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William Penn Bancorporation 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 William Penn Bancorporation plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
These are the funds in the William Penn Bancorporation 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 William Penn Bancorporation’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 Blue Chip Growth Fund listed as “Fidelity Blue Chip Growth Fund” | 7 of 30 | 0 of 13 | — | 96.2% |
| Fidelity Advisor Balanced Fund listed as “Fidelity Balanced Fund” | 0 of 9 | 0 of 3 | 1 of 2 | 94.4% |
| Fidelity Small Cap Value Fund listed as “Fidelity Small Cap Value Fund” | 2 of 3 | — | — | 96.5% |
| Fidelity Advisor Health Care Fund listed as “Fidelity Select Health Care Portfolio” | 0 of 3 | — | — | 97.1% |
| Fidelity Freedom Retirement Fund listed as “Fidelity Freedom Income Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| AMG Yacktman Fund listed as “AMG Yacktman Fund - Class I” | 0 of 7 | 1 of 5 | 0 of 1 | 90% |
| Voya MidCap Opportunities Fund listed as “Voya MidCap Opportunities Fund Class I” | — | — | — | 94.2% |
| Fidelity Advisor Strategic Income Fund listed as “Fidelity Strategic Income Fund” | 2 of 8 | 0 of 5 | — | 92.7% |
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.