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Financial Institutions 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Vanguard Target Retirement 2035 Fund is the largest fund in the Financial Institutions 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 Financial Institutions 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 Financial Institutions’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund listed as “Vanguard Target Retirement 2035 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2030 Fund listed as “Vanguard Target Retirement 2030 Fund” · 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 Target Retirement 2025 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2040 Fund listed as “Vanguard Target Retirement 2040 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2045 Fund listed as “Vanguard Target Retirement 2045 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard 500 Index Fund listed as “Vanguard 500 Index Fund Admiral Shares” | 0 of 66 | 0 of 20 | 0 of 6 | 98.1% |
| Vanguard Target Retirement 2050 Fund listed as “Vanguard Target Retirement 2050 Fund” · 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 Target Retirement 2020 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Fidelity Large Cap Growth Index Fund listed as “Fidelity Large Cap Growth Index Fund” | 0 of 31 | 0 of 12 | 0 of 4 | 94% |
| Vanguard Target Retirement 2055 Fund listed as “Vanguard Target Retirement 2055 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Morningstar Small-Cap Index Fund listed as “Vanguard Small-Cap Index Fund Admiral Shares” | 0 of 17 | 0 of 2 | 0 of 3 | 96.6% |
| Vanguard Morningstar Mid-Cap Index Fund listed as “Vanguard Mid-Cap Index Fund Admiral Shares” | 0 of 13 | 0 of 3 | 0 of 2 | 97.6% |
| Vanguard Target Retirement 2060 Fund listed as “Vanguard Target Retirement 2060 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Emerging Markets Stock Index Fund listed as “Vanguard Emerging Markets Stock Index Fund Admiral Shr” | — | — | — | 41.7% |
| Vanguard Target Retirement 2065 Fund listed as “Vanguard Target Retirement 2065 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard FTSE All-World ex-US Index Fund listed as “Vanguard FTSE All-World ex-US Index Fund Admiral Shares” | 0 of 85 | 0 of 10 | 0 of 3 | 86.3% |
| Vanguard Target Retirement 2070 Fund listed as “Vanguard Target Retirement 2070 Fund” · 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.