Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting
Outbound Investment Education
Money Market Fund Reforms
FSOC Proposed Analytic Framework and Interpretive Guidance
17a-7 Cross Trading Education
Issues related to ESG investment
Artificial Intelligence Education
Proxy Voting Education
Artificial Intelligence Education and SEC Proposed Predictive Analytics Rule
Duration: February 23, 2015
to
present
General Issues: Financial Institutions/Investments/Securities , Taxation/Internal Revenue Code , Education , Trade (Domestic & Foreign) , Banking , Retirement , Budget/Appropriations
Spending: about $15,292,000 (But it's complicated. Here's why.)
It can be tricky to figure out how much an organization spent on a particular lobbying engagement. The law only requires lobbyists to report the amount they were paid for federal lobbying each quarter rounded to the nearest $10,000—and if it's less than $3,000 in a given quarter (or less than $13,000 for organizations with in-house lobbyists), they don't have to disclose it at all. Plus, some organizations include spending that doesn’t belong in the report—for instance, money spent lobbying state governments or other legal work.
Agencies lobbied since 2015: House of Representatives, U.S. Senate, Securities & Exchange Commission (SEC), Treasury - Dept of, Education - Dept of, Federal Trade Commission (FTC), Natl Economic Council (NEC)
Affiliated organizations: Capital Group Companies Global
Lobbyists
Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.
Disclosures Filed
Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.
1st Quarter, 2024
In Q1, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on April 17.
Original Filing: 301552297.xml
Lobbying Issues
Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting
Outbound Investment Education
Money Market Fund Reforms
FSOC Proposed Analytic Framework and Interpretive Guidance
17a-7 Cross Trading Education
Issues related to ESG investment
Artificial Intelligence Education
Proxy Voting Education
Artificial Intelligence Education and SEC Proposed Predictive Analytics Rule
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2023
In Q4, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Jan. 18.
Original Filing: 301528593.xml
Lobbying Issues
Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting
Outbound Investment Education
Money Market Fund Reforms
FSOC Proposed Analytic Framework and Interpretive Guidance
17a-7 Cross Trading Education
Issues related to ESG investment
Artificial Intelligence Education
Proxy Voting Education
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2023
In Q3, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Oct. 20, 2023.
Original Filing: 301510138.xml
Lobbying Issues
Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting
Outbound Investment Education
Money Market Fund Reforms
FSOC Proposed Analytic Framework and Interpretive Guidance
17a-7 Cross Trading Education
Issues related to ESG investment
Artificial Intelligence Education
Proxy Voting Education
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2023
THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES amended a lobbying report for in-house lobbying in Q22023 on Oct. 30, 2023
Original Filing: 301518049.xml
Lobbying Issues
SEC No Action-Letter, November 4, 2019
Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting
Outbound Investment Education
Money Market Fund Reforms
FSOC Proposed Analytic Framework and Interpretive Guidance
17a-7 Cross Trading Education
Issues related to ESG investment
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2023
In Q2, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on July 19, 2023.
Original Filing: 301481699.xml
Lobbying Issues
SEC No Action-Letter, November 4, 2019
Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting
Outbound Investment Education
Money Market Fund Reforms
FSOC Proposed Analytic Framework and Interpretive Guidance
17a-7 Cross Trading Education
Issues related to ESG investment
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2023
THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES amended a lobbying report for in-house lobbying in Q12023 on Oct. 30, 2023
Original Filing: 301518048.xml
Lobbying Issues
SEC No Action-Letter, November 4, 2019
Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting
Outbound Investment Education
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2023
In Q1, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on April 18, 2023.
Original Filing: 301455170.xml
Lobbying Issues
SEC No Action-Letter, November 4, 2019
Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting
Outbound Investment Education
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2022
In Q4, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Jan. 19, 2023.
Original Filing: 301434163.xml
Lobbying Issues
S. 1260 - United States Innovation and Competition Act
H.R. 4521 - America COMPETES Act of 2022
Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act
S. 4241 - INDEX Act
S.331/H.R.1219 - ABLE Age Adjustment Act
S.4808 - EARN Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 2954 - Securing a Strong Retirement Act
Issues related to S. Con. Res. 14; H.R. 5376 Build Back Better
H.R. 6746 - The Lifetime Income for Employees Act (LIFE Act)
S. 331 / HR 1219 ABLE Age Adjustment Act
S. 4353 - RISE & SHINE Act
S. 2452 - Encouraging Americans to Save Act
H.R.2617 - Consolidated Appropriations Act, 2023
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to 529 college savings plans
H.R.2617 - Consolidated Appropriations Act, 2023
Agencies Lobbied
U.S. Senate U.S. House of Representatives Education - Dept of Treasury - Dept of
Lobbying Issues
Changes to the Hart Scott Rodino filing requirements and the impact for asset management firms.
FTCs 16 CFR Parts 801-803: Hart-Scott-Rodino Coverage, Exemption, and Transmittal Rules.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Federal Trade Commission (FTC)
Type of Issue
Trade (Domestic & Foreign)
3rd Quarter, 2022
In Q3, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Oct. 19, 2022.
Original Filing: 301410732.xml
Lobbying Issues
S 1260 - United States Innovation and Competition Act
HR 4521 - America COMPETES Act of 2022
Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act
S. 4241 - INDEX Act
S.331/H.R.1219 - ABLE Age Adjustment Act
S.4808 - EARN Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
HR 2954 - Securing a Strong Retirement Act
Issues related to S Con Res 14; HR 5376 Build Back Better
HR 6746 - The Lifetime Income for Employees Act (LIFE Act)
S. 331 / HR 1219 ABLE Age Adjustment Act
S. 4353 - RISE & SHINE Act
S. 2452 - Encouraging Americans to Save Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to 529 college savings plans
Agencies Lobbied
U.S. Senate U.S. House of Representatives Education - Dept of Treasury - Dept of
Lobbying Issues
Changes to the Hart Scott Rodino filing requirements and the impact for asset management firms.
FTCs 16 CFR Parts 801-803: Hart-Scott-Rodino Coverage, Exemption, and Transmittal Rules.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Federal Trade Commission (FTC)
Type of Issue
Trade (Domestic & Foreign)
2nd Quarter, 2022
In Q2, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on July 19, 2022.
Original Filing: 301386732.xml
Lobbying Issues
S 1260 - United States Innovation and Competition Act
HR 4521 - America COMPETES Act of 2022
Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act
S. 4241 - INDEX Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
HR 2954 - Securing a Strong Retirement Act
Issues related to S Con Res 14; HR 5376 Build Back Better
HR 6746 - The Lifetime Income for Employees Act (LIFE Act)
S. 331 / HR 1219 ABLE Age Adjustment Act
S. 4353 - RISE & SHINE Act
S. 2452 - Encouraging Americans to Save Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to 529 college savings plans
Agencies Lobbied
U.S. Senate U.S. House of Representatives Education - Dept of Treasury - Dept of
Lobbying Issues
Changes to the Hart Scott Rodino filing requirements and the impact for asset management firms.
FTCs 16 CFR Parts 801-803: Hart-Scott-Rodino Coverage, Exemption, and Transmittal Rules.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Federal Trade Commission (FTC)
Type of Issue
Trade (Domestic & Foreign)
1st Quarter, 2022
In Q1, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on April 20, 2022.
Original Filing: 301370115.xml
Lobbying Issues
S 1260 - United States Innovation and Competition Act
HR 4521 - America COMPETES Act of 2022
Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
HR 2954 - Securing a Strong Retirement of 2021
Issues related to S Con Res 14; HR 5376 Build Back Better
HR 6746 - The Lifetime Income for Employees Act (LIFE Act)
S. 331 / HR 1219 ABLE Age Adjustment Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to 529 college savings plans
Agencies Lobbied
U.S. Senate U.S. House of Representatives Education - Dept of Treasury - Dept of
Lobbying Issues
Changes to the Hart Scott Rodino filing requirements and the impact for asset management firms.
FTCs 16 CFR Parts 801-803: Hart-Scott-Rodino Coverage, Exemption, and Transmittal Rules.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Federal Trade Commission (FTC)
Type of Issue
Trade (Domestic & Foreign)
4th Quarter, 2021
In Q4, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Jan. 20, 2022.
Original Filing: 301337034.xml
Lobbying Issues
H.R.2954 - Securing a Strong Retirement Act of 2021/S.1770 - Retirement Security and Savings Act of 2021 as it relates to retirement security and retirement savings.
Proposed fiduciary standards
FSOC regulation of nonbanks and the impact of SIFI designations
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax treatment of retirement and savings investments
H.R. 5376 - The Build Back Better Act - Provisions related to the tax treatment of certain trusts
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R.1219 - ABLE Age Adjustment Act - Issues related to education, lifelong learning and disability savings.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Education - Dept of Treasury - Dept of
Lobbying Issues
Changes to the Hart Scott Rodino filing requirements and the impact for asset management firms.
FTCs 16 CFR Parts 801-803: Hart-Scott-Rodino Coverage, Exemption, and Transmittal Rules.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Securities & Exchange Commission (SEC) Federal Trade Commission (FTC) Natl Economic Council (NEC)
Type of Issue
Trade (Domestic & Foreign)
3rd Quarter, 2021
In Q3, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Oct. 20, 2021.
Original Filing: 301313878.xml
Lobbying Issues
H.R.2954 - Securing a Strong Retirement Act of 2021/S.1770 - Retirement Security and Savings Act of 2021 as it relates to retirement security and retirement savings.
Proposed fiduciary standards
FSOC regulation of nonbanks and the impact of SIFI designations
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R.1219 - ABLE Age Adjustment Act - Issues related to education, lifelong learning and disability savings.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Education - Dept of Treasury - Dept of
Lobbying Issues
Changes to the Hart Scott Rodino filing requirements and the impact for asset management firms.
FTCs 16 CFR Parts 801-803: Hart-Scott-Rodino Coverage, Exemption, and Transmittal Rules.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Securities & Exchange Commission (SEC) Federal Trade Commission (FTC) Natl Economic Council (NEC)
Type of Issue
Trade (Domestic & Foreign)
2nd Quarter, 2021
In Q2, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on July 20, 2021.
Original Filing: 301291233.xml
Lobbying Issues
H.R.2954 - Securing a Strong Retirement Act of 2021/S.1770 - Retirement Security and Savings Act of 2021 as it relates to retirement security and retirement savings.
proposed fiduciary standards
FSOC regulation of nonbanks and the impact of SIFI designations
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R.1219 - ABLE Age Adjustment Act - Issues related to education, lifelong learning and disability savings.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Education - Dept of Treasury - Dept of
Lobbying Issues
Changes to the Hart Scott Rodino filing requirements and the impact for asset management firms.
FTCs 16 CFR Parts 801-803: Hart-Scott-Rodino Coverage, Exemption, and Transmittal Rules.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Securities & Exchange Commission (SEC) Federal Trade Commission (FTC) Natl Economic Council (NEC)
Type of Issue
Trade (Domestic & Foreign)
1st Quarter, 2021
In Q1, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on April 20, 2021.
Original Filing: 301264719.xml
Lobbying Issues
Retirement security, proposed fiduciary standards, FSOC regulation of nonbanks.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement savings and proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
Tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Higher education re-authorization and issues related to education savings
Agencies Lobbied
U.S. House of Representatives U.S. Senate Education - Dept of Treasury - Dept of
Lobbying Issues
Changes to the Hart Scott Rodino filing requirements and the impact for asset management firms.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Securities & Exchange Commission (SEC) Federal Trade Commission (FTC) Natl Economic Council (NEC)
Type of Issue
Trade (Domestic & Foreign)
4th Quarter, 2020
In Q4, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Jan. 21, 2021.
Original Filing: 301244328.xml
Lobbying Issues
Retirement security, proposed fiduciary standards, FSOC regulation of nonbanks.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement savings and proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
Tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Higher education re-authorization and issues related to education savings
Agencies Lobbied
U.S. House of Representatives U.S. Senate Education - Dept of Treasury - Dept of
Lobbying Issues
Changes to the Hart Scott Rodino filing requirements and the impact for asset management firms.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Securities & Exchange Commission (SEC) Federal Trade Commission (FTC) Natl Economic Council (NEC)
Type of Issue
Trade (Domestic & Foreign)
3rd Quarter, 2020
In Q3, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Oct. 20, 2020.
Original Filing: 301222382.xml
Lobbying Issues
Retirement security, proposed fiduciary standards, FSOC regulation of nonbanks.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement savings and proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
Tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Higher education re-authorization and issues related to education savings
Agencies Lobbied
U.S. House of Representatives U.S. Senate Education - Dept of Treasury - Dept of
2nd Quarter, 2020
In Q2, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on July 20, 2020.
Original Filing: 301195555.xml
Lobbying Issues
Retirement security, proposed fiduciary standards, FSOC regulation of nonbanks.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement savings and proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
Tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Higher education re-authorization and issues related to education savings
Agencies Lobbied
U.S. House of Representatives U.S. Senate Education - Dept of Treasury - Dept of
1st Quarter, 2020
In Q1, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on April 20, 2020.
Original Filing: 301173989.xml
Lobbying Issues
Retirement security, proposed fiduciary standards, FSOC regulation of nonbanks.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement savings and proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
Tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Higher education re-authorization and issues related to education savings
Agencies Lobbied
U.S. House of Representatives U.S. Senate Education - Dept of Treasury - Dept of
4th Quarter, 2019
In Q4, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Jan. 21, 2020.
Original Filing: 301127002.xml
Lobbying Issues
Retirement security, proposed fiduciary standards, FSOC regulation of nonbanks.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement savings and proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
Tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Higher education re-authorization and issues related to education savings
Agencies Lobbied
U.S. House of Representatives U.S. Senate Education - Dept of Treasury - Dept of
3rd Quarter, 2019
In Q3, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Oct. 15, 2019.
Original Filing: 301065943.xml
Lobbying Issues
Retirement security, proposed fiduciary standards, FSOC regulation of nonbanks.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement savings and proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
Tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Higher education re-authorization and issues related to education savings
Agencies Lobbied
U.S. House of Representatives U.S. Senate Education - Dept of Treasury - Dept of
2nd Quarter, 2019
In Q2, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on July 19, 2019.
Original Filing: 301051771.xml
Lobbying Issues
Retirement security, proposed fiduciary standards, FSOC regulation of nonbanks.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement savings and proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
Tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Higher education re-authorization and issues related to education savings
Agencies Lobbied
U.S. House of Representatives U.S. Senate Education - Dept of Treasury - Dept of
1st Quarter, 2019
In Q1, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on April 22, 2019.
Original Filing: 301036746.xml
Lobbying Issues
Retirement security, proposed fiduciary standards, FSOC regulation of nonbanks.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement savings and proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
Tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Higher education re-authorization and issues related to education savings
Agencies Lobbied
U.S. House of Representatives U.S. Senate Education - Dept of Treasury - Dept of
4th Quarter, 2018
In Q4, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Jan. 22, 2019.
Original Filing: 301017426.xml
Lobbying Issues
Retirement security, proposed fiduciary standards, FSOC regulation of nonbanks
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
Retirement security, proposed fiduciary standards, FSOC regulation of nonbanks.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Retirement security, proposed fiduciary standards, FSOC regulation of nonbanks
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
higher education reauthorization and issues related to education savings
Agencies Lobbied
U.S. House of Representatives U.S. Senate Education - Dept of Treasury - Dept of
3rd Quarter, 2018
In Q3, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Oct. 19, 2018.
Original Filing: 300991543.xml
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards; FSOC regulation of nonbank SIFIs.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2018
In Q2, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on July 11, 2018.
Original Filing: 300963845.xml
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards; FSOC regulation of nonbank SIFIs.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2018
In Q1, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on April 20, 2018.
Original Filing: 300954879.xml
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards; FSOC regulation of nonbank SIFIs.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2017
In Q4, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Jan. 22, 2018.
Original Filing: 300934212.xml
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards; FSOC regulation of nonbank SIFIs.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2017
In Q3, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Oct. 20, 2017.
Original Filing: 300916581.xml
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards; FSOC regulation of nonbank SIFIs.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2017
In Q2, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on July 20, 2017.
Original Filing: 300897119.xml
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards; FSOC regulation of nonbank SIFIs.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2017
In Q1, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on April 20, 2017.
Original Filing: 300876427.xml
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards; FSOC regulation of nonbank SIFIs.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2016
In Q4, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Jan. 20, 2017.
Original Filing: 300853695.xml
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards; FSOC regulation of nonbank SIFIs.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2016
In Q3, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Oct. 20, 2016.
Original Filing: 300837875.xml
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards; FSOC regulation of nonbank SIFIs.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2016
In Q2, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on July 20, 2016.
Original Filing: 300821419.xml
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards; FSOC regulation of nonbank SIFIs.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2016
In Q1, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on April 20, 2016.
Original Filing: 300800493.xml
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards; FSOC regulation of nonbank SIFIs.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Lobbying Issues
tax treatment of retirement and savings investments
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2015
In Q4, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Jan. 20, 2016.
Original Filing: 300782400.xml
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards; FSOC regulation of nonbank SIFIs.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
4th Quarter, 2015
THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES filed a lobbying registration on Oct. 7, 2015 for in-house lobbying efforts, effective Oct. 1, 2015.
Original Filing: 300751258.xml
Issue(s) they said they’d lobby about: Tax reform; FSOC; Dodd Frank implementation; Proposed ERISA Fiduciary investment adviser rule. .
3rd Quarter, 2015
In Q3, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on Oct. 20, 2015.
Original Filing: 300764847.xml
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards; FSOC regulation of nonbank SIFIs.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
2nd Quarter, 2015
In Q2, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on July 20, 2015.
Original Filing: 300742974.xml
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards; FSOC regulation of nonbank SIFIs.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
1st Quarter, 2015
In Q1, THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES had in-house lobbyists. The report was filed on April 20, 2015.
Original Filing: 300726582.xml
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards; FSOC regulation of nonbank SIFIs.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
Type of Issue
Banking Financial Institutions/Investments/Securities
Lobbying Issues
Retirement and money market fund issues, including proposed fiduciary standards.
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC)
1st Quarter, 2015
THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES filed a lobbying registration on March 6, 2015 for in-house lobbying efforts, effective Feb. 23, 2015.
Original Filing: 300711468.xml
Issue(s) they said they’d lobby about: Tax reform; FSOC; Dodd Frank implementation; Proposed ERISA Fiduciary investment advise rule; Issues impacting investment management. .
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate