Home › Asset managers › Compare 2024-2025 › Fidelity vs TIAA
Fidelity 2024-2025 · TIAA 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 94,593 | 85,886 | 5,006 | 3,701 | 94.5% | 93.0% |
| Board proposals | 75,292 | 67,480 | 4,645 | 3,167 | 93.6% | 92.0% |
| E&S shareholder proposals | 258 | 151 | 30 | 77 | 83.4% | 73.2% |
| Other items | 19,043 | 18,255 | 331 | 457 | 98.2% | 97.2% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
107 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 | Fidelity | TIAA |
|---|---|---|---|---|---|---|
| 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 24 funds |
FOR 11 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 | AGAINST 127 funds |
FOR 11 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 128 funds |
FOR 11 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 |
FOR 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 | AGAINST 13 funds |
FOR 7 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 24 funds |
FOR 6 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 36 funds |
FOR 6 funds |
| CARRIER GLOBAL CORP. | April 9, 2025 | Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 21 funds |
FOR 12 funds |
| CBOE GLOBAL MARKETS INC. | May 6, 2025 | Stockholder proposal regarding political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 40 funds |
FOR 7 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 | AGAINST 55 funds |
FOR 8 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 | AGAINST 55 funds |
FOR 8 funds |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on circular packaging. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 44 funds |
FOR 9 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 | AGAINST 75 funds |
FOR 13 funds |
| FEDEX CORP. | September 23, 2024 | Stockholder proposal regarding a Just Transition report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 67 funds |
FOR 8 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 | AGAINST 67 funds |
FOR 8 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 19 funds |
FOR 7 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 28 funds |
FOR 7 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 39 funds |
FOR 9 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 | AGAINST 21 funds |
FOR 6 funds |
| MICROSOFT CORP. | December 10, 2024 | Report on AI Misinformation and Disinformation Other Social Issues |
Shareholder (E&S) | Against | AGAINST 137 funds |
FOR 19 funds |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on flexible plastic packaging Environment or Climate |
Shareholder (E&S) | Against | AGAINST 49 funds |
FOR 10 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 | AGAINST 58 funds |
FOR 9 funds |
| PENN ENTERTAINMENT INC. | June 17, 2025 | The Company's proposal to approve, on an advisory basis, the commissioning of a report on the effects of a company-wide non-smoking policy. Other Social Issues |
Shareholder (E&S) | Contested | AGAINST 20 funds |
FOR 5 funds |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Sustainable Packaging Policies for Plastics. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 45 funds |
FOR 12 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 27 funds |
FOR 7 funds |
| PPL CORP. | May 16, 2025 | Shareowner Proposal regarding Independent Evaluation of Greenhouse Gas Reduction Targets Environment or Climate |
Shareholder (E&S) | Against | AGAINST 30 funds |
FOR 6 funds |
| SKYWORKS SOLUTIONS INC. | May 14, 2025 | To approve a stockholder proposal regarding disclosure of Scope 3 greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 26 funds |
FOR 7 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 13 funds |
FOR 5 funds |
| THE TIMKEN COMPANY | May 2, 2025 | Consideration of a shareholder proposal requesting that the Company adopt independently verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 33 funds |
FOR 5 funds |
| YUM! BRANDS INC. | May 15, 2025 | Shareholder Proposal Regarding Workplace Safety Policies and Practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 33 funds |
FOR 9 funds |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on online safety for children Compensation |
Shareholder (E&S) | Against | Split 99 FOR, 28 AGAINST |
AGAINST 11 funds |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | Split 99 FOR, 28 AGAINST |
AGAINST 11 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate |
Shareholder (E&S) | Against | Split 8 FOR, 105 AGAINST |
AGAINST 13 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 90 FOR, 22 AGAINST |
AGAINST 13 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate |
Shareholder (E&S) | Against | Split 8 FOR, 105 AGAINST |
AGAINST 13 funds |
| AUTONATION INC. | April 23, 2025 | Adoption of stockholder proposal regarding political contributions. Other Social Issues |
Shareholder (E&S) | Against | Split 6 FOR, 14 AGAINST |
FOR 7 funds |
| BANK OF AMERICA CORP. | April 22, 2025 | Shareholder proposal requesting disclosure of energy financing ratio Environment or Climate |
Shareholder (E&S) | Against | Split 7 FOR, 78 AGAINST |
FOR 10 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 | Split 1 FOR, 27 AGAINST |
AGAINST 7 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 1 FOR, 27 AGAINST |
AGAINST 7 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 | Split 38 FOR, 16 AGAINST |
FOR 6 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 | Split 2 FOR, 22 AGAINST |
AGAINST 8 funds |
| 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, 36 AGAINST |
FOR 7 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 2 FOR, 47 AGAINST |
AGAINST 7 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 | Split 4 FOR, 17 AGAINST |
AGAINST 7 funds |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 27 AGAINST |
FOR 9 funds |
| 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, 42 AGAINST |
AGAINST 6 funds |
| 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 1 FOR, 53 AGAINST |
FOR 8 funds |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding a report on food waste Environment or Climate |
Shareholder (E&S) | Against | Split 69 FOR, 22 AGAINST |
AGAINST 12 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 1 FOR, 21 AGAINST |
FOR 5 funds |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 42 AGAINST |
FOR 9 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, 42 AGAINST |
FOR 9 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 6 FOR, 21 AGAINST |
FOR 7 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 1 FOR, 13 AGAINST |
FOR 5 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 26 FOR, 16 AGAINST |
FOR 8 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 1 FOR, 21 AGAINST |
FOR 9 funds |
| 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 |
FOR 9 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 | Split 2 FOR, 37 AGAINST |
AGAINST 11 funds |
| DRAFTKINGS INC. | May 19, 2025 | To consider a shareholder proposal regarding board matrix disclosure. Corporate Governance |
Shareholder (E&S) | Against | Split 29 FOR, 14 AGAINST |
FOR 8 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 2 FOR, 33 AGAINST |
AGAINST 12 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 2 FOR, 18 AGAINST |
AGAINST 5 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 8 FOR, 18 AGAINST |
FOR 10 funds |
| GENERAL MILLS INC. | September 24, 2024 | Shareholder Proposal - Plastic Packaging. Environment or Climate |
Shareholder (E&S) | Against | Split 8 FOR, 18 AGAINST |
FOR 10 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 6 FOR, 79 AGAINST, 21 ABSTAIN |
FOR 11 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 1 FOR, 41 AGAINST |
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 3 FOR, 55 AGAINST |
AGAINST 16 funds |
| HOME DEPOT INC. | May 22, 2025 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | Split 35 FOR, 22 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, 20 AGAINST |
AGAINST 7 funds |
| JPMORGAN CHASE & CO. | May 20, 2025 | Report on social impacts of transition finance Environment or Climate |
Shareholder (E&S) | Against | Split 81 AGAINST, 1 ABSTAIN |
AGAINST 13 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 23 FOR, 15 AGAINST |
FOR 6 funds |
| 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, 27 AGAINST |
FOR 8 funds |
| KROGER CO. | June 26, 2025 | Report on discarded cigarette pollution. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 29 AGAINST |
AGAINST 9 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 10 FOR, 18 AGAINST |
FOR 7 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 1 FOR, 18 AGAINST |
FOR 6 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, 45 AGAINST |
AGAINST 12 funds |
| MERITAGE HOMES CORP. | May 22, 2025 | Shareholder proposal to support transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 12 FOR, 10 AGAINST |
FOR 5 funds |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding GHG emissions reduction actions. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 111 AGAINST |
AGAINST 13 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 1 FOR, 112 AGAINST |
AGAINST 13 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 88 FOR, 25 AGAINST |
AGAINST 13 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 1 FOR, 112 AGAINST |
FOR 13 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 88 FOR, 25 AGAINST |
FOR 13 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, 37 AGAINST |
FOR 9 funds |
| MICROSOFT CORP. | December 10, 2024 | Report on AI Data Sourcing Accountability Other Social Issues |
Shareholder (E&S) | Against | Split 107 FOR, 29 AGAINST |
FOR 19 funds |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on recycled content claims Other Social Issues |
Shareholder (E&S) | Against | Split 33 FOR, 16 AGAINST |
AGAINST 10 funds |
| MORGAN STANLEY | May 15, 2025 | Shareholder proposal requesting an energy supply ratio Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 73 AGAINST |
FOR 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 7 FOR, 77 AGAINST |
AGAINST 12 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 39 FOR, 19 AGAINST |
FOR 9 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 9 FOR, 118 AGAINST |
FOR 16 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, 35 AGAINST |
FOR 11 funds |
| OTIS WORLDWIDE CORP. | May 15, 2025 | Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues |
Shareholder (E&S) | Against | Split 14 FOR, 20 AGAINST |
FOR 6 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 1 FOR, 43 AGAINST |
AGAINST 12 funds |
| PROCTER & GAMBLE CO. | October 8, 2024 | Shareholder Proposal - Pay Gap Reporting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 6 FOR, 71 AGAINST |
FOR 15 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 4 FOR, 37 AGAINST |
FOR 10 funds |
| SKYWEST INC. | May 6, 2025 | A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 13 FOR, 14 AGAINST |
FOR 8 funds |
| SONOCO PRODUCTS CO. | April 16, 2025 | Advisory (non-binding) shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 18 AGAINST |
FOR 5 funds |
| 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 | Split 2 FOR, 59 AGAINST |
AGAINST 8 funds |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | May 23, 2025 | The Stockholder Proposal titled "Transparency in Political Spending" Other Social Issues |
Shareholder (E&S) | Against | Split 9 FOR, 17 AGAINST |
FOR 7 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 | Split 62 FOR, 19 AGAINST |
AGAINST 15 funds |
| STRYKER CORP. | May 8, 2025 | Shareholder Proposal to Support Transparency in Political Spending. Other Social Issues |
Shareholder (E&S) | Against | Split 36 FOR, 14 AGAINST |
FOR 9 funds |
| SYSCO CORP. | November 15, 2024 | To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring group sow housing for its private brand pork products. Other Social Issues |
Shareholder (E&S) | Against | Split 17 FOR, 18 AGAINST |
FOR 7 funds |
| TERADYNE | May 9, 2025 | To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures. Other Social Issues |
Shareholder (E&S) | Not determined | Split 22 FOR, 20 AGAINST |
FOR 8 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.