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2025 · 3rd Quarter (July 1 - Sep 30)

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
3rd Quarter - Report
Posted
Oct 17, 2025
Income
Not reported
Expenses
$1,450,000.00
Filing UUID
afa38541-45bc-4d96-a209-3fd2c6ec28ac
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 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation Investment Company Act of 1940 modernization Outbound Investment Security Program Protecting Americans Savings Act Proxy process reform

Literal federal measure citations: S. 424, S. 1808, S. 1877, S. 2840, H.R. 1013, H.R. 2225, H.R. 2441, H.R. 2478, H.R. 3383, H.R. 3633, H.R. 3682, H.R. 3959

RET · Retirement

H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 2988, Protecting Prudent Investment of Retirement Savings Act H.R. 5325, Unclaimed Retirement Rescue Plan Executive Order on Democratizing Access to Alternative Assets for 401(k) Investors ERISA litigation reform and pleading standards

Literal federal measure citations: H.R. 2869, H.R. 2958, H.R. 2988, H.R. 5325

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 H.R. 591, Defending American Jobs and Investment Act / Section 899 H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions

Literal federal measure citations: S. 1526, S. 1839, H.R. 591, H.R. 2089, H.R. 2696

BUD · Budget/Appropriations

H.R. 1, One Big Beautiful Bill Act implementation (Trump Accounts)

Literal federal measure citations: H.R. 1

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.