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Popular 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 Popular plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Popular 401(k) match and balances, from the filing
- Company money in
- about $3,870 per active participant
- $4m in plan year 2024
- Employees saved
- about $9,120 each
- $9m in plan year 2024
- Average balance
- $109,900
- 1,551 people with a balance
- In the plan
- $170m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 970 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 POPULAR, INC. as “POPULAR, INC. USA 401(K) SAVINGS & INVESTMENT PLAN” · EIN 660667416, plan number 053 · search the filings
These are the funds in the Popular 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 Popular’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard Institutional Index Fund listed as “Vanguard Instl Index Instl Fund” | 0 of 66 | 0 of 20 | 0 of 6 | 97.8% |
| MFS Value Fund listed as “MFS Value R6 Fund” | 1 of 13 | 0 of 3 | — | 100% |
| JPMorgan Mid Cap Value Fund listed as “JP Morgan Mid CAP VALUE R6 Fund” | — | — | — | 90.9% |
| Vanguard Total International Stock Index Fund listed as “Vanguard Ttl Intl Stk Idx Adm Fund” | 0 of 95 | 0 of 10 | 0 of 4 | 83.1% |
| Vanguard Institutional Index Fund listed as “Vanguard Ext Mk Index Adm Fund” | 0 of 66 | 0 of 20 | 0 of 6 | 97.8% |
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.