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Tredegar 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 Tredegar plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Tredegar 401(k) match and balances, from the filing
- Company money in
- about $2,630 per active participant
- $4m in plan year 2024
- Employees saved
- about $4,500 each
- $7m in plan year 2024
- Average balance
- $78,900
- 1,740 people with a balance
- In the plan
- $137m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 1,444 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 TREDEGAR CORPORATION as “TREDEGAR CORPORATION RETIREMENT SAVINGS PLAN” · EIN 541497771, plan number 002 · search the filings
These are the funds in the Tredegar 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 Tredegar’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% |
| Fidelity Freedom Index 2030 Fund listed as “Fidelity Freedom 2030 Fund - Institutional Premium Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2035 Fund listed as “Fidelity Freedom 2035 Fund - Institutional Premium Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2025 Fund listed as “Fidelity Freedom 2025 Fund - Institutional Premium Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2040 Fund listed as “Fidelity Freedom 2040 Fund - Institutional Premium Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2045 Fund listed as “Fidelity Freedom 2045 Fund - Institutional Premium Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2050 Fund listed as “Fidelity Freedom 2050 Fund - Institutional Premium Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2020 Fund listed as “Fidelity Freedom 2020 Fund - Institutional Premium Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2055 Fund listed as “Fidelity Freedom 2055 Fund - Institutional Premium Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2060 Fund listed as “Fidelity Freedom 2060 Fund - Institutional Premium Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Extended Market Index Fund listed as “Fidelity Extended Market Index Fund” | 0 of 12 | 0 of 3 | 0 of 3 | 92% |
| Fidelity Total International Index Fund listed as “Fidelity Total International Index Fund” | 0 of 88 | 0 of 8 | 0 of 3 | 84.5% |
| Carillon Eagle Mid Cap Growth Fund listed as “Carillon Eagle Mid Cap Growth I” | 0 of 1 | — | — | 87.8% |
| Fidelity Freedom Index Retirement Fund listed as “Fidelity Freedom Index Income Fund” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2065 Fund listed as “Fidelity Freedom 2065 Fund - Institutional Premium Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| BlackRock Advantage Small Cap Core Fund listed as “BlackRock Advantage Small Cap Core” | 1 of 3 | 1 of 2 | 0 of 1 | 92.8% |
| Fidelity Emerging Markets Index Fund listed as “Fidelity Emerging Markets Index Fund” | — | — | — | 35.3% |
| Vanguard Real Estate II Index Fund listed as “Vanguard Real Estate Index Fund” | 0 of 1 | — | — | 95.6% |
| Fidelity Freedom Index 2070 Fund listed as “Fidelity Freedom 2070 Fund - Institutional Premium Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2015 Fund listed as “Fidelity Freedom 2015 Fund - Institutional Premium Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2010 Fund listed as “Fidelity Freedom 2010 Fund - Institutional Premium Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
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.