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Federal Lobbying Data · Senate LDA Filings · Updated Quarterly
LobbySpend

Investment Company Institute

Trade Association · Registrant & Client

Reviewed by LobbySpend Editorial Team · Updated
C
Influence Score
49/100
Moderate Influence
$6.8M
Total Lobby Spend
4
Policy Issues
5
Lobbyists
1
Revolving Door

Investment Company Institute's Federal Lobbying Record

Investment Company Institute's $6.8M in disclosed federal lobbying puts it in the mid-tier of registered filers. Spending in the seven-figure range is common for established trade groups, mid-size corporations, and advocacy organizations that maintain a steady but not aggressive presence on Capitol Hill.

Across the 5-year window from 2020 to 2024, Investment Company Institute's annual disclosed lobbying spend has climbed modestly — from $1.2M in 2020 to $1.3M in 2024, a change of +10%. Step-changes of this size often coincide with major bills moving through Congress, regulatory rulemakings affecting the organization's industry, or a leadership change in the relevant committee.

Investment Company Institute's disclosed lobbying focuses on a narrow 4-issue footprint. A focused issue list usually means the organization concentrates its federal engagement on a small set of bills or rulemakings directly relevant to its core business.

1 of 5 lobbyists reported by Investment Company Institute (20%) disclose prior federal government service — a small minority of the named bench.

Among the named bench, lobbyists with disclosed prior federal service include Howard M. Berman (Former Legislative Director, U.S. House of Representatives). The covered-position field on LDA cover sheets captures executive-branch and senior congressional roles held within the prior two years.

Within the Trade Association sector, Investment Company Institute ranks #36 of 114 tracked organizations by disclosed lobbying spend. The sector leader is US Chamber of Commerce at $387.8M; the sector average is $9.5M. Investment Company Institute's $6.8M sits 28% below the sector average.

Investment Company Institute's LobbySpend Influence Score of 49/100 (grade C) is the most common grade in the index — it covers organizations with established but moderate federal advocacy programs. The score combines disclosed total spend (40%), issue breadth (30%), and revolving-door connections (30%). A C-grade is typical of mid-size corporations and trade associations with steady quarterly filings on a focused issue set.

Every figure above is sourced from Senate lobbying disclosure filings submitted under the Lobbying Disclosure Act of 1995. Per-issue dollar splits and covered-position flags are filer-reported and may be amended after initial submission.

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Annual Lobbying Spend

Policy Issues

Government Entities Contacted

Dept of Transportation
Dept of Defense
Dept of Homeland Security
Dept of Commerce
Environmental Protection Agency

Recent Filings

PeriodRegistrantIssuesLobbyistsAmount
2024 Oct-DecInvestment Company Institute
FINGOVTAX
1$346K
2024 Jul-SepInvestment Company Institute
FINRETGOV
1$275K
2024 Apr-JunInvestment Company Institute
GOVTAX
2$383K
2024 Jan-MarInvestment Company Institute
RETFINGOV+1
4$397K
2023 Oct-DecInvestment Company Institute
TAXFINGOV+1
4$307K
2023 Jul-SepInvestment Company Institute
TAXRETGOV
1$353K
2023 Apr-JunInvestment Company Institute
FINTAXRET+1
2$350K
2023 Jan-MarInvestment Company Institute
GOVFIN
2$368K

Investment Company Institute Lobbying FAQ

Investment Company Institute has spent $6.8M on federal lobbying across 4 policy areas. This includes spending on registered lobbyists and direct government contacts.

Investment Company Institute lobbies on 4 policy issues, including Financial Institutions, Taxation, Retirement, Government Issues. These disclosures are filed quarterly with the Senate Office of Public Records.

Investment Company Institute has an Influence Score of 49/100 (Grade C). This proprietary score is based on total lobby spend (40%), policy issue breadth (30%), and revolving door connections (30%).

Investment Company Institute employs 5 registered lobbyists, of whom 1 have revolving door connections, meaning they previously held government positions before becoming lobbyists.

Investment Company Institute has contacted 5 government entities as part of their lobbying activities, including Dept of Transportation, Dept of Defense, Dept of Homeland Security.

Sources: Senate Office of Public Records (LDA), OpenSecrets.org
Last updated:

Lobbying data is sourced from quarterly Lobbying Disclosure Act (LDA) filings with the Senate Office of Public Records. Influence Scores combine total spend (40%), issue breadth (30%), and revolving door connections (30%). Filings may be amended after initial submission.