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At FINANCE OF AMERICA COMPANIES INC.'s shareholder meeting held May 13, 2024, in the 2023-2024 proxy season, 62 asset managers reported how they voted on 7 ballot items in their SEC Form N-PX filings, covering 516 separate fund positions. On the most widely held item on that ballot — An advisory vote to approve the compensation of the named executive officers of the Company; and — FINANCE OF AMERICA COMPANIES INC.'s filing reports the proposal as approved, with 99.4% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: FINANCE OF AMERICA COMPANIES INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 16, 2024.
Download data (CSV): ballot items · votes by manager · column guide.
Compiled from SEC Form N-PX filings and FINANCE OF AMERICA COMPANIES INC.’s Form 8-K, filed May 16, 2024 (Item 5.07 on EDGAR). Page generated November 8, 2026.
Meeting of May 13, 2024: 7 items on FINANCE OF AMERICA COMPANIES INC.’s Form 8-K, filed May 16, 2024: 5 elected · 2 approved.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Proxy season: 2023-2024 2025-2026
Explore FINANCE OF AMERICA COMPANIES INC. in the interactive database Compare manager voting policies
These tallies are FINANCE OF AMERICA COMPANIES INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 16, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Brian L. Libman | 183,824,659 | -- | -- | 10,457,464 | 10,376,686 | 95% | Elected | — |
| Elect Director: Norma C. Corio | 193,969,338 | -- | -- | 312,785 | 10,376,686 | 99.8% | Elected | — |
| Elect Director: Robert W. Lord | 191,651,832 | -- | -- | 2,630,291 | 10,376,686 | 99% | Elected | — |
| Elect Director: Tyson A. Pratcher | 193,963,350 | -- | -- | 318,773 | 10,376,686 | 99.8% | Elected | — |
| Elect Director: Lance N. West | 193,882,812 | -- | -- | 399,311 | 10,376,686 | 99.7% | Elected | — |
| 2. Advisory Vote on Named Executive Officer Compensation | 193,081,184 | 1,136,816 | 64,123 | -- | 10,376,686 | 99.4% | Approved | — |
| 3. Ratification of Appointment of BDO USA, P.C | 203,479,605 | 1,081,221 | 97,983 | -- | -- | 99.4% | Approved | — |
Source: FINANCE OF AMERICA COMPANIES INC., Form 8-K, filed with the SEC on May 16, 2024 — read the filing on EDGAR.
Each item below shows how the 62 asset managers that disclosed a FINANCE OF AMERICA COMPANIES INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 2 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Brian L. Libman
FINANCE OF AMERICA COMPANIES INC.’s own tally for this item (“Elect Director: Brian L. Libman”): 183,824,659 for, 10,457,464 withheld, per its Form 8-K filed May 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Proposal 1: Election of Directors The stockholders elected the individuals listed below as directors to serve on the Company's Board for a term expiring at the Company's 2025 annual meeting of stockholders.”
Support: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 25 asset managers below reported 621,212 for, 4,421,941 withheld, 24,019 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 0 | 2,049,323 | Withhold |
| BlackRock | 0 | 0 | 0 | 1,534,645 | Withhold |
| Fidelity | 614,622 | 0 | 0 | 0 | For |
| Invesco | 0 | 0 | 0 | 163,224 | Withhold |
| Charles Schwab | 0 | 0 | 0 | 141,054 | Withhold |
| TIAA | 0 | 0 | 0 | 116,207 | Withhold |
| Equitable | 6,590 | 0 | 0 | 88,714 | Mixed |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 0 | 85,338 | Withhold |
| Northern Trust | 0 | 0 | 0 | 78,167 | Withhold |
| Lincoln Financial | 0 | 0 | 0 | 43,600 | Withhold |
| AIG/SunAmerica | 0 | 0 | 0 | 26,557 | Withhold |
| Bridge Builder Trust | 0 | 0 | 24,019 | 0 | Abstain |
| Pacific Life | 0 | 0 | 0 | 21,058 | Withhold |
| State Street | 0 | 0 | 0 | 19,596 | Withhold |
| Nationwide | 0 | 0 | 0 | 10,620 | Withhold |
| ProShares | 0 | 0 | 0 | 8,982 | Withhold |
| DWS | 0 | 0 | 0 | 8,759 | Withhold |
| Principal | 0 | 0 | 0 | 7,452 | Withhold |
| SEI | 0 | 0 | 0 | 7,100 | Withhold |
| Morgan Stanley | 0 | 0 | 0 | 3,963 | Withhold |
| T. Rowe Price | 0 | 0 | 0 | 2,796 | Withhold |
| Calvert | 0 | 0 | 0 | 2,618 | Withhold |
| PENN SERIES FUNDS INC | 0 | 0 | 0 | 1,300 | Withhold |
| Guggenheim | 0 | 0 | 0 | 867 | Withhold |
| Global X | 0 | 0 | 0 | 1 | Withhold |
Combines 2 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Lance N. West
FINANCE OF AMERICA COMPANIES INC.’s own tally for this item (“Elect Director: Lance N. West”): 193,882,812 for, 399,311 withheld, per its Form 8-K filed May 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Proposal 1: Election of Directors The stockholders elected the individuals listed below as directors to serve on the Company's Board for a term expiring at the Company's 2025 annual meeting of stockholders.”
Support: 99.7% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 25 asset managers below reported 5,067,172 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,049,323 | 0 | 0 | 0 | For |
| BlackRock | 1,534,645 | 0 | 0 | 0 | For |
| Fidelity | 614,622 | 0 | 0 | 0 | For |
| Invesco | 163,224 | 0 | 0 | 0 | For |
| Charles Schwab | 141,054 | 0 | 0 | 0 | For |
| TIAA | 116,207 | 0 | 0 | 0 | For |
| Equitable | 95,304 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 85,338 | 0 | 0 | 0 | For |
| Northern Trust | 78,167 | 0 | 0 | 0 | For |
| Lincoln Financial | 43,600 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 26,557 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 24,019 | 0 | 0 | 0 | For |
| Pacific Life | 21,058 | 0 | 0 | 0 | For |
| State Street | 19,596 | 0 | 0 | 0 | For |
| Nationwide | 10,620 | 0 | 0 | 0 | For |
| ProShares | 8,982 | 0 | 0 | 0 | For |
| DWS | 8,759 | 0 | 0 | 0 | For |
| Principal | 7,452 | 0 | 0 | 0 | For |
| SEI | 7,100 | 0 | 0 | 0 | For |
| Morgan Stanley | 3,963 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,796 | 0 | 0 | 0 | For |
| Calvert | 2,618 | 0 | 0 | 0 | For |
| PENN SERIES FUNDS INC | 1,300 | 0 | 0 | 0 | For |
| Guggenheim | 867 | 0 | 0 | 0 | For |
| Global X | 1 | 0 | 0 | 0 | For |
Combines 2 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Norma C. Corio
FINANCE OF AMERICA COMPANIES INC.’s own tally for this item (“Elect Director: Norma C. Corio”): 193,969,338 for, 312,785 withheld, per its Form 8-K filed May 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Proposal 1: Election of Directors The stockholders elected the individuals listed below as directors to serve on the Company's Board for a term expiring at the Company's 2025 annual meeting of stockholders.”
Support: 99.8% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 25 asset managers below reported 5,067,172 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,049,323 | 0 | 0 | 0 | For |
| BlackRock | 1,534,645 | 0 | 0 | 0 | For |
| Fidelity | 614,622 | 0 | 0 | 0 | For |
| Invesco | 163,224 | 0 | 0 | 0 | For |
| Charles Schwab | 141,054 | 0 | 0 | 0 | For |
| TIAA | 116,207 | 0 | 0 | 0 | For |
| Equitable | 95,304 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 85,338 | 0 | 0 | 0 | For |
| Northern Trust | 78,167 | 0 | 0 | 0 | For |
| Lincoln Financial | 43,600 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 26,557 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 24,019 | 0 | 0 | 0 | For |
| Pacific Life | 21,058 | 0 | 0 | 0 | For |
| State Street | 19,596 | 0 | 0 | 0 | For |
| Nationwide | 10,620 | 0 | 0 | 0 | For |
| ProShares | 8,982 | 0 | 0 | 0 | For |
| DWS | 8,759 | 0 | 0 | 0 | For |
| Principal | 7,452 | 0 | 0 | 0 | For |
| SEI | 7,100 | 0 | 0 | 0 | For |
| Morgan Stanley | 3,963 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,796 | 0 | 0 | 0 | For |
| Calvert | 2,618 | 0 | 0 | 0 | For |
| PENN SERIES FUNDS INC | 1,300 | 0 | 0 | 0 | For |
| Guggenheim | 867 | 0 | 0 | 0 | For |
| Global X | 1 | 0 | 0 | 0 | For |
Combines 2 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Robert W. Lord
FINANCE OF AMERICA COMPANIES INC.’s own tally for this item (“Elect Director: Robert W. Lord”): 191,651,832 for, 2,630,291 withheld, per its Form 8-K filed May 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Proposal 1: Election of Directors The stockholders elected the individuals listed below as directors to serve on the Company's Board for a term expiring at the Company's 2025 annual meeting of stockholders.”
Support: 99% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 25 asset managers below reported 2,899,024 for, 2,168,148 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 0 | 2,049,323 | Withhold |
| BlackRock | 1,534,645 | 0 | 0 | 0 | For |
| Fidelity | 614,622 | 0 | 0 | 0 | For |
| Invesco | 163,224 | 0 | 0 | 0 | For |
| Charles Schwab | 141,054 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 0 | 116,207 | Withhold |
| Equitable | 95,304 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 85,338 | 0 | 0 | 0 | For |
| Northern Trust | 78,167 | 0 | 0 | 0 | For |
| Lincoln Financial | 43,600 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 26,557 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 24,019 | 0 | 0 | 0 | For |
| Pacific Life | 21,058 | 0 | 0 | 0 | For |
| State Street | 19,596 | 0 | 0 | 0 | For |
| Nationwide | 10,620 | 0 | 0 | 0 | For |
| ProShares | 8,982 | 0 | 0 | 0 | For |
| DWS | 8,759 | 0 | 0 | 0 | For |
| Principal | 7,452 | 0 | 0 | 0 | For |
| SEI | 7,100 | 0 | 0 | 0 | For |
| Morgan Stanley | 3,963 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,796 | 0 | 0 | 0 | For |
| Calvert | 0 | 0 | 0 | 2,618 | Withhold |
| PENN SERIES FUNDS INC | 1,300 | 0 | 0 | 0 | For |
| Guggenheim | 867 | 0 | 0 | 0 | For |
| Global X | 1 | 0 | 0 | 0 | For |
Combines 2 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Tyson A. Pratcher
FINANCE OF AMERICA COMPANIES INC.’s own tally for this item (“Elect Director: Tyson A. Pratcher”): 193,963,350 for, 318,773 withheld, per its Form 8-K filed May 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Proposal 1: Election of Directors The stockholders elected the individuals listed below as directors to serve on the Company's Board for a term expiring at the Company's 2025 annual meeting of stockholders.”
Support: 99.8% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 25 asset managers below reported 5,067,172 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,049,323 | 0 | 0 | 0 | For |
| BlackRock | 1,534,645 | 0 | 0 | 0 | For |
| Fidelity | 614,622 | 0 | 0 | 0 | For |
| Invesco | 163,224 | 0 | 0 | 0 | For |
| Charles Schwab | 141,054 | 0 | 0 | 0 | For |
| TIAA | 116,207 | 0 | 0 | 0 | For |
| Equitable | 95,304 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 85,338 | 0 | 0 | 0 | For |
| Northern Trust | 78,167 | 0 | 0 | 0 | For |
| Lincoln Financial | 43,600 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 26,557 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 24,019 | 0 | 0 | 0 | For |
| Pacific Life | 21,058 | 0 | 0 | 0 | For |
| State Street | 19,596 | 0 | 0 | 0 | For |
| Nationwide | 10,620 | 0 | 0 | 0 | For |
| ProShares | 8,982 | 0 | 0 | 0 | For |
| DWS | 8,759 | 0 | 0 | 0 | For |
| Principal | 7,452 | 0 | 0 | 0 | For |
| SEI | 7,100 | 0 | 0 | 0 | For |
| Morgan Stanley | 3,963 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,796 | 0 | 0 | 0 | For |
| Calvert | 2,618 | 0 | 0 | 0 | For |
| PENN SERIES FUNDS INC | 1,300 | 0 | 0 | 0 | For |
| Guggenheim | 867 | 0 | 0 | 0 | For |
| Global X | 1 | 0 | 0 | 0 | For |
Combines 4 wordings of this item as funds reported it.
99.4% Approved · of votes cast
Description as filed by funds: An advisory vote to approve the compensation of the named executive officers of the Company; and
FINANCE OF AMERICA COMPANIES INC.’s own tally for this item (“2. Advisory Vote on Named Executive Officer Compensation”): 193,081,184 for, 1,136,816 against — passed, per its Form 8-K filed May 16, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 2: Advisory Vote on Named Executive Officer Compensation The stockholders approved, on a non-binding and advisory basis, the compensation of the named executive officers of the Company.”
Support: 99.4% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,049,323 | 0 | 0 | 0 | For |
| BlackRock | 1,534,645 | 0 | 0 | 0 | For |
| Fidelity | 614,622 | 0 | 0 | 0 | For |
| Invesco | 0 | 163,224 | 0 | 0 | Against |
| Charles Schwab | 141,054 | 0 | 0 | 0 | For |
| TIAA | 0 | 116,207 | 0 | 0 | Against |
| Equitable | 95,304 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 85,338 | 0 | 0 | 0 | For |
| Northern Trust | 78,167 | 0 | 0 | 0 | For |
| Lincoln Financial | 43,600 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 26,557 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 24,019 | 0 | 0 | 0 | For |
| Pacific Life | 21,058 | 0 | 0 | 0 | For |
| State Street | 19,596 | 0 | 0 | 0 | For |
| Nationwide | 10,620 | 0 | 0 | 0 | For |
| ProShares | 8,982 | 0 | 0 | 0 | For |
| DWS | 8,759 | 0 | 0 | 0 | For |
| Principal | 7,452 | 0 | 0 | 0 | For |
| SEI | 7,100 | 0 | 0 | 0 | For |
| Morgan Stanley | 3,963 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,796 | 0 | 0 | 0 | For |
| Calvert | 0 | 2,618 | 0 | 0 | Against |
| PENN SERIES FUNDS INC | 1,300 | 0 | 0 | 0 | For |
| Guggenheim | 867 | 0 | 0 | 0 | For |
| Global X | 1 | 0 | 0 | 0 | For |
Fund voting reports, all 25 managers: 4,785,123 for, 282,049 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Blackstone Inc. | 80,867,024 | 0 | 0 | 0 | For |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 3,185,918 | 0 | 0 | 0 | For |
| COOPERMAN LEON G | 2,466,600 | 0 | 0 | 0 | For |
| BlackRock | 765,828 | 0 | 0 | 0 | For |
| State Street | 723,049 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 666,541 | 0 | 0 | 0 | For |
| Northern Trust | 309,649 | 142 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 0 | 228,432 | 0 | 0 | Against |
| Invesco | 0 | 173,904 | 0 | 0 | Against |
| Charles Schwab | 141,054 | 0 | 0 | 0 | For |
| Nuveen | 0 | 122,480 | 0 | 0 | Against |
| Coastal Bridge Advisors, LLC | 45,722 | 0 | 0 | 0 | For |
| STIFEL NICOLAUS & CO INC \MO\ | 39,395 | 0 | 0 | 0 | For |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 0 | 35,400 | 0 | 0 | Against |
| Rhumbline | 35,029 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 28,487 | 0 | 0 | 0 | For |
| WASHINGTON STATE INVESTMENT BOARD | 25,870 | 0 | 0 | 0 | For |
| Vanguard | 24,825 | 0 | 0 | 0 | For |
| JPMorgan | 21,561 | 0 | 0 | 0 | For |
| NEW YORK STATE COMMON RETIREMENT FUND | 14,500 | 0 | 0 | 0 | For |
| Goldman Sachs | 14,066 | 0 | 0 | 0 | For |
| T. Rowe Price | 11,748 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 7,452 | 0 | 0 | 0 | For |
| SEI | 7,211 | 0 | 0 | 0 | For |
| AllianceBernstein | 6,590 | 0 | 0 | 0 | For |
Institutional-manager reports, all 47 managers: 89,435,962 for, 574,211 against, 300 withheld. Showing the 25 largest; every one is in the interactive database (link above).
Combines 2 wordings of this item as funds reported it.
99.4% Approved · of votes cast
Description as filed by funds: The ratification of the appointment of BDO USA, P.C. as the independent registered public accounting firm for the Company for the fiscal year ending December 31, 2024.
FINANCE OF AMERICA COMPANIES INC.’s own tally for this item (“3. Ratification of Appointment of BDO USA, P.C”): 203,479,605 for, 1,081,221 against — passed, per its Form 8-K filed May 16, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 3: Ratification of Appointment of BDO USA, P.C. The stockholders ratified the appointment of BDO USA, P.C. as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024.”
Support: 99.4% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 25 asset managers below reported 5,067,172 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,049,323 | 0 | 0 | 0 | For |
| BlackRock | 1,534,645 | 0 | 0 | 0 | For |
| Fidelity | 614,622 | 0 | 0 | 0 | For |
| Invesco | 163,224 | 0 | 0 | 0 | For |
| Charles Schwab | 141,054 | 0 | 0 | 0 | For |
| TIAA | 116,207 | 0 | 0 | 0 | For |
| Equitable | 95,304 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 85,338 | 0 | 0 | 0 | For |
| Northern Trust | 78,167 | 0 | 0 | 0 | For |
| Lincoln Financial | 43,600 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 26,557 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 24,019 | 0 | 0 | 0 | For |
| Pacific Life | 21,058 | 0 | 0 | 0 | For |
| State Street | 19,596 | 0 | 0 | 0 | For |
| Nationwide | 10,620 | 0 | 0 | 0 | For |
| ProShares | 8,982 | 0 | 0 | 0 | For |
| DWS | 8,759 | 0 | 0 | 0 | For |
| Principal | 7,452 | 0 | 0 | 0 | For |
| SEI | 7,100 | 0 | 0 | 0 | For |
| Morgan Stanley | 3,963 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,796 | 0 | 0 | 0 | For |
| Calvert | 2,618 | 0 | 0 | 0 | For |
| PENN SERIES FUNDS INC | 1,300 | 0 | 0 | 0 | For |
| Guggenheim | 867 | 0 | 0 | 0 | For |
| Global X | 1 | 0 | 0 | 0 | For |
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 96,485,585 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 2.12% |
| 2 | BlackRock | 1.59% |
| 3 | Fidelity | 0.64% |
| 4 | Invesco | 0.17% |
| 5 | Charles Schwab | 0.15% |
| 6 | TIAA | 0.12% |
| 7 | Equitable | 0.10% |
| 8 | QUANTITATIVE MASTER SERIES LLC | 0.09% |
| 9 | Northern Trust | 0.08% |
| 10 | Lincoln Financial | 0.05% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Blackstone Inc. | 83.81% |
| 2 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 3.30% |
| 3 | COOPERMAN LEON G | 2.56% |
| 4 | BlackRock | 0.79% |
| 5 | State Street | 0.75% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 0.69% |
| 7 | Northern Trust | 0.32% |
| 8 | MELLON INVESTMENTS Corp | 0.24% |
| 9 | Invesco | 0.18% |
| 10 | Charles Schwab | 0.15% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| Blackstone | 33.26% | DEF14A |
| Brian L. Libman | 9.63% | 13D |
| Edmond Safra | 7.84% | DEF14A |
| BTO Urban Holdings L.L.C. | 5.78% | 13D |
| Bloom Retirement Holdings Inc. | 2.64% | 13D |
| Graham A. Fleming | 1.62% | DEF14A |
| Jeremy E. Prahm | 1.27% | DEF14A |
| Geode Capital | 0.94% | 13F |
| Lance N. West | 0.85% | DEF14A |
| State Street | 0.79% | 13F |
Percentages above are of 96,485,585 shares outstanding, as reported by FINANCE OF AMERICA COMPANIES INC. on its Form 10-Q dated March 31, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from FINANCE OF AMERICA COMPANIES INC.’s 10-Q dated March 31, 2024. This page is a static snapshot rebuilt weekly on November 8, 2026; a live search always shows the current data.
FINANCE OF AMERICA COMPANIES INC. proxy season coverage: 2023-2024 (this page) · 2025-2026.
proxyvotesnow.com, “FINANCE OF AMERICA COMPANIES (FOA) 2024 Annual Meeting: Vote Results”, https://proxyvotesnow.com/company/finance-of-america-companies-inc/2024 (version of November 9, 2026). Derived from SEC Form N-PX and Form 8-K filings; tables licensed CC BY 4.0. Licence: CC BY 4.0.