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Mbia 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Fidelity 500 Index Fund is the largest fund in the Mbia 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 Mbia 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 Mbia’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 Inst. Fund” | 0 of 66 | 0 of 20 | 0 of 6 | 96.8% |
| Fidelity Blue Chip Growth Fund listed as “Fidelity Blue Chip Growth Fund” | 7 of 30 | 0 of 13 | — | 96.2% |
| Fidelity Freedom 2025 Fund listed as “Fidelity Freedom Fund 2025” · 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 Fund 2035” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Freedom 2040 Fund listed as “Fidelity Freedom Fund 2040” · 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 Fund 2030” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Vanguard Total International Stock Index Fund listed as “Vanguard Total Int l Stock Index Fund” | 0 of 95 | 0 of 10 | 0 of 4 | 83.1% |
| Fidelity Total Bond K6 Fund listed as “Fidelity Total Bond K6” | — | — | — | 100% |
| Fidelity Puritan Fund listed as “Fidelity Puritan Fund” | 3 of 32 | 0 of 12 | — | 97.1% |
| Baron Asset Fund listed as “Baron Asset Inst Fund” | 0 of 1 | — | — | 77.8% |
| Allspring Special Mid Cap Value Fund listed as “AS Special Mid Cap Val R6” | — | — | — | 95.9% |
| Baron Generational Growth Fund listed as “Baron Growth Inst Fund” | — | — | — | 100% |
| Fidelity Freedom 2010 Fund listed as “Fidelity Freedom Fund 2010” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Extended Market Index Fund listed as “Fidelity Extended Market Index Fund” | 0 of 12 | 0 of 3 | 0 of 3 | 92% |
| Fidelity Low-Priced Stock Fund listed as “Fidelity Low- Priced Stock Fund” | 1 of 21 | 0 of 3 | 0 of 2 | 91.6% |
| Fidelity Advisor International Capital Appreciation Fund listed as “Fidelity Int l Capital Appreciation Fund” | 0 of 2 | — | — | 100% |
| American Mutual Fund listed as “American Funds Amer. Mutual R6 Fund” | 0 of 35 | 2 of 11 | 1 of 2 | 90.6% |
| Fidelity Freedom 2020 Fund listed as “Fidelity Freedom Fund 2020” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Freedom 2050 Fund listed as “Fidelity Freedom Fund 2050” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Cohen & Steers Institutional Realty Shares listed as “Cohen and Steers Rlty Shares, Inc. Fund” | 0 of 1 | — | — | 88.6% |
| Conestoga Small Cap Fund listed as “Conestoga Small Cap Fund” | — | — | — | 96.7% |
| Fidelity Freedom 2015 Fund listed as “Fidelity Freedom Fund 2015” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Freedom Retirement Fund listed as “Fidelity Freedom Retire K Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Managed Retirement 2030 Fund listed as “Fidelity Managed Retire 2030 K6” · record folded from the funds it holds | 17 of 259 | 1 of 64 | 1 of 15 | 94.2% |
| Fidelity Managed Retirement 2025 Fund listed as “Fidelity Managed Retirement 2025 K6” · record folded from the funds it holds | 17 of 259 | 1 of 64 | 1 of 15 | 94.2% |
| Fidelity Advisor Freedom 2055 Fund listed as “Fidelity Freedom Fund 2055” · record folded from the funds it holds | 33 of 343 | 5 of 98 | 5 of 17 | 95.5% |
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.