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Perrigo 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Vanguard Institutional Index Fund is the largest fund in the Perrigo plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Perrigo 401(k) match and balances, from the filing
- Company money in
- about $5,310 per active participant
- $25m in plan year 2024
- Employees saved
- about $7,620 each
- $36m in plan year 2024
- Average balance
- $157,000
- 6,633 people with a balance
- In the plan
- $1.04bn
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 4,775 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 PERRIGO COMPANY as “PERRIGO COMPANY PROFIT-SHARING AND INVESTMENT PLAN” · EIN 382799573, plan number 003 · search the filings
These are the funds in the Perrigo 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 Perrigo’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard Institutional Index Fund listed as “Vanguard Institutional Index Fund Inst'l Plus Shares” | 0 of 66 | 0 of 20 | 0 of 6 | 97.8% |
| Vanguard Equity Income Fund listed as “Vanguard Equity Income Fund Admiral Shares” | 0 of 33 | 0 of 5 | 0 of 2 | 98.2% |
| Vanguard Total International Stock Index Fund listed as “Vanguard Total International Stock Index Fund Inst'l Shares” | 0 of 95 | 0 of 10 | 0 of 4 | 83.1% |
| Vanguard Extended Market Index Fund listed as “Vanguard Extended Market Index Fund Inst'l Shares” | 0 of 12 | 0 of 3 | 0 of 3 | 96.4% |
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.