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Equitable vs TIAA: how alike they voted, 2024-2025

94.7% When both took a single position, they voted the same way on 94.7% of 55,649 items (52,712 the same, 2,937 different). 6,209 items where at least one of them split its funds are listed separately below. Both voted on 61,858 items in all.

Equitable 2024-2025 · TIAA 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 items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	61,858	52,712	2,937	6,209	94.7%	90.9%
Board proposals	51,673	43,356	2,751	5,566	94.0%	89.9%
E&S shareholder proposals	257	107	12	138	89.9%	75.8%
Other items	9,928	9,249	174	505	98.2%	96.2%

Where they did not vote alike

Everything Voted differently Split votes

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

505 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	TIAA
YAKULT HONSHA CO. LTD.	June 25, 2025	Approve Restricted Stock Plan Compensation	Other	Against	Split 4 FOR, 4 AGAINST	AGAINST 2 funds
ZIMMER BIO	May 29, 2025	Approve an amendment to our Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance	Other	Not determined	Split 19 FOR, 1 AGAINST	FOR 8 funds
ZOETIS INC.	May 21, 2025	Shareholder proposal regarding a special shareholder meeting improvement. Corporate Governance	Other	Against	Split 1 FOR, 22 AGAINST	AGAINST 11 funds
ZUORA INC.	February 13, 2025	To adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance	Other	For	Split 4 FOR, 3 ABSTAIN	FOR 9 funds
ZURICH INSURANCE GROUP AG	April 9, 2025	Transact Other Business (Voting) Corporate Governance	Other	For	Split 4 AGAINST, 3 ABSTAIN	AGAINST 7 funds

← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.