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Brighthouse vs DWS: how alike they voted, 2024-2025

97.8% When both took a single position, they voted the same way on 97.8% of 35,603 items (34,806 the same, 797 different). 12,190 items where at least one of them split its funds are listed separately below. Both voted on 47,793 items in all.

Note on Brighthouse: its funds did not all vote the same way on 14.7% of the 97,681 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.

Brighthouse 2024-2025 · DWS 2024-2025 · 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 47,79334,806797 12,19097.8%90.3%
Board proposals 40,19028,269670 11,25197.7%89.8%
E&S shareholder proposals 25411 25250.0%33.3%
Other items 7,3496,536126 68798.1%94.9%

Where they did not vote alike

Everything Voted differently Split votes

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

12,190 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 recommendedBrighthouseDWS
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 FOR, 6 AGAINST, 6 ABSTAIN
FOR
12 funds
FEDEX CORP. September 23, 2024 Stockholder proposal regarding a Just Transition report.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 2 AGAINST, 3 ABSTAIN
FOR
7 funds
FEDEX CORP. September 23, 2024 Stockholder proposal regarding climate lobbying alignment with company's carbon neutral goals.
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 3 ABSTAIN
FOR
7 funds
FIRSTENERG May 21, 2025 Report on Lobbying Activity and Policies
Other Social Issues
Shareholder (E&S) Not determined Split
3 AGAINST, 5 ABSTAIN
FOR
8 funds
FOOT LOCKE May 21, 2025 Vote on a Shareholder Proposal Requesting that the Company Adopt a Goal for Reducing Its Enterprise-wide Greenhouse Gas Emissions in Line with the Paris Agreement.
Environment or Climate
Shareholder (E&S) Not determined Split
4 AGAINST, 4 ABSTAIN
AGAINST
1 fund
FORD MOTOR CO. May 8, 2025 A shareholder proposal relating to a Report on Supply Chain GHG Emissions and Net Zero Goals.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 2 AGAINST, 2 ABSTAIN
AGAINST
6 funds
GENERAL DYNAMICS CORP. May 7, 2025 Shareholder Proposal - Human Rights Impact Assessment
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 9 AGAINST, 5 ABSTAIN
FOR
6 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
3 FOR, 5 ABSTAIN
FOR
12 funds
GENERAL MILLS INC. September 24, 2024 Shareholder Proposal - Plastic Packaging.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 1 AGAINST, 5 ABSTAIN
FOR
12 funds
GENERAL MOTORS CO. June 3, 2025 Shareholder Proposal Regarding a Report on Supply Chain GHG Emissions Reduction Strategies
Environment or Climate
Shareholder (E&S) Against Split
4 AGAINST, 3 ABSTAIN
AGAINST
17 funds
GENUINE PARTS CO. April 28, 2025 Shareholder Proposal Seeking a Report on the Effectiveness of the Company's Diversity, Equity and Inclusion Efforts
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 AGAINST, 4 ABSTAIN
AGAINST
8 funds
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 Split
4 FOR, 2 AGAINST, 9 ABSTAIN
FOR
16 funds
GILEAD SCIENCES INC. May 7, 2025 To vote on a stockholder proposal requesting a report on the risks of the Company's DEI practices for contractors, if properly presented at the Annual Meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
6 AGAINST, 9 ABSTAIN
AGAINST
16 funds
GILEAD SCIENCES INC. May 7, 2025 To vote on a stockholder proposal requesting the CEO pay ratio factor be included in the Company's executive compensation programs, if properly presented at the Annual Meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
6 AGAINST, 9 ABSTAIN
AGAINST
16 funds
GOLDMAN SACHS GROUP INC. April 23, 2025 Shareholder Proposal Regarding DEI Goals in Executive Pay Incentives
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
7 AGAINST, 3 ABSTAIN
AGAINST
10 funds
GOLDMAN SACHS GROUP INC. April 23, 2025 Shareholder Proposal Regarding Disclosure of Energy Supply Financing Ratio
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 5 AGAINST, 3 ABSTAIN
AGAINST
10 funds
GOLDMAN SACHS GROUP INC. April 23, 2025 Shareholder Proposal Regarding Racial Discrimination Audit
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 3 ABSTAIN
AGAINST
10 funds
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 Split
5 AGAINST, 1 ABSTAIN
FOR
2 funds
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 FOR, 6 AGAINST, 9 ABSTAIN
FOR
11 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 FOR, 6 AGAINST, 9 ABSTAIN
FOR
11 funds
HEWLETT PACKARD ENTERPRISE CO. April 2, 2025 Stockholder proposal entitled: "Transparency in Lobbying"
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 4 AGAINST, 4 ABSTAIN
FOR
14 funds
HOME DEPOT INC. May 22, 2025 Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 7 AGAINST, 8 ABSTAIN
AGAINST
15 funds
HOME DEPOT INC. May 22, 2025 Shareholder Proposal Regarding Report on Packaging Policies for Plastics
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 6 AGAINST, 8 ABSTAIN
AGAINST
15 funds
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
4 AGAINST, 5 ABSTAIN
FOR
9 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 Split
5 AGAINST, 4 ABSTAIN
FOR
10 funds
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
4 AGAINST, 6 ABSTAIN
FOR
13 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
5 AGAINST, 5 ABSTAIN
AGAINST
13 funds
INTERNATIONAL BUSINESS MACHINES CORP. April 29, 2025 Stockholder Proposal Requesting a Report on Hiring/Recruitment Discrimination
Other Social Issues
Shareholder (E&S) Against Split
4 AGAINST, 3 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 Split
2 FOR, 2 AGAINST, 3 ABSTAIN
FOR
9 funds
INTERNATIONAL PAPER CO. May 12, 2025 Shareowner Proposal Concerning a Report on the Company's LGBTQIA+ Equity and Inclusion Efforts
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 5 AGAINST, 5 ABSTAIN
FOR
8 funds
JOHNSON & JOHNSON April 24, 2025 Produce a human rights impact assessment
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 8 AGAINST, 6 ABSTAIN
FOR
15 funds
JPMORGAN CHASE & CO. May 20, 2025 Report on social impacts of transition finance
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 6 AGAINST, 10 ABSTAIN
AGAINST
15 funds
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 Split
3 FOR, 3 AGAINST, 3 ABSTAIN
FOR
3 funds
KRAFT HEINZ CO. May 8, 2025 Stockholder Proposal - Report on plastic packaging, if properly presented.
Environment or Climate
Shareholder (E&S) Against Split
2 AGAINST, 3 ABSTAIN
AGAINST
10 funds
KRAFT HEINZ CO. May 8, 2025 Stockholder Proposal - Report on recyclability claims, if properly presented.
Environment or Climate
Shareholder (E&S) Against Split
2 AGAINST, 3 ABSTAIN
AGAINST
10 funds
KROGER CO. June 26, 2025 Report on adopting a third-party mandated framework on U.S. farmers.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 5 AGAINST, 6 ABSTAIN
FOR
10 funds
KROGER CO. June 26, 2025 Report on discarded cigarette pollution.
Environment or Climate
Shareholder (E&S) Against Split
6 AGAINST, 6 ABSTAIN
AGAINST
10 funds
KROGER CO. June 26, 2025 Report on safeguarding the privacy of consumer health data.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 4 AGAINST, 7 ABSTAIN
FOR
10 funds
L3HARRIS T April 18, 2025 Shareholder Proposal titled "Transparency in Lobbying".
Other Social Issues
Shareholder (E&S) Not determined Split
2 FOR, 4 AGAINST, 4 ABSTAIN
FOR
6 funds
LENNAR CORP. April 9, 2025 Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQIA+ equity and inclusion efforts in its human capital management strategy.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 5 AGAINST, 6 ABSTAIN
FOR
7 funds
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 Split
1 FOR, 5 AGAINST, 6 ABSTAIN
AGAINST
7 funds
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 Split
4 AGAINST, 7 ABSTAIN
AGAINST
12 funds
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
5 AGAINST, 7 ABSTAIN
AGAINST
18 funds
MARKEL GROUP INC. May 21, 2025 Shareholder proposal for a report on the Company's greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 1 AGAINST, 3 ABSTAIN
AGAINST
3 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 FOR, 12 AGAINST, 10 ABSTAIN
AGAINST
18 funds
MASTERCARD June 24, 2025 Consideration of a stockholder proposal requesting a report on affirmative action risks
Other Social Issues
Shareholder (E&S) Against Split
13 AGAINST, 10 ABSTAIN
AGAINST
18 funds
MATTEL INC. May 28, 2025 Stockholder proposal to disclose plan to reduce total contribution to climate change.
Environment or Climate
Shareholder (E&S) Against Split
3 AGAINST, 2 ABSTAIN
AGAINST
1 fund
MCDONALD'S CORP. May 20, 2025 Advisory Vote on Disclosure on Climate Transition Plans.
Environment or Climate
Shareholder (E&S) Against Split
5 AGAINST, 5 ABSTAIN
AGAINST
11 funds
MCDONALD'S CORP. May 20, 2025 Advisory Vote on Report Related to Oversight of Advertising Risks.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
5 AGAINST, 5 ABSTAIN
AGAINST
11 funds
MCDONALD'S CORP. May 20, 2025 Advisory Vote to Revisit DEI in Executive Compensation.
Compensation
Shareholder (E&S) Against Split
5 AGAINST, 5 ABSTAIN
AGAINST
11 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 FOR, 4 AGAINST, 6 ABSTAIN
FOR
9 funds
MERCK & CO. INC. May 27, 2025 Shareholder proposal regarding a human rights impact assessment.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 8 AGAINST, 8 ABSTAIN
FOR
19 funds
MERCK & CO. INC. May 27, 2025 Shareholder proposal regarding a report on civil liberties in advertising services.
Environment or Climate
Shareholder (E&S) Against Split
9 AGAINST, 8 ABSTAIN
AGAINST
19 funds
MERCK & CO. INC. May 27, 2025 Shareholder proposal regarding a tax transparency report.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 7 AGAINST, 8 ABSTAIN
FOR
19 funds
MERCK & CO. INC. May 27, 2025 Shareholder proposal to revisit DEl goals in executive pay incentives.
Environment or Climate
Shareholder (E&S) Against Split
5 AGAINST, 2 ABSTAIN
AGAINST
19 funds
MERITAGE HOMES CORP. May 22, 2025 Shareholder proposal to support transparency in political spending.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 1 AGAINST, 5 ABSTAIN
FOR
2 funds
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding Bitcoin treasury assessment.
Capital Structure
Shareholder (E&S) Against Split
12 AGAINST, 11 ABSTAIN
AGAINST
23 funds
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding GHG emissions reduction actions.
Environment or Climate
Shareholder (E&S) Against Split
12 AGAINST, 11 ABSTAIN
AGAINST
23 funds
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on Al data usage oversight.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 3 AGAINST, 3 ABSTAIN
FOR
23 funds
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 Split
4 FOR, 8 AGAINST, 11 ABSTAIN
FOR
23 funds
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 Split
4 FOR, 8 AGAINST, 11 ABSTAIN
FOR
23 funds
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 Split
6 FOR, 6 AGAINST, 11 ABSTAIN
FOR
23 funds
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on risks of deepfakes in online child exploitation.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 11 AGAINST, 11 ABSTAIN
FOR
23 funds
MICROCHIP TECHNOLOGY INC. August 20, 2024 Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers' use of our products contribute or are linked to violations of international law.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 3 AGAINST, 8 ABSTAIN
FOR
10 funds
MICROSOFT December 10, 2024 Report on Artificial Intelligence and Machine Learning Tools for Oil and Gas Development and Production.
Other Social Issues
Shareholder (E&S) Against Split
13 AGAINST, 12 ABSTAIN
FOR
23 funds
MICROSOFT CORP. December 10, 2024 Assessment of Investing in Bitcoin
Other Social Issues
Shareholder (E&S) Against Split
7 AGAINST, 3 ABSTAIN
AGAINST
23 funds
MICROSOFT CORP. December 10, 2024 Report on AI Data Sourcing Accountability
Other Social Issues
Shareholder (E&S) Against Split
6 FOR, 3 AGAINST, 3 ABSTAIN
FOR
23 funds
MICROSOFT CORP. December 10, 2024 Report on AI Misinformation and Disinformation
Other Social Issues
Shareholder (E&S) Against Split
7 AGAINST, 3 ABSTAIN
FOR
23 funds
MICROSOFT CORP. December 10, 2024 Report on Data Operations in Human Rights Hotspots
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 5 AGAINST, 3 ABSTAIN
FOR
23 funds
MICROSOFT CORP. December 10, 2024 Report on Risks of Weapons Development
Other Social Issues
Shareholder (E&S) Against Split
9 AGAINST, 3 ABSTAIN
AGAINST
23 funds
MONDELEZ INTERNATIONAL INC. May 21, 2025 Shareholder Proposal: Assessment of the Company's supplier and partner code of conduct due diligence process
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
4 AGAINST, 5 ABSTAIN
FOR
9 funds
MONDELEZ INTERNATIONAL INC. May 21, 2025 Shareholder Proposal: Report on Climate lobbying
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 2 AGAINST, 5 ABSTAIN
FOR
9 funds
MONDELEZ INTERNATIONAL INC. May 21, 2025 Shareholder Proposal: Report on flexible plastic packaging
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 3 AGAINST, 5 ABSTAIN
AGAINST
9 funds
MONDELEZ INTERNATIONAL INC. May 21, 2025 Shareholder Proposal: Report on recycled content claims
Other Social Issues
Shareholder (E&S) Against Split
4 AGAINST, 5 ABSTAIN
AGAINST
9 funds
MONDELEZ INTERNATIONAL INC. May 21, 2025 Shareholder Proposal: Third-party report assessing effectiveness of implementation of human rights policy
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 3 AGAINST, 5 ABSTAIN
FOR
9 funds
MORGAN STANLEY May 15, 2025 Shareholder proposal requesting an energy supply ratio
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 4 AGAINST, 10 ABSTAIN
AGAINST
9 funds
NETFLIX INC. June 5, 2025 Stockholder proposal entitled, "Affirmative Action Risks," if properly presented at the meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
12 AGAINST, 9 ABSTAIN
AGAINST
12 funds
NETFLIX INC. June 5, 2025 Stockholder proposal entitled, "Amend the Code of Ethics to enhance policies on non-discrimination, anti-harassment, and whistleblower protection," if properly presented at the meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 11 AGAINST, 9 ABSTAIN
AGAINST
12 funds
NETFLIX INC. June 5, 2025 Stockholder proposal entitled, "Issue a Climate Transition Plan," if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against Split
12 AGAINST, 9 ABSTAIN
AGAINST
12 funds
NETFLIX INC. June 5, 2025 Stockholder proposal entitled, "Report on Charitable Giving," if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
12 AGAINST, 9 ABSTAIN
AGAINST
12 funds
NIKE INC. September 10, 2024 To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 3 AGAINST, 8 ABSTAIN
FOR
15 funds
NIKE INC. September 10, 2024 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 FOR, 3 AGAINST, 8 ABSTAIN
FOR
15 funds
NIKE INC. September 10, 2024 To consider a shareholder proposal regarding Worker-Driven Social Responsibility, if properly presented at the meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
6 AGAINST, 8 ABSTAIN
FOR
15 funds
NIKE INC. September 10, 2024 To consider a shareholder proposal regarding a Divisive Partnerships Congruency Report, if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
6 AGAINST, 8 ABSTAIN
AGAINST
15 funds
NIKE INC. September 10, 2024 To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 5 AGAINST, 8 ABSTAIN
FOR
15 funds
NVIDIA June 25, 2025 Approval of a stockholder proposal to modify existing reporting on workforce data.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 FOR, 10 AGAINST, 10 ABSTAIN
AGAINST
26 funds
OLD DOMINION FREIGHT LINE INC. May 21, 2025 Shareholder proposal regarding emission reduction targets.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 4 AGAINST, 6 ABSTAIN
AGAINST
8 funds
ORACLE CORP. November 14, 2024 Stockholder Proposal Regarding a Report on Climate Risks to Retirement Plan Beneficiaries
Environment or Climate
Shareholder (E&S) Against Split
5 AGAINST, 2 ABSTAIN
FOR
13 funds
OTIS WORLDWIDE CORP. May 15, 2025 Shareholder proposal regarding reporting on political contributions and expenditures
Other Social Issues
Shareholder (E&S) Against Split
4 FOR, 2 AGAINST, 5 ABSTAIN
FOR
9 funds
PALO ALTO NETWORKS INC. December 10, 2024 To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding a report on climate risks to retirement plan beneficiaries.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 4 AGAINST, 4 ABSTAIN
FOR
11 funds
PAYPAL HOLDINGS INC. June 5, 2025 Stockholder Proposal - Report on Charitable Giving.
Other Social Issues
Shareholder (E&S) Against Split
5 AGAINST, 5 ABSTAIN
AGAINST
16 funds
PEPSICO INC. May 7, 2025 Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 4 AGAINST, 5 ABSTAIN
AGAINST
13 funds
PEPSICO INC. May 7, 2025 Shareholder Proposal - Sustainable Packaging Policies for Plastics.
Environment or Climate
Shareholder (E&S) Against Split
6 AGAINST, 5 ABSTAIN
AGAINST
13 funds
PEPSICO INC. May 7, 2025 Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 5 AGAINST, 5 ABSTAIN
FOR
13 funds
PEPSICO INC. May 7, 2025 Shareholder Proposal - Third-Party Racial Equity Audit.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 5 AGAINST, 5 ABSTAIN
AGAINST
13 funds
PFIZER INC. April 24, 2025 Issue a Report Evaluating the Risks Related to Religious Discrimination Against Employees
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
6 AGAINST, 5 ABSTAIN
AGAINST
15 funds
PLANET FITNESS INC. May 6, 2025 Stockholder proposal regarding EEO-1 report disclosure policy.
Human Rights or Human Capital/workforce
Shareholder (E&S) None Split
1 FOR, 2 AGAINST, 4 ABSTAIN
AGAINST
3 funds
PPL CORP. May 16, 2025 Shareowner Proposal regarding Independent Evaluation of Greenhouse Gas Reduction Targets
Environment or Climate
Shareholder (E&S) Against Split
2 AGAINST, 5 ABSTAIN
AGAINST
6 funds
PROCTER & GAMBLE CO. October 8, 2024 Shareholder Proposal - Pay Gap Reporting
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
2 FOR, 1 AGAINST, 3 ABSTAIN
FOR
14 funds
PULTEGROUP INC. April 30, 2025 Shareholder proposal on adoption of Paris-aligned emission reduction goals, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 3 AGAINST, 5 ABSTAIN
AGAINST
12 funds

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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.