119th Congress · introduced in the Senate · May 21, 2025
Generating Retirement Ownership through Long-Term Holding
Official title from Congress.gov
Latest action (May 21, 2025): Read twice and referred to the Committee on Finance.
View on Congress.govPolicy area: Taxation
No official summary has been published for this bill.
Includes amendment, cloture, and procedural votes. Each is labeled with its exact question; only a passage question is a vote to pass the bill.
No recorded roll calls on this bill in coverage.
Read twice and referred to the Committee on Finance.
Introduced in Senate
Actions from Congress.gov, newest first.
LD-2 reports whose issue descriptions explicitly cite this bill (bill type and number validated against Congress.gov records). A citation does not establish the client's position or any contact with a member.
Loading lobbying reportsCoverage: reports for 2025 onward, posted Jan 1, 2025 through Oct 24, 2026.
68 citations; showing the 25 most recently posted.
CAPITOL VENTURE LLC ON BEHALF OF MEEDER FUNDS · lobbying firm or registrant: YC CONSULTING, LLC
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 21, 2026 · issue area: Financial Institutions/Investments/Securities
$20,000
Paid to lobbying firm
H.R. 2089, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment, and S.1839, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment.
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERICANS FOR TAX REFORM · lobbying firm or registrant: AMERICANS FOR TAX REFORM
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 21, 2026 · issue area: Taxation/Internal Revenue Code
$80,000
Spent on own lobbying
…ed to indexing the cost basis of capital gains taxes to account for inflation Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act (H.R. 2089/S. 1839) H.R.1834 - Breaking the Gridlock Act Barcode Automation for Revenue Collection to Organize Disbursement and Enhance (BARCODE) Efficiency Act - H.R.6956 Issues…
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
EDWARD D. JONES & CO., L.P. · lobbying firm or registrant: EDWARD D. JONES & CO., L.P.
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Retirement
$690,000
Spent on own lobbying
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for…
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
MEEDER FUNDS · lobbying firm or registrant: CAPITOL VENTURE LLC
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Financial Institutions/Investments/Securities
$30,000
Paid to lobbying firm
H.R. 2089, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment, and S.1839, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment.
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERIPRISE FINANCIAL, INC. · lobbying firm or registrant: AMERIPRISE FINANCIAL, INC.
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$340,000
Spent on own lobbying
…ode of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill S. 4279 - Protecting Proper Life Insurance from Abuse Act; entire bill S. 504…
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
PRIMERICA LIFE INSURANCE COMPANY · lobbying firm or registrant: PRIMERICA LIFE INSURANCE COMPANY
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$370,000
Spent on own lobbying
H.R. 2547/S. 1335, Secure Family Futures Act of 2025; H.R. 2089/S. 1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act of 2025.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
FMR LLC · lobbying firm or registrant: AKIN GUMP STRAUSS HAUER & FELD
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$50,000
Paid to lobbying firm
Issues related to taxation of financial products; Issues related to H.R. 2089/S. 1839 - Generating Retirement Ownership through Long-Term Holding Act; Issues related to retirement policy.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
INVESTMENT COMPANY INSTITUTE · lobbying firm or registrant: INVESTMENT COMPANY INSTITUTE
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$1,511,303
Spent on own lobbying
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, AB…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
INVESTMENT COMPANY INSTITUTE · lobbying firm or registrant: FEDERAL RESOURCES GROUP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Banking
$30,000
Paid to lobbying firm
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opport…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
PRIMERICA, INC. · lobbying firm or registrant: TIBER CREEK GROUP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Financial Institutions/Investments/Securities
$60,000
Paid to lobbying firm
…ry); Issues related to H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025; Issues related to H.R. 2089/S. 1839 - Generating Retirement Ownership through Longer-Term Holding (GROWTH) Act; Issues related to H.R. 8338 - SAFER Act of 2026.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
T. ROWE PRICE GROUP, INC. · lobbying firm or registrant: T. ROWE PRICE GROUP, INC.
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 16, 2026 · issue area: Financial Institutions/Investments/Securities
$30,000
Spent on own lobbying
The Generating Retirement Ownership through Long-Term Holding (GROWTH) Act (H.R. 2089/S. 1839) The Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025 (H.R. 3383) Retirement Fairness for Charities and Educatio…
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
T. ROWE PRICE GROUP, INC. · lobbying firm or registrant: T. ROWE PRICE GROUP, INC.
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 16, 2026 · issue area: Retirement
$30,000
Spent on own lobbying
The Generating Retirement Ownership through Long-Term Holding (GROWTH) Act (H.R. 2089/S. 1839) The Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025 (H.R. 3383) Retirement Fairness for Charities and Educatio…
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERICAN SECURITIES ASSOCIATION · lobbying firm or registrant: AMERICAN SECURITIES ASSOCIATION
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 14, 2026 · issue area: Taxation/Internal Revenue Code
$70,000
Spent on own lobbying
…99A deductions - Issues related to financial transaction tax - H.R 1, One Big Beautiful Bill Act - Issues relating to the expansion of 529 plans - H.R.2089 and S.1839, Generating Retirement Ownership Through Long-Term Holding Act of 2025 (GROWTH Act) - Issues relating to Trump accounts (EO 14403)
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · lobbying firm or registrant: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 14, 2026 · issue area: Taxation/Internal Revenue Code
$1,810,000
Spent on own lobbying
H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to ad…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
NEW ENGLAND COUNCIL · lobbying firm or registrant: THE NEW ENGLAND COUNCIL
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 6, 2026 · issue area: Financial Institutions/Investments/Securities
$10,000
Spent on own lobbying
Comment letter on proposed SEC e-delivery rule File Number S7-2026-25 H.R. 2089/S. 1839 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
EDWARD D. JONES & CO., L.P. · lobbying firm or registrant: EDWARD D. JONES & CO., L.P.
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Retirement
$1,480,000
Spent on own lobbying
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for…
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
FMR LLC · lobbying firm or registrant: FMR LLC
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Taxation/Internal Revenue Code
$660,000
Spent on own lobbying
…Act; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
MEEDER FUNDS · lobbying firm or registrant: CAPITOL VENTURE LLC
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Financial Institutions/Investments/Securities
$30,000
Paid to lobbying firm
H.R. 2089, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment, and S.1839, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment.
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERICANS FOR TAX REFORM · lobbying firm or registrant: AMERICANS FOR TAX REFORM
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Taxation/Internal Revenue Code
$70,000
Spent on own lobbying
…ed to indexing the cost basis of capital gains taxes to account for inflation Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act (H.R. 2089/S. 1839) H.R.1834 - Breaking the Gridlock Act Barcode Automation for Revenue Collection to Organize Disbursement and Enhance (BARCODE) Efficiency Act - H.R.6956 Issues…
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERIPRISE FINANCIAL, INC. · lobbying firm or registrant: AMERIPRISE FINANCIAL, INC.
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Taxation/Internal Revenue Code
$280,000
Spent on own lobbying
…t Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
INVESTMENT COMPANY INSTITUTE · lobbying firm or registrant: FEDERAL RESOURCES GROUP
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Banking
$30,000
Paid to lobbying firm
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opport…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
FMR LLC · lobbying firm or registrant: AKIN GUMP STRAUSS HAUER & FELD
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Taxation/Internal Revenue Code
$70,000
Paid to lobbying firm
Issues related to taxation of financial products; Issues related to H.R. 2089/S. 1839 - Generating Retirement Ownership through Long-Term Holding Act; Issues related to retirement policy.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
FMR LLC · lobbying firm or registrant: AKIN GUMP STRAUSS HAUER & FELD
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Retirement
$70,000
Paid to lobbying firm
Issues related to H.R. 2089/S. 1839 - Generating Retirement Ownership through Long-Term Holding Act.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
INVESTMENT COMPANY INSTITUTE · lobbying firm or registrant: INVESTMENT COMPANY INSTITUTE
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Taxation/Internal Revenue Code
$1,190,000
Spent on own lobbying
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, AB…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
CAPITOL VENTURE LLC ON BEHALF OF MEEDER FUNDS · lobbying firm or registrant: YC CONSULTING, LLC
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Financial Institutions/Investments/Securities
$20,000
Paid to lobbying firm
H.R. 2089, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment, and S.1839, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment.
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing