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Foster L B 401(k) investment options

These are the funds in the Foster L B 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

FundClimateWorkersPay equityExec pay backed
500 Index Trust listed as “500 Index Fund” 15 of 769 of 50 2 of 489.5%
Freedom 2030 Portfolio listed as “Freedom 2030 Class K”
Freedom 2040 Portfolio listed as “Freedom 2040 Class K”
Freedom 2045 Portfolio listed as “Freedom 2045 Class K”
Freedom 2035 Portfolio listed as “Freedom 2035 Class K”
Freedom 2050 Portfolio listed as “Freedom 2050 Class K”
Freedom 2055 Portfolio listed as “Freedom 2055 Class K”
Investor Freedom 2025 Portfolio listed as “Freedom 2025 Class K”
Extended Market Index Portfolio listed as “Extended Market Index Fund” 0 of 161 of 6 0 of 494.5%
International Index Portfolio listed as “International Index Fund” 0 of 810 of 7 0 of 484.1%
Investor Freedom 2020 Portfolio listed as “Freedom 2020 Class K”
Capital Appreciation Fund listed as “Capital Appreciation Fund Class K” 0 of 102 of 12 90.6%
Freedom 2060 Portfolio listed as “Freedom 2060 Class K”
Janus Henderson Triton Fund listed as “Janus Henderson Triton Fund Class N” 0 of 30 of 1 96.9%
Freedom 2065 Portfolio listed as “Freedom 2065 Class K”
Fidelity Emerging Markets Index Fund listed as “Emerging Markets Index Fund” 36.4%
Small Cap Index Trust listed as “Small Cap Index Fund” 2 of 62 of 3 86.9%
PIMCO Real Return Fund listed as “PIMCO Real Return Fund Institutional Class”
Investor Freedom 2010 Portfolio listed as “Freedom 2010 Class K”
Investor Freedom 2015 Portfolio listed as “Freedom 2015 Class K”
Freedom Income Portfolio listed as “Freedom Income Fund Class K”

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.

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