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Jackson National vs Lincoln Financial: how alike they voted, 2024-2025

99.0% When both took a single position, they voted the same way on 99.0% of 16,198 items (16,032 the same, 166 different). 2,669 items where at least one of them split its funds are listed separately below. Both voted on 18,867 items in all.

Jackson National 2024-2025 · Lincoln Financial 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	18,867	16,032	166	2,669	99.0%	93.8%
Board proposals	15,268	13,071	147	2,050	98.9%	93.8%
E&S shareholder proposals	248	138	0	110	100.0%	89.4%
Other items	3,351	2,823	19	509	99.3%	93.9%

Where they did not vote alike

Everything Voted differently Split votes

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

110 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	Jackson National	Lincoln Financial
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	Split 8 FOR, 9 AGAINST	AGAINST 17 funds
THE WENDY'S COMPANY	May 21, 2025	Stockholder proposal regarding an emissions reduction assessment, if properly presented at the Annual Meeting. Environment or Climate	Shareholder (E&S)	Against	AGAINST 7 funds	Split 1 FOR, 4 AGAINST
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 7 funds	Split 1 FOR, 4 AGAINST
TYLER TECHNOLOGIES INC.	May 6, 2025	Shareholder Proposal Regarding Political Spending. Other Social Issues	Shareholder (E&S)	Against	AGAINST 12 funds	Split 3 FOR, 4 AGAINST
VISA INC.	January 28, 2025	Shareholder proposal on transparency in lobbying. Other Social Issues	Shareholder (E&S)	Against	Split 1 FOR, 25 AGAINST	Split 4 FOR, 12 AGAINST
WALMART INC.	June 5, 2025	Health and Safety Governance Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	Split 1 FOR, 17 AGAINST	Split 2 FOR, 10 AGAINST
WALMART INC.	June 5, 2025	Racial Equity Audit Diversity, Equity, and Inclusion	Shareholder (E&S)	Against	AGAINST 18 funds	Split 2 FOR, 10 AGAINST
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 15 funds	Split 1 FOR, 14 AGAINST
WELLS FARGO & CO.	April 29, 2025	Shareholder Proposal - Energy Supply Ratio. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 14 AGAINST	Split 1 FOR, 14 AGAINST
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 15 funds	Split 1 FOR, 5 AGAINST

← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.