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Liberty Global 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Fidelity Total Market Index Fund is the largest fund in the Liberty Global 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 Liberty Global 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 Liberty Global’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Fidelity Total Market Index Fund listed as “Fidelity Total Market Index Fund” | 0 of 79 | 0 of 23 | 0 of 9 | 92.7% |
| Dodge & Cox Stock Fund listed as “Dodge and Cox Stock Fund Class X” | 0 of 15 | 0 of 5 | 0 of 1 | 95.1% |
| Fidelity Freedom 2040 Fund listed as “Fidelity Freedom 2040 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Freedom 2030 Fund listed as “Fidelity Freedom 2030 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Freedom 2045 Fund listed as “Fidelity Freedom 2045 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Freedom 2035 Fund listed as “Fidelity Freedom 2035 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Baron Generational Growth Fund listed as “Baron Growth Fund Institutional Shares” | — | — | — | 100% |
| Victory Sycamore Small Company Opportunity Fund listed as “Victory Sycamore Small Company Opportunity Index Fund” | — | — | — | 93.2% |
| Fidelity Total International Index Fund listed as “Fidelity Total International Index Fund” | 0 of 88 | 0 of 8 | 0 of 3 | 84.5% |
| Fidelity Freedom 2050 Fund listed as “Fidelity Freedom 2050 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Freedom 2025 Fund listed as “Fidelity Freedom 2025 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Advisor Freedom 2055 Fund listed as “Fidelity Freedom 2055 Fund” · record folded from the funds it holds | 33 of 343 | 5 of 98 | 5 of 17 | 95.5% |
| Fidelity Advisor Freedom 2060 Fund listed as “Fidelity Freedom 2060 Fund” · record folded from the funds it holds | 33 of 343 | 5 of 98 | 5 of 17 | 95.5% |
| Fidelity Freedom 2020 Fund listed as “Fidelity Freedom 2020 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| DFA Global Real Estate Securities Portfolio listed as “DFA Global Real Estate Securities Portfolio” | 0 of 1 | — | — | 80.4% |
| Fidelity Freedom Retirement Fund listed as “Fidelity Freedom Retirement Fund Class K” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Advisor Freedom 2065 Fund listed as “Fidelity Freedom 2065 Fund” · record folded from the funds it holds | 33 of 343 | 5 of 98 | 5 of 17 | 95.5% |
| Fidelity Freedom 2015 Fund listed as “Fidelity Freedom 2015 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Advisor Freedom 2070 Fund listed as “Fidelity Freedom 2070 Fund” · record folded from the funds it holds | 33 of 343 | 5 of 98 | 5 of 17 | 95.5% |
| Fidelity Freedom 2010 Fund listed as “Fidelity Freedom 2010 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
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.