97.8% |
| MFS Mid Cap Growth Fund listed as “MFS Mid Cap Growth Fund R6” | 1 of 3 | — | — | 88.8% |
| Vanguard Developed Markets Index Fund listed as “Vanguard Developed Markets Index Fund” | 0 of 95 | 0 of 10 | 0 of 4 | 85.2% |
| Fidelity Freedom 2035 Fund listed as “Fidelity Freedom 2035” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Vanguard Explorer Fund listed as “Vanguard Explorer Fund” | 2 of 5 | — | 0 of 2 | 94.3% |
| Vanguard Morningstar Mid-Cap Value Index Fund listed as “Vanguard Mid-Cap Value Index Fund” | 0 of 12 | 0 of 3 | — | 98.6% |
| Vanguard International Growth Fund listed as “Vanguard International Growth Fund” | 0 of 6 | 0 of 3 | — | 91.4% |
| Fidelity Freedom 2045 Fund listed as “Fidelity Freedom 2045” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Advisor Freedom 2060 Fund listed as “Fidelity Freedom 2060” · record folded from the funds it holds | 33 of 343 | 5 of 98 | 5 of 17 | 95.5% |
| Fidelity Advisor Freedom 2055 Fund listed as “Fidelity Freedom 2055” · record folded from the funds it holds | 33 of 343 | 5 of 98 | 5 of 17 | 95.5% |
| Vanguard Morningstar Mid-Cap Index Fund listed as “Vanguard Mid-Cap Index Fund” | 0 of 13 | 0 of 3 | 0 of 2 | 97.6% |
| Fidelity Freedom 2025 Fund listed as “Fidelity Freedom 2025” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Freedom 2010 Fund listed as “Fidelity Freedom 2010” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Vanguard FTSE Social Index Fund listed as “Vanguard FTSE Social Index Fund” | 0 of 53 | 0 of 12 | 0 of 5 | 95.8% |
| Vanguard Morningstar Small-Cap Index Fund listed as “Vanguard Small-Cap Index” | 0 of 17 | 0 of 2 | 0 of 3 | 96.6% |
| Vanguard Emerging Markets Stock Index Fund listed as “Vanguard Emerging Markets Index Fund” | — | — | — | 41.7% |
| Fidelity Freedom 2015 Fund listed as “Fidelity Freedom 2015” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Advisor Freedom 2065 Fund listed as “Fidelity Freedom 2065” · record folded from the funds it holds | 33 of 343 | 5 of 98 | 5 of 17 | 95.5% |
| Fidelity Freedom Retirement Fund listed as “Fidelity Freedom Income” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
What this means for you
Most people are in whichever fund their plan made the default, and never look again. The figures above are the part nobody shows you when you pick: not the fee, not last year's return, but what the fund did with the shares your savings paid for.
Vote the full deck for this plan’s fund →
Other employer plans
The largest employer plans on the site, and a few more. Each page shows what the plan’s funds did with the shares its savers paid for.