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Foster L B 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 Foster L B 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 Foster L B 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 Foster L B’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% |
| Freedom 2030 Portfolio listed as “Freedom 2030 Class K” · record folded from the funds it holds | 21 of 123 | 6 of 37 | 4 of 7 | 95.4% |
| Freedom 2040 Portfolio listed as “Freedom 2040 Class K” · record folded from the funds it holds | 21 of 123 | 6 of 37 | 4 of 7 | 95.4% |
| Freedom 2045 Portfolio listed as “Freedom 2045 Class K” · record folded from the funds it holds | 21 of 123 | 6 of 37 | 4 of 7 | 95.4% |
| Freedom 2035 Portfolio listed as “Freedom 2035 Class K” · record folded from the funds it holds | 21 of 123 | 6 of 37 | 4 of 7 | 95.4% |
| Freedom 2050 Portfolio listed as “Freedom 2050 Class K” · record folded from the funds it holds | 21 of 123 | 6 of 37 | 4 of 7 | 95.4% |
| Investor Freedom 2025 Portfolio listed as “Freedom 2025 Class K” · record folded from the funds it holds | 21 of 123 | 6 of 37 | 4 of 7 | 95.4% |
| Freedom 2055 Portfolio listed as “Freedom 2055 Class K” · record folded from the funds it holds | 21 of 123 | 6 of 37 | 4 of 7 | 95.4% |
| International Index Portfolio listed as “International Index Fund” | 0 of 73 | 0 of 7 | 0 of 3 | 86.6% |
| Capital Appreciation Fund listed as “Capital Appreciation Fund Class K” | — | — | — | 50% |
| Freedom 2060 Portfolio listed as “Freedom 2060 Class K” · record folded from the funds it holds | 21 of 123 | 6 of 37 | 4 of 7 | 95.4% |
| Investor Freedom 2020 Portfolio listed as “Freedom 2020 Class K” · record folded from the funds it holds | 21 of 123 | 6 of 37 | 4 of 7 | 95.4% |
| Extended Market Index Portfolio listed as “Extended Market Index Fund” | 0 of 13 | 0 of 2 | 0 of 4 | 93.9% |
| Small Cap Equity Portfolio listed as “Glenmede Small Cap EQ IS Fund” | 1 of 1 | — | — | 95.5% |
| Freedom 2065 Portfolio listed as “Freedom 2065 Class K” · record folded from the funds it holds | 21 of 123 | 6 of 37 | 4 of 7 | 95.4% |
| Janus Henderson Triton Fund listed as “Janus Henderson Triton Fund Class N” | 0 of 1 | — | — | 94.3% |
| Fidelity Emerging Markets Index Fund listed as “Emerging Markets Index Fund” | — | — | — | 35.3% |
| Small Cap Index Trust listed as “Small Cap Index Fund” | 0 of 2 | 1 of 2 | 1 of 2 | 86.2% |
| Investor Freedom 2010 Portfolio listed as “Freedom 2010 Class K” · record folded from the funds it holds | 21 of 123 | 6 of 37 | 4 of 7 | 95.4% |
| Investor Freedom 2015 Portfolio listed as “Freedom 2015 Class K” · record folded from the funds it holds | 21 of 123 | 6 of 37 | 4 of 7 | 95.4% |
| Freedom 2070 Portfolio listed as “Freedom 2070 Class K” · record folded from the funds it holds | 21 of 123 | 6 of 37 | 4 of 7 | 95.4% |
| Freedom Retirement Portfolio listed as “Freedom Retirement Fund Class K” · record folded from the funds it holds | 21 of 123 | 6 of 37 | 4 of 7 | 95.4% |
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.