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Lithia Motors 401(k) investment options
These are the funds in the Lithia Motors 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 Lithia Motors’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Fidelity 500 Index Fund listed as “Fidelity 500 Index Fund” | 0 of 123 | 0 of 26 | 0 of 21 | 98.2% |
| Fidelity Large Cap Growth Index Fund listed as “Fidelity Large Cap GRTH INDX” | 0 of 66 | 0 of 12 | 0 of 13 | 96.4% |
| American Balanced Fund listed as “American Balanced Fund CL R6” | 2 of 74 | 0 of 15 | 1 of 11 | 93% |
| Fidelity International Index Fund listed as “Fidelity INTRNTNL INDX INSTL” | 0 of 36 | 0 of 2 | 0 of 1 | 89.1% |
| John Hancock Disciplined Value Fund listed as “John Hancock Disciplined” | 0 of 17 | 4 of 12 | — | 96.8% |
| Fidelity Mid Cap Growth Index Fund listed as “Fidelity Mid CP Growth INDX” | 0 of 12 | 0 of 4 | 0 of 3 | 96.5% |
| Fidelity Small Cap Index Fund listed as “Fidelity Small Cap Index” | 0 of 5 | 1 of 3 | — | 93.1% |
| PIMCO Income Fund listed as “PIMCO Income Fund INSTL” | — | — | — | 100% |
| Columbia Small Cap Value Fund II listed as “Columbia Small Cap VL FD INSTL3” | — | — | — | 87% |
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.