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Prudential Financial 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? The Prudential Financial plan’s funds that publish their votes have too few ballots on file, so here is Fidelity 500 Index Fund, the most common fund in the plans we track: answer 3 of its ballots, then see your result.
The question on the ballot
As filed
Prudential Financial 401(k) match and balances, from the filing
- Company money in
- about $5,240 per active participant
- $85m in plan year 2024
- Employees saved
- about $18,420 each
- $299m in plan year 2024
- Average balance
- $287,000
- 37,401 people with a balance
- In the plan
- $10.73bn
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 16,248 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 THE PRUDENTIAL INSURANCE COMPANY OF AMERICA as “THE PRUDENTIAL EMPLOYEE SAVINGS PLAN” · EIN 221211670, plan number 002 · search the filings
This is the only fund in the Prudential Financial retirement plan whose voting record we can trace, taken from the plan’s own annual filing. The figures show what it did with shareholder proposals.
SourceThe fund menu is the list of investments in Prudential Financial’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| PGIM Global Total Return Fund listed as “PGIM Global Total Return” | — | — | — | — |
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 a ballot from this plan →
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.