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Humana 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Nomura VIP Small Cap Value Series is the largest fund in the Humana plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Humana 401(k) match and balances, from the filing
- Company money in
- about $5,620 per active participant
- $242m in plan year 2024
- Employees saved
- about $7,690 each
- $331m in plan year 2024
- Average balance
- $127,700
- 60,365 people with a balance
- In the plan
- $7.71bn
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 42,968 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 HUMANA INC. as “HUMANA RETIREMENT SAVINGS PLAN” · EIN 610647538, plan number 002 · search the filings
This is the only fund in the Humana retirement plan whose voting record we can trace, taken from the plan’s own annual filing. The figures show what it did with shareholder proposals.
SourceThe fund menu is the list of investments in Humana’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Nomura VIP Small Cap Value Series listed as “Delaware Small Cap Value Fund I” | — | — | — | 96.8% |
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.