Clerk of the House of Representatives
Legislative Resource Center
135 Cannon Building
Washington, DC 20515
http://lobbyingdisclosure.house.gov 		Secretary of the Senate
Office of Public Records
232 Hart Building
Washington, DC 20510
http://www.senate.gov/lobby
LOBBYING REPORT

Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page

1. Registrant Name Organization/Lobbying Firm Self Employed Individual
MANAGED FUNDS ASSOCIATION

2. Address

Address1
1301 Pennsylvania Ave NW, Suite 350
 Address2
​
City
Washington
 State
DC
 Zip Code
20004
 Country
USA

3. Principal place of business (if different than line 2)

City
​
State
​
Zip Code
​
Country
​
4a. Contact Name b. Telephone Number c. E-mail
​Ms.
​Jillien Flores
​2027302600
​jflores@mfaalts.org
5. Senate ID#
​313010-12
7. Client Name Self Check if client is a state or local government or instrumentality
​MANAGED FUNDS ASSOCIATION
6. House ID#
​387600000
TYPE OF REPORT 8. Year
​2025
 Q1 (1/1 - 3/31) Q2 (4/1 - 6/30) Q3 (7/1 - 9/30) Q4 (10/1 - 12/31)

9. Check if this filing amends a previously filed version of this report

10. Check if this is a Termination Report Termination Date
​
11. No Lobbying Issue Activity
INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13
12. Lobbying 13. Organizations
INCOME relating to lobbying activities for this reporting period was: EXPENSE relating to lobbying activities for this reporting period were:
Less than $5,000
Less than $5,000
$5,000 or more $
​
$5,000 or more $
​1,180,000.00
Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options.
Method A. Reporting amounts using LDA definitions only

Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code

Method C. Reporting amounts under section 162(e) of the Internal Revenue Code

Signature
Digitally Signed By: Jillien Flores
 Date
10/20/2025 5:10:13 PM

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code FIN

16. Specific lobbying issues

H.R. 2246/S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025
H.R. 3633, Digital Asset Market Clarity Act of 2025
H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025
Financial Services and General Government Appropriations Act, 2026
H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026
S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act
S. 2296, National Defense Authorization Act for Fiscal Year 2026


Regulation and oversight of investment advisers.
Equity market structure issues including electronic and algorithmic trading.
Protection for sensitive and proprietary data.
Security-based swaps regulation.
Nonbank regulation.
AML issues.
Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies.
Retail access to alternatives.
Accredited investor definition.
Capital formation.
Increasing initial public offerings (IPOs).
Form PF rule.
Significant risk transfers.
Beneficial ownership.
Investment limitations on foreign assets.
Outbound investment review process.
Short selling.
Digital assets and cryptocurrencies.
Artificial intelligence.
Implementation of the Consolidated Appropriations Act of 2023 (P.L. 117-328).
Securities lending.
Private credit regulation.
Treasury market structure.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Securities & Exchange Commission (SEC), Treasury - Dept of, Federal Reserve System

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
Jillien
Flores
​
​
Erik
Johnson
​
​
Georgette
Sierra
​
​
Jennifer
Stanitski
​
​
John
Van Etten
​
Sr. Leg. Asst., Rep. Hayworth; Leg. Director, Rep. Hayworth

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code TAX

16. Specific lobbying issues

H.R. 1, One Big Beautiful Bill Act
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025
H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034.

Pass-through entity taxes.
International retaliatory taxes.
Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors.
Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing.
Extension of the Tax Cuts and Jobs Act (P.L. 115-97).
Carried interest.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
Jillien
Flores
​
​
Erik
Johnson
​
​
Joseph
Schwartz
​
​
Georgette
Sierra
​
​
Jennifer
Stanitski
​
​
John
Van Etten
​
Sr. Leg. Asst., Rep. Hayworth; Leg. Director, Rep. Hayworth

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code AGR

16. Specific lobbying issues

Financial Services and General Government Appropriations Act, 2026

Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Protection for sensitive and proprietary data.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Commodity Futures Trading Commission (CFTC)

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
Jillien
Flores
​
​
Erik
Johnson
​
​
Georgette
Sierra
​
​
Jennifer
Stanitski
​
​
John
Van Etten
​
Sr. Leg. Asst., Rep. Hayworth; Leg. Director, Rep. Hayworth

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code RET

16. Specific lobbying issues

ERISA plan access to alternatives.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL)

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
Jillien
Flores
​
​
Erik
Johnson
​
​
Georgette
Sierra
​
​
Jennifer
Stanitski
​
​
John
Van Etten
​
Sr. Leg. Asst., Rep. Hayworth; Leg. Director, Rep. Hayworth

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

Information Update Page - Complete ONLY where registration information has changed.

20. Client new address

Address
​
City
​
State
​
Zip Code
​
Country
​

21. Client new principal place of business (if different than line 20)

City
​
State
​
Zip Code
​
Country
​

22. New General description of client’s business or activities

​

LOBBYIST UPDATE

23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client

First Name
Last Name
Suffix
First Name
Last Name
Suffix
1
​
​
​
3
​
​
​
2
​
​
​
4
​
​
​

ISSUE UPDATE

24. General lobbying issue that no longer pertains

​
​
​
​
​
​
​
​
​

AFFILIATED ORGANIZATIONS

25. Add the following affiliated organization(s)

Internet Address:

Name Address Principal Place of Business
(city and state or country)
Street Address
City State/Province Zip Country
City
State Country

26. Name of each previously reported organization that is no longer affiliated with the registrant or client

1 2 3

FOREIGN ENTITIES

27. Add the following foreign entities:

Name Address Principal place of business
(city and state or country) 		Amount of contribution for lobbying activities Ownership percentage in client
Street Address
City State/Province Country
City
State Country
%

28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization

1 3 5
2 4 6

CONVICTIONS DISCLOSURE

29. Have any of the lobbyists listed on this report been convicted in a Federal or State Court of an offense involving bribery, extortion, embezzlement, an illegal kickback, tax evasion, fraud, a conflict of interest, making a false statement, perjury, or money laundering?

Lobbyist Name Description of Offense(s)