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 |
|---|---|---|---|---|---|---|
| A. O. SMITH CORP. | April 8, 2025 | Stockholder proposal requesting a Board report on our hiring practices with respect to formerly incarcerated people, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 16 funds |
ABSTAIN 5 funds |
| ALLIANT ENERGY CORP. | May 16, 2025 | Shareowner Proposal Requesting Third-Party Evaluation of Greenhouse Gas Emissions Reduction Targets. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
ABSTAIN 6 funds |
| 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 | AGAINST 7 funds |
ABSTAIN 25 funds |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on charitable partnerships Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 7 funds |
ABSTAIN 25 funds |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on online safety for children Compensation |
Shareholder (E&S) | Against | AGAINST 7 funds |
ABSTAIN 25 funds |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on risks of discrimination in GenAl Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
ABSTAIN 25 funds |
| 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 | AGAINST 7 funds |
ABSTAIN 25 funds |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a request to cease CEI participation Shareholder Rights and Defenses |
Shareholder (E&S) | Against | AGAINST 7 funds |
ABSTAIN 25 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON ADVERTISING RISKS Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
ABSTAIN 29 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON DATA USAGE OVERSIGHT IN AI OFFERINGS Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
ABSTAIN 29 funds |
| 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 | AGAINST 15 funds |
ABSTAIN 29 funds |
| AMEREN CORP. | May 8, 2025 | SHAREHOLDER PROPOSAL - EVALUATION BY A THIRD-PARTY OF SHORT- AND MEDIUM-TERM GREENHOUSE GAS EMISSIONS REDUCTION TARGETS. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
ABSTAIN 8 funds |
| AMERICAN AIRLINES GROUP INC. | June 11, 2025 | Advisory vote on stockholder proposal to end participation in the Human Rights Campaign's Corporate Equality Index. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
ABSTAIN 3 funds |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Charitable Giving" Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
ABSTAIN 30 funds |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy" Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 16 funds |
ABSTAIN 30 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 | AGAINST 16 funds |
ABSTAIN 30 funds |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Request to Cease DEI Efforts" Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
ABSTAIN 30 funds |
| AUTONATION INC. | April 23, 2025 | Adoption of stockholder proposal regarding diversity, equity, and inclusion efforts. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 19 funds |
ABSTAIN 6 funds |
| BANK OF AMERICA CORP. | April 22, 2025 | Shareholder proposal request report on lobbying alignment with Bank of America's climate goals Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 18 funds |
| BANK OF AMERICA CORP. | April 22, 2025 | Shareholder proposal requesting report on board oversight of risks related to animal welfare Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 18 funds |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Shareholder proposal requesting that the Board of Directors oversee an independent racial discrimination audit. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 19 funds |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Shareholder proposal requesting that the Company annually disclose its clean energy financing ratio. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 19 funds |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 19 funds |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Shareholder proposal requesting that the Company issue a civil rights and non-discrimination report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 19 funds |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Shareholder proposal requesting that the Company publish a report regarding the costs and benefits of Berkshire Hathaway Energy's voluntary environmental activities. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 19 funds |
| 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 | AGAINST 2 funds |
ABSTAIN 11 funds |
| BEST BUY CO. INC. | June 13, 2025 | To vote on a shareholder proposal entitled "Publish a Report on the Company's LGBTQIA+ Inclusion Efforts in its Human Capital Management Strategy" Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 2 funds |
ABSTAIN 11 funds |
| BEST BUY CO. INC. | June 13, 2025 | To vote on a shareholder proposal entitled "Request to Cease CEI Participation" Environment or Climate |
Shareholder (E&S) | Against | AGAINST 2 funds |
ABSTAIN 11 funds |
| BJ'S RESTAURANTS INC. | June 12, 2025 | Shareholder proposal requesting that the Company publish a food waste transparency report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 4 funds |
ABSTAIN 3 funds |
| BOEING CO. | April 24, 2025 | Civil Rights Audit. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 11 funds |
ABSTAIN 10 funds |
| BOEING CO. | April 24, 2025 | Report on DEI and Related Risks. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 11 funds |
ABSTAIN 10 funds |
| BOYD GAMIN | May 8, 2025 | Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 9 funds |
ABSTAIN 7 funds |
| BRISTOL-MYERS SQUIBB CO. | May 6, 2025 | Shareholder Proposal on Corporate Financial Sustainability Other Social Issues |
Shareholder (E&S) | Against | AGAINST 19 funds |
ABSTAIN 16 funds |
| BRISTOL-MYERS SQUIBB CO. | May 6, 2025 | Shareholder Proposal on a Request to Cease DEI Efforts Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 19 funds |
ABSTAIN 16 funds |
| CAESARS ENTERTAINMENT INC. | June 10, 2025 | SHAREHOLDER PROPOSAL: A SHAREHOLDER PROPOSAL REGARDING ADOPTION OF A SMOKEFREE POLICY FOR CAESARS ENTERTAINMENT PROPERTIES. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
ABSTAIN 3 funds |
| CAMPBELL SOUP CO. | November 19, 2024 | To vote on a shareholder proposal regarding a diversity audit. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 18 funds |
ABSTAIN 9 funds |
| CARRIER GLOBAL CORP. | April 9, 2025 | Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
ABSTAIN 12 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 | AGAINST 19 funds |
ABSTAIN 4 funds |
| CITIGROUP INC. | April 29, 2025 | Stockholder proposal requesting a report disclosing the Board's oversight regarding material risks associated with animal welfare. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 15 funds |
| CITIGROUP INC. | April 29, 2025 | Stockholder proposal requesting a report on financial statement assumptions and climate change. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 15 funds |
| CITIGROUP INC. | April 29, 2025 | Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 15 funds |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regard DEI goals in executive pay Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 13 funds |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding a report on brand image impacts Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 13 funds |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding a report on civil liberties in advertising services Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 13 funds |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding an assessment of non-sugar sweeteners Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 13 funds |
| COLGATE-PALMOLIVE CO. | May 9, 2025 | Stockholder proposal entitled "Revisit plastic packaging policies." Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
ABSTAIN 20 funds |
| CONOCOPHILLIPS | May 13, 2025 | Remove Emissions Reduction Targets. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 18 funds |
| COSTAR GROUP | June 26, 2025 | Stockholder proposal regarding support for transparency in political spending, if properly presented. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 2 funds |
ABSTAIN 8 funds |
| COSTCO WHOLESALE CORP. | January 23, 2025 | Shareholder proposal requesting report on the risks of maintaining DEI efforts Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 18 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 | AGAINST 2 funds |
ABSTAIN 12 funds |
| DOMINION ENERGY INC. | May 7, 2025 | Shareholder Proposal Regarding Eliminating Non-Carbon Emitting Generation Goals in Executive Pay Incentives Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
ABSTAIN 12 funds |
| DUKE ENERGY CORP. | May 1, 2025 | Shareholder proposal regarding a net-zero audit Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
ABSTAIN 9 funds |
| GENERAL DYNAMICS CORP. | May 7, 2025 | Shareholder Proposal - Human Rights Impact Assessment Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 11 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 | AGAINST 18 funds |
ABSTAIN 5 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 | AGAINST 19 funds |
ABSTAIN 17 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 | AGAINST 19 funds |
ABSTAIN 17 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 | AGAINST 17 funds |
ABSTAIN 15 funds |
| GOLDMAN SACHS GROUP INC. | April 23, 2025 | Shareholder Proposal Regarding Racial Discrimination Audit Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 15 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 | AGAINST 18 funds |
ABSTAIN 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 | AGAINST 18 funds |
ABSTAIN 7 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 29, 2025 | Stockholder Proposal Requesting a Report on Hiring/Recruitment Discrimination Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
ABSTAIN 14 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 29, 2025 | Stockholder Proposal to Support Transparency in Lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
ABSTAIN 14 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 | AGAINST 33 funds |
ABSTAIN 9 funds |
| JOHNSON & JOHNSON | April 24, 2025 | Produce a human rights impact assessment Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 19 funds |
ABSTAIN 20 funds |
| JPMORGAN CHASE & CO. | May 20, 2025 | Report on social impacts of transition finance Environment or Climate |
Shareholder (E&S) | Against | AGAINST 18 funds |
ABSTAIN 18 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 | AGAINST 2 funds |
ABSTAIN 11 funds |
| KROGER CO. | June 26, 2025 | Report on discarded cigarette pollution. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 2 funds |
ABSTAIN 11 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 | AGAINST 2 funds |
ABSTAIN 11 funds |
| L3HARRIS T | April 18, 2025 | Shareholder Proposal titled "Transparency in Lobbying". Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 16 funds |
ABSTAIN 14 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 | AGAINST 18 funds |
ABSTAIN 9 funds |
| LEVI STRAU | April 23, 2025 | Shareholder proposal, if properly presented at the meeting, requesting Levi Strauss & Co. cease DEI efforts. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 13 funds |
ABSTAIN 2 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 | AGAINST 14 funds |
ABSTAIN 11 funds |
| LYFT INC. | June 5, 2025 | Stockholder proposal regarding an assessment of Lyft's use of artificial intelligence, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Contested | AGAINST 5 funds |
ABSTAIN 4 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 | AGAINST 13 funds |
ABSTAIN 15 funds |
| MCDONALD'S CORP. | May 20, 2025 | Advisory Vote to Revisit DEI in Executive Compensation. Compensation |
Shareholder (E&S) | Against | AGAINST 13 funds |
ABSTAIN 15 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 | AGAINST 8 funds |
ABSTAIN 17 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 | AGAINST 8 funds |
ABSTAIN 17 funds |
| MERCK & CO. INC. | May 27, 2025 | Shareholder proposal regarding a tax transparency report. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
ABSTAIN 17 funds |
| MERCK & CO. INC. | May 27, 2025 | Shareholder proposal to revisit DEl goals in executive pay incentives. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
ABSTAIN 17 funds |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding Bitcoin treasury assessment. Capital Structure |
Shareholder (E&S) | Against | AGAINST 9 funds |
ABSTAIN 28 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 | AGAINST 9 funds |
ABSTAIN 28 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 | AGAINST 9 funds |
ABSTAIN 28 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 | AGAINST 16 funds |
ABSTAIN 16 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 | AGAINST 15 funds |
ABSTAIN 14 funds |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on Climate lobbying Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
ABSTAIN 14 funds |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on flexible plastic packaging Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
ABSTAIN 14 funds |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on recycled content claims Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
ABSTAIN 14 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 | AGAINST 15 funds |
ABSTAIN 14 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 | AGAINST 15 funds |
ABSTAIN 14 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 | AGAINST 15 funds |
ABSTAIN 14 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 | AGAINST 15 funds |
ABSTAIN 14 funds |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 19 funds |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 19 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 | AGAINST 16 funds |
ABSTAIN 11 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 | AGAINST 13 funds |
ABSTAIN 6 funds |
| RTX CORP. | May 1, 2025 | Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 16 funds |
ABSTAIN 19 funds |
| SKYWEST INC. | May 6, 2025 | A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 5 funds |
| SMITH & WESSON BRANDS INC. | September 17, 2024 | A stockholder proposal (human rights impact assessment); Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 16 funds |
ABSTAIN 2 funds |
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding a report on respecting workforce civil liberties Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
ABSTAIN 18 funds |
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding conducting a net zero audit Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
ABSTAIN 18 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.