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Bank of Montreal 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? BNY Mellon Stock Index Fund, Inc. is the largest fund in the Bank of Montreal 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 of Montreal 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 of Montreal’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| BNY Mellon Stock Index Fund, Inc. listed as “BNYM Mellon NSL Stock Index Fund, Institutional Class” | 0 of 66 | 0 of 20 | 0 of 6 | 86% |
| Blackrock Lifepath Index Retirement Fund listed as “BlackRock LifePath Index Retirement Non-Lendable Fund H” · record folded from the funds it holds | 6 of 83 | 0 of 6 | — | 85.8% |
| Blackrock Lifepath Index 2045 Fund listed as “BlackRock LifePath Index 2045 Non-Lendable Fund H” · 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 Non-Lendable Fund H” · 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 Non-Lendable Fund H” · record folded from the funds it holds | 6 of 83 | 0 of 6 | — | 85.8% |
| Blackrock Lifepath Index 2035 Fund listed as “BlackRock LifePath Index 2035 Non-Lendable Fund H” · 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 Non-Lendable Fund H” · record folded from the funds it holds | 6 of 77 | 0 of 6 | — | 85.3% |
| Small Cap Stock Index Portfolio listed as “BNYM Mellon NSL Small Cap Stock Index Fund, Institutional Class” | 0 of 2 | 0 of 1 | 0 of 1 | 78.2% |
| Blackrock Lifepath Index 2055 Fund listed as “BlackRock LifePath Index 2055 Non-Lendable Fund H” · record folded from the funds it holds | 6 of 77 | 0 of 6 | — | 85.3% |
| BlackRock LifePath Index 2065 Fund listed as “BlackRock LifePath Index 2065 Non-Lendable Fund H” · record folded from the funds it holds | 6 of 77 | 0 of 6 | — | 85.3% |
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.