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Worthington Steel 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 Worthington Steel 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 Worthington Steel 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 Worthington Steel’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 Freedom Index 2040 Fund listed as “Fidelity Freedom Index 2040 Fund Premier II Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Dodge & Cox Stock Fund listed as “Dodge & Cox Stock Fund Class I” | 0 of 15 | 0 of 5 | 0 of 1 | 95.1% |
| Fidelity Freedom Index 2035 Fund listed as “Fidelity Freedom Index 2035 Fund Premier II Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2030 Fund listed as “Fidelity Freedom Index 2030 Fund Premier II Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2045 Fund listed as “Fidelity Freedom Index 2045 Fund Premier II Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2050 Fund listed as “Fidelity Freedom Index 2050 Fund Premier II Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Advisor Balanced Fund listed as “Fidelity Balanced Fund Class K” | 0 of 9 | 0 of 3 | 1 of 2 | 94.4% |
| Fidelity Freedom Index 2055 Fund listed as “Fidelity Freedom Index 2055 Fund Premier II Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2025 Fund listed as “Fidelity Freedom Index 2025 Fund Premier II Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2060 Fund listed as “Fidelity Freedom Index 2060 Fund Premier II Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Mid Cap Index Fund listed as “Fidelity Mid Cap Index Fund” | 0 of 24 | 0 of 2 | 0 of 3 | 95.9% |
| Victory RS Partners Fund listed as “Victory RS Partners Fund Class A” | 0 of 1 | — | — | 100% |
| PIMCO Income Fund listed as “PIMCO Income Fund Institutional Class” | — | — | — | 100% |
| Fidelity International Index Fund listed as “Fidelity International Index Fund” | 0 of 32 | 0 of 4 | 0 of 2 | 90.4% |
| Fidelity Freedom Index 2020 Fund listed as “Fidelity Freedom Index 2020 Fund Premier II Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index 2065 Fund listed as “Fidelity Freedom Index 2065 Fund Premier II Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Advisor Focused Emerging Markets Fund listed as “Fidelity Advisor Focused Emerging Markets Fund Class I” | — | — | — | 66.7% |
| Fidelity Small Cap Index Fund listed as “Fidelity Small Cap Index Fund” | 0 of 2 | 0 of 2 | 0 of 2 | 92.8% |
| Fidelity Freedom Index 2015 Fund listed as “Fidelity Freedom Index 2015 Fund Premier II Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Fidelity Freedom Index Retirement Fund listed as “Fidelity Freedom Index Retirement Fund Premier II Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Janus Henderson Enterprise Fund listed as “Janus Henderson Enterprise Fund Class T” | — | — | 0 of 1 | 98.4% |
| Fidelity Freedom Index 2010 Fund listed as “Fidelity Freedom Index 2010 Fund Premier II Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
| Victory Sycamore Established Value Fund listed as “Victory Sycamore Established Value Fund Class Y” | 0 of 5 | — | — | 94.7% |
| Fidelity Freedom Index 2070 Fund listed as “Fidelity Freedom Index 2070 Fund Premier II Class” · record folded from the funds it holds | 0 of 132 | 0 of 31 | 0 of 11 | 92.1% |
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.