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2025 · 3rd Quarter (July 1 - Sep 30)

INVESTMENT COMPANY INSTITUTE (ICI)

Filed by ADVANCED POLICY CONSULTING, LLC.

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

Source-reported fields

Filing overview

Type
3rd Quarter - Report
Posted
Oct 8, 2025
Income
$20,000.00
Expenses
Not reported
Filing UUID
8b29a8d7-123a-426b-9224-865b575191c9
Termination date
Not reported

Literal source text

Lobbying issues and bill citations

TAX · Taxation/Internal Revenue Code

Monitoring changes to the tax code as it pertain to retirement savings. Support tax deferral of retirement plan contributions. Support keeping the rates for capital gains and dividends at the preferential tax rate. Oppose financial transaction tax proposals. Support private retirement system for saving. Reconciliation legislation -- One Big Beautiful Bill Act (H.R. 1) as it relates to Section 899.

Literal federal measure citations: H.R. 1

FIN · Financial Institutions/Investments/Securities

Support e-delivery of shareholder communications. Oppose the SECs liquidity, swing pricing, and hard close proposal which would seriously harm more than 100 million Americans who use mutual funds to invest for their financial future.

BAN · Banking

Support e-delivery of shareholder communications. Oppose the SECs liquidity, swing pricing, and hard close proposal which would seriously harm more than 100 million Americans who use mutual funds to invest for their financial future.

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.