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Kinetik Holdings 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Vanguard Target Retirement 2045 Fund is the largest fund in the Kinetik Holdings 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 Kinetik Holdings 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 Kinetik Holdings’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund listed as “VANGUARD INSTITUTIONAL TARGET RETIREMENT 2045 I” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard 500 Index Fund listed as “VANGUARD 500 INDEX FUND ADMIRAL” | 0 of 66 | 0 of 20 | 0 of 6 | 98.1% |
| Vanguard Target Retirement 2050 Fund listed as “VANGUARD INSTITUTIONAL TARGET RETIREMENT 2050 I” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2055 Fund listed as “VANGUARD INSTITUTIONAL TARGET RETIREMENT 2055 I” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2040 Fund listed as “VANGUARD INSTITUTIONAL TARGET RETIREMENT 2040 I” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2035 Fund listed as “VANGUARD INSTITUTIONAL TARGET RETIREMENT 2035 I” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2030 Fund listed as “VANGUARD INSTITUTIONAL TARGET RETIREMENT 2030 I” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2060 Fund listed as “VANGUARD INSTITUTIONAL TARGET RETIREMENT 2060 I” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2025 Fund listed as “VANGUARD INSTITUTIONAL TARGET RETIREMENT 2025 I” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| MFS Growth Fund listed as “MFS GROWTH FUND R6” | 2 of 19 | 0 of 5 | — | 90.2% |
| Putnam Large Cap Value Fund listed as “PUTNAM LARGE CAP VALUE R6” | 1 of 21 | 0 of 5 | 0 of 1 | 96.4% |
| Vanguard Extended Market Index Fund listed as “VANGUARD EXT MKT IDX - ADMIRAL” | 0 of 12 | 0 of 3 | 0 of 3 | 96.4% |
| Vanguard Target Retirement 2065 Fund listed as “VANGUARD INSTITUTIONAL TARGET RETIREMENT 2065 I” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| EQ/Morgan Stanley Small Cap Growth Portfolio listed as “JP MORGAN SMALL CAP GROWTH R6” | 0 of 1 | 0 of 1 | 0 of 2 | 93% |
| Vanguard Target Retirement 2020 Fund listed as “VANGUARD INSTITUTIONAL TARGET RETIREMENT 2020 I” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Mid Value Fund listed as “JOHN HANCOCK DISC VALUE MC R6” | 0 of 5 | — | — | 98.9% |
| MFS International Diversification Fund listed as “MFS INTL DIVERSIFICATION R4” · record folded from the funds it holds | 1 of 11 | 0 of 4 | — | 94.1% |
| MassMutual Mid Cap Growth Fund listed as “MASSMUTUAL SEL MID CAP GR I” | 0 of 2 | — | 0 of 1 | 87.4% |
| PIMCO Income Fund listed as “PIMCO INCOME FUND INSTITUTIONAL” | — | — | — | 100% |
| Undiscovered Managers Behavioral Value Fund listed as “UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND R6” | — | — | — | 95.5% |
| Vanguard Target Retirement Income Fund listed as “VANGUARD INSTITUTIONAL TARGET INC I” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
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.