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CVS Health 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? EQ/International Equity Index Portfolio is the largest fund in the CVS Health 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 CVS Health 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 CVS Health’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| EQ/International Equity Index Portfolio listed as “International Equity Index Fund” | 3 of 70 | 0 of 4 | 0 of 4 | 82.8% |
| Mid Cap Index Trust listed as “Mid Cap Index Fund” | 3 of 10 | 0 of 1 | 1 of 2 | 94% |
| Small Cap Index Trust listed as “Small Cap Index Fund” | 0 of 2 | 1 of 2 | 1 of 2 | 86.2% |
| Fidelity Emerging Markets Index Fund listed as “Emerging Markets Index Fund” | — | — | — | 35.3% |
| U.S. Socially Responsible Fund listed as “Socially Responsible Fund” | 1 of 22 | 0 of 7 | 0 of 3 | 86.4% |
| BlackRock Inflation Protected Bond Portfolio listed as “Inflation-Protected Bond Fund” | — | — | — | — |
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.