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BankFinancial 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Polen Growth Fund is the largest fund in the BankFinancial 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 BankFinancial 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 BankFinancial’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Polen Growth Fund listed as “Polen Growth Fund Inst” | 2 of 11 | 1 of 3 | — | 89.5% |
| Diamond Hill Large Cap Fund listed as “Diamond Hill Large Cap Con Y” | 0 of 13 | 0 of 1 | 0 of 1 | 89.2% |
| Virtus KAR Mid-Cap Growth Fund listed as “Virtus KAR Mid Cap Growth R6” | — | — | — | 96.2% |
| Small Cap Index Trust listed as “Vangrd Small-Cap Index Fund Adm” | 0 of 2 | 1 of 2 | 1 of 2 | 86.2% |
| Mid Cap Index Trust listed as “Vangrd Mid-Cap Index Fund Adm” | 3 of 10 | 0 of 1 | 1 of 2 | 94% |
| Dodge & Cox International Stock Fund listed as “Dodge & Cox Intl Stock Fund I” | 0 of 7 | 0 of 1 | 0 of 1 | 95.9% |
| Virtus KAR International Small-Mid Cap Fund listed as “Virtus KAR Intl SmMd Cp R6” | — | — | — | 94.7% |
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.