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Equitable vs TIAA: how alike they voted, 2023-2024

95.1% When both took a single position, they voted the same way on 95.1% of 57,073 items (54,272 the same, 2,801 different). 6,014 items where at least one of them split its funds are listed separately below. Both voted on 63,087 items in all.

Equitable 2023-2024 · TIAA 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 63,08754,2722,801 6,01495.1%91.5%
Board proposals 52,10144,2622,603 5,23694.4%90.6%
E&S shareholder proposals 39511115 26988.1%73.5%
Other items 10,5919,899183 50998.2%96.3%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

15 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.

CompanyMeetingProposalOn the ballot from Board recommendedEquitableTIAA
AIR TRANSPORT SERVICES GROUP INC. May 22, 2024 Stockholder proposal regarding managing climate risk through science-based targets and transition planning.
Environment or Climate
Shareholder (E&S) Against AGAINST
6 funds
FOR
5 funds
BALLY'S CORP. May 16, 2024 A shareholder proposal regarding a report on the adoption of a smokefree policy.
Other Social Issues
Shareholder (E&S) Against AGAINST
7 funds
FOR
5 funds
CASEY'S GENERAL STORES INC. September 6, 2023 Shareholder proposal regarding greenhouse gas emissions reporting.
Environment or Climate
Shareholder (E&S) Against AGAINST
11 funds
FOR
7 funds
MARKEL GROUP INC. May 22, 2024 Shareholder proposal for a report on the Company's greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against AGAINST
4 funds
FOR
6 funds
MAXIMUS INC. March 12, 2024 Shareholder proposal regarding the commission of a third party assessment on the Company's commitment to freedom of association and collective bargaining rights.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
11 funds
FOR
6 funds
MESA LABORATORIES INC. August 25, 2023 To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against AGAINST
6 funds
FOR
6 funds
NOODLES & CO. May 15, 2024 To vote on a stockholder proposal regarding greenhouse gas emissions disclosures.
Environment or Climate
Shareholder (E&S) Against AGAINST
7 funds
FOR
6 funds
RYDER SYSTEM INC. May 3, 2024 To vote, on an advisory basis, on a shareholder proposal regarding managing climate risk through science-based targets and transition planning.
Environment or Climate
Shareholder (E&S) Against AGAINST
8 funds
FOR
7 funds
SKECHERS U.S.A. INC. May 23, 2024 Stockholder proposal requesting our company to publicly disclose a timeline for meeting and disclosing our value chain emissions.
Environment or Climate
Shareholder (E&S) Against AGAINST
9 funds
FOR
6 funds
SPARTANNASH CO. May 22, 2024 Shareholder proposal regarding animal welfare, if properly presented at the Annual Meeting.
Other Social Issues
Shareholder (E&S) Against AGAINST
7 funds
FOR
7 funds
TEXAS ROADHOUSE INC. May 16, 2024 An Advisory Vote on a Shareholder Proposal Regarding the Issuance of a Climate Report.
Environment or Climate
Shareholder (E&S) Against AGAINST
7 funds
FOR
9 funds
THE TIMKEN COMPANY May 3, 2024 Consideration of a shareholder proposal requesting that The Timken Company adopt independently-verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain, in order to achieve net-zero emissions by 2050 in line with the Paris Agreement's goal of limiting global temperature rise to 1.5 degrees Celsius
Environment or Climate
Shareholder (E&S) Against AGAINST
9 funds
FOR
5 funds
THE WENDY'S COMPANY May 21, 2024 Stockholder proposal requesting a racial equity audit, if properly presented at the Annual Meeting
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
7 funds
FOR
7 funds
WEIS MARKETS INC. May 2, 2024 Shareholder proposal requesting a report on how the Company is addressing climate-change related risks in its Supply Chain.
Environment or Climate
Shareholder (E&S) Against AGAINST
6 funds
FOR
6 funds
WESTLAKE CORP. May 9, 2024 A stockholder proposal regarding the preparation of a report on reducing plastic pollution of the oceans.
Environment or Climate
Shareholder (E&S) Not determined AGAINST
8 funds
FOR
8 funds

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← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.