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Regency Centers 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 Regency Centers 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 Regency Centers 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 Regency Centers’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard Institutional Index Fund listed as “Vanguard Institutional Index Fund Institutional” | 0 of 66 | 0 of 20 | 0 of 6 | 97.8% |
| New Perspective Fund listed as “American Funds New Perspective Fund R6” | 0 of 30 | 0 of 11 | 0 of 1 | 90.4% |
| Vanguard Target Retirement 2050 Fund listed as “Vanguard Target Retirement 2050 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Fidelity Advisor Balanced Fund listed as “Fidelity Balanced Fund” | 0 of 9 | 0 of 3 | 1 of 2 | 94.4% |
| Vanguard Target Retirement 2045 Fund listed as “Vanguard Target Retirement 2045 Fund” · 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 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Morningstar Small-Cap Index Fund listed as “Vanguard Small Cap Index Fund Institutional” | 0 of 17 | 0 of 2 | 0 of 3 | 96.6% |
| Vanguard Target Retirement 2055 Fund listed as “Vanguard Target Retirement 2055 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2030 Fund listed as “Vanguard Target Retirement 2030 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2035 Fund listed as “Vanguard Target Retirement 2035 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| John Hancock Disciplined Value Fund listed as “John Hancock Disciplined Value MidCap Fund R6” | 0 of 21 | 0 of 2 | 0 of 1 | 84.1% |
| Vanguard Target Retirement 2060 Fund listed as “Vanguard Target Retirement 2060 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Allspring Core Bond Fund listed as “Allspring Core Bond R6 Fund” | — | — | — | — |
| T. Rowe Price Mid-Cap Growth Fund, Inc. listed as “T. Rowe Price Mid Cap Growth Fund I” | 0 of 1 | — | — | 93.5% |
| Vanguard Target Retirement 2025 Fund listed as “Vanguard Target Retirement 2025 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Developed Markets Index Fund listed as “Vanguard Developed Markets Index Fund Admiral” | 0 of 95 | 0 of 10 | 0 of 4 | 85.2% |
| Vanguard Target Retirement Income Fund listed as “Vanguard Target Retirement Income Fund” · 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 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Institutional Index Fund listed as “Vanguard REIT Index Fund Admiral” | 0 of 66 | 0 of 20 | 0 of 6 | 97.8% |
| Vanguard Target Retirement 2070 Fund listed as “Vanguard Target Retirement 2070 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2065 Fund listed as “Vanguard Target Retirement 2065 Fund” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Explorer Fund listed as “Vanguard Explorer Fund Admiral” | 2 of 5 | — | 0 of 2 | 94.3% |
| Small Cap Value Fund listed as “American Century Small Cap Value R6 Fund” | 0 of 1 | — | 0 of 1 | 80% |
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.