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Fossil Group 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? T. Rowe Price Retirement 2050 Fund is the largest fund in the Fossil 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
Fossil Group 401(k) match and balances, from the filing
- Company money in
- about $1,040 per active participant
- $2m in plan year 2024
- Employees saved
- about $3,230 each
- $6m in plan year 2024
- Average balance
- $85,700
- 1,407 people with a balance
- In the plan
- $121m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 1,799 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 FOSSIL GROUP INC. as “FOSSIL GROUP, INC. SAVINGS AND RETIREMENT PLAN” · EIN 752018505, plan number 002 · search the filings
These are the funds in the Fossil 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 Fossil Group’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| T. Rowe Price Retirement 2050 Fund listed as “T. Rowe Price Retire 2050” · record folded from the funds it holds | 12 of 181 | 4 of 58 | 2 of 9 | 95.1% |
| T. Rowe Price Retirement 2040 Fund listed as “T. Rowe Price Retire 2040” · record folded from the funds it holds | 12 of 181 | 4 of 58 | 2 of 9 | 95.1% |
| JPMorgan Large Cap Growth Fund listed as “JPMorgan Large Cap Growth Fund” | — | — | — | 97% |
| American Balanced Fund listed as “American Balanced Fund” | 0 of 42 | 0 of 10 | 0 of 2 | 86.2% |
| Fidelity Contrafund listed as “Fidelity Contrafund” | 5 of 45 | 2 of 19 | 1 of 1 | 96% |
| T. Rowe Price Retirement 2030 Fund listed as “T. Rowe Price Retire 2030” · record folded from the funds it holds | 14 of 235 | 4 of 76 | 2 of 13 | 95.3% |
| U.S. Targeted Value Portfolio listed as “DFA US Targeted Value Portfolio” | 0 of 6 | 0 of 1 | 0 of 3 | 80% |
| JPMorgan Mid Cap Growth Fund listed as “JPMorgan Mid Cap Growth R6” | — | — | — | 95.9% |
| Vanguard Equity Income Fund listed as “Vanguard Equity Income” | 0 of 33 | 0 of 5 | 0 of 2 | 98.2% |
| T. Rowe Price Retirement 2055 Fund listed as “T. Rowe Price Retire 2055” · record folded from the funds it holds | 12 of 181 | 4 of 58 | 2 of 9 | 95.1% |
| T. Rowe Price Retirement 2060 Fund listed as “T. Rowe Price Retire 2060” · record folded from the funds it holds | 12 of 181 | 4 of 58 | 2 of 9 | 95.1% |
| T. Rowe Price Retirement 2045 Fund listed as “T. Rowe Price Retire 2045” · record folded from the funds it holds | 12 of 181 | 4 of 58 | 2 of 9 | 95.1% |
| iShares MSCI EAFE International Index Fund listed as “I Shares-MSCI EAFE Intl” | 6 of 14 | 0 of 2 | — | 89.6% |
| T. Rowe Price Retirement 2035 Fund listed as “T. Rowe Price Retire 2035” · record folded from the funds it holds | 14 of 235 | 4 of 76 | 2 of 13 | 95.3% |
| Vanguard Morningstar Mid-Cap Index Fund listed as “Vanguard Mid Cap Index” | 0 of 13 | 0 of 3 | 0 of 2 | 97.6% |
| T. Rowe Price Retirement 2065 Fund listed as “T. Rowe Price Retire 2065” · record folded from the funds it holds | 12 of 181 | 4 of 58 | 2 of 9 | 95.1% |
| T. Rowe Price Retirement 2020 Fund listed as “T. Rowe Price Retire 2020” · record folded from the funds it holds | 14 of 235 | 4 of 76 | 2 of 13 | 95.3% |
| Fidelity Small Cap Index Fund listed as “Fidelity Small Cap Index” | 0 of 2 | 0 of 2 | 0 of 2 | 92.8% |
| MFS Mid Cap Value Fund listed as “MFS Mid Cap Value Fund” | 2 of 7 | 0 of 1 | 1 of 1 | 95.8% |
| T. Rowe Price Retirement 2010 Fund listed as “T. Rowe Price Retire 2010” · record folded from the funds it holds | 14 of 235 | 4 of 76 | 2 of 13 | 95.3% |
| Vanguard Explorer Fund listed as “Vanguard Explorer Fund” | 2 of 5 | — | 0 of 2 | 94.3% |
| Cohen & Steers Real Estate Securities Fund listed as “Cohen & Steers Real Estate Securities Fund” | 0 of 1 | — | — | 86.5% |
| T. Rowe Price Retirement 2025 Fund listed as “T. Rowe Price Retire 2025” · record folded from the funds it holds | 14 of 235 | 4 of 76 | 2 of 13 | 95.3% |
| T. Rowe Price Retirement 2070 Fund listed as “T. Rowe Price Retire 2070” · record folded from the funds it holds | 12 of 181 | 4 of 58 | 2 of 9 | 95.1% |
| T. Rowe Price Retirement 2015 Fund listed as “T. Rowe Price Retire 2015” · record folded from the funds it holds | 14 of 235 | 4 of 76 | 2 of 13 | 95.3% |
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.