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Truist Financial shareholder proposals 2026
What shareholders asked Truist Financial 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 April 2026 · put on the ballot by shareholder · Social
Regarding a report on risks from misalignment between Company policies and customer base
“Shareholder proposal regarding a report on risks from misalignment between Company policies and customer base, if properly presented.”
0 of 16 funds we track voted for it.
| Fund | Vote | Shares voted |
|---|---|---|
| Principal LifeTime 2030 Fund | AGAINST | 1,847,517 |
| Principal LifeTime 2045 Fund | AGAINST | 1,847,517 |
| Principal LifeTime 2025 Fund | AGAINST | 1,847,517 |
| Principal LifeTime 2050 Fund | AGAINST | 1,847,517 |
| Principal LifeTime 2035 Fund | AGAINST | 1,847,517 |
| Principal LifeTime 2055 Fund | AGAINST | 1,847,517 |
| Principal LifeTime 2040 Fund | AGAINST | 1,847,517 |
| Principal LifeTime 2020 Fund | AGAINST | 1,847,517 |
| Principal LifeTime 2060 Fund | AGAINST | 1,847,517 |
| Principal LifeTime 2065 | AGAINST | 1,847,517 |
| Principal LifeTime 2070 Fund | AGAINST | 1,847,517 |
| Principal LifeTime 2015 Fund | AGAINST | 1,847,517 |
| Parnassus Mid Cap Fund | AGAINST | 1,276,880 |
| Fidelity Advisor Financials Fund | AGAINST | 291,900 |
28 April 2026 · put on the ballot by shareholder · Social
Regarding a report on risks from misalignment between Company policies and customer base
“Shareholder proposal regarding a report on risks from misalignment between Company policies and customer base, if properly presented.”
0 of 1 funds we track voted for it.
| Fund | Vote | Shares voted |
|---|---|---|
| The MidCap Value Fund | AGAINST | 8,130 |
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