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Vertiv Holdings 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Vanguard Institutional Index Fund is the largest fund in the Vertiv Holdings plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Vertiv Holdings 401(k) match and balances, from the filing
- Company money in
- about $2,490 per active participant
- $11m in plan year 2024
- Employees saved
- about $8,130 each
- $36m in plan year 2024
- Average balance
- $198,600
- 5,701 people with a balance
- In the plan
- $1.13bn
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 4,421 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 VERTIV GROUP CORPORATION as “VERTIV GROUP CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN” · EIN 813496944, plan number 001 · search the filings
These are the funds in the Vertiv Holdings 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 Vertiv Holdings’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard Institutional Index Fund listed as “Vanguard Institutional Index Fund Instl Plus Shares” | 0 of 66 | 0 of 20 | 0 of 6 | 97.8% |
| Vanguard U.S. Growth Fund listed as “Vanguard U.S. Growth Fund” | 1 of 18 | 1 of 10 | 0 of 4 | 90.8% |
| Vanguard Morningstar Growth Index Fund listed as “Vanguard Growth Index Fund” | 0 of 18 | 0 of 9 | 0 of 3 | 94.2% |
| Dodge & Cox Stock Fund listed as “Dodge & Cox Stock Fund” | 0 of 15 | 0 of 5 | 0 of 1 | 95.1% |
| Vanguard Selected Value Fund listed as “Vanguard Selected Value Fund” | 0 of 2 | 0 of 1 | 0 of 1 | 95.4% |
| Fidelity Growth Strategies K6 Fund listed as “Fidelity Growth Strategies K6 Fund” | 0 of 1 | — | 1 of 1 | 94.9% |
| Vanguard Extended Market Index Fund listed as “Vanguard Extended Market Index Fund” | 0 of 12 | 0 of 3 | 0 of 3 | 96.4% |
| Vanguard Morningstar Value Index Fund listed as “Vanguard Value Index Fund” | 0 of 44 | 0 of 12 | 0 of 2 | 98.1% |
| Vanguard Total International Stock Index Fund listed as “Vanguard Total International Stock Index Fund” | 0 of 95 | 0 of 10 | 0 of 4 | 83.1% |
| Vanguard Emerging Markets Stock Index Fund listed as “Vanguard Emerging Markets Stock Index Administrator” | — | — | — | 41.7% |
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.