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Terex 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 Terex 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 Terex 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 Terex’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 Fund” | 0 of 66 | 0 of 20 | 0 of 6 | 96.8% |
| John Hancock Disciplined Value Mid Cap Fund listed as “John Hancock Disciplined Value Mid Cap” | 1 of 3 | — | — | 91.7% |
| Fidelity Advisor Balanced Fund listed as “Fidelity Balanced Fund” | 0 of 9 | 0 of 3 | 1 of 2 | 94.4% |
| MFS Value Fund listed as “MFS Value Fund” | 1 of 13 | 0 of 3 | — | 100% |
| Fidelity Advisor Diversified International Fund listed as “Fidelity Diversified International Fund” | 0 of 7 | — | — | 96.1% |
| Fidelity Extended Market Index Fund listed as “Fidelity Extended Market Index Fund” | 0 of 12 | 0 of 3 | 0 of 3 | 92% |
| the Hartford International Opportunities Fund listed as “The Hartford International Opportunities Fund” | 0 of 9 | 0 of 2 | 0 of 1 | 90.2% |
| Fidelity International Index Fund listed as “Fidelity International Index Fund” | 0 of 32 | 0 of 4 | 0 of 2 | 90.4% |
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.