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Buckle 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Harbor Capital Appreciation Fund is the largest fund in the Buckle plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Buckle 401(k) match and balances, from the filing
- Company money in
- about $1,010 per active participant
- $3m in plan year 2024
- Employees saved
- about $3,190 each
- $9m in plan year 2024
- Average balance
- $58,800
- 3,422 people with a balance
- In the plan
- $201m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 2,783 active participants, including anyone who did not contribute. The filing reports dollars, not the match formula; the plan’s summary plan description states the formula.
SourceThe plan’s annual report to the Department of Labor — Form 5500, Schedule H, plan year 2024 · filed by THE BUCKLE, INC. as “BUCKLE 401(K) PLAN” · EIN 470366193, plan number 001 · search the filings
These are the funds in the Buckle 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 Buckle’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Harbor Capital Appreciation Fund listed as “Harbor Capital Appreciation Fund” | 2 of 18 | 1 of 11 | — | 78.1% |
| John Hancock Disciplined Value Fund listed as “John Hancock Disciplined Value Fund” | 0 of 21 | 0 of 2 | 0 of 1 | 84.1% |
| JPMorgan Mid Cap Value Fund listed as “JP Morgan Mid Cap Value Fund” | — | — | — | 90.9% |
| Thrivent Mid Cap Growth Fund listed as “Mass Mutual Mid Cap Growth Fund” | 0 of 2 | 0 of 2 | 0 of 1 | 90.6% |
| MFS New Discovery Value Fund listed as “MFS New Discovery Value Fund” | 0 of 1 | — | — | 99% |
| Small Cap Growth Fund listed as “Principal Small Cap Growth Fund” | — | — | — | 57.9% |
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.