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South Bow 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Fidelity Growth Company K6 Fund is the largest fund in the South Bow 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 South Bow 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 South Bow’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Fidelity Growth Company K6 Fund listed as “Fidelity Growth CO K6” | 5 of 43 | 0 of 16 | 1 of 3 | 92.7% |
| Fidelity 500 Index Fund listed as “Fidelity 500 Index Fund” | 0 of 66 | 0 of 20 | 0 of 6 | 96.8% |
| Vanguard Target Retirement 2045 Fund listed as “Vanguard Target Retirement 2045” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2060 Fund listed as “Vanguard Target Retirement 2060” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2050 Fund listed as “Vanguard Target Retirement 2050” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Fidelity Extended Market Index Fund listed as “Fidelity Extended Market Index Fund” | 0 of 12 | 0 of 3 | 0 of 3 | 92% |
| Vanguard Target Retirement 2035 Fund listed as “Vanguard Target Retirement 2035” · 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” · 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” · 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” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2025 Fund listed as “Vanguard Target Retirement 2025” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Total International Stock Index Fund listed as “Vanguard Total International Stock Fund AD” | 0 of 95 | 0 of 10 | 0 of 4 | 83.1% |
| MFS International Diversification Fund listed as “MFS International Diversification Fund R4” · record folded from the funds it holds | 1 of 11 | 0 of 4 | — | 94.1% |
| Allspring Special Mid Cap Value Fund listed as “Allspring Special Mid-Cap Value R6” | — | — | — | 95.9% |
| Baron Generational Growth Fund listed as “Baron Growth R6” | — | — | — | 100% |
| 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 2065 Fund listed as “Vanguard Target Retirement 2065” · 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” · 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 →
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.