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Pfizer 401(k) investment options

These are the funds in the Pfizer 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 Pfizer’s own annual retirement-plan filing · open the filing

FundClimateWorkersPay equityExec pay backed
Diversified Bond Fund listed as “SEI Diversified Bond Fund - Core”
T. Rowe Price Institutional Small-Cap Stock Fund listed as “T. Rowe Price Small Cap Stock Fund” 0 of 1 1 of 296.4%
Income Opportunities Fund listed as “SEI Diversified Bond Fund - Opportunities Income”

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.

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