INVESTMENT COMPANY INSTITUTE lobbying for INVESTMENT COMPANY INSTITUTE

Filing 1st Quarter - Report

Reporting period

1st Quarter 2026

Jan 1 - Mar 31 · Posted Apr 20, 2026

Expenses

$1,290,000.00

What this organization spent lobbying with its own staff. Reported using C: the three LDA methods count different costs, so an expenses figure is not comparable across filers that used different ones.

Client based in

District of Columbia

Official filing document

Government bodies contacted 6

HOUSE OF REPRESENTATIVES
Labor, Dept of (DOL)
Securities & Exchange Commission (SEC)
SENATE
Treasury, Dept of
White House Office

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when.

Bills named in this filing 9

HR 2478
Financial Exploitation Prevention Act of 2025
HR 3383
Employee Equity Investment Act of 2023
HR 3682
Financial Stability Oversight Council Improvement Act of 2025
HR 2869
EBSA Investigations Transparency Act
HR 2958
Balance the Scales Act
HR 2988
Protecting Prudent Investment of Retirement Savings Act
HR 6084
ERISA Litigation Reform Act
HR 2089
Generating Retirement Ownership through Long-Term Holding
HR 2696
Retirement Savings for Americans Act of 2025

Lobbying activity 4

Financial Institutions/Investments/Securities

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 S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization

Retirement

S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"

Taxation/Internal Revenue Code

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 HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation 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

Budget/Appropriations

FY27 Financial Services and General Government Appropriations