Home › Asset managers › Compare 2024-2025 › AIG/SunAmerica vs Lincoln Financial
AIG/SunAmerica 2024-2025 · Lincoln Financial 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 51,146 | 45,358 | 1,387 | 4,401 | 97.0% | 93.9% |
| Board proposals | 42,662 | 38,017 | 1,017 | 3,628 | 97.4% | 94.5% |
| E&S shareholder proposals | 256 | 0 | 109 | 147 | 0.0% | 1.8% |
| Other items | 8,228 | 7,341 | 261 | 626 | 96.6% | 93.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
256 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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | AIG/SunAmerica | Lincoln Financial |
|---|---|---|---|---|---|---|
| WALMART INC. | June 5, 2025 | Report on Reduction of Plastic Packaging and Recyclability Claims Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 18 funds |
AGAINST 12 funds |
| WALMART INC. | June 5, 2025 | Request for Third-Party Assessment of Company Policies Regarding Law Enforcement Information Requests Related to Medication Use by Customers and Employees Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 18 funds |
AGAINST 12 funds |
| WALMART INC. | June 5, 2025 | Respect Civil Liberties in Advertising Services Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 18 funds |
AGAINST 12 funds |
| WALMART INC. | June 5, 2025 | Revisit Plastics Packaging Policies Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 18 funds |
AGAINST 12 funds |
| WARRIOR MET COAL INC. | April 23, 2025 | STOCKHOLDER PROPOSAL: To adopt a resolution requesting an assessment of the Company's respect for the internationally recognized human rights of freedom of association and collective bargaining, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 5 funds |
AGAINST 5 funds |
| WELLS FARGO & CO. | April 29, 2025 | Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues |
Shareholder (E&S) | Against | ABSTAIN 21 funds |
AGAINST 15 funds |
| WELLS FARGO & CO. | April 29, 2025 | Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 21 funds |
AGAINST 14 funds |
| WOLVERINE WORLD WIDE INC. | May 1, 2025 | Shareholder proposal regarding greenhouse gas emissions disclosures and targets. Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 2 funds |
AGAINST 5 funds |
| WYNN RESORTS LTD. | April 30, 2025 | To consider and vote on a shareholder proposal requesting that the Board of Directors commission and disclose a report on the potential cost savings through the adoption of a smokefree policy for the Company's properties. Other Social Issues |
Shareholder (E&S) | Against | ABSTAIN 10 funds |
AGAINST 4 funds |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 25 funds |
Split 5 FOR, 10 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on Al data usage oversight Other Social Issues |
Shareholder (E&S) | Against | ABSTAIN 25 funds |
Split 9 FOR, 6 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 25 funds |
Split 3 FOR, 13 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on online safety for children Compensation |
Shareholder (E&S) | Against | ABSTAIN 25 funds |
Split 3 FOR, 13 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 25 funds |
Split 1 FOR, 15 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 25 funds |
Split 4 FOR, 12 AGAINST |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON DATA USAGE OVERSIGHT IN AI OFFERINGS Other Social Issues |
Shareholder (E&S) | Against | ABSTAIN 29 funds |
Split 1 FOR, 19 AGAINST |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 29 funds |
Split 2 FOR, 18 AGAINST |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 29 funds |
Split 5 FOR, 16 AGAINST |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 29 funds |
Split 4 FOR, 17 AGAINST |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 29 funds |
Split 3 FOR, 18 AGAINST |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING AN ASSESSMENT OF BOARD STRUCTURE FOR OVERSIGHT OF AI Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 29 funds |
Split 3 FOR, 18 AGAINST |
| AMERICAN EXPRESS CO. | April 29, 2025 | Shareholder proposal relating to DEI goals in executive pay incentives. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 AGAINST, 18 ABSTAIN |
AGAINST 11 funds |
| AMERICAN EXPRESS CO. | April 29, 2025 | Shareholder proposal relating to civil liberties in advertising services. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 AGAINST, 18 ABSTAIN |
AGAINST 11 funds |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 30 funds |
Split 3 FOR, 14 AGAINST |
| AUTONATION INC. | April 23, 2025 | Adoption of stockholder proposal regarding political contributions. Other Social Issues |
Shareholder (E&S) | Against | ABSTAIN 6 funds |
Split 2 FOR, 2 AGAINST |
| BANK OF AMERICA CORP. | April 22, 2025 | Shareholder proposal requesting disclosure of energy financing ratio Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 18 funds |
Split 1 FOR, 16 AGAINST |
| BEST BUY CO. INC. | June 13, 2025 | To vote on a shareholder proposal entitled "Publish Climate Transition Plan to Achieve Stated Goals" Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 11 funds |
Split 1 FOR, 7 AGAINST |
| BJ'S WHOLESALE CLUB HOLDINGS INC. | June 19, 2025 | Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 6 funds |
Split 2 FOR, 4 AGAINST |
| BLACKROCK FINANCE INC. | May 15, 2025 | Shareholder Proposal - Report on Risk of Stakeholder Capitalism. Other Social Issues |
Shareholder (E&S) | Against | Split 1 AGAINST, 9 ABSTAIN |
AGAINST 13 funds |
| CADENCE DESIGN SYSTEMS INC. | May 8, 2025 | Stockholder proposal regarding political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 14 ABSTAIN |
Split 3 FOR, 11 AGAINST |
| CASEY'S GENERAL STORES INC. | August 28, 2024 | Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 7 funds |
Split 1 FOR, 10 AGAINST |
| CATERPILLAR INC. | June 11, 2025 | Shareholder Proposal - Civil Rights Audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 AGAINST, 13 ABSTAIN |
Split 2 FOR, 6 AGAINST |
| CATERPILLAR INC. | June 11, 2025 | Shareholder Proposal - Report on Employee Charitable Giving Match Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 AGAINST, 13 ABSTAIN |
AGAINST 8 funds |
| CATERPILLAR INC. | June 11, 2025 | Shareholder Proposal - Request to Cease DEI Efforts Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 AGAINST, 13 ABSTAIN |
AGAINST 8 funds |
| CBOE GLOBAL MARKETS INC. | May 6, 2025 | Stockholder proposal regarding political spending. Other Social Issues |
Shareholder (E&S) | Against | ABSTAIN 11 funds |
Split 4 FOR, 3 AGAINST |
| CENTENE CORP. | May 13, 2025 | STOCKHOLDER PROPOSAL FOR REPORT ON CLIMATE RISK TO RETIREMENT INVESTMENTS. Environment or Climate |
Shareholder (E&S) | Against | Split 1 AGAINST, 8 ABSTAIN |
AGAINST 9 funds |
| CENTENE CORP. | May 13, 2025 | STOCKHOLDER PROPOSAL TO DISCLOSE PLAN TO REDUCE TOTAL CONTRIBUTION TO CLIMATE CHANGE. Environment or Climate |
Shareholder (E&S) | Against | Split 1 AGAINST, 8 ABSTAIN |
AGAINST 9 funds |
| CHARLES RI | May 20, 2025 | Proposal to publish a report on non-human primates imported by Charles River Laboratories International, Inc. Other Social Issues |
Shareholder (E&S) | Not determined | ABSTAIN 4 funds |
Split 1 FOR, 4 AGAINST |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 11 ABSTAIN |
Split 3 FOR, 3 AGAINST |
| CHEVRON CORP. | May 28, 2025 | Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 AGAINST, 14 ABSTAIN |
Split 2 FOR, 15 AGAINST |
| CHEVRON CORP. | May 28, 2025 | Report on Renewable Energy Stranded Asset Risks Environment or Climate |
Shareholder (E&S) | Against | Split 1 AGAINST, 14 ABSTAIN |
AGAINST 17 funds |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding disclosure of key diversity and inclusion metric, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 18 ABSTAIN |
Split 3 FOR, 5 AGAINST |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding disclosure of managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 18 ABSTAIN |
Split 3 FOR, 5 AGAINST |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 18 ABSTAIN |
Split 4 FOR, 4 AGAINST |
| COLUMBIA SPORTSWEAR CO. | June 5, 2025 | Shareholder proposal regarding the adoption of GHG emissions reduction targets. Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 4 funds |
Split 1 FOR, 3 AGAINST |
| COSTAR GROUP | June 26, 2025 | Stockholder proposal regarding support for transparency in political spending, if properly presented. Other Social Issues |
Shareholder (E&S) | Against | ABSTAIN 8 funds |
Split 2 FOR, 5 AGAINST |
| CRACKER BARREL OLD COUNTRY STORE INC. | November 21, 2024 | Shareholder proposal requesting the Company disclose targets for reducing greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Contested | ABSTAIN 3 funds |
Split 1 FOR, 3 AGAINST |
| CROWN HOLDINGS INC. | May 1, 2025 | Consideration of a Shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | ABSTAIN 8 funds |
Split 3 FOR, 5 AGAINST |
| DARDEN RESTAURANTS INC. | September 18, 2024 | To vote on a shareholder proposal requesting the Company comply with WHO guidelines for antimicrobials for food-producing animals in the supply chain if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 1 AGAINST, 11 ABSTAIN |
AGAINST 12 funds |
| DARDEN RESTAURANTS INC. | September 18, 2024 | To vote on a shareholder proposal requesting the Company disclose the percent of pork raised in group housing and establish targets for achieving 100% group housed pork if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 11 ABSTAIN |
Split 2 FOR, 10 AGAINST |
| DARDEN RESTAURANTS INC. | September 18, 2024 | To vote on a shareholder proposal requesting the Company issue a report on if and how it will reduce greenhouse gas emissions in alignment with the Paris Agreement's 1.5 degree goal if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 11 ABSTAIN |
Split 2 FOR, 10 AGAINST |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a civil rights audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 17 ABSTAIN |
Split 4 FOR, 5 AGAINST |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a corporate financial sustainability report Environment or Climate |
Shareholder (E&S) | Against | Split 1 AGAINST, 17 ABSTAIN |
AGAINST 9 funds |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a report on charitable giving Environment or Climate |
Shareholder (E&S) | Against | Split 1 AGAINST, 17 ABSTAIN |
AGAINST 9 funds |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a report on effectiveness of efforts to create a meritocratic workplace Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 AGAINST, 17 ABSTAIN |
Split 2 FOR, 7 AGAINST |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a report on racial and gender hiring statistics Environment or Climate |
Shareholder (E&S) | Against | Split 1 AGAINST, 17 ABSTAIN |
AGAINST 9 funds |
| DICK'S SPORTING GOODS INC. | June 11, 2025 | Stockholder proposal requesting that the Company conduct an evaluation and issue a report with respect to affirmative action initiatives that impact the Company's risk related to actual and perceived discrimination. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | ABSTAIN 12 funds |
Split 1 FOR, 9 AGAINST |
| DIGITAL REALTY TRUST INC. | June 6, 2025 | A stockholder proposal regarding human right to water, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 AGAINST, 12 ABSTAIN |
Split 1 FOR, 5 AGAINST |
| DOLLAR GENERAL CORP. | May 29, 2025 | To vote on a shareholder proposal to adopt a comprehensive human rights policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 AGAINST, 6 ABSTAIN |
AGAINST 5 funds |
| DOLLAR GENERAL CORP. | May 29, 2025 | To vote on a shareholder proposal to publish a food waste transparency report. Environment or Climate |
Shareholder (E&S) | Against | Split 1 AGAINST, 6 ABSTAIN |
AGAINST 5 funds |
| DOLLAR GENERAL CORP. | May 29, 2025 | To vote on a shareholder proposal to publish a report on employee access to timely, quality healthcare. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 AGAINST, 6 ABSTAIN |
AGAINST 5 funds |
| ELEVANCE HEALTH INC. | May 14, 2025 | Shareholder proposal requesting report on the effectiveness of Diversity, Equity and Inclusion efforts. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 AGAINST, 11 ABSTAIN |
Split 1 FOR, 9 AGAINST |
| FEDEX CORP. | September 23, 2024 | Stockholder proposal regarding a Just Transition report. Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 14 funds |
Split 1 FOR, 7 AGAINST |
| FEDEX CORP. | September 23, 2024 | Stockholder proposal regarding climate lobbying alignment with company's carbon neutral goals. Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 14 funds |
Split 2 FOR, 6 AGAINST |
| FIRSTENERG | May 21, 2025 | Report on Lobbying Activity and Policies Other Social Issues |
Shareholder (E&S) | Not determined | Split 1 AGAINST, 5 ABSTAIN |
AGAINST 5 funds |
| GENERAL MILLS INC. | September 24, 2024 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 8 ABSTAIN |
Split 1 FOR, 8 AGAINST |
| GENERAL MILLS INC. | September 24, 2024 | Shareholder Proposal - Plastic Packaging. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 8 ABSTAIN |
Split 1 FOR, 8 AGAINST |
| GILEAD SCIENCES INC. | May 7, 2025 | To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 17 funds |
Split 3 FOR, 8 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 23, 2025 | Shareholder Proposal Regarding Disclosure of Energy Supply Financing Ratio Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 15 funds |
Split 1 FOR, 7 AGAINST |
| GOODYEAR TIRE & RUBBER CO. | April 14, 2025 | Shareholder proposal regarding tire and road wear particle goals and timelines. Other Social Issues |
Shareholder (E&S) | Against | ABSTAIN 6 funds |
Split 1 FOR, 5 AGAINST |
| HCA HEALTHCARE INC. | April 24, 2025 | Stockholder proposal, if properly presented at the meeting, regarding an amendment to Patient Safety and Quality of Care Committee charter. Other Social Issues |
Shareholder (E&S) | Against | Split 1 AGAINST, 16 ABSTAIN |
AGAINST 8 funds |
| HCA HEALTHCARE INC. | April 24, 2025 | Stockholder proposal, if properly presented at the meeting, regarding report on acquisition strategy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 AGAINST, 16 ABSTAIN |
AGAINST 8 funds |
| HEWLETT PACKARD ENTERPRISE CO. | April 2, 2025 | Stockholder proposal entitled: "Transparency in Lobbying" Other Social Issues |
Shareholder (E&S) | Against | Split 1 AGAINST, 12 ABSTAIN |
AGAINST 7 funds |
| HOME DEPOT INC. | May 22, 2025 | Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | Split 1 AGAINST, 19 ABSTAIN |
Split 2 FOR, 13 AGAINST |
| HOME DEPOT INC. | May 22, 2025 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | Split 1 AGAINST, 19 ABSTAIN |
Split 3 FOR, 12 AGAINST |
| HORMEL FOODS CORP. | January 28, 2025 | Stockholder proposal requesting publication of targets for significantly increasing group sow housing in the Company's supply chain, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 1 AGAINST, 6 ABSTAIN |
AGAINST 6 funds |
| IDEX CORP. | May 8, 2025 | Vote on a stockholder proposal regarding a report on hiring practices related to people with arrest or incarceration records. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 7 funds |
Split 1 FOR, 3 AGAINST |
| INTEL CORP. | May 6, 2025 | Stockholder proposal requesting a report on an ethical impact assessment, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 AGAINST, 11 ABSTAIN |
AGAINST 9 funds |
| INTEL CORP. | May 6, 2025 | Stockholder proposal requesting a report on charitable giving, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 1 AGAINST, 11 ABSTAIN |
AGAINST 9 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 29, 2025 | Stockholder Proposal to Support Transparency in Lobbying Other Social Issues |
Shareholder (E&S) | Against | ABSTAIN 14 funds |
Split 1 FOR, 7 AGAINST |
| JOHNSON & JOHNSON | April 24, 2025 | Produce a human rights impact assessment Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 20 funds |
Split 1 FOR, 15 AGAINST |
| JPMORGAN CHASE & CO. | May 20, 2025 | Report on social impacts of transition finance Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 18 funds |
Split 2 FOR, 14 AGAINST |
| KNIGHT-SWI | May 13, 2025 | Vote on a stockholder proposal regarding support for transparency in political spending. Other Social Issues |
Shareholder (E&S) | Not determined | ABSTAIN 6 funds |
Split 4 FOR, 2 AGAINST |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Report on plastic packaging, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 1 AGAINST, 7 ABSTAIN |
AGAINST 7 funds |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 1 AGAINST, 7 ABSTAIN |
AGAINST 7 funds |
| L3HARRIS T | April 18, 2025 | Shareholder Proposal titled "Transparency in Lobbying". Other Social Issues |
Shareholder (E&S) | Not determined | ABSTAIN 14 funds |
Split 1 FOR, 9 AGAINST |
| LENNAR CORP. | April 9, 2025 | Vote on a stockholder proposal requesting disclosure on how the Company intends to reduce greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 9 funds |
Split 1 FOR, 5 AGAINST |
| LOCKHEED MARTIN CORP. | May 9, 2025 | Stockholder Proposal Requesting a Report on Alignment of Political Activities with Human Rights Policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 11 funds |
Split 1 FOR, 10 AGAINST |
| LULULEMON ATHLETICA INC. | June 11, 2025 | Shareholder proposal requesting an annual report on discrimination risks related to charitable partnerships (if properly presented at the meeting). Other Social Issues |
Shareholder (E&S) | Against | Split 1 AGAINST, 14 ABSTAIN |
AGAINST 10 funds |
| MASTERCARD | June 24, 2025 | Consideration of a stockholder proposal requesting a racial equity audit report Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 AGAINST, 24 ABSTAIN |
Split 1 FOR, 13 AGAINST |
| MASTERCARD | June 24, 2025 | Consideration of a stockholder proposal requesting a report on affirmative action risks Other Social Issues |
Shareholder (E&S) | Against | Split 1 AGAINST, 24 ABSTAIN |
AGAINST 14 funds |
| MCKESSON CORP. | July 31, 2024 | Shareholder Proposal on Report on Risks of State Policies Restricting Reproductive Health Care. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 AGAINST, 20 ABSTAIN |
Split 1 FOR, 10 AGAINST |
| MERCK & CO. INC. | May 27, 2025 | Shareholder proposal regarding a human rights impact assessment. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 17 funds |
Split 4 FOR, 16 AGAINST |
| MERCK & CO. INC. | May 27, 2025 | Shareholder proposal regarding a tax transparency report. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 17 funds |
Split 3 FOR, 17 AGAINST |
| MERITAGE HOMES CORP. | May 22, 2025 | Shareholder proposal to support transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | ABSTAIN 4 funds |
Split 1 FOR, 3 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding GHG emissions reduction actions. Environment or Climate |
Shareholder (E&S) | Against | ABSTAIN 28 funds |
Split 3 FOR, 17 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on Al data usage oversight. Other Social Issues |
Shareholder (E&S) | Against | ABSTAIN 28 funds |
Split 9 FOR, 8 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Shareholder Rights and Defenses |
Shareholder (E&S) | Against | ABSTAIN 28 funds |
Split 6 FOR, 14 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on data collection and advertising practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 28 funds |
Split 9 FOR, 10 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on hate targeting marginalized communities. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | ABSTAIN 28 funds |
Split 12 FOR, 7 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.