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Investar Holding 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Growth Fund of America is the largest fund in the Investar Holding 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 Investar Holding 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 Investar Holding’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Growth Fund of America listed as “American Funds Growth Fund of America R6 Fund” | 1 of 47 | 1 of 19 | 0 of 2 | 79.6% |
| Dodge & Cox Stock Fund listed as “Dodge & Cox Stock I Fund” | 0 of 15 | 0 of 5 | 0 of 1 | 95.1% |
| New Perspective Fund listed as “American Funds New Perspective R6 Fund” | 0 of 30 | 0 of 11 | 0 of 1 | 90.4% |
| American Balanced Fund listed as “American Funds American Balanced R6 Fund” | 0 of 42 | 0 of 10 | 0 of 2 | 86.2% |
| American Beacon International Equity Fund listed as “American Beacon International Equity R5 Fund” | 0 of 1 | 0 of 1 | — | 90.6% |
| the U.S. Large Cap Value Series listed as “DFA US Large Cap Value I Fund” | 0 of 33 | 0 of 10 | 0 of 2 | 83% |
| Fidelity High Income Fund listed as “Fidelity Advisor High Income Advantage I Fund” | — | — | — | 100% |
| ClearBridge Small Cap Growth Fund listed as “ClearBridge Small Cap Growth IS Fund” | 2 of 3 | — | — | 90% |
| Allspring Large Cap Value Fund listed as “Allspring Spec M Cap Val Institutional Fund” | 0 of 9 | 1 of 5 | — | 93.9% |
| U.S. Targeted Value Portfolio listed as “DFA US Targeted Value I Fund” | 0 of 6 | 0 of 1 | 0 of 3 | 80% |
| International Small Company Portfolio listed as “DFA International Small Company I Fund” · record folded from the funds it holds | 0 of 23 | 0 of 1 | 0 of 2 | 68% |
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.