You Own Wall Street › Employer plans › Donegal Group
Donegal Group 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Vanguard Target Retirement 2040 Fund is the largest fund in the Donegal 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 Donegal 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 Donegal Group’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund listed as “Vanguard Institutional Target Retirement 2040” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Fidelity 500 Index Fund listed as “Fidelity 500 Index Instl Prem” | 0 of 66 | 0 of 20 | 0 of 6 | 96.8% |
| Fidelity Advisor Equity Growth Fund listed as “Fidelity Advisor Equity Growth Z” | 3 of 17 | 0 of 10 | — | 97.6% |
| Vanguard Target Retirement 2030 Fund listed as “Vanguard Institutional Target Retirement 2030” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement Income Fund listed as “Vanguard Institutional Target Retirement” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| T. Rowe Price Institutional Small-Cap Stock Fund listed as “T. Rowe Price Small Cap Stock Fund” | 0 of 2 | — | — | 94.2% |
| New Perspective Fund listed as “American Funds New Perspective Fund R6” | 0 of 30 | 0 of 11 | 0 of 1 | 90.4% |
| T. Rowe Price Mid-Cap Value Fund, Inc. listed as “T. Rowe Price Mid Cap Value Fund” | 0 of 5 | — | — | 99% |
| T. Rowe Price Capital Appreciation Fund listed as “T. Rowe Price Capital Appreciation Fund” | 0 of 17 | 0 of 7 | — | 100% |
| Vanguard Target Retirement 2045 Fund listed as “Vanguard Institutional Target Retirement 2045” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Dodge & Cox Stock Fund listed as “Dodge & Cox Inc X” | 0 of 15 | 0 of 5 | 0 of 1 | 95.1% |
| MFS International Diversification Fund listed as “MFS International Diversification R6” · record folded from the funds it holds | 1 of 11 | 0 of 4 | — | 94.1% |
| Vanguard Target Retirement 2035 Fund listed as “Vanguard Institutional Target Retirement 2035” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2050 Fund listed as “Vanguard Institutional Target Retirement 2050” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Neuberger Genesis Fund listed as “Neuberger & Berman Genesis R6” | — | — | — | 92.2% |
| Vanguard Target Retirement 2055 Fund listed as “Vanguard Institutional Target Retirement 2055” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Baron Asset Fund listed as “Baron Asset Fund R6” | 0 of 1 | — | — | 77.8% |
| Vanguard Target Retirement 2060 Fund listed as “Vanguard Institutional Target Retirement 2060” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2025 Fund listed as “Vanguard Institutional Target Retirement 2025” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2020 Fund listed as “Vanguard Institutional Target Retirement 2020” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Thornburg Strategic Income Fund listed as “Thornburg Strategic Inc R6” | — | — | — | — |
| Vanguard Target Retirement 2065 Fund listed as “Vanguard Institutional Target Retirement 2065” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2070 Fund listed as “Vanguard Institutional Target Retirement 2070” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
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.