Lobbying activity

Q2

VANGUARD GROUP for VANGUARD GROUP

2nd Quarter (Apr 1 - June 30) 2026 · Pennsylvania · House · Senate

Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities, Retirement

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AMERICAN BENEFITS COUNCIL for AMERICAN BENEFITS COUNCIL

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Retirement, Health Issues

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JACKSON NATIONAL LIFE INSURANCE COMPANY for JACKSON NATIONAL LIFE INSURANCE COMPANY

2nd Quarter (Apr 1 - June 30) 2026 · Michigan · House · Senate

Insurance, Taxation/Internal Revenue Code, Retirement, Financial Institutions/Investments/Securities

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PRIMACY STRATEGY GROUP for INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES DISTRICT COUNCIL 7

2nd Quarter (Apr 1 - June 30) 2026 · Wisconsin · House · Senate · $13,000.00 income

Education, Labor Issues/Antitrust/Workplace, Budget/Appropriations, Retirement

View → Q1

PRIMACY STRATEGY GROUP for INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES DISTRICT COUNCIL 7

1st Quarter (Jan 1 - Mar 31) 2026 · Wisconsin · House · Senate · $13,000.00 income

Budget/Appropriations, Education, Labor Issues/Antitrust/Workplace, Retirement

View → 2T

MINDSET ADVOCACY, LLC for WILLIS NORTH AMERICA INC.

2nd Quarter (Apr 1 - June 30) 2026 · Virginia · House · Senate · $20,000.00 income

Retirement, Financial Institutions/Investments/Securities

View → Q2

INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS for INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Retirement, Budget/Appropriations, Health Issues, Taxation/Internal Revenue Code

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MINDSET ADVOCACY, LLC for VESTWELL HOLDINGS, INC

2nd Quarter (Apr 1 - June 30) 2026 · New York · House · Senate · $30,000.00 income

Retirement, Taxation/Internal Revenue Code

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INVESTMENT COMPANY INSTITUTE for INVESTMENT COMPANY INSTITUTE

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Budget/Appropriations, Retirement, Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code

View → 2T

ESHARES, INC. D/B/A CARTA, INC. for ESHARES, INC. D/B/A CARTA, INC.

2nd Quarter (Apr 1 - June 30) 2026 · California · House · Senate

Taxation/Internal Revenue Code, Small Business, Retirement, Financial Institutions/Investments/Securities

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MINDSET ADVOCACY, LLC for STABLE VALUE INVESTMENT ASSOCIATION (SVIA)

2nd Quarter (Apr 1 - June 30) 2026 · Virginia · House · Senate

Retirement

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SYMETRA LIFE INSURANCE COMPANY for SYMETRA LIFE INSURANCE COMPANY

2nd Quarter (Apr 1 - June 30) 2026 · Washington · House · Senate

Retirement

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MINDSET ADVOCACY, LLC for PRUDENTIAL FINANCIAL, INC.

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate · $50,000.00 income

Insurance, Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code, Retirement

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MINDSET ADVOCACY, LLC for PFS INVESTMENTS, INC.

2nd Quarter (Apr 1 - June 30) 2026 · Georgia · House · Senate · $60,000.00 income

Retirement, Taxation/Internal Revenue Code, Consumer Issues/Safety/Products, Labor Issues/Antitrust/Workplace

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MINDSET ADVOCACY, LLC for PONTERA, INC.

2nd Quarter (Apr 1 - June 30) 2026 · New York · House · Senate · $50,000.00 income

Retirement, Banking, Financial Institutions/Investments/Securities

View → 2T

MINDSET ADVOCACY, LLC for PAYCHEX, INC.

2nd Quarter (Apr 1 - June 30) 2026 · New York · House · Senate · $20,000.00 income

Retirement, Small Business, Taxation/Internal Revenue Code

View → Q2

MINDSET ADVOCACY, LLC for NATIONWIDE INSURANCE

2nd Quarter (Apr 1 - June 30) 2026 · Ohio · House · Senate · $60,000.00 income

Insurance, Taxation/Internal Revenue Code, Retirement

View → Q2

MINDSET ADVOCACY, LLC for NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS (NCCMP)

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Taxation/Internal Revenue Code, Health Issues, Retirement

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MINDSET ADVOCACY, LLC for METROPOLITAN LIFE INSURANCE COMPANY

2nd Quarter (Apr 1 - June 30) 2026 · New York · House · Senate · $50,000.00 income

Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code, Retirement

View → Q2

MINDSET ADVOCACY, LLC for LPL FINANCIAL LLC

2nd Quarter (Apr 1 - June 30) 2026 · Massachusetts · House · Senate · $60,000.00 income

Financial Institutions/Investments/Securities, Budget/Appropriations, Retirement, Taxation/Internal Revenue Code

View → Q2

MINDSET ADVOCACY, LLC for LAFAYETTE SQUARE FOUNDATION, INC.

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate · $60,000.00 income

Housing, Financial Institutions/Investments/Securities, Retirement

View → Q2

AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES for AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

2nd Quarter (Apr 1 - June 30) 2026 · Virginia · House · Senate

Retirement

View → Q2

MINDSET ADVOCACY, LLC for INVESCO LTD

2nd Quarter (Apr 1 - June 30) 2026 · Georgia · House · Senate · $50,000.00 income

Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code, Retirement

View → Q2

MINDSET ADVOCACY, LLC for THE ESOP ASSOCIATION (TEA)

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate · $80,000.00 income

Retirement, Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities

View → Q2

MINDSET ADVOCACY, LLC for CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate · $50,000.00 income

Retirement, Taxation/Internal Revenue Code

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