2025 · 1st Quarter (Jan 1 - Mar 31)

INVESTMENT COMPANY INSTITUTE

Filed by HARBINGER STRATEGIES, LLC.

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Source-reported fields

Filing overview

Type: 1st Quarter - Report
Posted: Apr 22, 2025
Income: $40,000.00
Expenses: Not reported
Registrant: HARBINGER STRATEGIES, LLC
Client: INVESTMENT COMPANY INSTITUTE
Filing UUID: de1606db-5060-4448-a676-d6185c970571
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

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.

RET · Retirement

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

Relationship and amount limits

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