INVESTMENT COMPANY INSTITUTE

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Lobbying Spend

$130.4M

Filings

Firms Hired

Active Period

1999–2026

Lobbying Spend by Year

Client-reported lobbying expenses on LDA filings

Year	Lobbying Spend	Filings	Firms
2026	$3,991,303	3	1
2025	$4,916,510	4	1
2024	$5,900,000	4	1
2023	$5,050,000	4	1
2022	$3,900,000	4	1
2021	$5,420,000	5	1
2020	$4,561,000	4	1
2019	$4,880,000	4	1
2018	$5,041,984	4	1
2017	$4,982,228	4	1
2016	$4,962,719	4	1
2015	$5,513,658	4	1
2014	$5,097,148	4	1
2013	$5,449,976	4	1
2012	$5,065,106	4	1
2011	$5,019,396	4	1
2010	$4,807,407	4	1
2009	$5,524,213	4	1
2008	$5,156,817	4	1
2007	$5,630,841	2	1
2006	$2,791,644	1	1
2005	$5,537,000	2	1
2004	$2,060,000	1	1
2003	$3,360,000	1	1
2002	$5,780,000	2	1
2001	$2,640,000	2	1
2000	$5,080,000	2	1
1999	$2,260,000	1	1

Hired Firms

Lobbying firms retained by this client; amounts are client-reported expenses when available

Firm Name	Reported Spend	Filings
INVESTMENT COMPANY INSTITUTE	$130,378,950	90

Government Bodies Lobbied

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
HOUSE OF REPRESENTATIVES	89
SENATE	89
Treasury, Dept of	65
Labor, Dept of (DOL)	40
White House Office	23
Securities & Exchange Commission (SEC)	11
Executive Office of the President (EOP)	2
Federal Trade Commission (FTC)	2
Federal Housing Finance Agency (FHFA)	1
Natl Economic Council (NEC)	1
Office of the Vice President of the United States	1
Transportation, Dept of (DOT)	1

Top Issues

Most frequently reported lobbying issues

Issue Code	Description	Reports
Retirement	Retirement	89
Taxation/Internal Revenue Code	Taxation/Internal Revenue Code	89
Financial Institutions/Investments/Securities	Financial Institutions/Investments/Securities	89
Budget/Appropriations	Budget/Appropriations	70
Consumer Issues/Safety/Products	Consumer Issues/Safety/Products	10
Trade (domestic/foreign)	Trade (domestic/foreign)	10
Labor Issues/Antitrust/Workplace	Labor Issues/Antitrust/Workplace	9
Banking	Banking	9
Bankruptcy	Bankruptcy	7
Homeland Security	Homeland Security	5
Intelligence	Intelligence	5
Constitution	Constitution	2
Accounting	Accounting	1

Bills Explicitly Cited (25)

Bill numbers found in source-reported LDA specific issue text; broad topic matches are excluded

H.R. 2089119th Congress

Generating Retirement Ownership through Long-Term Holding

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions

Client expense: $1,511,303 · Firm income: —

Matched citations: H.R. 2089

H.R. 2478119th Congress

Financial Exploitation Prevention Act of 2025

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization

Client expense: $1,511,303 · Firm income: —

Matched citations: H.R. 2478

H.R. 2696119th Congress

Retirement Savings for Americans Act of 2025

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions

Client expense: $1,511,303 · Firm income: —

Matched citations: H.R. 2696

H.R. 2869119th Congress

EBSA Investigations Transparency Act

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 4360, INSIGHT Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov

Client expense: $1,511,303 · Firm income: —

Matched citations: H.R. 2869

Show 21 more cited filings

H.R. 2958119th Congress

Balance the Scales Act

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 4360, INSIGHT Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov

Client expense: $1,511,303 · Firm income: —

Matched citations: H.R. 2958

H.R. 3383119th Congress

Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization

Client expense: $1,511,303 · Firm income: —

Matched citations: H.R. 3383

H.R. 3633119th Congress

Digital Asset Market Clarity Act

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization

Client expense: $1,511,303 · Firm income: —

Matched citations: H.R. 3633

H.R. 3682119th Congress

Financial Stability Oversight Council Improvement Act of 2025

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization

Client expense: $1,511,303 · Firm income: —

Matched citations: H.R. 3682

H.R. 6084119th Congress

ERISA Litigation Reform Act

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 4360, INSIGHT Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov

Client expense: $1,511,303 · Firm income: —

Matched citations: H.R. 6084

H.R. 8338119th Congress

SAFER Act of 2026

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization

Client expense: $1,511,303 · Firm income: —

Matched citations: H.R. 8338

H.R. 8899119th Congress

Digital Asset PARITY Act

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions

Client expense: $1,511,303 · Firm income: —

Matched citations: H.R. 8899

S. 1526119th Congress

Retirement Savings for Americans Act of 2025

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions

Client expense: $1,511,303 · Firm income: —

Matched citations: S. 1526

S. 1808119th Congress

Access to Small Business Investor Capital Act

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization

Client expense: $1,511,303 · Firm income: —

Matched citations: S. 1808

S. 1839119th Congress

Generating Retirement Ownership through Long-Term Holding

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions

Client expense: $1,511,303 · Firm income: —

Matched citations: S. 1839

S. 1877119th Congress

Improving Disclosure for Investors Act of 2025

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization

Client expense: $1,511,303 · Firm income: —

Matched citations: S. 1877

S. 2207119th Congress

A bill to amend the Internal Revenue Code of 1986 to reform the treatment of digital assets.

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions

Client expense: $1,511,303 · Firm income: —

Matched citations: S. 2207

S. 2840119th Congress

Financial Exploitation Prevention Act of 2025

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization

Client expense: $1,511,303 · Firm income: —

Matched citations: S. 2840

S. 3578119th Congress

Financial Stability Oversight Council Improvement Act of 2025

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization

Client expense: $1,511,303 · Firm income: —

Matched citations: S. 3578

S. 3671119th Congress

Increasing Investor Opportunities Act

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization

Client expense: $1,511,303 · Firm income: —

Matched citations: S. 3671

S. 424119th Congress

Retirement Fairness for Charities and Educational Institutions Act of 2025

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization

Client expense: $1,511,303 · Firm income: —

Matched citations: S. 424

S. 4360119th Congress

INSIGHT Act

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 4360, INSIGHT Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov

Client expense: $1,511,303 · Firm income: —

Matched citations: S. 4360

S. 4498119th Congress

ABLE Tomorrow Act

2026 · third_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions

Client expense: $1,511,303 · Firm income: —

Matched citations: S. 4498

H.R. 2089119th Congress

Generating Retirement Ownership through Long-Term Holding

2026 · second_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions

Client expense: $1,190,000 · Firm income: —

Matched citations: H.R. 2089

H.R. 2478119th Congress

Financial Exploitation Prevention Act of 2025

2026 · second_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization

Client expense: $1,190,000 · Firm income: —

Matched citations: H.R. 2478

H.R. 2696119th Congress

Retirement Savings for Americans Act of 2025

2026 · second_quarter · Firm: INVESTMENT COMPANY INSTITUTE

Open original LDA filing ↗

Cited source text and reported amounts

S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions

Client expense: $1,190,000 · Firm income: —

Matched citations: H.R. 2696

Source: Senate LDA

INVESTMENT COMPANY INSTITUTE — Lobbying Disclosure | Poliscope