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INVESTMENT COMPANY INSTITUTE POLITICAL ACTION COMMITTEE (ICI PAC)

PAC (qualified). Lobbyist or registrant PAC.

PAC (qualified)Lobbyist or registrant PACMixed activity · 45% Democratic / 51% Republican · 4% unclassifiedInferred from activityMonthly filer

Financial snapshot

FEC bulk summary totals through Jul 31, 2026

Total receipts$1.2M

FEC reported disbursements$1.4MReported total may include noncash accounting entries

Individual contributions$1M

FEC reported cash on hand$490.5K

Coverage Not reported to Jul 31, 2026Contribution refunds $1,450Debts owed by committee $0Last report Not reported

Compliance review · No open linked indicators

Automated review indicators, not findings of a violation. Exact reported records are linked; identity is not independently verified. Reported lobbyist-bundling disclosures are not counted as issues.

Latest cycle-wide scan: Sep 12, 2026 · Index refreshed: Sep 12, 2026. Coverage is limited to loaded records and implemented checks.

Scan coverage and freshness

Receipt eligibility: last successful scan Sep 12, 2026 · latest scheduled check skipped (Sep 12, 2026).
Integrity: last successful scan Sep 7, 2026 · indexed scan status completed.
Fundraising patterns: last successful scan Sep 7, 2026 · indexed scan status completed.

No open indicators are linked in the published index. This is not a compliance clearance.

Across the cycle, some findings could not be linked safely to entities; ambiguous identities are withheld.

Candidate connections

Candidate identity and documented relationships · 2025–2026

Candidate campaign receiving transfers
AGUILAR, PETEDemocraticFEC reported
U.S. House · California · District 33
Election 2026 · Incumbent · Current candidate
Receiving campaign: PETE AGUILAR FOR CONGRESS
Candidate details & sources
FEC candidate ID: H2CA31125 · 2025–2026 reporting cycle
Candidate campaign receiving transfers
ALFORD, MARK

Registration details

Locally ingested FEC master-file snapshot for 2025–2026

Committee type: PAC (qualified)
Designation: Lobbyist or registrant PAC
Party affiliation: No party affiliation reported
Treasurer: AUERBACH, DONALD MR
Filing cadence: Monthly filer
Organization type: Trade association
Connected organization: INVESTMENT COMPANY INSTITUTE
Cycles loaded: 2026, 2024
Registered address: 1401 H STREET NW SUITE 1200 · WASHINGTON, DC, 20005

Political alignment

Registration, linked-candidate, and disclosed money-flow evidence

Evidence-based classificationMixed activity · 45% Democratic / 51% Republican · 4% unclassifiedMixed activity · 45% Democratic / 51% Republican · 4% unclassifiedInferred from activity

FEC registration: PAC (qualified); no party affiliation reported. Classification basis: Inferred from activity. This describes disclosed financial activity, not an official party registration or ideological score. The figures below separately preserve the filer’s Schedule E support and opposition designations.

No candidate support/oppose spending foundThis cycle has no locally ingested Schedule E rows for this committee. Registration, linked-candidate, committee-transfer, and recipient-reported conduit evidence can still establish the alignment shown above.

$0 supporting · $0 opposing · 0 rowsOfficial FEC outside spending ↗

Source & provenance

Trace this profile back to the public record

Source agencyFederal Election Commission

Local row ingestedSep 6, 2026

Source row hash2c80d7d84dd3dd28036055f3500e97c02568887bff908c9358272cd1dd06827a

View official FEC record

Financial figures are processed FEC totals and may change when amended reports are filed. Registration fields preserve raw master-file values loaded for the 2025–2026 snapshot.

Contributor	Reported context	Date	Election	Amount	FEC record
ROWSELL, KRISTI L MS.`View reported donor profile →`Supports 45% Democratic / 51% Republican · 4% unclassifiedDerived from contributionsNEW BUFFALO MI 49117	TRUSTEE OAKMARK FUNDSM11	Oct 20, 2025	Primary (P)	$5,000	Original filing ↗
FROST, GREG MR.`View reported donor profile →`Supports 45% Democratic / 51% Republican · 4% unclassifiedDerived from contributionsWAYNE PA 19087	PRESIDENT AND CEO HARTFORD FUNDSM11	Oct 8, 2025	Primary (P)	$5,000	Original filing ↗
ZUCKERMAN, HEATHER`View reported donor profile →`Supports 45% Democratic / 51% Republican · 4% unclassifiedDerived from contributionsNEW YORK NY 10104	CHIEF OF STAFF NEUBERGER BERMAN MANAGEMENT LLCM11	Oct 8, 2025	Primary (P)	$5,000	Original filing ↗
KOMAROFF, ANDREW MR.`View reported donor profile →`Supports 45% Democratic / 51% Republican · 4% unclassifiedDerived from contributionsNEW YORK NY 10104	CHIEF OPERATING OFFICER NEUBERGER BERMAN MANAGEMENT LLCM11	Oct 8, 2025	Primary (P)	$5,000	Original filing ↗
WALKER, NANCY`View reported donor profile →`Supports 45% Democratic / 51% Republican · 4% unclassifiedDerived from contributionsNEW YORK NY 10003	DIRECTOR OF RESEARCH SELECT EQUITY GROUPM11	Oct 8, 2025	Primary (P)	$5,000	Original filing ↗
AMATO, JOSEPH V MR.`View reported donor profile →`Supports 45% Democratic / 51% Republican · 4% unclassifiedDerived from contributionsNEW YORK NY 10158	PRESIDENT & CHIEF INVESTMENT OFFICER NEUBERGER BERMAN MANAGEMENT LLCM11	Oct 8, 2025	Primary (P)	$5,000	Original filing ↗
OESTREICHER, DAVID MR.`View reported donor profile →`Supports 45% Democratic / 51% Republican · 4% unclassifiedDerived from contributionsBALTIMORE MD 21202	CHIEF LEGAL COUNSEL T. ROWE PRICEM11	Oct 3, 2025	Primary (P)	$5,000	Original filing ↗
O'REILLY, GERARD KIERAN MR.`View reported donor profile →`Supports 45% Democratic / 51% Republican · 4% unclassifiedDerived from contributionsAUSTIN TX 78746	VICE PRESIDENT DIMENSIONAL FUNDSM11	Oct 3, 2025	Primary (P)	$5,000	Original filing ↗
WALKER, GEORGE H MR.`View reported donor profile →`Supports 45% Democratic / 51% Republican · 4% unclassifiedDerived from contributionsNEW YORK NY 10104	CHAIRMAN & CEO NEUBERGER BERMAN MANAGEMENT LLCM11	Oct 2, 2025	Primary (P)	$5,000	Original filing ↗
THOMAS, JONATHAN STUART MR.`View reported donor profile →`Supports 45% Democratic / 51% Republican · 4% unclassifiedDerived from contributionsKANSAS CITY MO 64111	PRESIDENT & CEO AMERICAN CENTURY INVESTMENTSM11	Oct 1, 2025	Primary (P)	$5,000	Original filing ↗

Recipient	Purpose	Date	Amount	FEC record
DEMOCRATIC SENATORIAL CAMPAIGN COMMITTEE`C00042366`WASHINGTON, DC	24KM2 24KLinked: C00042366	Jan 27, 2026	$15,000	FEC disbursement search ↗
DEMOCRATIC CONGRESSIONAL CAMPAIGN COMMITTEE`C00000935`WASHINGTON, DC	24KM2 24KLinked: C00000935	Jan 27, 2026	$15,000	FEC disbursement search ↗
NATIONAL REPUBLICAN SENATORIAL COMMITTEE`C00027466`WASHINGTON, DC	24KM2 24KLinked: C00027466	Jan 27, 2026	$15,000	FEC disbursement search ↗

INVESTMENT COMPANY INSTITUTE POLITICAL ACTION COMMITTEE (ICI PAC)

Financial snapshot

Candidate connections

Registration details

Political alignment

Source & provenance

FEC-reported relationships

Money network

Cash, assets & liabilities

Receipts

Contribution breakdowns

Largest itemized receipts

Disbursements

Largest disbursements

Loans, debts & allocations

Reports & filings