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All lobbying filings

INVESTMENT COMPANY INSTITUTE

Lobbying for INVESTMENT COMPANY INSTITUTE

 Filing 2nd Quarter - Report
2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate · $1,190,000.00 expenses · posted Jul 20, 2026

Official filing document

 Bills named in this filing 22
  • HR 2869
    EBSA Investigations Transparency Act
  • HR 2958
    Balance the Scales Act
  • HR 6084
    ERISA Litigation Reform Act
  • 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
  • HR 2478
    Financial Exploitation Prevention Act of 2025
  • HR 3383
    Employee Equity Investment Act of 2023
  • HR 3633
    Digital Asset Market Clarity Act
  • HR 3682
    Financial Stability Oversight Council Improvement Act of 2025
  • HR 8338
    SAFER Act of 2026
  • HR 8398
    Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act
  • S 1526
    Retirement Savings for Americans Act of 2025
  • S 1839
    Generating Retirement Ownership through Long-Term Holding
  • S 2207
    A bill to amend the Internal Revenue Code of 1986 to reform the treatment of digital assets.
  • S 4498
    ABLE Tomorrow Act
  • HR 2089
    Generating Retirement Ownership through Long-Term Holding
  • HR 2696
    Retirement Savings for Americans Act of 2025
  • HR 8899
    Digital Asset PARITY Act
 Lobbying activity 4
Budget/Appropriations

Fiscal Year 2027 Financial Services and General Government Appropriations

Retirement

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

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 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

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 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

Source: federal Lobbying Disclosure Act filing. Bills are parsed from the activity descriptions.

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