Home › Asset managers › Compare 2024-2025 › Equitable vs Prudential/PGIM
Equitable 2024-2025 · Prudential/PGIM 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 30,994 | 25,057 | 1,123 | 4,814 | 95.7% | 89.5% |
| Board proposals | 27,594 | 22,293 | 1,053 | 4,248 | 95.5% | 89.4% |
| E&S shareholder proposals | 268 | 102 | 4 | 162 | 96.2% | 77.5% |
| Other items | 3,132 | 2,662 | 66 | 404 | 97.6% | 91.9% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
4,814 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 | Equitable | Prudential/PGIM |
|---|---|---|---|---|---|---|
| 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 | Split 19 AGAINST, 1 ABSTAIN |
AGAINST 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 19 funds |
Split 1 FOR, 6 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 10 FOR, 14 AGAINST |
| 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 3 FOR, 20 AGAINST |
Split 1 FOR, 7 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on AI data usage oversight Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 10 FOR, 14 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on Al data usage oversight Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 19 AGAINST |
Split 6 FOR, 1 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 | Split 3 FOR, 24 AGAINST |
Split 2 FOR, 26 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on online safety for children Compensation |
Shareholder (E&S) | Against | Split 9 FOR, 15 AGAINST |
Split 1 FOR, 21 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 | Split 1 FOR, 26 AGAINST |
AGAINST 29 funds |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | Split 8 FOR, 16 AGAINST |
AGAINST 30 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 25 AGAINST |
AGAINST 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, 26 AGAINST |
Split 8 FOR, 14 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 | Split 3 FOR, 25 AGAINST |
AGAINST 29 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 27 AGAINST |
Split 1 FOR, 28 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 | Split 1 FOR, 28 AGAINST |
AGAINST 29 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 | Split 1 FOR, 26 AGAINST |
Split 10 FOR, 17 AGAINST |
| 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 | Split 1 FOR, 26 AGAINST |
Split 9 FOR, 18 AGAINST |
| 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 | Split 9 AGAINST, 1 ABSTAIN |
Split 3 FOR, 1 AGAINST |
| AUTONATION INC. | April 23, 2025 | Adoption of stockholder proposal regarding political contributions. Other Social Issues |
Shareholder (E&S) | Against | Split 9 FOR, 1 ABSTAIN |
Split 3 FOR, 1 AGAINST |
| 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 | Split 8 FOR, 8 AGAINST |
Split 1 FOR, 8 AGAINST |
| BANK OF AMERICA CORP. | April 22, 2025 | Shareholder proposal requesting disclosure of energy financing ratio Environment or Climate |
Shareholder (E&S) | Against | Split 8 FOR, 8 AGAINST |
AGAINST 27 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 | Split 1 FOR, 20 AGAINST |
AGAINST 16 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 | Split 1 FOR, 20 AGAINST |
AGAINST 16 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 | Split 7 FOR, 11 AGAINST |
AGAINST 7 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 | Split 2 FOR, 5 AGAINST |
AGAINST 2 funds |
| 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 | AGAINST 9 funds |
Split 7 FOR, 6 AGAINST |
| 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 | Split 1 FOR, 7 AGAINST, 1 ABSTAIN |
AGAINST 4 funds |
| CADENCE DESIGN SYSTEMS INC. | May 8, 2025 | Stockholder proposal regarding political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
Split 4 FOR, 13 AGAINST |
| 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 18 funds |
Split 4 FOR, 1 AGAINST |
| 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 | Split 1 FOR, 17 AGAINST |
AGAINST 8 funds |
| CARRIER GLOBAL CORP. | April 9, 2025 | Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 5 FOR, 7 AGAINST |
| CASEY'S GENERAL STORES INC. | August 28, 2024 | Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 10 AGAINST |
AGAINST 8 funds |
| CATERPILLAR INC. | June 11, 2025 | Shareholder Proposal - Civil Rights Audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
AGAINST 17 funds |
| CBOE GLOBAL MARKETS INC. | May 6, 2025 | Stockholder proposal regarding political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 9 FOR, 11 AGAINST |
FOR 5 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 7 FOR, 12 AGAINST |
AGAINST 17 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 17 funds |
Split 1 FOR, 6 AGAINST |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | Split 13 FOR, 5 AGAINST |
Split 9 FOR, 2 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 7 FOR, 12 AGAINST |
AGAINST 20 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 11 FOR, 9 AGAINST |
AGAINST 4 funds |
| 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 2 FOR, 19 AGAINST |
Split 1 FOR, 11 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 18 FOR, 3 AGAINST |
Split 11 FOR, 2 AGAINST |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding a report on food waste Environment or Climate |
Shareholder (E&S) | Against | Split 10 FOR, 13 AGAINST |
Split 2 FOR, 16 AGAINST |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding an assessment of non-sugar sweeteners Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 24 AGAINST |
Split 2 FOR, 16 AGAINST |
| COLUMBIA SPORTSWEAR CO. | June 5, 2025 | Shareholder proposal regarding the adoption of GHG emissions reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 3 AGAINST |
AGAINST 3 funds |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on circular packaging. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 21 AGAINST |
AGAINST 6 funds |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 21 AGAINST |
AGAINST 13 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, 21 AGAINST |
AGAINST 13 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 | Split 10 FOR, 4 AGAINST |
Split 5 FOR, 2 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 | Split 8 FOR, 1 ABSTAIN |
AGAINST 1 fund |
| CROWN HOLDINGS INC. | May 1, 2025 | Consideration of a Shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 2 AGAINST |
Split 13 FOR, 1 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 FOR, 21 AGAINST |
AGAINST 17 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 10 FOR, 11 AGAINST |
Split 2 FOR, 9 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, 21 AGAINST |
Split 2 FOR, 8 AGAINST |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a civil rights audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 5 FOR, 15 AGAINST |
AGAINST 12 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 FOR, 19 AGAINST |
AGAINST 12 funds |
| 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 23 funds |
Split 2 FOR, 16 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 7 FOR, 9 AGAINST |
Split 8 FOR, 1 AGAINST |
| 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 7 FOR, 9 AGAINST |
Split 1 FOR, 8 AGAINST |
| DRAFTKINGS INC. | May 19, 2025 | To consider a shareholder proposal regarding board matrix disclosure. Corporate Governance |
Shareholder (E&S) | Against | Split 7 FOR, 1 AGAINST |
FOR 2 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 FOR, 24 AGAINST |
AGAINST 9 funds |
| FEDEX CORP. | September 23, 2024 | Stockholder proposal regarding a Just Transition report. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 19 AGAINST |
Split 15 FOR, 3 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 | Split 10 FOR, 10 AGAINST |
Split 3 FOR, 16 AGAINST |
| FIRSTENERG | May 21, 2025 | Report on Lobbying Activity and Policies Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 17 funds |
Split 1 FOR, 5 AGAINST |
| GENERAL MILLS INC. | September 24, 2024 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. Environment or Climate |
Shareholder (E&S) | Against | Split 9 FOR, 10 AGAINST |
AGAINST 13 funds |
| GENERAL MILLS INC. | September 24, 2024 | Shareholder Proposal - Plastic Packaging. Environment or Climate |
Shareholder (E&S) | Against | Split 9 FOR, 10 AGAINST |
AGAINST 12 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 17 funds |
Split 5 FOR, 1 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 | Split 8 FOR, 12 AGAINST |
FOR 14 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 21 funds |
Split 1 FOR, 15 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 23, 2025 | Shareholder Proposal Regarding Disclosure of Energy Supply Financing Ratio Environment or Climate |
Shareholder (E&S) | Against | Split 10 FOR, 8 AGAINST |
AGAINST 28 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 21 funds |
Split 1 FOR, 6 AGAINST |
| 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 21 funds |
Split 1 FOR, 6 AGAINST |
| HEWLETT PACKARD ENTERPRISE CO. | April 2, 2025 | Stockholder proposal entitled: "Transparency in Lobbying" Other Social Issues |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 11 FOR, 2 AGAINST |
| HOME DEPOT INC. | May 22, 2025 | Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 22 AGAINST |
AGAINST 19 funds |
| HOME DEPOT INC. | May 22, 2025 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | Split 12 FOR, 9 AGAINST |
AGAINST 16 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 1 FOR, 17 AGAINST |
AGAINST 5 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 19 AGAINST, 1 ABSTAIN |
AGAINST 6 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 10 AGAINST, 7 ABSTAIN |
AGAINST 7 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 29, 2025 | Stockholder Proposal to Support Transparency in Lobbying Other Social Issues |
Shareholder (E&S) | Against | Split 9 FOR, 12 AGAINST |
Split 15 FOR, 1 AGAINST |
| JOHNSON & JOHNSON | April 24, 2025 | Produce a human rights impact assessment Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
AGAINST 19 funds |
| JPMORGAN CHASE & CO. | May 20, 2025 | Report on social impacts of transition finance Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 20 AGAINST |
Split 10 FOR, 12 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 | Split 4 FOR, 4 AGAINST |
Split 2 FOR, 4 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 FOR, 17 AGAINST |
Split 2 FOR, 7 AGAINST |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 17 AGAINST |
Split 2 FOR, 7 AGAINST |
| 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 11 AGAINST, 7 ABSTAIN |
AGAINST 9 funds |
| L3HARRIS T | April 18, 2025 | Shareholder Proposal titled "Transparency in Lobbying". Other Social Issues |
Shareholder (E&S) | Not determined | Split 9 FOR, 11 AGAINST |
Split 15 FOR, 2 AGAINST |
| 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, 19 AGAINST, 2 ABSTAIN |
Split 5 FOR, 1 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 | Split 1 FOR, 19 AGAINST, 2 ABSTAIN |
Split 5 FOR, 1 AGAINST |
| 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 7 funds |
Split 1 FOR, 1 AGAINST |
| 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, 23 AGAINST |
AGAINST 28 funds |
| MCDONALD'S CORP. | May 20, 2025 | Advisory Vote on Disclosure on Climate Transition Plans. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 22 AGAINST |
Split 6 FOR, 11 AGAINST |
| 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, 10 AGAINST, 8 ABSTAIN |
AGAINST 19 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, 24 AGAINST |
AGAINST 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 | Split 2 FOR, 22 AGAINST |
Split 12 FOR, 2 AGAINST |
| MERITAGE HOMES CORP. | May 22, 2025 | Shareholder proposal to support transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding GHG emissions reduction actions. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 28 AGAINST |
AGAINST 34 funds |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on AI data usage oversight. Corporate Governance |
Shareholder (E&S) | Against | FOR 1 fund |
Split 11 FOR, 16 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on Al data usage oversight. Other Social Issues |
Shareholder (E&S) | Against | Split 7 FOR, 16 AGAINST |
Split 7 FOR, 1 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 | Split 5 FOR, 20 AGAINST |
Split 31 FOR, 1 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 | Split 13 FOR, 12 AGAINST |
Split 8 FOR, 18 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 | Split 15 FOR, 9 AGAINST |
Split 24 FOR, 3 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.