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Bank First 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Blackrock Lifepath Index 2035 Fund is the largest fund in the Bank First plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
These are the funds in the Bank First 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 Bank First’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Blackrock Lifepath Index 2035 Fund listed as “Blackrock LifePath Index 2035” · record folded from the funds it holds | 6 of 83 | 0 of 6 | — | 85.8% |
| Blackrock Lifepath Index 2050 Fund listed as “Blackrock LifePath Index 2050” · record folded from the funds it holds | 6 of 77 | 0 of 6 | — | 85.3% |
| Blackrock Lifepath Index 2045 Fund listed as “Blackrock LifePath Index 2045” · record folded from the funds it holds | 6 of 83 | 0 of 6 | — | 85.8% |
| Blackrock Lifepath Index 2030 Fund listed as “Blackrock LifePath Index 2030” · record folded from the funds it holds | 6 of 83 | 0 of 6 | — | 85.8% |
| Blackrock Lifepath Index 2040 Fund listed as “Blackrock LifePath Index 2040” · record folded from the funds it holds | 6 of 83 | 0 of 6 | — | 85.8% |
| BlackRock LifePath Index 2060 Fund listed as “Blackrock LifePath Index 2060” · record folded from the funds it holds | 6 of 77 | 0 of 6 | — | 85.3% |
| Blackrock Lifepath Index 2055 Fund listed as “Blackrock LifePath Index 2055” · record folded from the funds it holds | 6 of 77 | 0 of 6 | — | 85.3% |
| Blackrock Lifepath Index Retirement Fund listed as “Blackrock LifePath Index Retirement” · record folded from the funds it holds | 6 of 83 | 0 of 6 | — | 85.8% |
| MFS Value Fund listed as “MFS Value” | 1 of 13 | 0 of 3 | — | 100% |
| BlackRock LifePath Index 2065 Fund listed as “Blackrock LifePath Index 2065” · record folded from the funds it holds | 6 of 77 | 0 of 6 | — | 85.3% |
| MFS Mid Cap Growth Fund listed as “MFS Mid Cap Growth” | 1 of 3 | — | — | 88.8% |
| Income Opportunities Fund listed as “JP Morgan Income” | — | — | — | — |
| MFS International Diversification Fund listed as “MFS International Diversification” · record folded from the funds it holds | 1 of 11 | 0 of 4 | — | 94.1% |
| Columbia Small Cap Growth Fund listed as “Columbia Small Cap Growth” | 0 of 1 | — | — | 76.5% |
| Pgim High Yield Fund listed as “PGIM High Yield” | — | — | — | — |
| Allspring Special Small Cap Value Fund listed as “Allspring Special Small Cap Value” | — | — | — | 95.1% |
| Cohen & Steers Institutional Realty Shares listed as “Cohen & Steers Instl Realty” | 0 of 1 | — | — | 88.6% |
| Columbia Small Cap Index Fund listed as “Columbia Small Cap Index” | 0 of 2 | 0 of 1 | 0 of 1 | 82% |
| Eaton Vance Emerging and Frontier Countries Equity Fund listed as “Eaton Vance Emerging and Frontier Countries” · record folded from the funds it holds | — | — | — | 50% |
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.