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PROG Holdings 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Fidelity 500 Index Fund is the largest fund in the PROG Holdings plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
PROG Holdings 401(k) match and balances, from the filing
- Company money in
- about $2,300 per active participant
- $3m in plan year 2024
- Employees saved
- about $4,710 each
- $7m in plan year 2024
- Average balance
- $67,300
- 1,034 people with a balance
- In the plan
- $70m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 1,416 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 PROG HOLDINGS, INC. as “PROG HOLDINGS EMPLOYEE RETIREMENT PLAN” · EIN 852484385, plan number 001 · search the filings
These are the funds in the PROG Holdings 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 PROG Holdings’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Fidelity 500 Index Fund listed as “Fidelity 500 Index” | 0 of 66 | 0 of 20 | 0 of 6 | 96.8% |
| Vanguard Target Retirement 2050 Fund listed as “Vanguard Target Retirement 2050 Inv” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Fidelity International Index Fund listed as “Fidelity International Index” | 0 of 32 | 0 of 4 | 0 of 2 | 90.4% |
| Vanguard Target Retirement 2045 Fund listed as “Vanguard Target Retirement 2045 Inv” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2040 Fund listed as “Vanguard Target Retirement 2040 Inv” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2055 Fund listed as “Vanguard Target Retirement 2055 Inv” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| NVIT J.P. Morgan Large Cap Growth Fund listed as “JP Morgan Large Cap Growth R6” | 0 of 20 | 1 of 17 | 0 of 2 | 97.5% |
| Fidelity Small Cap Index Fund listed as “Fidelity Small Cap Index” | 0 of 2 | 0 of 2 | 0 of 2 | 92.8% |
| Vanguard Target Retirement 2030 Fund listed as “Vanguard Target Retirement 2030 Inv” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Fidelity Mid Cap Index Fund listed as “Fidelity Mid Cap Index” | 0 of 24 | 0 of 2 | 0 of 3 | 95.9% |
| Vanguard Target Retirement 2035 Fund listed as “Vanguard Target Retirement 2035 Inv” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Putnam Large Cap Value Fund listed as “Putnam Large Cap Value Fund R6” | 1 of 21 | 0 of 5 | 0 of 1 | 96.4% |
| Vanguard Target Retirement 2060 Fund listed as “Vanguard Target Retirement 2060 Inv” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Gqg Partners Emerging Markets Equity Fund listed as “GQC Partners Emerging Markets Equity Fund R6” | 0 of 3 | — | 0 of 1 | 91.7% |
| Putnam International Value Fund listed as “Putnam International Value Fund” | 0 of 6 | 0 of 1 | — | 97.7% |
| Fidelity Small Cap Growth Fund listed as “Fidelity Small Cap Growth” | — | — | — | 91.7% |
| Allspring Special Mid Cap Value Fund listed as “Allspring Special Mid Cap VAL FD R6” | — | — | — | 95.9% |
| Fidelity International Growth Fund listed as “Fidelity International Growth” | 0 of 3 | — | — | 96.8% |
| Vanguard Target Retirement 2065 Fund listed as “Vanguard Target Retirement 2065 Inv” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2020 Fund listed as “Vanguard Target Retirement 2020 Inv” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Federated Hermes Institutional High Yield Bond Fund listed as “Federated Instl High Yield Bold Instl” | — | — | — | — |
| Vanguard Target Retirement 2025 Fund listed as “Vanguard Target Retirement 2025 Inv” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Undiscovered Managers Behavioral Value Fund listed as “Undiscovered MGRS Behavioral VAL R6” | — | — | — | 95.5% |
| Vanguard Target Retirement Income Fund listed as “Vanguard Target Retirement Income Inv” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2070 Fund listed as “Vanguard Target Retirement 2070 Inv” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
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 →
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