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Independent Bank 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Janus Henderson Balanced Portfolio is the largest fund in the Independent Bank 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 Independent Bank 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 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 20 | 0 of 8 | — | 98% |
| T. Rowe Price Growth Stock Fund, Inc. listed as “T. Rowe Price Growth Stock Fund - Class I” | 0 of 15 | 0 of 9 | — | 93.6% |
| Vanguard Morningstar Value Index Fund listed as “Vanguard Value Index Fund - Institutional Class” | 0 of 44 | 0 of 12 | 0 of 2 | 98.1% |
| iShares MSCI EAFE International Index Fund listed as “iShares MSCI EAFE International Index Fund - Class K” | 6 of 14 | 0 of 2 | — | 89.6% |
| Emerging Markets Core Equity 2 Portfolio listed as “DFA Emerging Market Core Equity 2 Portfolio - Institutional Class” | — | — | — | 55.6% |
| Lazard Global Listed Infrastructure Portfolio listed as “Lazard Global Listed Infrastructure Portfolio - Class I” | — | — | — | 100% |
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.