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Kimco Realty 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Vanguard 500 Index Fund is the largest fund in the Kimco Realty plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Kimco Realty 401(k) match and balances, from the filing
- Company money in
- about $4,750 per active participant
- $3m in plan year 2024
- Employees saved
- about $10,930 each
- $8m in plan year 2024
- Average balance
- $225,100
- 1,054 people with a balance
- In the plan
- $237m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 708 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 KIMCO REALTY CORPORATION as “KIMCO REALTY CORPORATION 401(K) PLAN” · EIN 132744380, plan number 001 · search the filings
These are the funds in the Kimco Realty 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 Kimco Realty’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard 500 Index Fund listed as “Vanguard 500 Index Admiral” | 0 of 66 | 0 of 20 | 0 of 6 | 98.1% |
| MFS Growth Fund listed as “MFS Growth Fund R6” | 2 of 19 | 0 of 5 | — | 90.2% |
| T. Rowe Price Dividend Growth Fund, Inc. listed as “T. Rowe Price Dividend GR I” | 1 of 25 | 0 of 6 | 0 of 1 | 100% |
| the Hartford Equity Income Fund listed as “Hartford Equity Income R6” | 0 of 10 | — | — | 94.8% |
| Fidelity Total Bond K6 Fund listed as “Fidelity Adv Total Bond K6” | — | — | — | 100% |
| Putnam Small Cap Growth Fund listed as “Putnam Small Cap Growth Fund R6” | — | — | — | 89.2% |
| the Hartford International Opportunities Fund listed as “Hartford Intl Opportunities R6” | 0 of 9 | 0 of 2 | 0 of 1 | 90.2% |
| Vanguard Morningstar Small-Cap Index Fund listed as “Vanguard Small Cap Index, Adm” | 0 of 17 | 0 of 2 | 0 of 3 | 96.6% |
| Vanguard Morningstar Mid-Cap Index Fund listed as “Vanguard Mid-Cap Ind-Admiral” | 0 of 13 | 0 of 3 | 0 of 2 | 97.6% |
| Carillon Eagle Mid Cap Growth Fund listed as “Carillion Eagle Mid Cap Growth Fund R6” | 0 of 1 | — | — | 87.8% |
| Cohen & Steers Institutional Realty Shares listed as “Cohen & Steers Institutional Realty” | 0 of 1 | — | — | 88.6% |
| Fidelity International Small Cap Fund listed as “Fidelity Adv International Small Cap Opps - Z” | 0 of 6 | — | 0 of 1 | 83.1% |
| Fidelity Emerging Markets Fund listed as “Fidelity Emerging Markets K” | 0 of 2 | — | — | 73.3% |
| Allspring Special Mid Cap Value Fund listed as “Allspring Special Mid Cap Value R6” | — | — | — | 95.9% |
| Nuveen International Responsible Equity Fund listed as “Nuveen Intl Responsible EQ R6” | 3 of 12 | 0 of 2 | — | 86.4% |
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.