You Own Wall Street › Employer plans › Travel & Leisure
Travel & Leisure 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Harbor Small Cap Value Fund is the largest fund in the Travel & Leisure plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Travel & Leisure 401(k) match and balances, from the filing
- Company money in
- about $2,360 per active participant
- $34m in plan year 2024
- Employees saved
- about $3,430 each
- $49m in plan year 2024
- Average balance
- $102,600
- 9,388 people with a balance
- In the plan
- $963m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 14,239 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 TRAVEL + LEISURE CO. as “TRAVEL + LEISURE CO. EMPLOYEE SAVINGS PLAN” · EIN 200052541, plan number 001 · search the filings
These are the funds in the Travel & Leisure 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 Travel & Leisure’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Harbor Small Cap Value Fund listed as “Harbor Small Cap Value Fund Retirement Class” | 1 of 1 | — | — | 100% |
| Transamerica International Equity listed as “Transamerica International Equity R6” | 0 of 4 | — | — | 86.7% |
| Dodge & Cox Stock Fund listed as “Dodge & Cox Stock Fund Class X” | 0 of 15 | 0 of 5 | 0 of 1 | 95.1% |
| Fidelity International Capital Appreciation K6 Fund listed as “Fidelity International Capital Appreciation K6 Fund” | 0 of 2 | — | — | 100% |
| PIMCO Income Fund listed as “PIMCO Income Fund Institutional Class” | — | — | — | 100% |
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.