No in-house lobbyists. The figure is what 3 outside firms reported being paid by the company (LD-2, rounded to $10K). This PAC gives money raised from the company’s employees; the company itself can’t give to campaigns from its treasury.
Spend by quarter Pro
Free account See ProWhat they lobby on
MethodAscensus reported federal lobbying in 8 of the last 8 quarters (Q4 2024 to Q3 2026), through 3 outside firms. What follows is what the filings say it lobbied on, not which way.
Issue areas ranked by quarters filedQ4 24 → Q3 26
- Retirement7/8
- Financial Institutions/Investments/Securities4/8
Bills named in the filings 42 bills, this period
- H.R. 1522 Federal Retirement Fairness Act5 filings
- H.R. 1895 Delphi Retirees Pension Restoration Act5 filings
- H.R. 2023 Women's Retirement Protection Act5 filings
- H.R. 2089 Generating Retirement Ownership through Long-Term Holding5 filings
- S. 26 A bill to exclude locality adjustments from average pay for purposes of computing the amount of retirement annuities of new employees.5 filings
37 more, 34 named in only one filing · Show all 42
- S.Res. 76 An original resolution authorizing expenditures by the Committee on Health, Education, Labor and Pensions.5 filings
- S. 2217 Independent Retirement Fairness Act4 filings
- H.R. 1 An act to provide for reconciliation pursuant to title II of H. Con. Res. 14. Broad bill2 filings
- H.R. 1119, 118th Freedom to Invest in a Sustainable Future Act1 filing
- H.R. 1323, 118th LEO Fair Retirement Act of 20231 filing
- H.R. 1769, 118th Healthcare Freedom Act of 20231 filing
- H.R. 1795, 118th Homecare for Seniors Act1 filing
- H.R. 1933, 118th To provide for a limitation on availability of funds for Department of Labor, Pension Benefit Guaranty Corporation, Salaries and Expenses for fiscal year 2024.1 filing
- H.R. 2637, 118th To amend the Internal Revenue Code of 1986 to waive the early withdrawal penalty on certain distributions from qualified retirement plans.1 filing
- H.R. 312, 118th Emergency Savings Accounts Act of 20231 filing
- H.R. 4401, 118th Restoring Earned Veterans Benefits Act1 filing
- H.R. 4648, 118th To amend the Securities Exchange Act of 1934 to provide for duties of certain investment advisors, asset managers, and pension funds with respect to voting on shareholder proposals, and for other purposes.1 filing
- H.R. 5060, 118th Women's Retirement Protection Act1 filing
- H.R. 5241, 118th To amend the Internal Revenue Code of 1986 to provide that governmental pension plans may include certain firefighters, emergency medical technicians, and paramedics, and for other purposes.1 filing
- H.R. 5337, 118th Retirement Proxy Protection Act1 filing
- H.R. 5340, 118th Providing Complete Information to Retirement Investors Act1 filing
- H.R. 585, 118th Expanding Penalty Free Withdrawal Act1 filing
- H.R. 6007, 118th Retirement Investment in Small Employers Act1 filing
- H.R. 6065, 118th Retirement Savings for Americans Act of 20231 filing
- H.R. 677, 118th Health Freedom and Flexibility Act1 filing
- H.R. 6993, 118th Retirement Freedom Act1 filing
- H.R. 7468 First-Time Home Buyer Empowerment Act1 filing
- H.R. 7681 HSA’s For All Act1 filing
- H.R. 8286 Protecting Americans’ Retirement Savings From Politics Act1 filing
- H.R. 8313 Trump Accounts for All Generations Act1 filing
- H.R. 8314 OPTIONS Act1 filing
- H.R. 8324 Great American Healthcare Plan1 filing
- H.R. 8714 Skill Savings Account Act of 20261 filing
- H.R. 8837 RISE Act1 filing
- H.R. 9114 Gig Is Up Act1 filing
- H.R. 9384 Stephen Wira ABLE Act1 filing
- H.Res. 117, 118th Affirming that Social Security is one of the primary pillars of retirement support for millions of older Americans, and for other purposes.1 filing
- S. 1135, 118th Ally’s Act1 filing
- S. 1158, 118th Health Savings Act of 20231 filing
- S. 2512, 118th A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers.1 filing
- S. 731, 118th On congress.gov1 filing
- S.Res. 42, 118th An original resolution authorizing expenditures by the Committee on Health, Education, Labor, and Pensions.1 filing
From the filings
“Legislative and regulatory issues affecting the financial services industry.”
“Provide strategic guidance and counsel on retirement legislation and regulations that may impact the company, including SECURE 2.0 implementation.”
Contacted as listed on the filings
- U.S. House
- U.S. Senate
- Treasury
- DOL
The House and Senate appear in every quarter; agencies in 7 of 8.
Every filing since 2015 Pro
Free account See ProSource: Lobbying Disclosure Act filings (LD-2) by Ascensus, Senate Office of Public Records. Filings are due 20 days after each quarter ends.
From FEC filings: direct gifts this PAC reported, net of refunds · How we count
Gave directly to 2 sitting members of Congress in 2025–26.
See every candidate and member Ascensus gave to directly, how much, and how its money splits between the parties.
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