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2026 · 1st Quarter (Jan 1 - Mar 31)

INVESTMENT COMPANY INSTITUTE

Filed by INVESTMENT COMPANY INSTITUTE.

Open official filing
Source: Lobbying Disclosure APIRecently refreshed. 2026-08-03 06:26:15 UTC.

Source-reported fields

Filing overview

Type
1st Quarter - Report
Posted
Apr 20, 2026
Income
Not reported
Expenses
$1,290,000.00
Filing UUID
4501d1d8-93e4-406e-b428-86529e3445cd
Termination date
Not reported

Expense method: C

Literal source text

Lobbying issues and bill citations

FIN · 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

Literal federal measure citations: S 424, S 1808, S 1877, S 2840, S 3578, S 3671, S 4064, HR 2478, HR 3383, HR 3682

RET · 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"

Literal federal measure citations: S 3086, HR 2869, HR 2958, HR 2988, HR 6084

TAX · 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

Literal federal measure citations: S 1526, S 1839, S 2207, HR 2089, HR 2696

BUD · Budget/Appropriations

FY27 Financial Services and General Government Appropriations

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.