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Heritage Financial 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 Heritage Financial 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 Heritage Financial 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 Heritage Financial’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 Shares” | 0 of 66 | 0 of 20 | 0 of 6 | 97.8% |
| Vanguard Extended Market Index Fund listed as “Vanguard Extended Market Index Fund Institutional Shares” | 0 of 12 | 0 of 3 | 0 of 3 | 96.4% |
| Vanguard Equity Income Fund listed as “Vanguard Equity-Income Fund Admiral Shares” | 0 of 33 | 0 of 5 | 0 of 2 | 98.2% |
| Fidelity Total Bond Fund listed as “Fidelity Advisor Total Bond Fund Class Z” | — | — | — | 100% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund listed as “T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund I Class” | 0 of 1 | — | 0 of 1 | 93.7% |
| Vanguard Total International Stock Index Fund listed as “Vanguard Total International Stock Index Fund Admiral Shares” | 0 of 95 | 0 of 10 | 0 of 4 | 83.1% |
| PIMCO RAE US Small Fund listed as “PIMCO RAE US Small Fund Institutional Class” | 1 of 1 | 1 of 1 | — | 93.7% |
| 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 Emerging Markets Stock Index Fund listed as “Vanguard Emerging Markets Stock Index Fund Admiral Shares” | — | — | — | 41.7% |
| Vanguard Real Estate II Index Fund listed as “Vanguard Real Estate Index Fund Admiral Shares” | 0 of 1 | — | — | 95.6% |
| 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 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 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 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 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% |
| 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 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 Target Retirement Income Fund listed as “Vanguard Target Retirement Income Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| 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.