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Wells Fargo 401(k) investment options

These are the funds in the Wells Fargo 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 Wells Fargo’s own annual retirement-plan filing · open the filing

FundClimateWorkersPay equityExec pay backed
Dodge & Cox Stock Fund listed as “Dodge Cox Stock Class X” 0 of 230 of 8 0 of 194.5%
the Emerging Markets Small Cap Series listed as “DFA Emerging Markets Small Cap” 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.

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