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BGC Group 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Vanguard Institutional Index Fund is the largest fund in the BGC Group 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 BGC Group 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 BGC Group’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard Institutional Index Fund listed as “Vanguard Institutional Index Fund Institutional Shares” | 0 of 66 | 0 of 20 | 0 of 6 | 97.8% |
| Fidelity Contrafund listed as “Fidelity Contrafund” | 5 of 45 | 2 of 19 | 1 of 1 | 96% |
| iShares Core MSCI EAFE ETF listed as “iShares Core MSCI Total Institutional Stock ETF” | 6 of 58 | 0 of 2 | — | 84% |
| Dodge & Cox Stock Fund listed as “Dodge & Cox Stock Fund” | 0 of 15 | 0 of 5 | 0 of 1 | 95.1% |
| Vanguard Morningstar Mid-Cap Index Fund listed as “Vanguard Mid-Cap Index Fund Admiral Shares” | 0 of 13 | 0 of 3 | 0 of 2 | 97.6% |
| Vanguard Health Care Fund listed as “Vanguard Health Care Fund Admiral Shares” | 0 of 2 | — | — | 96.6% |
| ClearBridge International Growth Fund listed as “ClearBridge International Growth IS” | 0 of 3 | 0 of 1 | — | 97.2% |
| Federated Hermes MDT Large Cap Growth Fund listed as “Federated Hermes MDT Large Cap Growth” | 0 of 18 | 0 of 10 | 0 of 3 | 88.3% |
| Vanguard Morningstar Mega Cap Index Fund listed as “Vanguard Mega Cap ETF” | 0 of 49 | 0 of 18 | 0 of 3 | 95.7% |
| Driehaus Small Cap Growth Fund listed as “Driehaus Small Cap Growth Institutional” | — | — | — | 89.5% |
| Fidelity Advisor Capital & Income Fund listed as “Fidelity Capital & Income Fund” | 2 of 8 | 0 of 5 | — | 92.9% |
| Touchstone Small Cap Value Fund listed as “Touchstone Small Cap Value Institutional” | — | — | — | 100% |
| Baron Emerging Markets Fund listed as “Baron Emerging Markets Fund Institutional Class” | — | — | — | 25% |
| Fidelity Low-Priced Stock Fund listed as “Fidelity Low-Priced Stock Fund” | 1 of 21 | 0 of 3 | 0 of 2 | 91.6% |
| Causeway International Small Cap Fund listed as “Causeway International Small Cap” | 0 of 17 | — | 0 of 1 | 82.9% |
| Allspring Special Mid Cap Value Fund listed as “Allspring Special Mid Cap Value Fund Class Inst” | — | — | — | 95.9% |
| iShares North American Natural Resources ETF listed as “iShares North American Natural Resources ETF” | 0 of 1 | 0 of 2 | — | 97.9% |
| T. Rowe Price International Stock Portfolio listed as “T. Rowe Price International Stock Fund I” | 0 of 1 | — | — | 100% |
| iShares Core U.S. REIT ETF listed as “iShares Core US REIT ETF” | 0 of 1 | — | — | 94.8% |
| Nuveen Real Estate Securities Fund listed as “Nuveen Real Estate Income Fund Class I” | 0 of 2 | — | — | 94.4% |
| MFS Global High Yield Fund listed as “Brandywine Global High Yield Fund Class I” | — | — | — | — |
| Driehaus Event Driven Fund listed as “Driehaus Event Driven Fund” | — | — | — | — |
| iShares Russell 2000 ETF listed as “iShares Russell 2000 ETF” | 0 of 2 | 0 of 2 | 0 of 2 | 93.9% |
| AQR Diversifying Strategies Fund listed as “AQR Diversifying Strategies R6” · record folded from the funds it holds | 12 of 261 | 12 of 55 | 0 of 21 | 88% |
| RiverPark Strategic Income Fund listed as “Riverpark Strategic Income Fund Institutional Class” | — | — | — | 100% |
| JPMorgan Equity Premium Income ETF listed as “JPMorgan Equity Premium Income ETF” | — | — | — | 91.4% |
| iShares Core Dividend Growth ETF listed as “iShares Core Dividend Growth ETF” | 0 of 37 | 0 of 7 | 0 of 4 | 98.1% |
| JPMorgan Strategic Income Opportunities Fund listed as “JPMorgan Strategic Income Opportunities Fund R5” | — | — | — | 50% |
| BNY Mellon Natural Resources Fund listed as “BNY Mellon Natural Resources Fund Class I” | 0 of 3 | — | — | 92.1% |
| iShares Core High Dividend ETF listed as “iShares Core High Dividend ETF” | 0 of 18 | 0 of 3 | 0 of 1 | 98.3% |
| PIMCO Total Return Fund listed as “PIMCO Total Return Instl” | — | — | — | 100% |
| Palm Valley Capital Fund listed as “Palm Valley Capital Fund Investor Class” | — | — | — | 92.3% |
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.