You Own Wall Street › Employer plans › Newmarket
Newmarket 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Blackrock Lifepath Index 2035 Fund is the largest fund in the Newmarket plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Newmarket 401(k) match and balances, from the filing
- Company money in
- about $4,610 per active participant
- $5m in plan year 2024
- Employees saved
- about $11,720 each
- $14m in plan year 2024
- Average balance
- $363,600
- 1,486 people with a balance
- In the plan
- $540m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 1,165 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 NEWMARKET CORPORATION as “SAVINGS PLAN FOR EMPLOYEES OF NEWMARKET CORPORATION AND AFFILIATES” · EIN 200812170, plan number 002 · search the filings
These are the funds in the Newmarket 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 Newmarket’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Blackrock Lifepath Index 2035 Fund listed as “BlackRock LifePath Indx 2035” · record folded from the funds it holds | 6 of 83 | 0 of 6 | — | 85.8% |
| Blackrock Lifepath Index 2030 Fund listed as “BlackRock LifePath Indx 2030” · record folded from the funds it holds | 6 of 83 | 0 of 6 | — | 85.8% |
| Blackrock Lifepath Index 2040 Fund listed as “BlackRock LifePath Indx 2040” · record folded from the funds it holds | 6 of 83 | 0 of 6 | — | 85.8% |
| Vanguard U.S. Growth Fund listed as “Vanguard US Growth Fund” | 1 of 18 | 1 of 10 | 0 of 4 | 90.8% |
| Blackrock Lifepath Index 2045 Fund listed as “BlackRock LifePath Indx 2045” · record folded from the funds it holds | 6 of 83 | 0 of 6 | — | 85.8% |
| Blackrock Lifepath Index 2050 Fund listed as “BlackRock LifePath Indx 2050” · record folded from the funds it holds | 6 of 77 | 0 of 6 | — | 85.3% |
| Blackrock Lifepath Index Retirement Fund listed as “BlackRock LifePath Indx RET” · record folded from the funds it holds | 6 of 83 | 0 of 6 | — | 85.8% |
| iShares MSCI EAFE International Index Fund listed as “iShares MSCI EAFE Intl Idx Fund” | 6 of 14 | 0 of 2 | — | 89.6% |
| Franklin Small-Mid Cap Growth Fund listed as “Franklin Small-Mid Cap Growth Fund” | 1 of 1 | — | 1 of 1 | 92.9% |
| PIMCO Total Return Fund listed as “PIMCO Total Return Fund” | — | — | — | 100% |
| Blackrock Lifepath Index 2055 Fund listed as “BlackRock LifePath Indx 2055” · record folded from the funds it holds | 6 of 77 | 0 of 6 | — | 85.3% |
| Invesco Growth and Income Fund listed as “Invesco Growth & Income Fund” | 0 of 22 | 0 of 6 | — | 92.6% |
| MFS International Diversification Fund listed as “MFS International Diversification Fund” · record folded from the funds it holds | 1 of 11 | 0 of 4 | — | 94.1% |
| Vanguard Morningstar Small-Cap Index Fund listed as “Vanguard Small Cap Index Fund” | 0 of 17 | 0 of 2 | 0 of 3 | 96.6% |
| Vanguard Morningstar Mid-Cap Index Fund listed as “Vanguard Mid Cap Index Fund” | 0 of 13 | 0 of 3 | 0 of 2 | 97.6% |
| Blackrock Balanced Fund, Inc. listed as “BlackRock Sustainable Balanced Fund” | 2 of 40 | 3 of 20 | 0 of 3 | 93.3% |
| Small Cap Value Fund listed as “American Century Small Cap Fund” | 0 of 1 | — | 0 of 1 | 80% |
| Vanguard Morningstar Mid-Cap Value Index Fund listed as “Vanguard Mid Cap Value Fund” | 0 of 12 | 0 of 3 | — | 98.6% |
| BlackRock LifePath Index 2060 Fund listed as “BlackRock LifePath Indx 2060” · record folded from the funds it holds | 6 of 77 | 0 of 6 | — | 85.3% |
| Vanguard Morningstar Small-Cap Growth Index Fund listed as “Vanguard Small Cap Growth ADM” | 0 of 3 | — | — | 94.6% |
| BlackRock LifePath Index 2065 Fund listed as “BlackRock LifePath Indx 2065” · record folded from the funds it holds | 6 of 77 | 0 of 6 | — | 85.3% |
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.