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William Penn Bancorporation 401(k) investment options
These are the funds in the William Penn Bancorporation 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 123 | 0 of 26 | 0 of 21 | 98.2% |
| Fidelity Blue Chip Growth Fund listed as “Fidelity Blue Chip Growth Fund” | 6 of 60 | 0 of 13 | 2 of 11 | 94.9% |
| 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” | — | — | — | 98.6% |
| Fidelity Advisor Health Care Fund listed as “Fidelity Select Health Care Portfolio” | 0 of 5 | 0 of 2 | 0 of 1 | 88.1% |
| Fidelity Freedom Income Fund listed as “Fidelity Freedom Income Fund” | — | — | — | — |
| AMG Yacktman Fund listed as “AMG Yacktman Fund - Class I” | 0 of 12 | 0 of 5 | 0 of 2 | 88.6% |
| Voya MidCap Opportunities Fund listed as “Voya MidCap Opportunities Fund Class I” | 2 of 3 | — | 0 of 1 | 87.3% |
| Fidelity Advisor Strategic Income Fund listed as “Fidelity Strategic Income Fund” | 2 of 18 | 0 of 5 | 0 of 4 | 96.6% |
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.