INVESTMENT COMPANY INSTITUTE for INVESTMENT COMPANY INSTITUTE
What was lobbied
4 issue areas, each in the filer's own words, with who lobbied on it and where.
Financial Institutions/Investments/Securities FIN
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
| Lobbyist | Covered position, as disclosed |
|---|---|
| PETER J GUNAS | — |
| CHRISTOPHER HOPPER | — |
| CYNTHIA PULLOM | — |
| THOMAS QUAADMAN | — |
| KRISTIN SOLHEIM | — |
| WYATT STEWART | — |
| EVAN WILLIAMS New | — |
Retirement RET
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
| Lobbyist | Covered position, as disclosed |
|---|---|
| ELENA CHISM | — |
| PETER J GUNAS | — |
| LORI KEARNS | — |
| THOMAS QUAADMAN | — |
Taxation/Internal Revenue Code TAX
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
| Lobbyist | Covered position, as disclosed |
|---|---|
| ANDREW GOLDENBAUM | — |
| PETER J GUNAS | — |
| CHRISTOPHER HOPPER | — |
| LORI KEARNS | — |
| THOMAS QUAADMAN | — |
| KRISTIN SOLHEIM | — |
Budget/Appropriations BUD
H.R. 1, One Big Beautiful Bill Act implementation (Trump Accounts)
| Lobbyist | Covered position, as disclosed |
|---|---|
| ELENA CHISM | — |
| PETER J GUNAS | — |
| LORI KEARNS | — |
| THOMAS QUAADMAN | — |
Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.