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Bank of America shareholder proposals

What shareholders asked Bank of America to do, and how the funds inside American retirement plans voted on it — with the filing behind every vote.

22 April 2025 · put on the ballot by shareholder · Climate & environment

Should Bank of America say whether its lobbying matches the climate targets it announces?

Shareholders asked the company to report on whether its own lobbying — and the lobbying done by the trade associations it funds — is consistent with the climate goals it publishes.

“Shareholder proposal request report on lobbying alignment with Bank of America's climate goals”

0 of 22 funds we track voted for it.

FundVoteShares voted
Vanguard Total Stock Market Index Fund AGAINST 210,254,599
Vanguard Target Retirement 2025 Fund AGAINST 210,254,599
Vanguard Target Retirement 2035 Fund AGAINST 210,254,599
Vanguard Target Retirement 2045 Fund AGAINST 210,254,599
Vanguard Target Retirement 2030 Fund AGAINST 210,254,599
Vanguard Target Retirement Income Fund AGAINST 210,254,599
Vanguard Target Retirement 2040 Fund AGAINST 210,254,599
Vanguard 500 Index Fund AGAINST 178,737,050
Fidelity 500 Index Fund AGAINST 83,632,195
Vanguard Value Index Fund AGAINST 57,576,539
Vanguard Institutional Index Fund AGAINST 41,389,551
New Perspective Fund AGAINST 18,075,623
Vanguard Equity Income Fund AGAINST 10,100,854
Vanguard Balanced Index Fund AGAINST 4,215,829

The same proposal was put to Bank of America, FedEx, Verizon Communications.

22 April 2025 · put on the ballot by shareholder · Climate & environment

Should Bank of America disclose what it finances, not just what it emits?

Shareholders asked the company to disclose the emissions attached to its lending, underwriting or energy mix — the ratio of clean to fossil financing, or an assessment of its clients’ own transition plans — rather than reporting only the emissions of its own offices.

“Shareholder proposal requesting disclosure of energy financing ratio”

1 of 21 funds we track voted for it.

FundVoteShares voted
Vanguard Total Stock Market Index Fund AGAINST 210,254,599
Vanguard Target Retirement 2025 Fund AGAINST 210,254,599
Vanguard Target Retirement 2035 Fund AGAINST 210,254,599
Vanguard Target Retirement 2045 Fund AGAINST 210,254,599
Vanguard Target Retirement 2030 Fund AGAINST 210,254,599
Vanguard Target Retirement Income Fund AGAINST 210,254,599
Vanguard Target Retirement 2040 Fund AGAINST 210,254,599
Vanguard 500 Index Fund AGAINST 178,737,050
Fidelity 500 Index Fund AGAINST 83,632,195
Vanguard Value Index Fund AGAINST 57,576,539
Vanguard Institutional Index Fund AGAINST 41,389,551
New Perspective Fund AGAINST 18,075,623
Vanguard Equity Income Fund AGAINST 10,100,854
Vanguard Balanced Index Fund AGAINST 4,215,829

The same proposal was put to Wells Fargo, Bank of America, Wells Fargo, Netflix, Mizuho Financial Group, Shell.

22 April 2025 · put on the ballot by shareholder

Should shareholders be able to put their own candidates on Bank of America’s ballot?

Shareholders asked the company to open its ballot — by nominating more candidates than there are seats, or by giving long-term holders the right to place nominees in the company’s own proxy — so that a board election is a choice rather than a confirmation.

“Shareholder proposal requesting the nomination of more director candidates than board seats”

0 of 17 funds we track voted for it.

FundVoteShares voted
Vanguard Total Stock Market Index Fund AGAINST 210,254,599
Vanguard 500 Index Fund AGAINST 178,737,050
Fidelity 500 Index Fund AGAINST 83,632,195
Vanguard Value Index Fund AGAINST 57,576,539
Vanguard Institutional Index Fund AGAINST 41,389,551
New Perspective Fund AGAINST 18,075,623
Vanguard Equity Income Fund AGAINST 10,100,854
Vanguard Balanced Index Fund AGAINST 4,215,829
T. Rowe Price Equity Income Fund AGAINST 4,030,818
Vanguard FTSE Social Index Fund AGAINST 3,496,677
Nuveen Large Cap Value Index Fund AGAINST 2,814,921
T. Rowe Price U.S. Equity Research Fund AGAINST 2,571,964
Oakmark Equity and Income Fund AGAINST 2,212,121
Vanguard Growth and Income Fund AGAINST 912,859

The same proposal was put to Cardinal Health.

22 April 2025 · put on the ballot by shareholder · Climate & environment

Should Bank of America say whether its lobbying matches the climate targets it announces?

Shareholders asked the company to report on whether its own lobbying — and the lobbying done by the trade associations it funds — is consistent with the climate goals it publishes.

“Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals”

0 of 1 funds we track voted for it.

FundVoteShares voted
Vanguard Growth and Income Fund AGAINST 912,859

The same proposal was put to Bank of America, FedEx, Verizon Communications.

22 April 2025 · put on the ballot by shareholder · Social

Should Bank of America’s board account for how animals are treated in its supply chain?

Shareholders asked for a report on how the board oversees animal welfare risk in the company’s operations and supply chain, and on how the company’s practices compare with its stated policy.

“Shareholder proposal requesting report on board oversight of risks related to animal welfare”

0 of 8 funds we track voted for it.

FundVoteShares voted
Vanguard Value Index Fund AGAINST 57,576,539
New Perspective Fund AGAINST 18,075,623
Vanguard Equity Income Fund AGAINST 10,100,854
T. Rowe Price Equity Income Fund AGAINST 4,030,818
Nuveen Large Cap Value Index Fund AGAINST 2,814,921
T. Rowe Price U.S. Equity Research Fund AGAINST 2,571,964
Oakmark Equity and Income Fund AGAINST 2,212,121
Fidelity Advisor Financials Fund AGAINST 739,956

The same proposal was put to Citigroup, Bank of America.

22 April 2025 · put on the ballot by shareholder · Climate & environment

Should Bank of America disclose what it finances, not just what it emits?

Shareholders asked the company to disclose the emissions attached to its lending, underwriting or energy mix — the ratio of clean to fossil financing, or an assessment of its clients’ own transition plans — rather than reporting only the emissions of its own offices.

“Shareholder proposal requesting disclosure of energy financing ratio”

0 of 2 funds we track voted for it.

FundVoteShares voted
Blackrock Global Allocation Fund, Inc. AGAINST 2,543,482
500 Index Trust AGAINST 1,391,507

The same proposal was put to Wells Fargo, Bank of America, Wells Fargo, Netflix, Mizuho Financial Group, Shell.

22 April 2025 · put on the ballot by shareholder

Should shareholders be able to put their own candidates on Bank of America’s ballot?

Shareholders asked the company to open its ballot — by nominating more candidates than there are seats, or by giving long-term holders the right to place nominees in the company’s own proxy — so that a board election is a choice rather than a confirmation.

“Shareholder proposal requesting the nomination of more director candidates than board seats”

0 of 2 funds we track voted for it.

FundVoteShares voted
Blackrock Global Allocation Fund, Inc. AGAINST 2,543,482
500 Index Trust AGAINST 1,391,507

The same proposal was put to Cardinal Health.

22 April 2025 · put on the ballot by shareholder · Social

Should Bank of America’s board account for how animals are treated in its supply chain?

Shareholders asked for a report on how the board oversees animal welfare risk in the company’s operations and supply chain, and on how the company’s practices compare with its stated policy.

“Shareholder proposal requesting report on board oversight of risks related to animal welfare”

0 of 1 funds we track voted for it.

FundVoteShares voted
Blackrock Global Allocation Fund, Inc. AGAINST 2,543,482

The same proposal was put to Citigroup, Bank of America.

22 April 2025 · put on the ballot by shareholder · Social

Should Bank of America say whether its lobbying matches the climate targets it announces?

Shareholders asked the company to report on whether its own lobbying — and the lobbying done by the trade associations it funds — is consistent with the climate goals it publishes.

“Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals”

0 of 2 funds we track voted for it.

FundVoteShares voted
Blackrock Global Allocation Fund, Inc. AGAINST 2,543,482
500 Index Trust AGAINST 1,391,507

The same proposal was put to Bank of America, FedEx, Verizon Communications.

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