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2025 · 2nd Quarter (Apr 1 - June 30)

INVESTMENT COMPANY INSTITUTE

Filed by HARBINGER STRATEGIES, LLC.

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

Source-reported fields

Filing overview

Type
2nd Quarter - Report
Posted
Jul 22, 2025
Income
$40,000.00
Expenses
Not reported
Filing UUID
87648c64-c6a6-4218-98df-d957e77f6961
Termination date
Not reported

Literal source text

Lobbying issues and bill citations

FIN · Financial Institutions/Investments/Securities

H.R. 1807- Improving Disclosure for Investors Act of 2023 (Huizenga). General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals. SEC mandatory swing pricing, hard close, and liquidity risk management proposal. SEC money market fund proposal.

Literal federal measure citations: H.R. 1807

TAX · Taxation/Internal Revenue Code

The One Big Beautiful Bill Act (H.R.1): issues related to the tax treatment of retirement savings. Implementation of SECURE 2.0 Act of 2022. Retirement Savings for Americans Act. Allowing 403(b) plans to invest in collective investment trusts. Capital gains and dividends taxation. Excise tax on corporate stock buybacks.

Literal federal measure citations: H.R.1

RET · Retirement

Department of Labor QPAM proposal. Department of Labor rule on ESG investing and proxy voting.

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.