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Lincoln National shareholder proposals 2026
What shareholders asked Lincoln National to do, and how the funds holding Americans’ retirement savings voted on it: the funds in the 401(k) plans we index and the most widely held funds beyond them, with the filing behind every vote.
28 May 2026 · put on the ballot by shareholder
Should the person who runs Lincoln National also chair the board that supervises them?
Shareholders asked the company to require that the chair of the board be an independent director rather than the chief executive, so that the body overseeing management is not led by the person being overseen.
“Shareholder proposal to amend our governing documents to provide for an independent chairman of the board.”
3 of 8 funds we track voted for it.
| Fund | Vote | Shares voted |
|---|---|---|
| MFS Mid Cap Value Fund | AGAINST | 2,766,095 |
| Schwab U.S. Small-Cap ETF | AGAINST | 817,069 |
| MFS New Discovery Value Fund | AGAINST | 529,747 |
| MFS Blended Research Mid Cap Equity Fund | AGAINST | 280,522 |
| Columbia Small Cap Index Fund | FOR | 260,290 |
| SmallCap S&P 600 Index Fund | FOR | 134,140 |
| Victory Integrity Small/Mid-Cap Value Fund | FOR | 74,000 |
| Small Cap Stock Index Portfolio | AGAINST | 59,203 |
The same proposal was put to Amazon.com, Exxon Mobil, Wells Fargo, Verizon Communications, PepsiCo, Chevron.
28 May 2026 · put on the ballot by shareholder
Should the person who runs Lincoln National also chair the board that supervises them?
Shareholders asked the company to require that the chair of the board be an independent director rather than the chief executive, so that the body overseeing management is not led by the person being overseen.
“Shareholder proposal to amend our governing documents to provide for an independent chairman of the board.”
0 of 1 funds we track voted for it.
| Fund | Vote | Shares voted |
|---|---|---|
| iShares Core S&P Small-Cap ETF | AGAINST | 8,547,054 |
The same proposal was put to Amazon.com, Exxon Mobil, Wells Fargo, Verizon Communications, PepsiCo, Chevron.
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