You Own Wall Street › Employer plans › Independent Bank
Independent Bank 401(k) investment options
These are the funds in the Independent Bank 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 Independent Bank’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Janus Henderson Balanced Portfolio listed as “Janus Henderson Balanced Fund - Class N” | 0 of 38 | 0 of 7 | 0 of 7 | 94.2% |
| T. Rowe Price Growth Stock Fund, Inc. listed as “T. Rowe Price Growth Stock Fund - Class I” | 0 of 21 | 0 of 5 | 0 of 4 | 97.4% |
| Vanguard Value Index Fund listed as “Vanguard Value Index Fund - Institutional Class” | 0 of 102 | 0 of 16 | 0 of 18 | 98.9% |
| iShares MSCI EAFE International Index Fund listed as “iShares MSCI EAFE International Index Fund - Class K” | 0 of 33 | 0 of 4 | — | 86% |
| Emerging Markets Core Equity 2 Portfolio listed as “DFA Emerging Market Core Equity 2 Portfolio - Institutional Class” | — | — | — | 58.3% |
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.