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.
Budget/Appropriations BUD
Fiscal Year 2027 Financial Services and General Government Appropriations
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRISTOPHER HOPPER | — |
| THOMAS QUAADMAN | — |
| EVAN WILLIAMS | — |
Retirement RET
H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption
| Lobbyist | Covered position, as disclosed |
|---|---|
| ELENA CHISM | — |
| PETER J GUNAS | — |
| LORI KEARNS | — |
| CYNTHIA PULLOM | — |
| THOMAS QUAADMAN | — |
| ELISHA TUKU | — |
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 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
| Lobbyist | Covered position, as disclosed |
|---|---|
| PETER J GUNAS | — |
| CHRISTOPHER HOPPER | — |
| CYNTHIA PULLOM | — |
| THOMAS QUAADMAN | — |
| ELISHA TUKU | — |
| MAXIMILIAN VIRKUS New | — |
| EVAN WILLIAMS | — |
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 S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
| Lobbyist | Covered position, as disclosed |
|---|---|
| ELENA CHISM | — |
| ANDREW GOLDENBAUM | — |
| PETER J GUNAS | — |
| CHRISTOPHER HOPPER | — |
| LORI KEARNS | — |
| CYNTHIA PULLOM | — |
| THOMAS QUAADMAN | — |
| MAXIMILIAN VIRKUS New | — |
| EVAN WILLIAMS | — |
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.