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Marcus 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 Marcus plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Marcus 401(k) match and balances, from the filing
- Company money in
- about $580 per active participant
- $3m in plan year 2024
- Employees saved
- about $1,300 each
- $6m in plan year 2024
- Average balance
- $64,400
- 1,689 people with a balance
- In the plan
- $109m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 4,961 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 THE MARCUS CORPORATION as “THE MARCUS CORP 401K RETIREMENT SAVINGS PLAN” · EIN 391139844, plan number 002 · search the filings
These are the funds in the Marcus 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 Marcus’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% |
| Victory Pioneer Fundamental Growth Fund listed as “Pioneer Fundamental Growth Y” | 0 of 11 | 0 of 4 | — | 88.5% |
| Vanguard Equity Income Fund listed as “Vanguard Equity Inc Fund” | 0 of 33 | 0 of 5 | 0 of 2 | 98.2% |
| JPMorgan Mid Cap Growth Fund listed as “JPMorgan Mid Cap Growth R6” | — | — | — | 95.9% |
| Vanguard Morningstar Mid-Cap Index Fund listed as “Vanguard Mid-Cap Index Adm” | 0 of 13 | 0 of 3 | 0 of 2 | 97.6% |
| Invesco Discovery Fund listed as “Invesco Discovery Fund” | — | — | — | 75.7% |
| Vanguard Morningstar Small-Cap Value Index Fund listed as “Vanguard Small Cap Value” | 0 of 14 | 0 of 2 | 0 of 3 | 97.8% |
| MFS Mid Cap Value Fund listed as “MFS Mid Cap Value R6” | 2 of 7 | 0 of 1 | 1 of 1 | 95.8% |
| MFS International Diversification Fund listed as “MFS International Diversification” · record folded from the funds it holds | 1 of 11 | 0 of 4 | — | 94.1% |
| MFS Global Real Estate Fund listed as “MFS Global Real Estate R5” | 0 of 1 | — | — | 89.2% |
| Virtus Emerging Markets Opportunities Fund listed as “Virtus AllianzGI Emerging Markets” | — | — | — | 42.9% |
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.