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Paccar 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Fidelity Freedom Index 2030 Fund is the largest fund in the Paccar plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Paccar 401(k) match and balances, from the filing
- Company money in
- about $4,960 per active participant
- $54m in plan year 2024
- Employees saved
- about $8,380 each
- $90m in plan year 2024
- Average balance
- $206,800
- 13,995 people with a balance
- In the plan
- $2.89bn
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 10,793 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 PACCAR INC as “PACCAR INC SAVINGS INVESTMENT PLAN” · EIN 910351110, plan number 002 · search the filings
These are the funds in the Paccar 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 Paccar’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Fidelity Freedom Index 2030 Fund listed as “Freedom Index 2030 Fund” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2040 Fund listed as “Freedom Index 2040 Fund” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2050 Fund listed as “Freedom Index 2050 Fund” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2060 Fund listed as “Freedom Index 2060 Fund” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2020 Fund listed as “Freedom Index 2020 Fund” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index Retirement Fund listed as “Freedom Index Retirement Fund” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2010 Fund listed as “Freedom Index 2010 Fund” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2070 Fund listed as “Freedom Index 2070 Fund” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
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.