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Berkley W R 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Vanguard Equity Income Fund is the largest fund in the Berkley W R 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 Berkley W R 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 Berkley W R’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard Equity Income Fund listed as “Vanguard Equity-Income Fund Admiral Shares” | 0 of 33 | 0 of 5 | 0 of 2 | 98.2% |
| Fidelity Small Cap Growth K6 Fund listed as “Fidelity Small Cap Growth K6 Fund” | — | — | — | 91.7% |
| T. Rowe Price Small-Cap Value Fund, Inc. listed as “T. Rowe Price Small-Cap Value Fund I Class” | 0 of 1 | — | — | 91% |
| JPMorgan Mid Cap Value Fund listed as “JPMorgan Mid Cap Value Fund Class L” | — | — | — | 90.9% |
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.