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2025 · 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 18, 2025
Income
Not reported
Expenses
$1,270,000.00
Filing UUID
684a5023-3219-4074-965a-e7d5330f939c
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 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2441, Improving Disclosure for Investors Act H.R. 2478, Financial Exploitation Prevention Act Financial Stability Oversight Council Improvement Act Increasing Investor Opportunities Act Investment Company Act of 1940 modernization Outbound investment screening Escheatment of securities SEC Form N-PORT Reporting and Liquidity Risk Management Guidance

Literal federal measure citations: S. 424, H.R. 1013, H.R. 2441, H.R. 2478

RET · Retirement

H.R. 2067, Protecting Americans Retirement Savings Act S. 928, Protecting Americans Retirement Savings Act ERISA litigation pleading standards

Literal federal measure citations: H.R. 2067, S. 928

TAX · Taxation/Internal Revenue Code

H.R. 591, Defending American Jobs and Investment Act H.R. 2089, Generating Retail Ownership Through Long-Term Holding Act H.R. 2696, Retirement Savings for Americans Act IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions

Literal federal measure citations: H.R. 591, H.R. 2089, H.R. 2696

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.