Home › Asset managers › Compare 2024-2025 › Dimensional vs AIG/SunAmerica
Dimensional 2024-2025 · AIG/SunAmerica 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 47,433 | 45,706 | 1,479 | 248 | 96.9% | 96.5% |
| Board proposals | 39,968 | 38,771 | 1,149 | 48 | 97.1% | 97.1% |
| E&S shareholder proposals | 256 | 1 | 125 | 130 | 0.8% | 2.1% |
| Other items | 7,209 | 6,934 | 205 | 70 | 97.1% | 96.4% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
255 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 | Dimensional | AIG/SunAmerica |
|---|---|---|---|---|---|---|
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding disclosing assumptions underlying continued reliance on fossil fuel-based energy Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
ABSTAIN 18 funds |
| STARBUCKS CORP. | March 12, 2025 | Shareholder proposal requesting a report on human rights risks related to labor organizing. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 11 funds |
| STARBUCKS CORP. | March 12, 2025 | Shareholder proposal requesting an annual emissions congruency report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 11 funds |
| STARBUCKS CORP. | March 12, 2025 | Shareholder proposal requesting an annual report on discrimination risks related to charitable giving. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 11 funds |
| STARBUCKS CORP. | March 12, 2025 | Shareholder proposal requesting disclosure on cage-free egg commitments in China and Japan. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 11 funds |
| STATE STREET CORP. | May 14, 2025 | Shareholder proposal requesting a report disclosing whether and how the Company addresses transition of workers and fairness to communities in its transition finance strategy, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 14 funds |
| TENET HEALTHCARE CORP. | May 22, 2025 | To report on strategies and programs for improving maternal health outcomes. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 21 funds |
ABSTAIN 14 funds |
| TEXAS ROADHOUSE INC. | May 15, 2025 | An Advisory Vote on a Shareholder Proposal Regarding the Adoption of a Policy Requiring the Disclosure of Texas Roadhouse's Consolidated EEO-1 Report Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 11 funds |
ABSTAIN 9 funds |
| THE WALT DISNEY COMPANY | March 20, 2025 | Shareholder proposal, if properly presented at the meeting, requesting a report on climate risks to retirement plan beneficiaries. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 15 funds |
| THE WALT DISNEY COMPANY | March 20, 2025 | Shareholder proposal, if properly presented at the meeting, requesting consideration of participation in the Human Rights Campaign's Corporate Equality Index. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 15 funds |
| THE WENDY'S COMPANY | May 21, 2025 | Stockholder proposal regarding worker-driven social responsibility, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 15 funds |
ABSTAIN 6 funds |
| TYLER TECHNOLOGIES INC. | May 6, 2025 | Shareholder Proposal Regarding Political Spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 11 funds |
ABSTAIN 9 funds |
| UNITED PARCEL SERVICE INC. | May 8, 2025 | To prepare a report on the risks arising from voluntary carbon-reduction commitments. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 18 funds |
ABSTAIN 8 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 30, 2025 | Stockholder proposal requesting a report on cigarette waste. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
ABSTAIN 3 funds |
| WALMART INC. | June 5, 2025 | Health and Safety Governance Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
ABSTAIN 18 funds |
| WALMART INC. | June 5, 2025 | Racial Equity Audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 8 funds |
ABSTAIN 18 funds |
| WALMART INC. | June 5, 2025 | Report on Delays in Revising Diversity, Equity, and Inclusion (DEI) Initiatives Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 8 funds |
ABSTAIN 18 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 | AGAINST 8 funds |
ABSTAIN 18 funds |
| WALMART INC. | June 5, 2025 | Respect Civil Liberties in Advertising Services Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
ABSTAIN 18 funds |
| WALMART INC. | June 5, 2025 | Revisit Plastics Packaging Policies Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
ABSTAIN 18 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 | AGAINST 16 funds |
ABSTAIN 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 | AGAINST 18 funds |
ABSTAIN 21 funds |
| WELLS FARGO & CO. | April 29, 2025 | Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 18 funds |
ABSTAIN 21 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 | AGAINST 18 funds |
ABSTAIN 21 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 | AGAINST 13 funds |
ABSTAIN 10 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 | Split 2 FOR, 5 AGAINST |
ABSTAIN 25 funds |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on Al data usage oversight Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 5 AGAINST |
ABSTAIN 25 funds |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 5 AGAINST |
ABSTAIN 25 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 12 AGAINST |
ABSTAIN 29 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 12 AGAINST |
ABSTAIN 29 funds |
| 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 | Split 3 FOR, 12 AGAINST |
ABSTAIN 29 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 12 AGAINST |
ABSTAIN 29 funds |
| AMERICAN EXPRESS CO. | April 29, 2025 | Shareholder proposal relating to DEI goals in executive pay incentives. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 AGAINST, 18 ABSTAIN |
| AMERICAN EXPRESS CO. | April 29, 2025 | Shareholder proposal relating to civil liberties in advertising services. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 AGAINST, 18 ABSTAIN |
| AUTONATION INC. | April 23, 2025 | Adoption of stockholder proposal regarding political contributions. Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 15 AGAINST |
ABSTAIN 6 funds |
| BANK OF AMERICA CORP. | April 22, 2025 | Shareholder proposal requesting disclosure of energy financing ratio Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 14 AGAINST |
ABSTAIN 18 funds |
| BLACKROCK FINANCE INC. | May 15, 2025 | Shareholder Proposal - Report on Risk of Stakeholder Capitalism. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 AGAINST, 9 ABSTAIN |
| CADENCE DESIGN SYSTEMS INC. | May 8, 2025 | Stockholder proposal regarding political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 8 AGAINST |
Split 1 FOR, 14 ABSTAIN |
| CASEY'S GENERAL STORES INC. | August 28, 2024 | Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 13 AGAINST |
ABSTAIN 7 funds |
| CATERPILLAR INC. | June 11, 2025 | Shareholder Proposal - Civil Rights Audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 1 AGAINST, 13 ABSTAIN |
| CATERPILLAR INC. | June 11, 2025 | Shareholder Proposal - Report on Employee Charitable Giving Match Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 1 AGAINST, 13 ABSTAIN |
| CATERPILLAR INC. | June 11, 2025 | Shareholder Proposal - Request to Cease DEI Efforts Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 1 AGAINST, 13 ABSTAIN |
| CBOE GLOBAL MARKETS INC. | May 6, 2025 | Stockholder proposal regarding political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 11 AGAINST |
ABSTAIN 11 funds |
| CENTENE CORP. | May 13, 2025 | STOCKHOLDER PROPOSAL FOR REPORT ON CLIMATE RISK TO RETIREMENT INVESTMENTS. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 14 AGAINST |
Split 1 AGAINST, 8 ABSTAIN |
| 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 2 FOR, 14 AGAINST |
Split 1 AGAINST, 8 ABSTAIN |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 17 AGAINST |
Split 1 FOR, 11 ABSTAIN |
| CHEMOURS CO. | April 22, 2025 | Shareholder Proposal to Adopt a Policy to Assess Biodiversity Impacts prior to commencing Mining Operations. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 12 AGAINST |
ABSTAIN 2 funds |
| CHEVRON CORP. | May 28, 2025 | Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 AGAINST, 14 ABSTAIN |
| CHEVRON CORP. | May 28, 2025 | Report on Renewable Energy Stranded Asset Risks Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 AGAINST, 14 ABSTAIN |
| 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 3 FOR, 12 AGAINST |
Split 1 FOR, 18 ABSTAIN |
| 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 3 FOR, 12 AGAINST |
Split 1 FOR, 18 ABSTAIN |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 18 ABSTAIN |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding a report on food waste Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 14 AGAINST |
ABSTAIN 13 funds |
| COLUMBIA SPORTSWEAR CO. | June 5, 2025 | Shareholder proposal regarding the adoption of GHG emissions reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 6 AGAINST |
ABSTAIN 4 funds |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on circular packaging. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 14 AGAINST |
ABSTAIN 12 funds |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 14 AGAINST |
ABSTAIN 12 funds |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on managing supply chain water risk. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 14 AGAINST |
ABSTAIN 12 funds |
| 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 | Split 2 FOR, 11 AGAINST |
ABSTAIN 3 funds |
| CROWN HOLDINGS INC. | May 1, 2025 | Consideration of a Shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 17 AGAINST |
ABSTAIN 8 funds |
| 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 | AGAINST 13 funds |
Split 1 AGAINST, 11 ABSTAIN |
| 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 | AGAINST 13 funds |
Split 1 FOR, 11 ABSTAIN |
| 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 | AGAINST 13 funds |
Split 1 FOR, 11 ABSTAIN |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a civil rights audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 1 FOR, 17 ABSTAIN |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a corporate financial sustainability report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 1 AGAINST, 17 ABSTAIN |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a report on charitable giving Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 1 AGAINST, 17 ABSTAIN |
| 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 | AGAINST 21 funds |
Split 1 AGAINST, 17 ABSTAIN |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a report on racial and gender hiring statistics Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 1 AGAINST, 17 ABSTAIN |
| 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 | AGAINST 3 funds |
Split 1 AGAINST, 12 ABSTAIN |
| 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 | AGAINST 9 funds |
Split 1 AGAINST, 6 ABSTAIN |
| 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 2 FOR, 7 AGAINST |
Split 1 AGAINST, 6 ABSTAIN |
| 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 | AGAINST 9 funds |
Split 1 AGAINST, 6 ABSTAIN |
| DRAFTKINGS INC. | May 19, 2025 | To consider a shareholder proposal regarding board matrix disclosure. Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
ABSTAIN 4 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 | AGAINST 18 funds |
Split 1 AGAINST, 11 ABSTAIN |
| FEDEX CORP. | September 23, 2024 | Stockholder proposal regarding a Just Transition report. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 14 AGAINST |
ABSTAIN 14 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 3 FOR, 14 AGAINST |
ABSTAIN 14 funds |
| FIRSTENERG | May 21, 2025 | Report on Lobbying Activity and Policies Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 9 funds |
Split 1 AGAINST, 5 ABSTAIN |
| 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 FOR, 16 AGAINST |
ABSTAIN 4 funds |
| 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 3 FOR, 15 AGAINST |
ABSTAIN 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, 14 AGAINST |
Split 1 FOR, 8 ABSTAIN |
| GENERAL MILLS INC. | September 24, 2024 | Shareholder Proposal - Plastic Packaging. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 14 AGAINST |
Split 1 FOR, 8 ABSTAIN |
| 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 2 FOR, 8 AGAINST |
ABSTAIN 15 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 2 FOR, 17 AGAINST |
ABSTAIN 17 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 3 FOR, 14 AGAINST |
ABSTAIN 15 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 | AGAINST 12 funds |
Split 1 AGAINST, 16 ABSTAIN |
| 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 | AGAINST 12 funds |
Split 1 AGAINST, 16 ABSTAIN |
| HEWLETT PACKARD ENTERPRISE CO. | April 2, 2025 | Stockholder proposal entitled: "Transparency in Lobbying" Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 1 AGAINST, 12 ABSTAIN |
| HOME DEPOT INC. | May 22, 2025 | Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 13 AGAINST |
Split 1 AGAINST, 19 ABSTAIN |
| HOME DEPOT INC. | May 22, 2025 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 13 AGAINST |
Split 1 AGAINST, 19 ABSTAIN |
| 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 | AGAINST 15 funds |
Split 1 AGAINST, 6 ABSTAIN |
| 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 | AGAINST 16 funds |
Split 1 AGAINST, 11 ABSTAIN |
| 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 | AGAINST 16 funds |
Split 1 AGAINST, 11 ABSTAIN |
| 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 2 FOR, 18 AGAINST |
ABSTAIN 6 funds |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Report on plastic packaging, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 14 AGAINST |
Split 1 AGAINST, 7 ABSTAIN |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 14 AGAINST |
Split 1 AGAINST, 7 ABSTAIN |
| 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 3 FOR, 15 AGAINST |
ABSTAIN 9 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 | AGAINST 1 fund |
Split 1 AGAINST, 14 ABSTAIN |
| 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 3 FOR, 14 AGAINST |
ABSTAIN 7 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 | AGAINST 1 fund |
Split 1 AGAINST, 24 ABSTAIN |
| MASTERCARD | June 24, 2025 | Consideration of a stockholder proposal requesting a report on affirmative action risks Other Social Issues |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 1 AGAINST, 24 ABSTAIN |
| 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 FOR, 7 AGAINST |
ABSTAIN 5 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.