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Compiled from SEC Form N-PX filings. Page generated October 25, 2026.
No official results are on file for this meeting: no Form 8-K tally (Item 5.07) from SUN LIFE FINANCIAL INC. has been matched to it. The figures below are the funds’ own votes from Form N-PX. They are not the meeting result, so they are not used to judge dissent.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Explore SUN LIFE FINANCIAL INC. in the interactive database Compare manager voting policies
Each item below shows how the 270 asset managers that disclosed a SUN LIFE FINANCIAL INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of SUN LIFE FINANCIAL INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 4 wordings of this item as funds reported it.
100% of fund votes cast · no official result
The 75 asset managers below reported 38,258,073 for, 26,421 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,793,626 | 0 | 0 | 0 | For |
| Fidelity | 5,095,777 | 0 | 0 | 0 | For |
| T. Rowe Price | 4,813,449 | 0 | 0 | 0 | For |
| BlackRock | 3,103,401 | 0 | 0 | 0 | For |
| JPMorgan | 2,061,253 | 0 | 0 | 0 | For |
| Charles Schwab | 1,562,431 | 0 | 0 | 0 | For |
| Dimensional | 1,135,351 | 0 | 0 | 0 | For |
| First Trust | 1,125,757 | 0 | 0 | 0 | For |
| State Street | 826,556 | 0 | 0 | 0 | For |
| TIAA | 747,175 | 0 | 0 | 0 | For |
| PIONEER EQUITY INCOME FUND | 396,087 | 0 | 0 | 0 | For |
| Prudential/PGIM | 318,474 | 0 | 0 | 0 | For |
| GMO | 173,492 | 0 | 0 | 0 | For |
| Invesco | 160,148 | 0 | 0 | 0 | For |
| Franklin Templeton | 149,080 | 0 | 0 | 0 | For |
| Russell Investments | 140,553 | 0 | 0 | 0 | For |
| STEWARD FUNDS, INC. | 125,049 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 124,830 | 0 | 0 | 0 | For |
| SEI | 120,304 | 0 | 0 | 0 | For |
| American Century | 115,843 | 0 | 0 | 0 | For |
| John Hancock | 104,105 | 0 | 0 | 0 | For |
| Victory Capital | 87,729 | 0 | 0 | 0 | For |
| Hartford | 79,726 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 71,224 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 65,002 | 0 | 0 | 0 | For |
Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.
Combines 4 wordings of this item as funds reported it.
100% of fund votes cast · no official result
The 75 asset managers below reported 38,258,073 for, 26,421 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,793,626 | 0 | 0 | 0 | For |
| Fidelity | 5,095,777 | 0 | 0 | 0 | For |
| T. Rowe Price | 4,813,449 | 0 | 0 | 0 | For |
| BlackRock | 3,103,401 | 0 | 0 | 0 | For |
| JPMorgan | 2,061,253 | 0 | 0 | 0 | For |
| Charles Schwab | 1,562,431 | 0 | 0 | 0 | For |
| Dimensional | 1,135,351 | 0 | 0 | 0 | For |
| First Trust | 1,125,757 | 0 | 0 | 0 | For |
| State Street | 826,556 | 0 | 0 | 0 | For |
| TIAA | 747,175 | 0 | 0 | 0 | For |
| PIONEER EQUITY INCOME FUND | 396,087 | 0 | 0 | 0 | For |
| Prudential/PGIM | 318,474 | 0 | 0 | 0 | For |
| GMO | 173,492 | 0 | 0 | 0 | For |
| Invesco | 160,148 | 0 | 0 | 0 | For |
| Franklin Templeton | 149,080 | 0 | 0 | 0 | For |
| Russell Investments | 140,553 | 0 | 0 | 0 | For |
| STEWARD FUNDS, INC. | 125,049 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 124,830 | 0 | 0 | 0 | For |
| SEI | 120,304 | 0 | 0 | 0 | For |
| American Century | 115,843 | 0 | 0 | 0 | For |
| John Hancock | 104,105 | 0 | 0 | 0 | For |
| Victory Capital | 87,729 | 0 | 0 | 0 | For |
| Hartford | 79,726 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 71,224 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 65,002 | 0 | 0 | 0 | For |
Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.
Combines 4 wordings of this item as funds reported it.
100% of fund votes cast · no official result
The 75 asset managers below reported 38,258,073 for, 26,421 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,793,626 | 0 | 0 | 0 | For |
| Fidelity | 5,095,777 | 0 | 0 | 0 | For |
| T. Rowe Price | 4,813,449 | 0 | 0 | 0 | For |
| BlackRock | 3,103,401 | 0 | 0 | 0 | For |
| JPMorgan | 2,061,253 | 0 | 0 | 0 | For |
| Charles Schwab | 1,562,431 | 0 | 0 | 0 | For |
| Dimensional | 1,135,351 | 0 | 0 | 0 | For |
| First Trust | 1,125,757 | 0 | 0 | 0 | For |
| State Street | 826,556 | 0 | 0 | 0 | For |
| TIAA | 747,175 | 0 | 0 | 0 | For |
| PIONEER EQUITY INCOME FUND | 396,087 | 0 | 0 | 0 | For |
| Prudential/PGIM | 318,474 | 0 | 0 | 0 | For |
| GMO | 173,492 | 0 | 0 | 0 | For |
| Invesco | 160,148 | 0 | 0 | 0 | For |
| Franklin Templeton | 149,080 | 0 | 0 | 0 | For |
| Russell Investments | 140,553 | 0 | 0 | 0 | For |
| STEWARD FUNDS, INC. | 125,049 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 124,830 | 0 | 0 | 0 | For |
| SEI | 120,304 | 0 | 0 | 0 | For |
| American Century | 115,843 | 0 | 0 | 0 | For |
| John Hancock | 104,105 | 0 | 0 | 0 | For |
| Victory Capital | 87,729 | 0 | 0 | 0 | For |
| Hartford | 79,726 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 71,224 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 65,002 | 0 | 0 | 0 | For |
Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.
Combines 4 wordings of this item as funds reported it.
100% of fund votes cast · no official result
The 75 asset managers below reported 38,258,073 for, 26,421 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,793,626 | 0 | 0 | 0 | For |
| Fidelity | 5,095,777 | 0 | 0 | 0 | For |
| T. Rowe Price | 4,813,449 | 0 | 0 | 0 | For |
| BlackRock | 3,103,401 | 0 | 0 | 0 | For |
| JPMorgan | 2,061,253 | 0 | 0 | 0 | For |
| Charles Schwab | 1,562,431 | 0 | 0 | 0 | For |
| Dimensional | 1,135,351 | 0 | 0 | 0 | For |
| First Trust | 1,125,757 | 0 | 0 | 0 | For |
| State Street | 826,556 | 0 | 0 | 0 | For |
| TIAA | 747,175 | 0 | 0 | 0 | For |
| PIONEER EQUITY INCOME FUND | 396,087 | 0 | 0 | 0 | For |
| Prudential/PGIM | 318,474 | 0 | 0 | 0 | For |
| GMO | 173,492 | 0 | 0 | 0 | For |
| Invesco | 160,148 | 0 | 0 | 0 | For |
| Franklin Templeton | 149,080 | 0 | 0 | 0 | For |
| Russell Investments | 140,553 | 0 | 0 | 0 | For |
| STEWARD FUNDS, INC. | 125,049 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 124,830 | 0 | 0 | 0 | For |
| SEI | 120,304 | 0 | 0 | 0 | For |
| American Century | 115,843 | 0 | 0 | 0 | For |
| John Hancock | 104,105 | 0 | 0 | 0 | For |
| Victory Capital | 87,729 | 0 | 0 | 0 | For |
| Hartford | 79,726 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 71,224 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 65,002 | 0 | 0 | 0 | For |
Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.
Combines 4 wordings of this item as funds reported it.
100% of fund votes cast · no official result
The 75 asset managers below reported 38,258,073 for, 26,421 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,793,626 | 0 | 0 | 0 | For |
| Fidelity | 5,095,777 | 0 | 0 | 0 | For |
| T. Rowe Price | 4,813,449 | 0 | 0 | 0 | For |
| BlackRock | 3,103,401 | 0 | 0 | 0 | For |
| JPMorgan | 2,061,253 | 0 | 0 | 0 | For |
| Charles Schwab | 1,562,431 | 0 | 0 | 0 | For |
| Dimensional | 1,135,351 | 0 | 0 | 0 | For |
| First Trust | 1,125,757 | 0 | 0 | 0 | For |
| State Street | 826,556 | 0 | 0 | 0 | For |
| TIAA | 747,175 | 0 | 0 | 0 | For |
| PIONEER EQUITY INCOME FUND | 396,087 | 0 | 0 | 0 | For |
| Prudential/PGIM | 318,474 | 0 | 0 | 0 | For |
| GMO | 173,492 | 0 | 0 | 0 | For |
| Invesco | 160,148 | 0 | 0 | 0 | For |
| Franklin Templeton | 149,080 | 0 | 0 | 0 | For |
| Russell Investments | 140,553 | 0 | 0 | 0 | For |
| STEWARD FUNDS, INC. | 125,049 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 124,830 | 0 | 0 | 0 | For |
| SEI | 120,304 | 0 | 0 | 0 | For |
| American Century | 115,843 | 0 | 0 | 0 | For |
| John Hancock | 104,105 | 0 | 0 | 0 | For |
| Victory Capital | 87,729 | 0 | 0 | 0 | For |
| Hartford | 79,726 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 71,224 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 65,002 | 0 | 0 | 0 | For |
Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.
Combines 4 wordings of this item as funds reported it.
100% of fund votes cast · no official result
The 75 asset managers below reported 38,258,073 for, 26,421 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,793,626 | 0 | 0 | 0 | For |
| Fidelity | 5,095,777 | 0 | 0 | 0 | For |
| T. Rowe Price | 4,813,449 | 0 | 0 | 0 | For |
| BlackRock | 3,103,401 | 0 | 0 | 0 | For |
| JPMorgan | 2,061,253 | 0 | 0 | 0 | For |
| Charles Schwab | 1,562,431 | 0 | 0 | 0 | For |
| Dimensional | 1,135,351 | 0 | 0 | 0 | For |
| First Trust | 1,125,757 | 0 | 0 | 0 | For |
| State Street | 826,556 | 0 | 0 | 0 | For |
| TIAA | 747,175 | 0 | 0 | 0 | For |
| PIONEER EQUITY INCOME FUND | 396,087 | 0 | 0 | 0 | For |
| Prudential/PGIM | 318,474 | 0 | 0 | 0 | For |
| GMO | 173,492 | 0 | 0 | 0 | For |
| Invesco | 160,148 | 0 | 0 | 0 | For |
| Franklin Templeton | 149,080 | 0 | 0 | 0 | For |
| Russell Investments | 140,553 | 0 | 0 | 0 | For |
| STEWARD FUNDS, INC. | 125,049 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 124,830 | 0 | 0 | 0 | For |
| SEI | 120,304 | 0 | 0 | 0 | For |
| American Century | 115,843 | 0 | 0 | 0 | For |
| John Hancock | 104,105 | 0 | 0 | 0 | For |
| Victory Capital | 87,729 | 0 | 0 | 0 | For |
| Hartford | 79,726 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 71,224 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 65,002 | 0 | 0 | 0 | For |
Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.
Combines 4 wordings of this item as funds reported it.
100% of fund votes cast · no official result
The 75 asset managers below reported 38,258,073 for, 26,421 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,793,626 | 0 | 0 | 0 | For |
| Fidelity | 5,095,777 | 0 | 0 | 0 | For |
| T. Rowe Price | 4,813,449 | 0 | 0 | 0 | For |
| BlackRock | 3,103,401 | 0 | 0 | 0 | For |
| JPMorgan | 2,061,253 | 0 | 0 | 0 | For |
| Charles Schwab | 1,562,431 | 0 | 0 | 0 | For |
| Dimensional | 1,135,351 | 0 | 0 | 0 | For |
| First Trust | 1,125,757 | 0 | 0 | 0 | For |
| State Street | 826,556 | 0 | 0 | 0 | For |
| TIAA | 747,175 | 0 | 0 | 0 | For |
| PIONEER EQUITY INCOME FUND | 396,087 | 0 | 0 | 0 | For |
| Prudential/PGIM | 318,474 | 0 | 0 | 0 | For |
| GMO | 173,492 | 0 | 0 | 0 | For |
| Invesco | 160,148 | 0 | 0 | 0 | For |
| Franklin Templeton | 149,080 | 0 | 0 | 0 | For |
| Russell Investments | 140,553 | 0 | 0 | 0 | For |
| STEWARD FUNDS, INC. | 125,049 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 124,830 | 0 | 0 | 0 | For |
| SEI | 120,304 | 0 | 0 | 0 | For |
| American Century | 115,843 | 0 | 0 | 0 | For |
| John Hancock | 104,105 | 0 | 0 | 0 | For |
| Victory Capital | 87,729 | 0 | 0 | 0 | For |
| Hartford | 79,726 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 71,224 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 65,002 | 0 | 0 | 0 | For |
Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.
Combines 4 wordings of this item as funds reported it.
100% of fund votes cast · no official result
The 75 asset managers below reported 38,258,073 for, 26,421 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,793,626 | 0 | 0 | 0 | For |
| Fidelity | 5,095,777 | 0 | 0 | 0 | For |
| T. Rowe Price | 4,813,449 | 0 | 0 | 0 | For |
| BlackRock | 3,103,401 | 0 | 0 | 0 | For |
| JPMorgan | 2,061,253 | 0 | 0 | 0 | For |
| Charles Schwab | 1,562,431 | 0 | 0 | 0 | For |
| Dimensional | 1,135,351 | 0 | 0 | 0 | For |
| First Trust | 1,125,757 | 0 | 0 | 0 | For |
| State Street | 826,556 | 0 | 0 | 0 | For |
| TIAA | 747,175 | 0 | 0 | 0 | For |
| PIONEER EQUITY INCOME FUND | 396,087 | 0 | 0 | 0 | For |
| Prudential/PGIM | 318,474 | 0 | 0 | 0 | For |
| GMO | 173,492 | 0 | 0 | 0 | For |
| Invesco | 160,148 | 0 | 0 | 0 | For |
| Franklin Templeton | 149,080 | 0 | 0 | 0 | For |
| Russell Investments | 140,553 | 0 | 0 | 0 | For |
| STEWARD FUNDS, INC. | 125,049 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 124,830 | 0 | 0 | 0 | For |
| SEI | 120,304 | 0 | 0 | 0 | For |
| American Century | 115,843 | 0 | 0 | 0 | For |
| John Hancock | 104,105 | 0 | 0 | 0 | For |
| Victory Capital | 87,729 | 0 | 0 | 0 | For |
| Hartford | 79,726 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 71,224 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 65,002 | 0 | 0 | 0 | For |
Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.9% of fund votes cast · no official result
The 75 asset managers below reported 38,242,335 for, 15,738 against, 26,421 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,793,626 | 0 | 0 | 0 | For |
| Fidelity | 5,095,777 | 0 | 0 | 0 | For |
| T. Rowe Price | 4,813,449 | 0 | 0 | 0 | For |
| BlackRock | 3,103,401 | 0 | 0 | 0 | For |
| JPMorgan | 2,061,253 | 0 | 0 | 0 | For |
| Charles Schwab | 1,562,431 | 0 | 0 | 0 | For |
| Dimensional | 1,135,351 | 0 | 0 | 0 | For |
| First Trust | 1,125,757 | 0 | 0 | 0 | For |
| State Street | 826,556 | 0 | 0 | 0 | For |
| TIAA | 747,175 | 0 | 0 | 0 | For |
| PIONEER EQUITY INCOME FUND | 396,087 | 0 | 0 | 0 | For |
| Prudential/PGIM | 318,474 | 0 | 0 | 0 | For |
| GMO | 173,492 | 0 | 0 | 0 | For |
| Invesco | 160,148 | 0 | 0 | 0 | For |
| Franklin Templeton | 149,080 | 0 | 0 | 0 | For |
| Russell Investments | 140,553 | 0 | 0 | 0 | For |
| STEWARD FUNDS, INC. | 125,049 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 124,830 | 0 | 0 | 0 | For |
| SEI | 120,304 | 0 | 0 | 0 | For |
| American Century | 115,843 | 0 | 0 | 0 | For |
| John Hancock | 104,105 | 0 | 0 | 0 | For |
| Victory Capital | 87,729 | 0 | 0 | 0 | For |
| Hartford | 79,726 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 71,224 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 65,002 | 0 | 0 | 0 | For |
Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.
Combines 4 wordings of this item as funds reported it.
100% of fund votes cast · no official result
The 75 asset managers below reported 38,258,073 for, 26,421 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,793,626 | 0 | 0 | 0 | For |
| Fidelity | 5,095,777 | 0 | 0 | 0 | For |
| T. Rowe Price | 4,813,449 | 0 | 0 | 0 | For |
| BlackRock | 3,103,401 | 0 | 0 | 0 | For |
| JPMorgan | 2,061,253 | 0 | 0 | 0 | For |
| Charles Schwab | 1,562,431 | 0 | 0 | 0 | For |
| Dimensional | 1,135,351 | 0 | 0 | 0 | For |
| First Trust | 1,125,757 | 0 | 0 | 0 | For |
| State Street | 826,556 | 0 | 0 | 0 | For |
| TIAA | 747,175 | 0 | 0 | 0 | For |
| PIONEER EQUITY INCOME FUND | 396,087 | 0 | 0 | 0 | For |
| Prudential/PGIM | 318,474 | 0 | 0 | 0 | For |
| GMO | 173,492 | 0 | 0 | 0 | For |
| Invesco | 160,148 | 0 | 0 | 0 | For |
| Franklin Templeton | 149,080 | 0 | 0 | 0 | For |
| Russell Investments | 140,553 | 0 | 0 | 0 | For |
| STEWARD FUNDS, INC. | 125,049 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 124,830 | 0 | 0 | 0 | For |
| SEI | 120,304 | 0 | 0 | 0 | For |
| American Century | 115,843 | 0 | 0 | 0 | For |
| John Hancock | 104,105 | 0 | 0 | 0 | For |
| Victory Capital | 87,729 | 0 | 0 | 0 | For |
| Hartford | 79,726 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 71,224 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 65,002 | 0 | 0 | 0 | For |
Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.
100% of fund votes cast · no official result
The 62 asset managers below reported 34,182,333 for, 26,421 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,793,626 | 0 | 0 | 0 | For |
| Fidelity | 5,095,777 | 0 | 0 | 0 | For |
| T. Rowe Price | 4,813,449 | 0 | 0 | 0 | For |
| BlackRock | 3,103,401 | 0 | 0 | 0 | For |
| Dimensional | 1,135,351 | 0 | 0 | 0 | For |
| First Trust | 1,125,757 | 0 | 0 | 0 | For |
| State Street | 826,556 | 0 | 0 | 0 | For |
| TIAA | 747,175 | 0 | 0 | 0 | For |
| PIONEER EQUITY INCOME FUND | 396,087 | 0 | 0 | 0 | For |
| Prudential/PGIM | 279,074 | 0 | 0 | 0 | For |
| GMO | 173,492 | 0 | 0 | 0 | For |
| Invesco | 160,148 | 0 | 0 | 0 | For |
| Franklin Templeton | 149,080 | 0 | 0 | 0 | For |
| STEWARD FUNDS, INC. | 125,049 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 124,830 | 0 | 0 | 0 | For |
| American Century | 115,843 | 0 | 0 | 0 | For |
| John Hancock | 104,105 | 0 | 0 | 0 | For |
| Victory Capital | 87,729 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 71,224 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 65,002 | 0 | 0 | 0 | For |
| Six Circles Trust | 60,837 | 0 | 0 | 0 | For |
| HC CAPITAL TRUST | 56,552 | 0 | 0 | 0 | For |
| Northern Trust | 52,959 | 0 | 0 | 0 | For |
| Pioneer Series Trust IV | 49,393 | 0 | 0 | 0 | For |
| Principal | 46,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
100% of fund votes cast · no official result
The 8 asset managers below reported 1,983,339 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 1,562,431 | 0 | 0 | 0 | For |
| Russell Investments | 140,553 | 0 | 0 | 0 | For |
| SEI | 120,304 | 0 | 0 | 0 | For |
| Hartford | 79,726 | 0 | 0 | 0 | For |
| Prudential/PGIM | 39,400 | 0 | 0 | 0 | For |
| Mercer Funds | 22,300 | 0 | 0 | 0 | For |
| IMPAX FUNDS SERIES TRUST III | 11,764 | 0 | 0 | 0 | For |
| Brighthouse | 6,861 | 0 | 0 | 0 | For |
100% of fund votes cast · no official result
The 6 asset managers below reported 2,092,031 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 2,061,253 | 0 | 0 | 0 | For |
| Jackson National | 23,817 | 0 | 0 | 0 | For |
| Pacer Funds Trust | 5,340 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,406 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 167 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 48 | 0 | 0 | 0 | For |
100% of fund votes cast · no official result
The 2 asset managers below reported 7,205 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Berkeley Capital Partners, LLC | 4,400 | 0 | 0 | 0 | For |
| HOWLAND CAPITAL MANAGEMENT LLC | 2,805 | 0 | 0 | 0 | For |
Combines 3 wordings of this item as funds reported it.
99.5% Fund and manager reports combined; may count the same shares twice · no official result
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 2,061,253 | 0 | 0 | 0 | For |
| John Hancock | 104,105 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 71,224 | 0 | 0 | 0 | For |
| Principal | 46,000 | 0 | 0 | 0 | For |
| ETF Series Solutions | 35,515 | 0 | 0 | 0 | For |
| GREEN CENTURY FUNDS | 26,421 | 0 | 0 | 0 | For |
| Jackson National | 23,817 | 0 | 0 | 0 | For |
| Innovator ETFs Trust | 15,738 | 0 | 0 | 0 | For |
| Allianz | 8,448 | 0 | 0 | 0 | For |
| Pacer Funds Trust | 5,340 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 2,600 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,406 | 0 | 0 | 0 | For |
| GPS Funds I | 1,085 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 167 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 48 | 0 | 0 | 0 | For |
Fund voting reports, all 15 managers: 2,403,167 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 10,520,742 | 0 | 0 | 0 | For |
| SCOTIA CAPITAL INC. | 3,358,628 | 0 | 0 | 0 | For |
| LETKO, BROSSEAU & ASSOCIATES INC | 1,941,058 | 0 | 0 | 0 | For |
| Northern Trust | 1,517,761 | 8,525 | 0 | 0 | For |
| Value Partners Investments Inc. | 1,268,184 | 0 | 0 | 0 | For |
| Cardinal Capital Management, Inc. | 778,933 | 0 | 0 | 0 | For |
| Fiera Capital Corp | 745,423 | 0 | 0 | 0 | For |
| AGF MANAGEMENT LTD | 666,372 | 0 | 0 | 0 | For |
| Clark Capital Management Group, Inc. | 566,207 | 0 | 0 | 0 | For |
| Korea Investment CORP | 494,127 | 0 | 0 | 0 | For |
| JARISLOWSKY, FRASER Ltd | 247,551 | 0 | 0 | 0 | For |
| Onex Canada Asset Management Inc. | 106,610 | 0 | 0 | 0 | For |
| MOTCO | 98,721 | 0 | 0 | 0 | For |
| NATIONAL BANK TRUST INC. | 93,504 | 0 | 0 | 0 | For |
| One Capital Management, LLC | 84,264 | 0 | 0 | 0 | For |
| ENVESTNET ASSET MANAGEMENT INC | 71,048 | 0 | 0 | 0 | For |
| Lorne Steinberg Wealth Management Inc. | 0 | 65,568 | 0 | 0 | Against |
| Ninepoint Partners LP | 58,717 | 0 | 0 | 0 | For |
| MERITAGE PORTFOLIO MANAGEMENT | 49,430 | 0 | 0 | 0 | For |
| K.J. Harrison & Partners Inc | 43,104 | 0 | 0 | 0 | For |
| Ativo Capital Management LLC | 39,080 | 0 | 0 | 0 | For |
| Natixis | 32,025 | 0 | 0 | 0 | For |
| Corient Private Wealth LLC | 28,766 | 0 | 0 | 0 | For |
| National Bank Financial Inc. | 8,004 | 20,054 | 0 | 0 | Mixed |
| PNC BANK, NATIONAL ASSOCIATION | 25,011 | 0 | 0 | 0 | For |
Institutional-manager reports, all 180 managers: 23,217,234 for, 112,640 against, 71 unknown. Showing the 25 largest; see all in the interactive database.
Combines 2 wordings of this item as funds reported it.
97% Fund and manager reports combined; may count the same shares twice · no official result
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,793,626 | 0 | 0 | 0 | For |
| Fidelity | 5,095,777 | 0 | 0 | 0 | For |
| T. Rowe Price | 4,813,449 | 0 | 0 | 0 | For |
| BlackRock | 3,103,401 | 0 | 0 | 0 | For |
| Dimensional | 1,135,351 | 0 | 0 | 0 | For |
| First Trust | 1,125,757 | 0 | 0 | 0 | For |
| State Street | 826,556 | 0 | 0 | 0 | For |
| TIAA | 747,175 | 0 | 0 | 0 | For |
| PIONEER EQUITY INCOME FUND | 396,087 | 0 | 0 | 0 | For |
| Prudential/PGIM | 279,074 | 0 | 0 | 0 | For |
| GMO | 173,492 | 0 | 0 | 0 | For |
| Invesco | 160,148 | 0 | 0 | 0 | For |
| Franklin Templeton | 149,080 | 0 | 0 | 0 | For |
| STEWARD FUNDS, INC. | 125,049 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 124,830 | 0 | 0 | 0 | For |
| American Century | 115,843 | 0 | 0 | 0 | For |
| Victory Capital | 87,729 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 65,002 | 0 | 0 | 0 | For |
| Six Circles Trust | 60,837 | 0 | 0 | 0 | For |
| HC CAPITAL TRUST | 56,552 | 0 | 0 | 0 | For |
| Northern Trust | 52,959 | 0 | 0 | 0 | For |
| Pioneer Series Trust IV | 49,393 | 0 | 0 | 0 | For |
| Goldman Sachs | 37,094 | 0 | 0 | 0 | For |
| Calvert | 33,586 | 0 | 0 | 0 | For |
| PRAXIS MUTUAL FUNDS | 31,004 | 0 | 0 | 0 | For |
Fund voting reports, all 53 managers: 33,897,618 for. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Desjardins Global Asset Management Inc. | 11,216,736 | 0 | 0 | 0 | For |
| JPMorgan | 2,284,247 | 0 | 0 | 0 | For |
| NORDEA INVESTMENT MANAGEMENT AB | 0 | 1,654,374 | 0 | 0 | Against |
| MONTRUSCO BOLTON INVESTMENTS INC. | 228,220 | 0 | 0 | 0 | For |
| OSSIAM | 45,525 | 0 | 0 | 0 | For |
| CIDEL ASSET MANAGEMENT INC | 28,070 | 0 | 0 | 0 | For |
| APG Asset Management US Inc. | 18,554 | 0 | 0 | 0 | For |
| Keel Point, LLC | 370 | 0 | 0 | 0 | For |
Institutional-manager reports, all 8 managers: 13,821,722 for, 1,654,374 against.
99.9% Fund and manager reports combined; may count the same shares twice · no official result
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 1,562,431 | 0 | 0 | 0 | For |
| Russell Investments | 140,553 | 0 | 0 | 0 | For |
| SEI | 120,304 | 0 | 0 | 0 | For |
| Hartford | 79,726 | 0 | 0 | 0 | For |
| Prudential/PGIM | 39,400 | 0 | 0 | 0 | For |
| Mercer Funds | 22,300 | 0 | 0 | 0 | For |
| IMPAX FUNDS SERIES TRUST III | 11,764 | 0 | 0 | 0 | For |
| Brighthouse | 6,861 | 0 | 0 | 0 | For |
Fund voting reports, all 8 managers: 1,983,339 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| TD ASSET MANAGEMENT INC | 18,323,977 | 0 | 0 | 0 | For |
| Regime de rentes du Mouvement Desjardins | 290,695 | 0 | 0 | 0 | For |
| Triasima Portfolio Management inc. | 218,610 | 460 | 0 | 0 | For |
| Financiere des Professionnels - Fonds d,investissement inc. | 18,963 | 0 | 0 | 0 | For |
| Union Investment Privatfonds GmbH | 3,146 | 0 | 0 | 0 | For |
| Genus Capital Management Inc. | 0 | 1,328 | 0 | 0 | Against |
Institutional-manager reports, all 6 managers: 18,855,391 for, 1,788 against.
60% Fund and manager reports combined; may count the same shares twice · no official result
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Heathbridge Capital Management Ltd. | 0 | 2,500 | 0 | 0 | Against |
Fund voting reports, all 1 managers: 2,500 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| GRIMES & COMPANY, INC. | 3,309 | 0 | 0 | 0 | For |
| Penobscot Investment Management Company, Inc. | 312 | 0 | 0 | 0 | For |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 100 | 0 | 0 | 0 | For |
Institutional-manager reports, all 3 managers: 3,721 for.
Combines 2 wordings of this item as funds reported it.
99.9% of fund votes cast · no official result
The 54 asset managers below reported 33,882,288 for, 15,700 withheld. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,793,626 | 0 | 0 | 0 | For |
| Fidelity | 5,095,777 | 0 | 0 | 0 | For |
| T. Rowe Price | 4,813,449 | 0 | 0 | 0 | For |
| BlackRock | 3,103,401 | 0 | 0 | 0 | For |
| Dimensional | 1,135,351 | 0 | 0 | 0 | For |
| First Trust | 1,125,757 | 0 | 0 | 0 | For |
| State Street | 826,556 | 0 | 0 | 0 | For |
| TIAA | 747,175 | 0 | 0 | 0 | For |
| PIONEER EQUITY INCOME FUND | 396,087 | 0 | 0 | 0 | For |
| Prudential/PGIM | 279,074 | 0 | 0 | 0 | For |
| GMO | 173,492 | 0 | 0 | 0 | For |
| Invesco | 160,148 | 0 | 0 | 0 | For |
| Franklin Templeton | 149,080 | 0 | 0 | 0 | For |
| STEWARD FUNDS, INC. | 125,049 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 124,830 | 0 | 0 | 0 | For |
| American Century | 115,843 | 0 | 0 | 0 | For |
| Victory Capital | 87,729 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 65,002 | 0 | 0 | 0 | For |
| Six Circles Trust | 60,837 | 0 | 0 | 0 | For |
| HC CAPITAL TRUST | 56,552 | 0 | 0 | 0 | For |
| Northern Trust | 52,959 | 0 | 0 | 0 | For |
| Pioneer Series Trust IV | 49,393 | 0 | 0 | 0 | For |
| Goldman Sachs | 37,094 | 0 | 0 | 0 | For |
| Calvert | 33,586 | 0 | 0 | 0 | For |
| PRAXIS MUTUAL FUNDS | 31,004 | 0 | 0 | 0 | For |
Showing the 25 largest of 54 asset managers. See all 54 in the interactive database.
98% of fund votes cast · no official result
The 17 asset managers below reported 2,364,213 for, 42,159 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 2,061,253 | 0 | 0 | 0 | For |
| John Hancock | 104,105 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 71,224 | 0 | 0 | 0 | For |
| Principal | 46,000 | 0 | 0 | 0 | For |
| ETF Series Solutions | 35,515 | 0 | 0 | 0 | For |
| GREEN CENTURY FUNDS | 0 | 26,421 | 0 | 0 | Against |
| Jackson National | 23,817 | 0 | 0 | 0 | For |
| Innovator ETFs Trust | 0 | 15,738 | 0 | 0 | Against |
| Allianz | 8,448 | 0 | 0 | 0 | For |
| Pacer Funds Trust | 5,340 | 0 | 0 | 0 | For |
| HOWLAND CAPITAL MANAGEMENT LLC | 2,805 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 2,600 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,406 | 0 | 0 | 0 | For |
| GPS Funds I | 1,085 | 0 | 0 | 0 | For |
| Berkeley Capital Partners, LLC | 400 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 167 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 48 | 0 | 0 | 0 | For |
100% of fund votes cast · no official result
The 8 asset managers below reported 1,983,339 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 1,562,431 | 0 | 0 | 0 | For |
| Russell Investments | 140,553 | 0 | 0 | 0 | For |
| SEI | 120,304 | 0 | 0 | 0 | For |
| Hartford | 79,726 | 0 | 0 | 0 | For |
| Prudential/PGIM | 39,400 | 0 | 0 | 0 | For |
| Mercer Funds | 22,300 | 0 | 0 | 0 | For |
| IMPAX FUNDS SERIES TRUST III | 11,764 | 0 | 0 | 0 | For |
| Brighthouse | 6,861 | 0 | 0 | 0 | For |
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported.
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | Vanguard | 14,793,626 |
| 2 | Fidelity | 5,095,777 |
| 3 | T. Rowe Price | 4,813,449 |
| 4 | BlackRock | 3,103,401 |
| 5 | JPMorgan | 2,061,253 |
| 6 | Charles Schwab | 1,562,431 |
| 7 | Dimensional | 1,135,351 |
| 8 | First Trust | 1,125,757 |
| 9 | State Street | 826,556 |
| 10 | TIAA | 747,175 |
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | 1832 Asset Management L.P. | 10,520,742 |
| 2 | SCOTIA CAPITAL INC. | 3,358,628 |
| 3 | LETKO, BROSSEAU & ASSOCIATES INC | 1,941,058 |
| 4 | Northern Trust | 1,526,286 |
| 5 | Value Partners Investments Inc. | 1,268,184 |
| 6 | Cardinal Capital Management, Inc. | 778,933 |
| 7 | Fiera Capital Corp | 745,423 |
| 8 | AGF MANAGEMENT LTD | 666,372 |
| 9 | Clark Capital Management Group, Inc. | 566,207 |
| 10 | Korea Investment CORP | 494,127 |
Shown as share counts, not percentages: no shares-outstanding figure has been matched to SUN LIFE FINANCIAL INC. for the 2023-2024 season, so there is no denominator to divide by.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.
At SUN LIFE FINANCIAL INC.'s shareholder meeting held May 9, 2024, in the 2023-2024 proxy season, 270 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,744 separate fund positions. Their filings are grouped here into 21 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. No official Form 8-K vote tally has been matched to this meeting, so this page states no certified outcome for its most widely held ballot item. On that item — Non-Binding Advisory Vote on Approach to Executive Compensation — the reporting funds and managers cast 99.5% of the shares they voted in favour (FOR divided by FOR plus AGAINST plus WITHHELD; abstained and unvoted shares are excluded because neither took a side). Fund and manager reports are combined in it and may count the same shares twice: it adds fund reports to institutional-manager reports, which can cover the same shares. It is not the company's certified result.
SUN LIFE FINANCIAL INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.