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Oceaneering International 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 Oceaneering International plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Oceaneering International 401(k) match and balances, from the filing
- Company money in
- about $6,240 per active participant
- $24m in plan year 2024
- Employees saved
- about $9,670 each
- $38m in plan year 2024
- Average balance
- $162,300
- 5,104 people with a balance
- In the plan
- $829m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 3,923 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 OCEANEERING INTERNATIONAL, INC. as “OCEANEERING RETIREMENT INVESTMENT PLAN” · EIN 952628227, plan number 003 · search the filings
These are the funds in the Oceaneering International 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 Oceaneering International’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 66 | 0 of 20 | 0 of 6 | 96.8% |
| American Balanced Fund listed as “American Funds American Balanced Fund R6” | 0 of 42 | 0 of 10 | 0 of 2 | 86.2% |
| Carillon Eagle Mid Cap Growth Fund listed as “Carillon Eagle Mid Cap Growth Fund Class I” | 0 of 1 | — | — | 87.8% |
| Fidelity Mid Cap Index Fund listed as “Fidelity Mid Cap Index Fund” | 0 of 24 | 0 of 2 | 0 of 3 | 95.9% |
| MFS Value Fund listed as “MFS Value Fund R4” | 1 of 13 | 0 of 3 | — | 100% |
| Frost Total Return Bond Fund listed as “Frost Total Return Bond Fund Institutional Shares” | — | — | — | — |
| Fidelity Small Cap Index Fund listed as “Fidelity Small Cap Index Fund” | 0 of 2 | 0 of 2 | 0 of 2 | 92.8% |
| Fidelity Total International Index Fund listed as “Fidelity Total International Index Fund” | 0 of 88 | 0 of 8 | 0 of 3 | 84.5% |
| Victory Sycamore Small Company Opportunity Fund listed as “Victory Sycamore Small Company Opportunity Fund Class Y” | — | — | — | 93.2% |
| Hotchkis & Wiley High Yield Fund listed as “Hotchkis & Wiley High Yield I” | 0 of 1 | — | 0 of 1 | 100% |
| DFA Global Real Estate Securities Portfolio listed as “DFA Global Real Estate Securities Port” | 0 of 1 | — | — | 80.4% |
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.