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Donaldson 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Hood River Small-Cap Growth Fund is the largest fund in the Donaldson plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Donaldson 401(k) match and balances, from the filing
- Company money in
- about $5,110 per active participant
- $22m in plan year 2024
- Employees saved
- about $6,670 each
- $29m in plan year 2024
- Average balance
- $140,800
- 5,873 people with a balance
- In the plan
- $827m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 4,348 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 DONALDSON COMPANY, INC. as “DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN” · EIN 410222640, plan number 007 · search the filings
These are the funds in the Donaldson 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 Donaldson’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Hood River Small-Cap Growth Fund listed as “Hood River Small Cap Growth Fund” | — | — | — | 98.7% |
| Dodge & Cox International Stock Fund listed as “Dodge & Cox International” | 0 of 7 | 0 of 1 | 0 of 1 | 95.9% |
| American Beacon Small Cap Value Fund listed as “American Beacon Small Cap Value” | 1 of 1 | 1 of 1 | 0 of 2 | 94.2% |
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.