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East West Bancorp 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Vanguard Institutional Index Fund is the largest fund in the East West Bancorp plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
East West Bancorp 401(k) match and balances, from the filing
- Company money in
- about $4,540 per active participant
- $14m in plan year 2024
- Employees saved
- about $10,790 each
- $32m in plan year 2024
- Average balance
- $161,800
- 3,928 people with a balance
- In the plan
- $636m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 2,998 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 EAST WEST BANK as “EAST WEST BANK EMPLOYEES 401(K) SAVINGS PLAN” · EIN 952795851, plan number 001 · search the filings
These are the funds in the East West Bancorp 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 East West Bancorp’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard Institutional Index Fund listed as “Vanguard Institutional Index Fund Institutional” | 0 of 66 | 0 of 20 | 0 of 6 | 97.8% |
| MFS Growth Fund listed as “MFS Growth Fund R6” | 2 of 19 | 0 of 5 | — | 90.2% |
| Vanguard Morningstar Mid-Cap Index Fund listed as “Vanguard Mid-Cap Index Fund Institutional” | 0 of 13 | 0 of 3 | 0 of 2 | 97.6% |
| Vanguard Morningstar Small-Cap Index Fund listed as “Vanguard Small-Cap Index Fund Institutional” | 0 of 17 | 0 of 2 | 0 of 3 | 96.6% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. listed as “T. Rowe Price Mid-Cap Growth Fund I” | 0 of 1 | — | — | 93.5% |
| MFS Total Return Fund listed as “MFS Total Return Fund R4” | 0 of 11 | 0 of 6 | — | 92.3% |
| Franklin Small Cap Growth Fund listed as “Franklin Small Cap Growth Fund R6” | — | — | — | 83.1% |
| MFS Mid Cap Value Fund listed as “MFS Mid Cap Value Fund R6” | 2 of 7 | 0 of 1 | 1 of 1 | 95.8% |
| Tcw Metwest Total Return Bond Fund listed as “Metropolitan West Total Return Bond Fund Plan” | — | — | — | — |
| MFS Value Fund listed as “MFS Value Fund R4” | 1 of 13 | 0 of 3 | — | 100% |
| Vanguard Total International Stock Index Fund listed as “Vanguard Total International Stock Index Fund Institutional” | 0 of 95 | 0 of 10 | 0 of 4 | 83.1% |
| U.S. Targeted Value Portfolio listed as “DFA U.S. Targeted Value Portfolio” | 0 of 6 | 0 of 1 | 0 of 3 | 80% |
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.