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- Creative Investment Research
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Attachment 1
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Attachment 1 | Attachment 2
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December 8, 2021
- Michael Melillo
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December 8, 2021 - Ronald Walker
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December 9, 2021 - Andrew Tkac
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December 9, 2021 - Mary Turchi
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December 9, 2021 - Segal Marco Advisors
John DeMairo, Maureen O'Brien
December 10, 2021 - Interfaith Center on Corporate Responsibility
Josh Zinner
December 10, 2021 - Boston Building Trades and Construction Council (BBT)
Brian Doherty
December 11, 2021 - ValueEdge Advisors
Robert A.G. Monks, Nell Minow
December 12, 2021 - National Association of Manufacturers (NAM)
Chris Netram
December 12, 2021 - Capital Preferences
Shachar Kariv, Bernard Del Rey
December 12, 2021 - Capital Research Center
Robert Stilson
December 13, 2021 - Vert Asset Management
Sarah Adams
December 13, 2021 - MSCI
Neil Acres
December 13, 2021 - Morningstar, Inc., Morningstar Investment Management, Sustainalytics
Brock Johnson, Aron Szapiro, Michael Jantzi, Jon Hale
December 13, 2021 - AllianceBernstein L.P.
Michelle Dunstan, Jennifer DeLong
December 13, 2021 - Natixis Investment Managers
David L. Giunta
December 13, 2021 - American Securities Association
Christopher A. Iacovella
December 13, 2021 - Impact-Weighted Accounts Project at Harvard Business School
Ethan Rouen, Ronald Cohen
December 13, 2021 - AARP
David Certner
December 13, 2021 - Canadian Coalition for Good Governance (CCGG)
Marcia Moffat
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Virginia Foxx, Rick W. Allen
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Attachment 1 | Attachment 1a | Attachment 1b | Attachment 1c | Attachment 2 | Attachment 2a | Attachment 2b | Attachment 2c | Attachment 3
December 13, 2021 - Riverwater Partners LLC
Cindy Bohlen, Adam Peck, Greg Wait
December 13, 2021 - North American Securities Administrators Association (NASAA)
Melanie Senter Lubin
December 13, 2021 - State Street Global Advisors
Lori Heinel, Karen Wong
December 13, 2021 - Bernard S. Sharfman, James R. Copland
December 13, 2021 - Pacific Community Ventures
Bulbul Gupta
December 13, 2021 - Texas Public Policy Foundation
Brent Bennett
Attachment 1 | Attachment 2
December 13, 2021 - Jonathan Berry
Attachment 1
December 13, 2021 - John Sherwin
December 12, 2021 - JUST Capital
Martin Whittaker
December 13, 2021 - Consumers' Research
William Hild
December 13, 2021 - The SPARK Institute, Inc.
Tim Rouse
December 13, 2021 - Massachusetts Financial Services Company
Heidi W. Harden
December 13, 2021 - Attorneys General of California, Connecticut, Delaware, District of Columbia, Maryland, Massachusetts, Minnesota, New Mexico, New York, North Carolina, Oregon, Vermont
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Michael D. Scott
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Richard Morrison
December 13, 2021 - American Bankers Association
Phoebe Papageorgiou, Timothy E. Keehan
December 13, 2021 - Intentional Endowments Network
Keith Johnson, Chris Walker, Georges Dyer
December 13, 2021 - Members of Congress
Andy Levin, Cindy Axne, Suzan DelBene, Jesús G. "Chuy" García, Jimmy Panetta, Donald Beyer, Mondaire Jones, Alexandria Ocasio-Cortez, Adam Smith, Susan Wild, Rashida Tlaib, Mark Pocan, Judy Chu, Tom Suozzi, John Larson, Dean Phillips, Mark DeSaulnier, Joe Neguse, Chrissy Houlahan, Pramila Jayapal, Derek Kilmer, Suzanne Bonamici, Mike Levin, Jamie Raskin
December 13, 2021 - Riivos Inc.
Michele McGovern
December 13, 2021 - Americans for Limited Government
Richard Manning
December 13, 2021 - David R. Burton
December 13, 2021 - Voya Financial, Inc.
Christine Hurtsellers, Heather Lavallee
December 13, 2021 - Investment Adviser Association
Gail C. Bernstein
December 13, 2021 - Bernard Sharfman
Attachment 1
December 13, 2021 - FreedomWorks Foundation Regulatory Action Center
Beverly McKittrick, Alex Deise
December 13, 2021 - BNY Mellon Investment Management
Hanneke Smits
December 13, 2021 - American Federation of State, County and Municipal Employees (AFSCME)
Dalia R. Thornton
December 13, 2021 - Benjamin Zycher
December 13, 2021 - Western Energy Alliance and the US Oil & Gas Association
Kathleen M. Sgamma, Timothy Stewart
December 13, 2021 - Bluprint Financial, LLC
Jesse Eiynck, Janice Fier
December 13, 2021 - National Grid
Madeline Gothie
December 13, 2021 - BlackRock
Paul Bodnar, Nicole Rosser
December 13, 2021 - Putnam Investments
Robert L. Reynolds
December 13, 2021 - Amalgamated Bank
Jim Lingberg, Cynthia Dalagelis, Ivan Frishberg
December 13, 2021 - Farm Girl Capital, LLC
Sarah Green
December 13, 2021 - Peacockbank
Kiran M. A. Kumaran
December 13, 2021 - American Jewish Committee
Marc D. Stern
December 13, 2021 - Impact Capital Managers, Inc.
Merieke Spence
December 13, 2021 - The ERISA Industry Committee (ERIC)
Andrew Banducci
December 13, 2021 - California Public Employees' Retirement System (CalPERS)
Marcie Frost
December 13, 2021 - U.S. Impact Investing Alliance
Fran Seegull
December 13, 2021 - T. Rowe Price
Margaret H. Raymond
December 13, 2021 - Natural Resources Defense Council
Tom Zimpleman, Sarah Dougherty
December 13, 2021 - Coalition for a Prosperous America
Robby Stephany Smith
December 13, 2021 - American Retirement Association
Brian H. Graff, Allison Wielobob
Attachment 1 | Attachment 2 | Attachment 3 | Attachment 4 | Attachment 5
December 13, 2021 - Better Markets
Stephen W. Hall, Jason Grimes
December 13, 2021 - Illinois State Treasurer Michael W. Frerichs
December 13, 2021 - Max M. Schanzenbach, Robert H. Sitkoff
December 13, 2021 - LTSE Services, Inc.
Martin Alvarez, Shahnawaz Malik, Jane Storero
December 13, 2021 - LGIM America
John Hoeppner
December 13, 2021 - The Vanguard Group, Inc.
John James
December 13, 2021 - David Bezanson
December 13, 2021 - Teachers Insurance and Annuity Association of America (TIAA)
Amy M. O'Brien, Yves P. Denizé
December 13, 2021 - Investment Company Institute
Eric J. Pan
December 13, 2021 - Center for Climate and Energy Solutions
December 13, 2021 - Alternative Investment Management Association
Jiří Król
December 13, 2021 - Fidelity Investments
James Barr Haines
December 13, 2021 - Rhode Island General Treasurer Seth Magaziner
December 13, 2021 - E2 (Environmental Entrepreneurs)
Sandra Purohit
December 13, 2021 - Glass Lewis & Co., LLC
Nichol Garzon
December 13, 2021 - American Benefits Council
Lynn Dudley
December 13, 2021 - Managed Funds Association
Jennifer W. Han
December 13, 2021 - Dimensional Fund Advisors LP
Gerard O'Reilly, Jim Whittington
December 13, 2021 - Coalition of Collective Investment Trusts
Clifford Kirsch, Carol McClarnon
December 13, 2021 - Franklin Templeton
Yaqub Ahmed, Drew Carrington
December 13, 2021 - Heartland Capital Strategies
Heartland Capital Network
December 13, 2021 - Institutional Shareholder Services Inc.
Gary Retelny
December 13, 2021 - David H. Webber
December 12, 2021 - Insured Retirement Institute, Inc.
Emily Micale
December 13, 2021 - American Federation of Labor and Congress of Industrial Organizations (AFL-CIO)
Brandon Rees, Lauren Rothfarb
December 13, 2021 - Members of the Coalition on Inclusive Economic Growth
December 13, 2021 - Northern Trust Investments, Inc.
Julie Moret, Shundrawn Thomas
December 13, 2021 - Betterment LLC
Boris Khentov
December 13, 2021 - Breckinridge Capital Advisors
Peter B. Coffin
December 13, 2021 - Principles for Responsible Investment
Greg Hershman, Colleen Orr
December 13, 2021 - Lazard Asset Management LLC
Nikita Singhal, Jennifer Anderson
December 13, 2021 - American Federation of Teachers
Randi Weingarten
December 13, 2021 - US SIF: The Forum for Sustainable and Responsible Investment
Lisa Woll
December 13, 2021 - Ullico Inc.
Patrick McGlone
December 13, 2021 - On the Trail Financial Planning, LLC
Caedmon Bear
December 13, 2021 - Consumer Federation of America
Dylan Bruce
December 13, 2021 - RMI's Center for Climate-Aligned Finance
Brian O'Hanlon, Kaitlin Crouch-Hess Jessamine Fitzpatrick Whitney Mann Alex Murray
December 13, 2021 - North American Coal Corporation
Rebecca McGrew
December 13, 2021 - American Legislative Exchange Council
December 13, 2021 - Mercer Investments LLC
Christine Mahoney, Jay Love
December 13, 2021 - Center for American Progress
Andres Vinelli
December 13, 2021 - 350 Silicon Valley
Janet Cox
December 13, 2021 - Green Century Capital Asset Management, Inc.
Leslie Samuelrich
December 13, 2021 - Americans for Financial Reform Education Fund, Sierra Club, Sierra Club Foundation and 10 undersigned organizations
December 13, 2021 - Americans for Financial Reform Education Fund
December 13, 2021 - ClearBridge Investments
December 13, 2021 - Kim Leslie Shafer
December 13, 2021 - American Investment Council
Jason Mulvihill
December 13, 2021 - Institutional Limited Partners Association (ILPA)
Steve Nelson
December 13, 2021 - Engine No. 1
Jennifer Grancio
December 13, 2021 - James R. Copland
December 13, 2021 - State of Utah and undersigned States' Treasurers, Auditors, and Attorneys General
Sean D. Reyes, et. al.
December 13, 2021 - Electrical Training Alliance
Todd Stafford
December 13, 2021 - London Stock Exchange Group
Claire O'Dea
December 13, 2021 - Robert Sanford
December 1, 2021 - Mari Stachenfeld
December 1, 2021 - James Hubbard
December 2, 2021 - Robin Shore
December 2, 2021 - Joan Pugh
December 7, 2021 - Janice Kaiser
December 7, 2021 - Dirk van Nouhuys
December 3, 2021 - Beth Jones
December 6, 2021 - Sarah McKee
December 6, 2021 - Irena Franchi
December 7, 2021 - Henry Holland
December 7, 2021 - Kerry Stone
December 7, 2021 - Lester Brown
December 7, 2021 - Kenneth Schlattmann
December 7, 2021 - Sharon Buerck
December 7, 2021 - David Collins
December 7, 2021 - Sharon Buerck
December 7, 2021 - Marjolaine Mahoney
December 7, 2021 - Eric Belko
December 7, 2021 - Annette Losik
December 7, 2021 - Annette Losik
December 7, 2021 - Steven Roberts
December 7, 2021 - Mary Barzsmith
December 7, 2021 - Sidney Eddins
December 7, 2021 - Allen Casto
December 7, 2021 - Kristin Gray
December 7, 2021 - Wojciech Rychlik
December 7, 2021 - Jennifer Ritzler
December 7, 2021 - David Teel
December 7, 2021 - Ted Thompson
December 7, 2021 - John Jordan
December 7, 2021 - Sarah Schaadt
December 8, 2021 - Rebecca Price
December 8, 2021 - Dr. MacAvery
December 10, 2021 - Judith Davidsen
December 10, 2021 - Elizabeth Songalia
December 10, 2021 - Randolph Carrier
December 10, 2021 - Jean Butcher
December 10, 2021 - Independence Solar, LLC
December 10, 2021 - Christopher Herlihy
December 10, 2021 - Billy Kemp
December 10, 2021 - Anonymous Anonymous
December 10, 2021 - Colette Dingle
December 10, 2021 - Phillip Salone
December 10, 2021 - Sandra Matthias
December 10, 2021 - Terry Ann Brooks
December 10, 2021 - Bettina Nash
December 10, 2021 - Daniel DiLella
December 10, 2021 - Ruby Bristol
December 10, 2021 - Deb Engel
December 10, 2021 - Kay Sieben
December 10, 2021 - Ron Witten
December 10, 2021 - Laura Harris
December 10, 2021 - Roger Bovee
December 10, 2021 - Anonymous Anonymous
December 11, 2021 - Richard Russman
December 12, 2021 - Dee A Erickson
December 12, 2021 - Ken Jones
December 12, 2021 - Frederick Klein
December 12, 2021 - Christopher Lish
December 12, 2021 - Judy Head
December 13, 2021 - Nancy Maynard
December 13, 2021 - Steve Bukovics
December 13, 2021 - William Fleming
December 13, 2021 - Nun Yurbyznes
December 13, 2021 - Peggie Russo-Millard
December 13, 2021 - Rosemarie Mitchell
December 13, 2021 - Mitch Minge
December 13, 2021 - Michele Kelly
December 13, 2021 - Paul Wipf
December 13, 2021 - Bruce Barott
December 13, 2021 - Nancy Gibson
December 13, 2021 - William Sommers
December 13, 2021 - Patricia Karpf
December 13, 2021 - Christopher Smith
December 13, 2021 - William Fritz
December 13, 2021 - Lynne Jacobs
December 13, 2021 - Lorraine Schukar
December 13, 2021 - Murrell Bo
December 13, 2021 - Nancy Lee
December 13, 2021 - Angeline Cione
December 13, 2021 - Marjolaine Mahoney
December 13, 2021 - Jason Herter
December 13, 2021 - Alia Lahlou
December 13, 2021 - Annemarie Maynard
December 13, 2021 - Joel Wren
December 13, 2021 - Robert Puckett
December 13, 2021 - Sonja Natoli
December 13, 2021 - Tammy Woten
December 13, 2021 - Blair Swedeen
December 13, 2021 - Anonymous Anonymous
December 13, 2021 - Barry A. Cik
December 13, 2021 - Ryan Zorn
December 13, 2021 - Christina Lakey
December 13, 2021 - Richard Culver
December 13, 2021 - Kathleen Frasco
December 13, 2021 - J. Sprague
December 13, 2021 - Robert E. Rutkowski
December 13, 2021 - National Legal and Policy Center
Paul D. Kamenar
December 13, 2021
- Freedom to Choose Investment Options (55)
- Ensure Safe and Sustainable Investments (total 3,087, including variations)
- Variation A (787)
- Variation B (777)
- Variation C (754)
- Variation D (455)
- Variation E (249)
- Variation F (14)
- Variation G (14)
- Variation H (7)
- Variation I (6)
- Variation J (24)