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Plumas Bancorp 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Principal LifeTime 2030 Fund is the largest fund in the Plumas Bancorp plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
These are the funds in the Plumas Bancorp 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 Plumas Bancorp’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Principal LifeTime 2030 Fund listed as “Principal LifeTime 2030 Inst Fund” · record folded from the funds it holds | 7 of 223 | 1 of 50 | 0 of 14 | 89.6% |
| Fidelity Advisor Equity Growth Fund listed as “Fidelity Adv Eq Growth Z Fund” | 3 of 17 | 0 of 10 | — | 97.6% |
| Principal LifeTime 2045 Fund listed as “Principal LifeTime 2045 Inst Fund” · record folded from the funds it holds | 3 of 209 | 1 of 49 | 0 of 14 | 89.3% |
| LargeCap S&P 500 Index Fund listed as “Principal LgCp S&P 500 Idx Inst Fund” | 0 of 66 | 0 of 20 | 0 of 6 | 91.5% |
| Principal LifeTime 2025 Fund listed as “Principal LifeTime 2025 Inst Fund” · record folded from the funds it holds | 7 of 223 | 1 of 50 | 0 of 14 | 89.6% |
| Principal LifeTime 2050 Fund listed as “Principal LifeTime 2050 Inst Fund” · record folded from the funds it holds | 3 of 209 | 1 of 49 | 0 of 14 | 89.3% |
| Principal LifeTime 2035 Fund listed as “Principal LifeTime 2035 Inst Fund” · record folded from the funds it holds | 3 of 209 | 1 of 49 | 0 of 14 | 89.3% |
| The MidCap Value Fund listed as “LA Capital MidCap Value I R6 Fund” | 0 of 9 | 0 of 1 | — | 93.8% |
| Principal LifeTime 2055 Fund listed as “Principal LifeTime 2055 Inst Fund” · record folded from the funds it holds | 3 of 209 | 1 of 49 | 0 of 14 | 89.3% |
| Principal LifeTime 2040 Fund listed as “Principal LifeTime 2040 Inst Fund” · record folded from the funds it holds | 3 of 209 | 1 of 49 | 0 of 14 | 89.3% |
| Principal LifeTime 2020 Fund listed as “Principal LifeTime 2020 Inst Fund” · record folded from the funds it holds | 7 of 223 | 1 of 50 | 0 of 14 | 89.6% |
| SmallCap S&P 600 Index Fund listed as “Principal SmCp S&P 600 Idx R6 Fund” | 0 of 2 | 0 of 1 | 0 of 1 | 92.5% |
| Principal LifeTime 2060 Fund listed as “Principal LifeTime 2060 Inst Fund” · record folded from the funds it holds | 3 of 209 | 1 of 49 | 0 of 14 | 89.3% |
| Equity Income Fund formerly Equity Income Fund I listed as “Principal Equity Income Inst Fund” | 0 of 17 | 0 of 5 | 0 of 1 | 97.7% |
| MidCap S&P 400 Index Fund listed as “Principal MidCap S&P 400 Idx R6 Fund” | 0 of 10 | 0 of 1 | 0 of 2 | 94.8% |
| Nomura Small Cap Value Fund listed as “Macquarie Small Cap Value R6 Fund” | — | — | — | 96.8% |
| Principal LifeTime 2065 listed as “Principal LifeTime 2065 Inst Fund” · record folded from the funds it holds | 3 of 209 | 1 of 49 | 0 of 14 | 89.3% |
| Pgim High Yield Fund listed as “PGIM Investments Registered Investment Company PGIM High Yield R6 Fund” | — | — | — | — |
| Putnam Small Cap Growth Fund listed as “Putnam Sm Cap Growth R6 Fund” | — | — | — | 89.2% |
| Principal LifeTime 2070 Fund listed as “Principal LifeTime 2070 Inst Fund” · record folded from the funds it holds | 3 of 209 | 1 of 49 | 0 of 14 | 89.3% |
| Principal LifeTime 2015 Fund listed as “Principal LifeTime 2015 Inst Fund” · record folded from the funds it holds | 7 of 223 | 1 of 50 | 0 of 14 | 89.6% |
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.