You Own Wall Street › Funds › Principal › SmallCap Value Fund II
SmallCap Value Fund II (PJARX) proxy voting record 2026
Three of its ballots from this season. Vote first, then see what it did with the shares your savings paid for.
The question on the ballot
As filed
Principal Funds files this fund's proxy votes with the SEC once a year. This is what it did with the shares your retirement savings paid for.
SourceProxy-voting record filed by Principal Funds on 2026-08-27 · open the filing · vote table (npxPFI1031-81107572voterecd.xml, 64 MB)
TickersPJARX (R-3), PLARX (R-5), PPVIX (Institutional Class), PSMJX (Class J), PSMVX (R-6) · share classes of one fund, with one proxy-voting record · as listed in its latest SEC filing of proxy votes
How it voted, by issue
Fund companies sometimes file the same proposal under different subjects. So that funds can be compared, each proposal is counted under the subject most of the filings we read gave it, the same for every fund on this site. On management's own executive pay resolutions, this fund voted in favour 87.9% of the time across 1,070 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 3 | 0 | 0% |
| Workers & human rights | 1 | 0 | 0% |
| Pay equity & inclusion | 2 | 0 | 0% |
| Executive pay | 1 | 1 | 100% |
| Corporate governance | 26 | 20 | 76.9% |
| Other social issues | 2 | 1 | 50% |
On 15 of the 13,300 ballot items in its filing part of this fund’s shares was cast a different way from the rest: 451,264 shares in all, 0.12% of the shares it voted. Every figure here counts the way most of its shares were cast.
Ballots it voted
Harley-Davidson, Inc. · 21 May 2026 · put on the ballot by shareholder · Climate & environment
Should Harley-Davidson 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.
AGAINST SmallCap Value Fund II voted with 67,600 shares
“To vote on a shareholder proposal regarding a climate transition plan.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourcePrincipal Funds, Form N-PX filed 2026-08-27 · accession 0000898745-26-000859 · series S000007169 · open the filing
AutoNation, Inc. · 28 April 2026 · put on the ballot by shareholder · Climate & environment
Should AutoNation publish a fuller account of its emissions and how it plans to cut them?
Shareholders asked the company to disclose its greenhouse gas emissions more completely, or to have its reduction targets independently assessed, so that the plan can be checked rather than taken on trust.
AGAINST SmallCap Value Fund II voted with 10,300 shares
“Adoption of stockholder proposal regarding GHG report.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourcePrincipal Funds, Form N-PX filed 2026-08-27 · accession 0000898745-26-000859 · series S000007169 · open the filing
SkyWest, Inc. · 5 May 2026 · put on the ballot by shareholder · Workforce & human rights
Should an independent assessment check whether SkyWest respects the right to organise?
Shareholders asked for an independent assessment of whether the company, in practice, respects the internationally recognised rights to freedom of association and collective bargaining — the ILO core standards the company already says it supports — across all of its operations.
AGAINST SmallCap Value Fund II voted with 1,966 shares
“A shareholder proposal regarding collective bargaining policy.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourcePrincipal Funds, Form N-PX filed 2026-08-27 · accession 0000898745-26-000859 · series S000007169 · open the filing
Bloomin' Brands, Inc. · 22 April 2026 · put on the ballot by shareholder · Pay equity & inclusion
Regarding Disclosure of Employee Retention Demographics
AGAINST SmallCap Value Fund II voted with 33,153 shares
“Stockholder Proposal Regarding Disclosure of Employee Retention Demographics”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourcePrincipal Funds, Form N-PX filed 2026-08-27 · accession 0000898745-26-000859 · series S000007169 · open the filing
The Brink's Company · 28 April 2026 · put on the ballot by shareholder · Pay equity & inclusion
Act upon a shareholder proposal requesting a report on employee retention rates by demographic categories.
AGAINST SmallCap Value Fund II voted with 15,800 shares
“Act upon a shareholder proposal requesting a report on employee retention rates by demographic categories.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourcePrincipal Funds, Form N-PX filed 2026-08-27 · accession 0000898745-26-000859 · series S000007169 · open the filing
Revvity, Inc. · 28 April 2026 · put on the ballot by shareholder · Executive pay
Executives to Retain Significant Stock.
FOR SmallCap Value Fund II voted with 67,750 shares
“To approve the shareholder proposal regarding Executives to Retain Significant Stock.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourcePrincipal Funds, Form N-PX filed 2026-08-27 · accession 0000898745-26-000859 · series S000007169 · open the filing
Lumen Technologies, Inc. · 20 May 2026 · put on the ballot by shareholder
Approval of a shareholder proposal regarding a shareholder right to vote for or against a poison pill.
FOR SmallCap Value Fund II voted with 785,438 shares
“Approval of a shareholder proposal regarding a shareholder right to vote for or against a poison pill.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourcePrincipal Funds, Form N-PX filed 2026-08-27 · accession 0000898745-26-000859 · series S000007169 · open the filing
Norwegian Cruise Line Holdings Ltd. · 11 June 2026 · put on the ballot by shareholder
Should every Norwegian Cruise Line Holdings director face election every year?
Shareholders asked the company to end its staggered board, so that all directors stand for election annually rather than once every three years.
FOR SmallCap Value Fund II voted with 395,660 shares
“A shareholder proposal requesting the declassification of our board of directors, if properly presented”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourcePrincipal Funds, Form N-PX filed 2026-08-27 · accession 0000898745-26-000859 · series S000007169 · open the filing
Other funds Principal Funds votes
The same filer reports these alongside this one, in the same annual filing.
Every Principal fund we track, and how each one voted →
Retirement plans that offer it
Vote these ballots yourself
See how you would have voted, then what this fund did — one card at a time. Open the full ballot deck for this fund →