S 424 — Retirement Fairness for Charities and Educational Institutions Act of 2025
Congress 119
Latest action: — Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
Sponsors
- McCormick, David (R, PA-S) — cosponsor
- Ricketts, Pete (R, NE-S) — cosponsor
- Van Hollen, Chris (D, MD-S) — cosponsor
- Hickenlooper, John W. (D, CO-S) — cosponsor
- Tillis, Thomas (R, NC-S) — cosponsor
Lobbied by (21)
LDA filings that named this bill in their activity descriptions. The lobbying firm (registrant) is paid by the client to lobby on this and related issues.
Action timeline
- — Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
- · 10000 — Introduced in Senate
Text versions
- Introduced in Senate · 2025-02-05 — open
Connected on the graph
Inbound (26)
| date | from | type | amount | role | source |
|---|---|---|---|---|---|
| — | McCormick, David | cosponsor_of_bill | — | cosponsor | sponsorship |
| — | Ricketts, Pete | cosponsor_of_bill | — | cosponsor | sponsorship |
| — | Tillis, Thomas | cosponsor_of_bill | — | cosponsor | sponsorship |
| — | Van Hollen, Chris | cosponsor_of_bill | — | cosponsor | sponsorship |
| — | Hickenlooper, John W. | cosponsor_of_bill | — | cosponsor | sponsorship |
| 2026-01-01 | TIAA | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | STATE STREET BANK AND TRUST CO. | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | NORTHERN TRUST | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | COMMITTEE OF ANNUITY INSURERS | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | LINCOLN NATIONAL CORPORATION | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | NATIONWIDE INSURANCE COMPANIES | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | T. ROWE PRICE GROUP, INC. | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | MISSIONSQUARE RETIREMENT | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | PRINCIPAL FINANCIAL GROUP | lobbies_on_bill | — | S424 | lobbying_bill_mention |
| 2026-01-01 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | EMPOWER RETIREMENT LLC | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | VANGUARD GROUP | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | SPARK INSTITUTE | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | TRANSAMERICA LIFE INSURANCE COMPANY | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | CMFG LIFE INSURANCE COMPANY | lobbies_on_bill | — | S 424 | lobbying_bill_mention |
| 2026-01-01 | VANGUARD GROUP | lobbies_on_bill | — | S.424 | lobbying_bill_mention |
| 2026-01-01 | INVESTMENT COMPANY INSTITUTE | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | AMERICAN BENEFITS COUNCIL | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
| 2026-01-01 | MISSIONSQUARE RETIREMENT | lobbies_on_bill | — | S. 424 | lobbying_bill_mention |
Outbound (1)
| date | type | to | amount | role | source |
|---|---|---|---|---|---|
| 2025-01-03 | referred_to_committee | Senate Banking, Housing, and Urban Affairs Committee | — | congress-committee |
Who matters
Members ranked by combined influence on this bill: role (sponsor 5 / cosponsor 1), capped speech count from the Congressional Record, and recorded-vote engagement.
| # | Member | Role | Speeches | Voted | Score |
|---|---|---|---|---|---|
| 1 | Ricketts, Pete (R, senate NE) | cosponsor | 3 | — | 4 |
| 2 | Hickenlooper, John W. (D, senate CO) | cosponsor | 2 | — | 3 |
| 3 | Van Hollen, Chris (D, senate MD) | cosponsor | 2 | — | 3 |
| 4 | McCormick, David (R, senate PA) | cosponsor | 1 | — | 2 |
| 5 | Tillis, Thomas (R, senate NC) | cosponsor | 0 | — | 1 |
Who's influencing them
Orgs ranked by combined money flow on this bill: LDA filings citing the bill + individual contributions in cycle 2026from donors whose employer matches the org name (Schedule A) to any principal committee in the "who matters" list above.
| # | Org | LDA filings | LDA spend | Donor employees | Employee donations | Total |
|---|---|---|---|---|---|---|
| 1 | THE VANGUARD GROUP, INC. | 1 | $60,000 | 0 | $0 | $60,000 |
| 2 | NORTHERN TRUST | 1 | $50,000 | 0 | $0 | $50,000 |
| 3 | AMERICAN BENEFITS COUNCIL | 1 | $50,000 | 0 | $0 | $50,000 |
| 4 | INVESTMENT COMPANY INSTITUTE | 1 | $30,000 | 0 | $0 | $30,000 |
| 5 | not employed | 0 | $0 | 283 | $29,944 | $29,944 |
| 6 | retired | 0 | $0 | 350 | $20,602 | $20,602 |
| 7 | pearson & associates | 0 | $0 | 14 | $16,303 | $16,303 |
| 8 | anthropic | 0 | $0 | 2 | $14,000 | $14,000 |
| 9 | u.s. travel association | 0 | $0 | 2 | $13,181 | $13,181 |
| 10 | self employed | 0 | $0 | 72 | $10,319 | $10,319 |
| 11 | SPARK INSTITUTE | 1 | $10,000 | 0 | $0 | $10,000 |
| 12 | TIAA | 1 | $10,000 | 0 | $0 | $10,000 |
| 13 | STATE STREET BANK AND TRUST CO. | 1 | $10,000 | 0 | $0 | $10,000 |
| 14 | LINCOLN NATIONAL CORPORATION | 1 | $10,000 | 0 | $0 | $10,000 |
| 15 | s-3 group | 0 | $0 | 2 | $8,000 | $8,000 |
| 16 | anthropic pbc | 0 | $0 | 1 | $7,000 | $7,000 |
| 17 | goldbug | 0 | $0 | 1 | $7,000 | $7,000 |
| 18 | herman dinklage inc | 0 | $0 | 1 | $7,000 | $7,000 |
| 19 | mit | 0 | $0 | 1 | $7,000 | $7,000 |
| 20 | csi aviation | 0 | $0 | 1 | $7,000 | $7,000 |
| 21 | brightview senior living | 0 | $0 | 1 | $5,000 | $5,000 |
| 22 | prologis | 0 | $0 | 3 | $4,806 | $4,806 |
| 23 | freeport | 0 | $0 | 1 | $4,000 | $4,000 |
| 24 | barnes & thornburg | 0 | $0 | 1 | $3,500 | $3,500 |
| 25 | quick trip | 0 | $0 | 1 | $3,300 | $3,300 |
Predicted vote
Aggregated from: actual roll-call votes (when present) → sponsor → cosponsor → party median (predicts YES when ≥25% of the caucus sponsored/cosponsored). Each row labels its confidence tier so you can see why a position was predicted.
5 predicted yes (1%) · 3 predicted no (1%) · 535 unknown (98%)
By party: · R: 3 yes / 0 no / 274 unknown · D: 2 yes / 0 no / 261 unknown · I: 0 yes / 3 no
5 high-confidence positions (voted + sponsor + cosponsor)
- Hickenlooper, John W. (D · senate · CO) · cosponsor
- McCormick, David (R · senate · PA) · cosponsor
- Ricketts, Pete (R · senate · NE) · cosponsor
- Tillis, Thomas (R · senate · NC) · cosponsor
- Van Hollen, Chris (D · senate · MD) · cosponsor
Activity
Every typed-graph event involving this entity, newest first. Each row is one edge in the influence graph; click the date to jump to its provenance.
- 2026-05-17 · cosponsored by McCormick, David (cosponsor) · sponsorship
- 2026-05-17 · cosponsored by Ricketts, Pete (cosponsor) · sponsorship
- 2026-05-17 · cosponsored by Hickenlooper, John W. (cosponsor) · sponsorship
- 2026-05-17 · cosponsored by Tillis, Thomas (cosponsor) · sponsorship
- 2026-05-17 · cosponsored by Van Hollen, Chris (cosponsor) · sponsorship
- 2026-01-01 · lobbied on by CMFG LIFE INSURANCE COMPANY (s 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by MISSIONSQUARE RETIREMENT (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by TIAA (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by LINCOLN NATIONAL CORPORATION (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by INVESTMENT COMPANY INSTITUTE (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by PRINCIPAL FINANCIAL GROUP (s424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by NORTHERN TRUST (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by AMERICAN BENEFITS COUNCIL (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by T. ROWE PRICE GROUP, INC. (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by VANGUARD GROUP (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by NATIONWIDE INSURANCE COMPANIES (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by MISSIONSQUARE RETIREMENT (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by EMPOWER RETIREMENT LLC (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by COMMITTEE OF ANNUITY INSURERS (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by VANGUARD GROUP (s.424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by TRANSAMERICA LIFE INSURANCE COMPANY (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by STATE STREET BANK AND TRUST CO. (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES (s. 424) · lobbying_bill_mention
- 2026-01-01 · lobbied on by SPARK INSTITUTE (s. 424) · lobbying_bill_mention
- 2025-01-03 · was referred to Senate Banking, Housing, and Urban Affairs Committee · congress-committee