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Usana Health Sciences 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 Usana Health Sciences plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Usana Health Sciences 401(k) match and balances, from the filing
- Company money in
- about $3,180 per active participant
- $3m in plan year 2024
- Employees saved
- about $8,080 each
- $6m in plan year 2024
- Average balance
- $113,700
- 1,111 people with a balance
- In the plan
- $126m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 791 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 USANA HEALTH SCIENCES, INC. as “USANA HEALTH SCIENCES 401(K) PLAN” · EIN 870500306, plan number 001 · search the filings
These are the funds in the Usana Health Sciences 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 Usana Health Sciences’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 Large Cap Growth Index Fund listed as “Fidelity Large Cap Growth Index Fund” | 0 of 31 | 0 of 12 | 0 of 4 | 94% |
| Fidelity Mid Cap Index Fund listed as “Fidelity Mid Cap Index Fund” | 0 of 24 | 0 of 2 | 0 of 3 | 95.9% |
| Fidelity Small Cap Index Fund listed as “Fidelity Small Cap Index Fund” | 0 of 2 | 0 of 2 | 0 of 2 | 92.8% |
| Janus Henderson Triton Fund listed as “Janus Henderson Triton Fund Class I” | 0 of 1 | — | — | 94.3% |
| Fidelity Total International Index Fund listed as “Fidelity Total International Index Fund” | 0 of 88 | 0 of 8 | 0 of 3 | 84.5% |
| Real Estate Securities Fund listed as “Principal Real Estate Securities Fund Institutional Class” | 0 of 2 | — | — | 92.9% |
| Undiscovered Managers Behavioral Value Fund listed as “Undiscovered Managers Behavioral Value Fund Class L” | — | — | — | 95.5% |
| 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.