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Chemung Financial 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Vanguard 500 Index Fund is the largest fund in the Chemung Financial 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 Chemung Financial 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 Chemung Financial’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard 500 Index Fund listed as “Vanguard 500 Index Admiral Fund” | 0 of 66 | 0 of 20 | 0 of 6 | 98.1% |
| JPMorgan Large Cap Growth Fund listed as “JPMorgan Large Cap Growth Fund” | — | — | — | 97% |
| T. Rowe Price Growth Stock Fund, Inc. listed as “T. Rowe Price Growth Stock Fund” | 0 of 15 | 0 of 9 | — | 93.6% |
| Fidelity International Index Fund listed as “Fidelity International Index Fund” | 0 of 32 | 0 of 4 | 0 of 2 | 90.4% |
| Vanguard Extended Market Index Fund listed as “Vanguard Extended Market Index Admiral Fund” | 0 of 12 | 0 of 3 | 0 of 3 | 96.4% |
| Blackrock Equity Dividend Fund listed as “BlackRock Equity Dividend Institutional Fund” | 0 of 21 | 0 of 10 | — | 96.7% |
| Putnam Large Cap Value Fund listed as “Putnam Large Cap Value Fund” | 1 of 21 | 0 of 5 | 0 of 1 | 96.4% |
| Vanguard S&P Mid-Cap 400 Index Fund listed as “Vanguard S P Mid-Cap 400 Index Fund” | 0 of 10 | 0 of 1 | 0 of 2 | 98.2% |
| ClearBridge Small Cap Growth Fund listed as “Legg Mason ClearBridge Small Cap Growth I Fund” | 2 of 3 | — | — | 90% |
| Vanguard High-Yield Corporate Fund listed as “Vanguard High Yield Corp-Admiral Fund” | — | — | — | — |
| Vanguard International Growth Fund listed as “Vanguard International Growth Admiral Fund” | 0 of 6 | 0 of 3 | — | 91.4% |
| Vanguard Dividend Growth Fund listed as “Vanguard Dividend Growth Fund” | 1 of 21 | 0 of 8 | 0 of 2 | 95.1% |
| Vanguard Morningstar Mid-Cap Index Fund listed as “Vanguard Mid Cap Index Admiral Fund” | 0 of 13 | 0 of 3 | 0 of 2 | 97.6% |
| Fidelity Small Cap Index Fund listed as “Fidelity Small Cap Index Fund” | 0 of 2 | 0 of 2 | 0 of 2 | 92.8% |
| Invesco Developing Markets Fund listed as “Invesco Developing Markets Fund” | — | — | — | 66.7% |
| Fidelity U.S. Sustainability Index Fund listed as “Fidelity US Sustainability Index Fund” | 0 of 38 | 0 of 11 | 0 of 3 | 96.6% |
| Parnassus Core Equity Fund listed as “Parnassus Core Equity Fund” | 8 of 15 | 2 of 3 | — | 83.3% |
| JPMorgan Emerging Markets Equity Fund listed as “JPMorgan Emerging Markets Equity Fund” | — | — | — | 100% |
| Calvert International Responsible Index Fund listed as “Calvert International Core Responsible Index Fund” | 26 of 38 | 7 of 8 | — | 78.6% |
| Calvert US Mid-Cap Core Responsible Index Fund listed as “Calvert US Mid-Cap Core Responsible Index Fund” | 14 of 20 | 3 of 3 | 2 of 2 | 24% |
| Calvert Small-Cap Fund listed as “Calvert Small Cap Fund” | — | — | — | 34% |
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.