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2026 · 3rd Quarter (July 1 - Sep 30)

FRANKLIN TEMPLETON, INC. AND AFFILIATES (FORMERLY FRANKLIN RESOURCES, INC.)

Filed by FRANKLIN TEMPLETON, INC. AND AFFILIATES (FORMERLY FRANKLIN RESOURCES, INC.).

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Source: Lobbying Disclosure APIRecently refreshed. 2026-10-28 06:26:13 UTC.

Source-reported fields

Filing overview

Type
3rd Quarter - Report
Posted
Oct 20, 2026
Income
Not reported
Expenses
$280,000.00
Filing UUID
3609a576-92b5-441a-8206-86ade62f9891
Termination date
Not reported

Expense method: A

Literal source text

Lobbying issues and bill citations

FIN · Financial Institutions/Investments/Securities

Issues related to Trump accounts. Protecting closed-end funds from activist investors and enhancing retail investor access to alternative investments & private markets - H.R. 3383, the Increasing Investor Opportunities Act Capital formation initiatives included in H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act (S. 5139 of 118th Congress) and related Senate legislation, the Empowering Main Street in America Act (EMSAA) Promoting inclusion of alternative investments in retirement plans, including H.R. 2544 & S. 1222, the Financial Freedom Act and H.R. 5748, the Retirement Investment Choice Act, which codifies President Trumps executive order (14330) on alternative investments in 401(k)s Accredited investor reform initiatives including H.R. 3348, the Accredited Investor Definition Review Act, H.R. 3339, the Equal Opportunity for All Investors Act, and H.R. 3394, the Fair Investment Opportunities for Professional Experts Act Clarifications about restrictions on outbound investments to China included in the National Defense Authorization Act (NDAA) S. 1071, including the COINS Act, the Comprehensive Outbound Investment National Security Act of 2025 Business Development Company issues including H.R. 2225 & S. 1808 - the Access to Small Business Investor Capital Act E-delivery initiatives including H.R. 2441 & S. 1877, the Improving Disclosure for Investors Act Retirement security initiatives, including S. 424 and H.R. 1013, the Retirement Fairness for Charities and Educational Institutions ERISA litigation reform efforts such as H. R. 6084, the ERISA Litigation Reform Act Congressional oversight of ESG investing including proxy voting by asset managers and various legislative initiatives H.R. 3682 and S. 3578, the FSOC Improvement Act which reforms the Financial Stability Oversight Councils non- bank Systematically Important Financial Institution (SIFI) designation process. Issues related to modernizing Bank Secrecy Act (BSA) and Anti Money-Laundering (AML) Requirements for tokenized funds

Literal federal measure citations: H.R. 3383, H.R. 3383, S. 5139, H.R. 2544, S. 1222, H.R. 5748, H.R. 3348, H.R. 3339, H.R. 3394, S. 1071, H.R. 2225, S. 1808, H.R. 2441, S. 1877, S. 424, H.R. 1013, H. R. 6084, H.R. 3682, S. 3578

TAX · Taxation/Internal Revenue Code

Retirement savings initiatives, including promoting tax deferral for individuals participating in voluntary, employer provided retirement plans and IRAs and H.R. 2696 and S. 1526, the Retirement Savings for Americans Act (RSAA) that would create a federal retirement system Exchange Traded Fund (ETF) tax issues

Literal federal measure citations: H.R. 2696, S. 1526

Relationship and amount limits

Bill links use only the filing year’s mathematically derived Congress plus the literal measure type and number in the issue description. Unmatched citations remain plain text. Politically.com does not join on names, infer advocacy positions, combine amendments, or calculate totals across filings.