You Own Wall Street › Employer plans › Dream Finders Homes
Dream Finders Homes 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? 500 Index Trust is the largest fund in the Dream Finders Homes plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Dream Finders Homes 401(k) match and balances, from the filing
- Company money in
- about $4,280 per active participant
- $7m in plan year 2024
- Employees saved
- about $7,850 each
- $12m in plan year 2024
- Average balance
- $53,400
- 1,838 people with a balance
- In the plan
- $98m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 1,573 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 DREAM FINDERS HOMES, LLC as “DREAM FINDERS HOMES 401(K) PLAN” · EIN 270528991, plan number 001 · search the filings
These are the funds in the Dream Finders Homes 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 Dream Finders Homes’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| 500 Index Trust listed as “500 Index Fund” | 3 of 67 | 6 of 22 | 0 of 7 | 88.9% |
| Vanguard Morningstar Growth Index Fund listed as “Vanguard Growth Index Fund” | 0 of 18 | 0 of 9 | 0 of 3 | 94.2% |
| T. Rowe Price Balanced Fund, Inc. listed as “T. Rowe Price Sci & Tech” | 2 of 61 | 0 of 19 | 0 of 2 | 97.4% |
| Fidelity Contrafund listed as “Fidelity ContraFund” | 5 of 45 | 2 of 19 | 1 of 1 | 96% |
| Vanguard Morningstar Value Index Fund listed as “Vanguard Value Index Fund” | 0 of 44 | 0 of 12 | 0 of 2 | 98.1% |
| Fidelity Mid Cap Index Fund listed as “Fidelity Mid Cap Index Fund” | 0 of 24 | 0 of 2 | 0 of 3 | 95.9% |
| Vanguard Total World Stock Index Fund listed as “Vanguard Tot Wld Stk Index ETF” | 0 of 172 | 0 of 31 | 0 of 12 | 89.7% |
| Vanguard Morningstar Small-Cap Value Index Fund listed as “Vanguard Small Cap Value Index” | 0 of 14 | 0 of 2 | 0 of 3 | 97.8% |
| Investment Co of America listed as “Investment Company of America” | 0 of 33 | 1 of 10 | 1 of 2 | 89.3% |
| American Balanced Fund listed as “American Balanced Fund” | 0 of 42 | 0 of 10 | 0 of 2 | 86.2% |
| the Dfa International Value Series listed as “DFA International Value” | 0 of 19 | 0 of 3 | — | 83.3% |
| New Perspective Fund listed as “New Perspective Fund” | 0 of 30 | 0 of 11 | 0 of 1 | 90.4% |
| New World Fund Inc listed as “New World Fund” | 0 of 19 | 0 of 13 | 0 of 1 | 90.3% |
| Vanguard Morningstar Mid-Cap Value Index Fund listed as “Vanguard Mid-Cap Value ETF” | 0 of 12 | 0 of 3 | — | 98.6% |
| Washington Mutual Investors Fund listed as “Washington Mutual Investors” | 0 of 38 | 0 of 14 | 1 of 3 | 92.4% |
| Janus Henderson Triton Fund listed as “Janus Henderson Triton Fund” | 0 of 1 | — | — | 94.3% |
| Cohen & Steers Real Estate Securities Fund listed as “Cohen & Steers Real Estate” | 0 of 1 | — | — | 86.5% |
| Nuveen Small Cap Blend Index Fund listed as “Nuveen Small-Cap Blend Idx” | 1 of 2 | 2 of 2 | 0 of 2 | 87.3% |
| Fidelity Total Bond Fund listed as “Fidelity Advisor Total Bond” | — | — | — | 100% |
| MFS Mid Cap Growth Fund listed as “MFS Mid Cap Growth Fund” | 1 of 3 | — | — | 88.8% |
| Capital World Bond Fund listed as “Capital World Bond Fund” | — | — | — | 100% |
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.