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Reliance 401(k) investment options

These are the funds in the Reliance 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 Reliance’s own annual retirement-plan filing · open the filing

FundClimateWorkersPay equityExec pay backed
DFA Global Real Estate Securities Portfolio listed as “DFA Global Real Estate Securities Portfolio” 0 of 1 84.8%

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.

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