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Notice2026-11117

Periodic Review of the Designations of the Mechanical Licensing Collective and Digital Licensee Coordinator

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Metadata and text below are from the Federal Register, a public-domain U.S. government work. Always verify the official published version before relying on it for any legal matter.

Published
June 3, 2026
Effective
June 3, 2026

Issuing agencies

Library of CongressCopyright Office, Library of Congress

Abstract

The U.S. Copyright Office, as required by the Music Modernization Act, has completed its first periodic review of the existing designations of the mechanical licensing collective and digital licensee coordinator and has determined that both designations should be continued.

Full Text

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<title>Federal Register, Volume 91 Issue 106 (Wednesday, June 3, 2026)</title>
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[Federal Register Volume 91, Number 106 (Wednesday, June 3, 2026)]
[Notices]
[Pages 33208-33235]
From the Federal Register Online via the Government Publishing Office [<a href="http://www.gpo.gov">www.gpo.gov</a>]
[FR Doc No: 2026-11117]


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LIBRARY OF CONGRESS

Copyright Office

[Docket No. 2024-1]


Periodic Review of the Designations of the Mechanical Licensing 
Collective and Digital Licensee Coordinator

AGENCY: U.S. Copyright Office, Library of Congress.

[[Page 33209]]


ACTION: Notice of continuing designation.

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SUMMARY: The U.S. Copyright Office, as required by the Music 
Modernization Act, has completed its first periodic review of the 
existing designations of the mechanical licensing collective and 
digital licensee coordinator and has determined that both designations 
should be continued.

DATES: Effective June 3, 2026.

FOR FURTHER INFORMATION CONTACT: Rhea Efthimiadis, Assistant to the 
General Counsel, by email at <a href="/cdn-cgi/l/email-protection#8dd8decec2cae8e3e8ffece1cee2f8e3fee8e1cdeee2fdf4ffe4eae5f9a3eae2fb"><span class="__cf_email__" data-cfemail="b9eceafaf6fedcd7dccbd8d5fad6ccd7cadcd5f9dad6c9c0cbd0ded1cd97ded6cf">[email&#160;protected]</span></a> or 
telephone at (202) 707-8350.

SUPPLEMENTARY INFORMATION:

I. Introduction

    Prior to the passage of the Orrin G. Hatch-Bob Goodlatte Music 
Modernization Act (``MMA'') in 2018, there was ``a widespread 
perception that our [music] licensing system [was] broken,'' \1\ 
especially as ``music copyright and licensing laws [were] too difficult 
to comply with and d[id] not adequately reward the artists and 
professionals responsible for creating American music.'' \2\ The 
cornerstone of the MMA's reforms was the creation of the new section 
115 statutory blanket license. To administer this license, the MMA 
provided for the establishment of a ``mechanical licensing 
collective,'' a new entity that could centralize the collection and 
distribution of blanket license royalties and establish and maintain a 
publicly accessible database of musical works, their owners, and the 
sound recordings in which the musical works are embodied.\3\
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    \1\ U.S. Copyright Office, Copyright and the Music Marketplace 1 
(2015), <a href="https://www.copyright.gov/policy/musiclicensingstudy/copyright-and-the-music-marketplace.pdf">https://www.copyright.gov/policy/musiclicensingstudy/copyright-and-the-music-marketplace.pdf</a>.
    \2\ Report and Section-by-Section Analysis of H.R. 1551 by the 
Chairmen and Ranking Members of Senate and House Judiciary 
Committees, at 1 (2018) (``Conf. Rep.''), <a href="https://www.copyright.gov/legislation/mma_conference_report.pdf">https://www.copyright.gov/legislation/mma_conference_report.pdf</a>.
    \3\ A ``musical work'' is ``a song's underlying composition 
along with any accompanying lyrics'' and a ``sound recording'' is 
``a series of musical, spoken, or other sounds fixed in a recording 
medium, such as a CD or digital file, called a `phonorecord.''' What 
Musicians Should Know about Copyright, U.S. Copyright Office, 
<a href="https://www.copyright.gov/engage/musicians/">https://www.copyright.gov/engage/musicians/</a> (last visited May 26, 
2026); 17 U.S.C. 101.
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    The MMA directs the Register of Copyrights (``Register'') to 
designate an entity as the ``mechanical licensing collective''; it also 
allows, but does not require, the Register to designate a ``digital 
licensee coordinator'' to coordinate the activities of digital music 
providers (``DMPs'').\4\ The Register is required to revisit these 
designations every five years. In July 2019, the Register made her 
initial designations; designating the entity ``Mechanical Licensing 
Collective'' (``MLC'') as the statutory mechanical licensing collective 
and the entity ``Digital Licensee Coordinator, Inc.'' (``DLC'') as the 
statutory digital licensee coordinator.\5\
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    \4\ 17 U.S.C. 115(d)(5)(B); see also id. at 115(d)(3)(D)(i)(IV), 
(d)(5)(C). Under the MMA, DMPs bear the reasonable costs of 
establishing and operating the collective through an 
``administrative assessment,'' determined by the Copyright Royalty 
Judges (``CRJs''). See id. at 115(d)(7).
    \5\ 84 FR 32274, 32292, 32296 (July 8, 2019) (``Initial 
Designation''); see also 37 CFR 210.23 (discussing the designation 
of the MLC and DLC). In this notice, the currently designated 
digital licensing coordinator will be designated as the ``Digital 
Licensing Coordinator'' or ``DLC'' and the statutory digital 
licensing coordinator will be designated in lowercase. Similarly, 
the currently designated mechanical licensing collective will be 
designated as the ``Mechanical Licensing Collective'' or ``MLC'' and 
the statutory mechanical licensing collective will be designated in 
lowercase.
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    Despite general optimism that the MMA's reforms would improve the 
section 115 license, some made the point that ``once the bill is signed 
the real hard work begins,'' especially as ``build[ing] an industry-
wide, comprehensive public database that will match compositions to 
recordings [would be] an ambitious undertaking that has yet to be 
successfully completed in past industry attempts.'' \6\ From its 
initial designation until it began operations, the MLC had the 
formidable task of ensuring that it had all administrative and 
technological capabilities in place to open for business on the 
statutory ``license availability date'' of January 1, 2021. This 
included establishing a governance structure, including bylaws, Board 
membership, committee membership, policies, procedures, practices, and 
guidelines, and building out technological services, including 
establishing a musical works database, claiming portal, and payment and 
other financial processes. It also had to hire staff, construct 
physical space, engage in outreach and education, and invest in 
vendors, to fulfill its statutory duties.\7\ The MLC completed all 
these tasks and made its first royalty distribution, on time, in April 
2021.
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    \6\ Ed Christman, President Trump Signs Music Modernization Act 
Into Law With Kid Rock, Sam Moore As Witnesses, Billboard (Oct. 11, 
2018), <a href="https://www.billboard.com/pro/president-trump-signs-music-modernization-act-law-bill-signing/">https://www.billboard.com/pro/president-trump-signs-music-modernization-act-law-bill-signing/</a>.
    \7\ 17 U.S.C. 115(d)(3(C).
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    In January 2024, the Copyright Office initiated the first five-year 
review of the MLC's and DLC's designations. The Office issued a 
Notification of Inquiry (``NOI'') seeking public comment on whether the 
existing designations should be continued, subject to certain statutory 
criteria.\8\ The goal is to evaluate the efforts the MLC and DLC have 
made to realize Congress's vision of improved efficiency, transparency, 
and fair administration of the section 115 statutory blanket license.
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    \8\ 89 FR 5940 (Jan. 30, 2024) (``NOI'').
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    As discussed in detail below, the Register has determined that the 
current designations for the entities operating as the digital licensee 
coordinator and mechanical licensing collective should be continued. 
Overall, the administration of the MMA's blanket mechanical license has 
been a great success for publishers, songwriters, and DMPs. The MLC has 
compiled ownership data for more than 53 million works, increased its 
membership to over 80,000 copyright owners,\9\ and improved the ratio 
of total royalties matched to royalties reported to approximately 
92%.\10\ It has also implemented many of the Office's recommendations 
of best practices to effectively identify and locate copyright owners 
with unclaimed royalties of musical works, encourage copyright owners 
to claim accrued royalties, and ultimately reduce the incidence of 
unclaimed royalties.\11\ One of the MLC's most important success 
metrics is its distribution of approximately $3.9 billion in royalties, 
constituting a reliable and significant income source for songwriters 
and publishers.
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    \9\ The MLC Quarter Note: Q1 2026, MLC, <a href="https://emails.themlc.com/the-mlc-quarter-note-q1-2026">https://emails.themlc.com/the-mlc-quarter-note-q1-2026</a> (last visited May 26, 
2026).
    \10\ Blanket Royalties, MLC, <a href="https://www.themlc.com/blanket-royalties">https://www.themlc.com/blanket-royalties</a> (last visited May 26, 2026).
    \11\ See U.S. Copyright Office, Unclaimed Royalties: Best 
Practice Recommendations for the Mechanical Licensing Collective 
(2021) (``Unclaimed Royalties Report''), <a href="https://www.copyright.gov/policy/unclaimed-royalties/unclaimed-royalties-final-report.pdf">https://www.copyright.gov/policy/unclaimed-royalties/unclaimed-royalties-final-report.pdf</a>.
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    While most commenters expressed satisfaction with the MLC and DLC, 
some suggested ways that the designees could improve their respective 
services. In some cases, these comments reflected non-pervasive or 
nascent areas of concern. In others, they offered immediate 
opportunities for improvement. The Office appreciates the opportunity 
to work with both designees to appropriately address the suggestions 
and concerns. While the MLC and DLC have executed their statutory 
duties well over the first five-year period, this redesignation process 
provides an important opportunity for a comprehensive review. The 
Office has considered commenters' concerns and suggested several areas 
of improvement to ensure the continuance of the designees' successes 
and assist them as they build upon them.

[[Page 33210]]

    Finally, some commenters objected to certain provisions of the MMA 
itself or its implementing regulations. Generally, those topics are 
outside this proceeding's scope and will not be addressed here. While 
the Office has adopted numerous regulations to implement the MMA, we 
retain regulatory authority to administer many of its provisions and 
will consider any potential regulatory changes separately from this 
proceeding.

II. Statutory and Regulatory Background

A. Statutory Background

    Title I of the MMA \12\ created a statutory blanket mechanical 
license for the reproduction and distribution of nondramatic musical 
works by DMPs in the form of digital phonorecord deliveries, including 
permanent downloads, limited downloads, and interactive streams 
(referred to in the statute as ``covered activity'' where such activity 
qualifies for the blanket license), and eliminated the song-by-song 
``notice of intention'' process for such uses.
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    \12\ Public Law 115-264, 132 Stat. 3676 (2018).
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    The MLC and DLC play important roles in the administration of this 
license. To evaluate whether either's designation should be continued, 
the Office considered each entity's separate statutory designation 
criteria, authority, and functions.
1. The MLC's Designation Criteria, Authorities, and Functions
    The entity designated as the MLC must be: (i) a single nonprofit 
entity that is created by copyright owners to carry out its statutory 
responsibilities that is (ii) ``endorsed by, and enjoys substantial 
support from, musical work copyright owners that together represent the 
greatest percentage of the licensor market for uses of such works in 
covered activities, as measured over the preceding 3 full calendar 
years,'' \13\ (iii) able to demonstrate to the Copyright Office that it 
has the administrative and technological capabilities to perform the 
required functions, and governed by a board of directors (``Board'') 
which includes a mix of voting and nonvoting members as directed by the 
statute.\14\
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    \13\ 17 U.S.C. 115(d)(3)(A)(ii).
    \14\ Id. at 115(d)(3)(A), (d)(3)(D)(i).
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    The MMA enumerates several required functions for the MLC.\15\ 
Among other duties, its core functions include administering the 
blanket statutory mechanical license, identifying musical works and 
copyright owners, matching those works to sound recordings (and 
addressing disputes), and ensuring that copyright owners are paid 
correctly. To that end, the MMA requires the MLC to maintain a free, 
public database of musical work and sound recording ownership 
information and administer processes by which copyright owners can 
claim ownership of musical works (and shares of such works).\16\ The 
MLC also participates in proceedings before the Copyright Royalty 
Judges (``CRJs'') to establish the administrative assessment that funds 
its activities and in proceedings before the Copyright Office with 
respect to activities related to the statutory license.\17\
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    \15\ Id. at 115(d)(3)(C)(i), (iii) (enumerating thirteen 
functions, in addition to permission to administer voluntary 
licenses).
    \16\ Id. at 115(d)(3)(E).
    \17\ Id. at 115(d)(3)(C)(i)(IX)-(X).
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    By statute, the MLC's Board consists of fourteen voting members and 
three nonvoting members. Ten voting members must be representatives of 
music publishers that have been assigned exclusive rights of 
reproduction and distribution of musical works with respect to covered 
activities, and four others must be professional songwriters who have 
retained and exercise exclusive rights of reproduction and distribution 
for musical works they have authored. There are also three nonvoting 
members that represent the interests of songwriters, music publishers, 
and digital licensees via representatives of relevant trade 
associations or, in the case of licensees, the DLC.\18\
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    \18\ Id. at 115(d)(3)(D)(i).
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    In addition, the Board must maintain three committees: an 
Operations Advisory Committee, an Unclaimed Royalties Oversight 
Committee, and a Dispute Resolution Committee. The Operations Advisory 
Committee makes recommendations concerning the operations of the 
collective, ``including the efficient investment in and deployment of 
information technology and data resources.'' \19\ The Unclaimed 
Royalties Oversight Committee establishes policies and procedures 
necessary to undertake a fair distribution of unclaimed royalties.\20\ 
The Dispute Resolution Committee establishes policies and procedures to 
address disputes relating to ownership interests in musical works, 
including a mechanism to hold disputed funds pending the resolution of 
the dispute.\21\
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    \19\ Id. at 115(d)(3)(D)(iv). By statute, this committee has an 
equal number of musical work copyright owners and DMP 
representatives, respectively appointed by the MLC and DLC.
    \20\ Id. at 115(d)(3)(D)(v), (d)(3)(J)(ii). By statute, this 
committee of ten has an equal number of musical work copyright 
owners and professional songwriters.
    \21\ Id. at 115(d)(3)(D)(vi), (d)(3)(H)(ii), (d)(3)(K). By 
statute, this committee consists of at least six members, again 
equally divided among musical work copyright owners and professional 
songwriters.
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2. The DLC's Designation Criteria, Authorities, and Functions
    The DLC must be a single nonprofit entity created to carry out 
certain statutory responsibilities, endorsed by DMPs and significant 
nonblanket licensees (or ``SNBLs'') that together represent the 
greatest percentage of the licensee market for uses of musical works in 
covered activities (as measured over the preceding three years), and 
possess the administrative capabilities to carry out its functions.\22\ 
Those statutory functions include: establishing a governance structure, 
criteria for membership, and membership dues; enforcing notice and 
payment obligations for the administrative assessment; participating in 
certain proceedings before the Copyright Office or CRJs; and assisting 
in publicizing the MLC's existence and the ability of copyright owners 
to claim royalties with the MLC.\23\
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    \22\ Id. at 115(d)(5)(A)(i)-(iii).
    \23\ Id. at 115(d)(5)(C)(i).
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B. Regulatory Background

1. Initial Designation
    In 2018, the Office published a notice in the Federal Register 
soliciting proposals from parties who wished to be designated as the 
mechanical licensing collective and digital licensee coordinator, and 
requesting information pertaining to the criterion set forth above.\24\ 
The Office also requested public comments on the parties' proposals.
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    \24\ 83 FR 65747 (Dec. 21, 2018).
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    The Office received one proposal for designation as the digital 
licensee coordinator and two proposals for designation as the 
mechanical licensing collective. After reviewing the proposals along 
with the statutory designation criteria, considering over 600 public 
comments, and hosting ex parte meetings with interested parties,\25\ we 
concluded that the entity ``Digital Licensee Coordinator, Inc.,'' 
incorporated in Delaware on March 20, 2019, ``me[t] each of the 
statutory criteria required of the digital licensee coordinator,'' and 
would be designated

[[Page 33211]]

as the DLC.\26\ With respect to the mechanical licensing collective, we 
concluded that, while both candidates ``[met] the statutory criteria,'' 
the MLC ``made a better showing as to its prospective administrative 
and technological capabilities'' and was the only candidate that met 
the statute's ``endorsement'' criterion.\27\ Therefore, the Register 
designated the entity ``Mechanical Licensing Collective, Inc.,'' 
incorporated in Delaware on March 5, 2019, as the mechanical licensing 
collective.\28\
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    \25\ Ex Parte Communications, U.S. Copyright Office, <a href="https://www.copyright.gov/rulemaking/mma-designations/ex-parte-communications.html">https://www.copyright.gov/rulemaking/mma-designations/ex-parte-communications.html</a> (last visited May 26, 2026) (hosting ex parte 
meeting summary letters related to the Office's initial 
designations).
    \26\ Initial Designation at 32292, 32296; 37 CFR 210.23.
    \27\ Initial Designation at 32276, 32296.
    \28\ 37 CFR 210.23; Initial Designation at 32296.
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2. First Periodic Review
    On January 30, 2024, the Office issued an NOI regarding the 
periodic review of the designations.\29\ The currently designated 
mechanical licensing collective and digital licensee coordinator 
provided information regarding their past performance and capabilities, 
as well as future plans, in support of their requests that their 
current designations should be continued. The public was invited to 
comment on these submissions and the Office received over 60 comments. 
We also provided the currently designated entities an opportunity to 
submit replies in response to the comments, and held ex parte meetings 
with the MLC, DLC, and members of the public to address issues that had 
been raised.\30\
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    \29\ NOI.
    \30\ All activity, including public submissions and comments, 
can be accessed via navigation from <a href="https://www.copyright.gov/rulemaking/mma-designations/2024/">https://www.copyright.gov/rulemaking/mma-designations/2024/</a>. Records of ex parte 
communications, including those referenced herein, along with 
guidelines for such communications, are available at <a href="https://www.copyright.gov/rulemaking/mma-designations/2024/ex-parte-communications.html">https://www.copyright.gov/rulemaking/mma-designations/2024/ex-parte-communications.html</a>. References to the public comments are by party 
name (abbreviated where appropriate), followed by ``Submission,'' 
``Reply Submission,'' ``Initial Comments,'' ``Reply Comments,'' or 
``Ex Parte Letter,'' as appropriate.
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    The NOI also explained that once the Office evaluated the record in 
this proceeding, the Register would ``determine whether the current MLC 
and DLC designations should be continued,'' and if she concluded that 
either designation should be continued, she would publish that 
determination in the Federal Register.\31\
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    \31\ NOI at 5942. The NOI noted that if either designation would 
not be continued, the Office explained that it intended to solicit 
proposals for a new MLC or DLC designation in the Federal Register. 
Id. As both designations are being continued, soliciting proposals 
for new designees is unnecessary.
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III. Evaluation of the Mechanical Licensing Collective

    The MMA tasked the mechanical licensing collective with significant 
responsibility in administering a complex and novel licensing system. 
In the seven years since its designation, the MLC has worked diligently 
to develop one of the largest databases of musical work ownership in 
the world, improve matching rates and quality, and educate the music 
community regarding the MMA. In response to the NOI, most commenters 
endorsed the MLC's continued designation, though some offered critiques 
or made suggestions for improvement in particular areas. While the 
Office has considered and addressed these comments in the sections 
below, they do not affect our conclusion that the MLC has been a 
success. We find that it has met the statutory qualifications and 
possesses the administrative and technological capabilities to perform 
the required functions to continue its designation as the mechanical 
licensing collective.

A. Nonprofit Status

    The MLC provided a ``Statement of Good Standing'' from the Delaware 
Division of Corporations to demonstrate that it is a ``a single entity 
that is a nonprofit entity, not owned by any other entity, that is 
created by copyright owners to carry out responsibilities'' under the 
MMA.\32\ No comments raised any issue about the MLC's nonprofit status. 
Accordingly, the MLC has satisfied the first statutory criterion for 
designation.
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    \32\ 17 U.S.C. 115(d)(3)(A)(i); see MLC Initial Submission Ex. 
1, at 1.
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B. Indicia of Endorsement and Support

    As proof that it satisfies the second criterion for designation, 
the MLC collected 1,129 endorsements from its current members, and 
provided compiled market share data for covered activities over the 
past 3 years for those endorsers.\33\ The MLC confirmed that the 
endorsing members represent a clear majority of the market over the 
past three years, as measured by their licensing revenue from covered 
activities during this period.\34\ The MLC also provided Music & 
Copyright's annual survey showing that endorsing members Sony Music 
Entertainment, Universal Music Publishing Group, and Warner Chappell 
Music together had an average combined global market share of 69.2% for 
2024.\35\ The MLC noted that copyright owners have shown their 
substantial support over the past three years through their willingness 
to contribute their time and expertise as unpaid representatives on the 
MLC's Board and various committees, and their involvement in campaigns 
to build industry partnerships and improve the MLC's tools and 
resources.\36\ No submitted comments contested the MLC's satisfaction 
of the endorsement criterion.
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    \33\ MLC Initial Submission at 7 and Ex. 2, at 1-28.
    \34\ Id.
    \35\ MLC Ex Parte Letter at 7-8 (July 21, 2025) (citing Market 
share results reveal the 2024 recorded-music and music publishing 
winners and losers, Music & Copyright (Apr. 23, 2025), <a href="https://musicandcopyright.wordpress.com/category/market-share-2/">https://musicandcopyright.wordpress.com/category/market-share-2/</a>).
    \36\ MLC Initial Submission at 8.
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    As the MLC has established that it is ``endorsed by, and enjoys 
substantial support from, musical work copyright owners that together 
represent the greatest percentage of the licensor market for uses of 
such works in covered activities, as measured over the preceding 3 full 
calendar years,'' \37\ it satisfies the second statutory criterion for 
designation.
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    \37\ 17 U.S.C. 115(d)(3)(A)(ii).
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C. Administrative and Technological Capabilities

    The third criterion for designation involves evaluating the MLC's 
administrative and technological capabilities to perform its statutory 
functions, including its governance structure. The Office's NOI 
requested a detailed description of the MLC's administrative and 
technological capabilities as well as other aspects of its operations. 
We also requested an update on the MLC's efforts to implement 
recommendations contained in the Office's Unclaimed Royalties Report, 
including which ones have been implemented to date, what efforts are in 
progress, any plans to implement recommendations in the future, and any 
recommendations it is not planning to implement.\38\
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    \38\ NOI at 5942.
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1. Musical Works Database, Registering Works and Shares, and the 
Claiming Portal
    The statute requires the MLC to create and maintain a free online 
database to publicly disclose information about musical works, their 
owners, and the sound recordings in which they are embodied.\39\ The 
database must include the following musical work information: the MLC's 
standard identifier; the work's title and any alternative or 
parenthetical titles; the international

[[Page 33212]]

standard musical work code (``ISWC''); the name(s) of the copyright 
owner(s) and songwriter(s); International Standard Name Identifiers 
(``ISNIs'') and Interested Parties Information (``IPIs'') for each 
musical work copyright owner, and, if different, songwriter, and 
administrator.\40\ The database must also include the following sound 
recording information: the recording title; the international standard 
recording code (``ISRC''); and any unique identifier(s) assigned by a 
blanket licensee.\41\
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    \39\ 17 U.S.C. 115(d)(3)(E), (e)(20).
    \40\ Id. at 115(d)(3)(E)(ii)-(iii); 37 CFR 210.31(b)(1), (c)(1).
    \41\ 17 U.S.C. 115(d)(3)(E)(ii)-(iii); 37 CFR 210.31(b)(2), 
(c)(2).
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    The statute also requires the MLC to create and maintain an 
``online facility'' (what the MLC and stakeholders refer to as its 
``claiming portal'') listing ``unmatched musical works (and shares of 
works), through which a copyright owner may assert an ownership claim 
with respect to such a work (and a share of such a work).'' \42\
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    \42\ 17 U.S.C. 115(d)(3)(J)(iii)(I) (requiring the MLC to 
``maintain a publicly accessible online facility with contact 
information for the collective that lists unmatched musical works 
(and shares of works), through which a copyright owner may assert an 
ownership claim with respect to such a work (and a share of such a 
work)'').
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    The Office's NOI requested information about how the MLC is 
fulfilling its statutory and regulatory requirements with respect to 
its maintenance of the musical works database. We also requested an 
update on the MLC's efforts to implement recommendations related to the 
database's usability contained in the Unclaimed Royalties Report.\43\ 
These recommendations included establishing ``flexible and robust 
searching, sorting, and filtering features,'' \44\ efficient song 
registration processes that include bulk mechanisms,\45\ portal access 
to represented songwriters,\46\ and quality assurance mechanisms to 
review, verify, and quality-check data reported to the database.\47\
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    \43\ NOI at 5942.
    \44\ Unclaimed Royalties Report at 42.
    \45\ Id. at 48.
    \46\ Id. at 52-54.
    \47\ Id. at 60-62.
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    The MLC confirmed that it continues to satisfy the statutory 
requirements, asserting that it ``maintains one of the largest 
databases of musical work ownership information in the world, with data 
for more than 35.5 million musical works.'' \48\ According to the MLC, 
the database features identifying information for each registered 
musical work including the work's title, the owner(s) of the work, the 
percentage ownership shares claimed by each owner, owner contact 
information, the MLC's standard identifier, or song code, assigned to 
each work, the musical work's ISWC (if provided by rightsholders), and 
``information for any associated sound recording uses The MLC has 
matched to the work.'' \49\ The MLC also stated that it has built 
``novel'' tools and features for users to ``(1) enhance their 
individual user experience (e.g., structured search fields and filters) 
and (2) support the needs of high-volume and power-user Members (e.g., 
on-demand bulk data export and submission tools).'' \50\
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    \48\ MLC Initial Submission at 12.
    \49\ Id.
    \50\ Id.
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    Some commenters praised the database as ``a definitive source 
[that] allows . . . members (publishers, songwriters and 
administrators) to easily and efficiently manage their works.'' \51\ 
For example, one called the database ``one of the most complete 
repositories of musical work metadata that is available to the 
public.'' \52\ Others offered specific critiques regarding the 
database's tools and resources, songwriter access, and data 
quality.\53\
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    \51\ Big Machine Music Initial Comments at 1; NSAI Initial 
Comments at 2 (describing the database as clear, concise, and easily 
navigable).
    \52\ Reservoir Initial Comments at 1 (describing the database as 
``one of the most complete repositories of musical work metadata 
that is available to the public'').
    \53\ Abby North Initial Comments at 2, 5; A2IM Initial Comments 
at 2; BMAC & MAC Reply Comments at 3; CleaRights Initial Comments at 
2.
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a. Tools and Resources
    In the NOI, the Office asked the MLC to describe any efforts it has 
undertaken to enhance database and claiming portal functionality, 
including with respect to searching the database, sorting and filtering 
queries, and sharing and exporting results, as well as specific plans 
to develop additional functionality over the next five years. We also 
asked whether the MLC had any plans to address disputes and situations 
where multiple claimants have claimed shares totaling over 100% on a 
musical work via a module within its portal.\54\ In response, the MLC 
highlighted several enhanced functionalities in tools available to its 
members and the public.
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    \54\ NOI at 5943.
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i. Member tools
    Among the tools available to the MLC's members, the MLC highlighted 
(1) its Member Portal, which allows members to ``register, edit and 
review their musical works data, create and submit registrations for 
any new musical works, manage and update their contact information, 
banking details and tax forms, and associate one or more authorized 
users with their MLC Member accounts''; \55\ (2) its Claiming Tool, 
which allows members to search for unclaimed shares of works and claim 
the shares they administer; (3) various work registration tools, which 
provide for individual registrations, bulk registrations, and 
registration via Common Works Registration (``CWR'') format; (4) its 
Matching Tool, which allows members to search data derived from monthly 
usage reports about recordings the MLC has been unable to match to 
registered musical works, and propose matches; (5) its Catalog Export 
Tool, which allows members to download all, or a portion of, their 
musical works data registered with the MLC; \56\ and (6) its Overclaims 
Tool, which allows members to resolve overclaims and disputes regarding 
newly registered works for which the total shares claimed by all 
members amount to over 100%.\57\
---------------------------------------------------------------------------

    \55\ MLC Initial Submission at 15.
    \56\ Id. at 16-17.
    \57\ MLC Reply Submission at 11.
---------------------------------------------------------------------------

ii. Public tools
    The MLC identified the following publicly available tools and 
resources that aid in matching. Its Public Work Search is a search tool 
that ``allows anyone to retrieve ownership information for every 
musical work contained in [t]he MLC's database.'' \58\ According to the 
MLC, ``search results show ownership data for each rightsholder that 
has claimed a share of the work concerned, the total percentage of 
shares of the work that each owner has claimed, the represented 
songwriters (where rightsholders have provided it), and the sound 
recording products that [t]he MLC has matched to each musical work.'' 
\59\ This tool enables searching by work title, songwriter, and 
publisher, and also ``allows users to filter results by additional 
criteria, including ISWC, MLC Song Code, writer IPI, and Publisher 
IPI.'' \60\
---------------------------------------------------------------------------

    \58\ MLC Initial Submission at 13.
    \59\ Id. at 13.
    \60\ Id.
---------------------------------------------------------------------------

    Its Public Search API is an additional search tool that ``allows 
any member of the public to retrieve information about musical works in 
[t]he MLC database'' through the use of an application program 
interface (``API'').\61\
---------------------------------------------------------------------------

    \61\ Id. at 14. Users can register for access on the MLC's 
website. Data Programs, MLC, <a href="https://www.themlc.com/dataprograms">https://www.themlc.com/dataprograms</a> 
(last visited May 26, 2026).
---------------------------------------------------------------------------

    Its Missing Member Lookup resource is a public, searchable database 
containing the names of rightsholders

[[Page 33213]]

that are not members of the MLC, but that may be entitled to 
royalties.\62\
---------------------------------------------------------------------------

    \62\ MLC Initial Submission at 14.
---------------------------------------------------------------------------

    Its Distributor Unmatched Recording Portal (``DURP'') is a tool 
that allows music distributors, aggregators, and other eligible sound 
recording distributors to view data derived from monthly usage reports 
about recordings the MLC has been unable to match to registered musical 
works. The MLC explained that it created this tool ``to address the 
unique challenges related to matching and distributing works written by 
independent or DIY artists.'' \63\
---------------------------------------------------------------------------

    \63\ Id. at 14-15.
---------------------------------------------------------------------------

iii. Additional resources
    In addition to these tools, the MLC created additional resources to 
assist in matching. It provides its members its ``Top Unmatched 
Recording List,'' which is a spreadsheet of the top 3,000 unmatched 
sound recording uses as reported to the MLC by DMPs based on calculated 
royalty value.\64\ To the public, and as required by the statute, the 
MLC offers a Bulk Data Access Subscription, which provides access to 
the MLC's musical work database in a bulk, machine-readable format.\65\ 
It also created a Data Quality Initiative (``DQI''), which, as 
discussed further below, is a service that ``provides participants with 
reports that highlight the discrepancies between the two sets of data 
so that they can more easily address those discrepancies and improve 
the quality of [t]he MLC's data related to their works.'' \66\
---------------------------------------------------------------------------

    \64\ Id. at 17.
    \65\ Id. at 13; see also 17 U.S.C 115(d)(3)([IEcy])(v) (``The 
mechanical licensing collective shall make such database available 
in a bulk, machine-readable format . . . .'').
    \66\ MLC Initial Submission at 14.
---------------------------------------------------------------------------

iv. Commenters' Views and MLC Response
    Several commenters praised the MLC's tools and resources, 
describing the mechanisms for ``registering and managing catalogue 
information'' as ``user-friendly and efficient.'' \67\ Reporting its 
experience, Big Machine Music stated that ``efficiency of submitting 
the matches, the approval process of our claims and the timely manner 
in which they are then tied back to our account is yet another positive 
change'' the MLC has delivered.\68\
---------------------------------------------------------------------------

    \67\ NMPA Initial Comments at 4 (``NMPA members have found the 
MLC's tools for registering and managing catalogue information to be 
user-friendly and efficient.''); Big Machine Music Initial Comments 
at 1 (stating that the MLC's ``centralized database of song 
ownership information . . . has become a definitive source and 
allows for members (publishers, songwriters and administrators) to 
easily and efficiently manage their works''); NSAI Initial Comments 
at 2 (``The MLC built a publicly accessible database that is clear 
and concise, easily navigable and provides as much information as 
the MLC can publicly disclose.''); Peermusic Initial Comments at 3 
(``In the areas in which we felt there was room for The MLC to build 
upon its initial successes, progress has to date been quick and 
highly visible: in the services provided to members, for example, 
including iterative improvements in portal access, client services, 
and new and creative methods to improve the quality of the musical 
works database.'').
    \68\ Big Machine Music Initial Comments at 1.
---------------------------------------------------------------------------

    Other commenters were more critical. Some expressed general concern 
regarding the registration process and the length of time it took the 
MLC to register and claim works.\69\
---------------------------------------------------------------------------

    \69\ Word Collections Initial Comments at 10 (``The MLC's 
workflows for submitting and claiming works are woefully 
inefficient, unwieldy, unreliable, non-intuitive, and appear to vary 
in execution based on member creating a veritable black hole that 
negates the entire purpose of submitting works to The MLC in the 
first place.''); George Johnson Initial Comments at 1 (describing 
the MLC's bulk song registration process as ``almost impossible and 
time consuming''); see also A2IM Initial Comments at 3 (``Limits on 
API access, registration, and claims create bottlenecks that hinder 
the efficiency,'' thus, ``[t]he MLC should expand API access and 
simplify the registration and claiming processes to facilitate 
easier and faster transactions that will benefit the entire music 
ecosystem, not just those with greater resources.''); Abby North 
Initial Comments at 5 (encouraging the Office to provide guidelines 
for the MLC ``regarding reasonable times from delivery of a match or 
claim by a member to processing'').
---------------------------------------------------------------------------

    Others highlighted certain inefficiencies in the MLC's Matching 
Portal.\70\ The A2IM stated that ``the current matching tool is not 
versatile enough to effectively match many titles, leaving a 
significant number of songs unmatched and contributing royalties to the 
black box.'' \71\ Hameys Songs reported that it has had to submit its 
catalog ``multiple times'' to claim unmatched songs, and that ``[m]any 
of these attempts have been unsuccessful and many of the titles are 
still in the unclaimed section of [t]he MLC website.'' \72\
---------------------------------------------------------------------------

    \70\ Abby North Initial Comments at 5; Go to Eleven 
Entertainment Initial Comments at 1 (``With regard to submitting 
matches to unmatched works, their system is not ideal in any way as 
you cannot print out a complete excel list of such works by title, 
but can only make a claim on a song-by-song basis''); Lindvall, 
Lowery & Morgan Initial Comments at 13 (``[I]t appears that in order 
to use the Matching Tool, one must first be a Member and have 
registered your catalog. This slows down the matching process.'').
    \71\ A2IM Initial Comments at 2.
    \72\ Hameys Songs Initial Comments (``By resubmitting, we mean 
sending in the same titles and metadata information over and over 
again!'').
---------------------------------------------------------------------------

    Commenters also took issue with certain aspects of the Overclaims 
Tool. Some noted that it only permits resolution of claims made within 
the last 90 days.\73\ Another called the tool ``rudimentary for newly 
registered works,'' calling for ``further enhancements that includes 
all overclaims and disputes.'' \74\
---------------------------------------------------------------------------

    \73\ Go to Eleven Entertainment Initial Comments at 5; Abby 
North Initial Comments at 3.
    \74\ Spirit Music Group Initial Comments at 2.
---------------------------------------------------------------------------

    Finally, commenters offered several suggestions regarding the MLC's 
public tools and resources. For example, while Spirit Music Group 
praised the MLC's Missing Member Lookup resource's usefulness to 
``identify members that have not claimed royalties, and to identify 
errors for the writers and publishers'' it represents, they suggested 
that there should be a way to also identify and quantify the 
corresponding recordings.\75\ One commenter noted issues with the 
royalty report format,\76\ although another praised the ease of 
processing such reports.\77\
---------------------------------------------------------------------------

    \75\ Id.
    \76\ Hameys Songs Initial Comments at 1 (explaining that the MLC 
uses .tsv files while other collective management organizations 
(``CMOs'') use PDF, Excel, or CSV). Relatedly, another commenter 
expressed concern that, although the bulk data access service is 
public, the data is provided in DDEX format such that, according to 
her, ``there is no way you can use the bulk list unless you pay to 
convert it to a CSV'' format. Go to Eleven Entertainment Initial 
Comments at 1-2.
    \77\ Warner Chappell Music Reply Comments at 2-3 (``The MLC 
provides members with detailed electronic statements via the portal. 
These statements are easier to process than many of the other CMO 
statements received by Warner Chappell around the world.'').
---------------------------------------------------------------------------

    In its reply comments, the MLC reiterated its commitment to making 
continued enhancements to its tools and resources, noting upgrades to 
its ``Claiming Tool, improvements to the individual and bulk 
registration tools, and refinements to the Matching Tool.'' \78\ 
Related to its work registration process, the MLC reported that it 
``consistently processes between 80% and 90% of the incoming 
registrations it receives in any given month within 21 days after the 
end of the month during which they are received,'' and ``now provides 
detailed rejection reasons for any incoming registration that it does 
not approve directly in the Registration History section of its Member 
Portal.'' \79\ Finally, while the MLC defended its bulk data format 
choice (DDEX), by stating that it is the most accessible and industry-
standard format for bulk data, it encouraged members to contact 
customer service for formatting and accessibility concerns.\80\
---------------------------------------------------------------------------

    \78\ MLC Ex Parte Letter at 3 (July 21, 2025).
    \79\ Id. at 6.
    \80\ MLC Ex Parte Letter at 5 (Nov. 20, 2025) (``The MLC's 
support team is trained to assist Members unfamiliar working with 
these and other formats and The MLC's Help Center already includes 
related step-by-step technical guidance.'').
---------------------------------------------------------------------------

    The Office supports the MLC's continued efforts to improve its 
database tools and resources. In light of commenters' suggestions, we 
encourage

[[Page 33214]]

it to make its data as accessible as resources permit for users of all 
levels of sophistication.
b. Songwriter Access
    The Office also asked the MLC to describe its efforts to develop 
portal access for songwriters who are not self-administered (e.g., 
those represented by a publisher, administrator, or collective 
management organization (``CMO'')), to permit them to access, provide, 
or correct information about themselves and their works, including the 
ability to flag data issues with their publisher or other 
representative, to provide data directly to the MLC, and to have 
permissions-based access to view information such as stream counts and 
revenue.\81\ This inquiry built upon the Office's earlier 
recommendations in our Unclaimed Royalties Report.\82\ Multiple 
comments echoed the Office's recommendation, urging the MLC to develop 
``a portal within its website for published and/or administered 
songwriters to deliver data regarding their works.'' \83\
---------------------------------------------------------------------------

    \81\ NOI at 5943.
    \82\ Unclaimed Royalties Report at 50-51 (recommending that 
``represented songwriters be able to sign up with the MLC to gain 
appropriate access to the portal (or a tailored version of the 
portal), through which they can easily view and interact with 
information about their works, including the ability to alert [the 
MLC and] their publishers, administrators, or other representatives 
to have them register with the MLC (if they have not already done 
so) and/or to have them address any potential data issues flagged by 
the songwriter, including where information is missing, outdated, or 
incorrect'').
    \83\ Abby North Initial Comments at 2; Artist Rights Alliance 
Reply Comments at 2; BMAC & MAC Reply Comments at 3-4.
---------------------------------------------------------------------------

    In October 2025, the MLC released its new Songwriter Hub, which is 
available to any songwriter with registered works. In this portal, 
songwriters are able ``to construct a catalog of their registered 
works, filter and search their catalog for specific works, and export 
the data for their catalogs on demand in a variety of formats.'' \84\ 
Songwriters may also submit correction requests to update writer names 
and IPI numbers. While the Songwriter Hub does not appear to permit 
alerts or corrections to any other data, the MLC reports that it 
``plans to develop additional tools and functionality tailored for 
songwriters to enable them to participate more easily in the 
administration of their songs.'' \85\
---------------------------------------------------------------------------

    \84\ MLC Ex Parte Letter at 3 (July 21, 2025).
    \85\ Id.
---------------------------------------------------------------------------

    The Office appreciates the MLC's responsiveness to member concerns 
and looks forward to the ongoing enhancements that will be made to the 
Songwriter Hub during the MLC's continued designation.
c. Data Quality and Management
    Data quality is foundational to the MLC's ability to perform its 
statutory role successfully. Accordingly, the NOI asked several 
questions related to the MLC's data management. It also asked the MLC 
to provide an update on its progress implementing the Office's 
recommendations from the Unclaimed Royalties Report, which instructed 
the MLC to develop mechanisms for error and fraud detection, employ 
third-party uses of data beyond DMP reporting to ensure that its data 
is in sync with the data held and submitted by authoritative sources, 
and incorporate broad use of standard unique identifiers.\86\
---------------------------------------------------------------------------

    \86\ Unclaimed Royalties Report at 56-71.
---------------------------------------------------------------------------

    Addressing the accuracy of its repertoire data, the MLC highlighted 
its DQI. It explained that the DQI ``provide[s] a streamlined way for 
music publishers, administrators, self-administered songwriters and 
foreign CMOs to compare large schedules of their musical works' data 
against'' the MLC's data.\87\ The MLC provides participants with 
reports that highlight discrepancies between two sets of data so that 
users can resolve those discrepancies and improve the quality of the 
MLC's data. In addition to working with participating publishers, self-
administered songwriters, and administrators, it created a Data Quality 
Initiative Partner Program to partner with organizations that 
specialize in different aspects of music data services.\88\
---------------------------------------------------------------------------

    \87\ MLC Initial Submission at 14.
    \88\ Data Programs, MLC, <a href="https://www.themlc.com/dataprograms">https://www.themlc.com/dataprograms</a> 
(last visited May 26, 2026).
---------------------------------------------------------------------------

    Regarding fraud detection, the MLC affirmed that it ``proactively 
investigates instances of potential streaming fraud and pursues 
collaboration with [DMPs], distributors, aggregators, and other 
stakeholders within the music industry ecosystem to combat'' such 
conduct.\89\ While it noted that it must keep specific detection and 
prevention strategies confidential to preserve their effectiveness, the 
MLC explained that it engages with third-party vendors with fraud 
detection expertise and pursues collaboration with other industry 
stakeholders to bolster prevention and detection efforts.\90\
---------------------------------------------------------------------------

    \89\ MLC Initial Submission at 29.
    \90\ Id. at 29-30.
---------------------------------------------------------------------------

    Finally, the MLC confirmed that it ``employs standard unique 
identifiers to the broadest extent reasonably appropriate, including in 
the works registration, share claiming, and matching processes, and for 
general data maintenance activities.'' \91\ This includes employing 
ISWC numbers, ``if provided by rightsholders.'' \92\
---------------------------------------------------------------------------

    \91\ Id. at 10.
    \92\ Id. at 12.
---------------------------------------------------------------------------

    While some commenters praised the MLC's data management,\93\ others 
proposed specific improvements. Chiefly, commenters called for the MLC 
to require and prioritize use of standard identifiers, like the ISWC 
and the IPI, in their work registrations.\94\ Spirit Music Group 
asserted that ``[e]xpanding the identification process using song 
titles and CISAC codes, i.e., the IPI and ISWC can enhance matching, 
improve results, and reduce unmatched recordings.'' \95\ Another 
commenter suggested the MLC should require ``publishers to use IPI 
numbers of songwriters in their registrations'' to prevent duplicate 
registrations.\96\
---------------------------------------------------------------------------

    \93\ Peermusic Initial Comments at 2 (``On an operational level, 
the transparency, reliability, and accuracy of reporting has been 
exceptional, opening new opportunities for peermusic to understand, 
analyze, and build on the data we receive''); see also Warner 
Chappell Music Reply Comments at 2 (calling the database ``best in 
class'').
    \94\ Abby North Initial Comments at 6; BMAC & MAC Reply 
Comments; Christian Castle Reply Comments; Spirit Music Group 
Initial Comments at 2.
    \95\ Spirit Music Group Initial Comments at 2.
    \96\ Go to Eleven Entertainment Initial Comments at 4.
---------------------------------------------------------------------------

    In response, the MLC agreed that unique identifiers like ISWC and 
IPI numbers are valuable, and clarified that it requests ISWC and IPI 
information from all DMPs who report usage and from all members who 
register their works.\97\ It confirmed that it ``utilizes a number of 
data points and identifiers in its matching processes, including ISWC, 
ISRC, and IPI numbers.'' \98\ It does not, however, ``exclusively rely 
on these identifiers for a variety of reasons, including the fact . . . 
that not all of the data it receives from [DMPs] in their usage reports 
and/or in the works registrations data it receives from rightsholders 
includes these identifiers, and sometimes the identifiers submitted to 
[t]he MLC by [DMPs] and rightsholders are not accurate.'' \99\
---------------------------------------------------------------------------

    \97\ MLC Reply Submission at 19.
    \98\ Id. at 21.
    \99\ Id.
---------------------------------------------------------------------------

    The Office believes that the MLC's approach strikes the appropriate 
balance between the goal to reduce the number of unmatched works by 
employing standardized metadata and the goal of maintaining broad 
access to the database by not making such metadata a prerequisite for 
engagement. As the MMA's legislative history notes, ``[u]sing 
standardized metadata such as ISRC and ISWC codes, is a major step 
forward in reducing the number of

[[Page 33215]]

unmatched works.'' \100\ With that aim, the Office had encouraged the 
MLC to employ standardized metadata ``to the broadest extent reasonably 
appropriate, including in its registration and claiming processes, 
matching processes, and general data maintenance activities.'' \101\ We 
agree, however, that some flexibility remains necessary in the context 
of registration and claiming, as requiring members to submit ISWCs, or 
other standard identifiers, may inhibit broader participation by 
publishers or songwriters who do not know or have access to that 
information.
---------------------------------------------------------------------------

    \100\ Conf. Rep. at 7.
    \101\ Unclaimed Royalties Report at 65.
---------------------------------------------------------------------------

i. Matching Practices
    One of the MLC's statutory duties is to match the sound recordings 
used by DMPs to their underlying musical works and match those musical 
works to their copyright owners, who must be identified and 
located.\102\ To assist our review of the MLC's execution of this duty, 
the Office requested detailed information about its matching practices, 
including how it measures match accuracy. Specifically, the NOI asked 
how the MLC has worked to improve automated and manual matching since 
the blanket license became available, and how it plans to further 
enhance matching over the next five years, both matching sound 
recordings to musical works and matching musical works to identified 
and located copyright owners. We also asked it to explain how it is 
using quantifiable measurements to monitor its match rate confidence, 
and how it adjusts confidence levels without using numerical 
metrics.\103\
---------------------------------------------------------------------------

    \102\ 17 U.S.C. 115(d)(3)(C)(i)(III).
    \103\ NOI at 5943; see The Mechanical Licensing Collective, 2022 
Annual Report 9 (2023) (``MLC 2022 Annual Report''), <a href="https://www.themlc.com/hubfs/The%20MLC%202022%20Annual%20Report.pdf">https://www.themlc.com/hubfs/The%20MLC%202022%20Annual%20Report.pdf</a> (stating 
that the MLC ``does not use numerical metrics to monitor match rate 
confidence'').
---------------------------------------------------------------------------

    The MLC's response described a ``multilayered'' matching 
methodology, which includes automated and manual matching, a dedicated 
Matching Team, a quality-assurance process, and additional matching 
initiatives.\104\ Its methodology begins with employing automated 
``elastic search'' technology provided by one or more of its vendors to 
match sound recording information received from DMPs to musical work 
information in the MLC's database.\105\ In its automated process, 
unmatched sound recordings are also rerun against subsequent monthly 
snapshots, which incorporate newly submitted registration data, to see 
if new data results in new matches.\106\
---------------------------------------------------------------------------

    \104\ MLC Initial Submission at 18-21.
    \105\ Id. at 18.
    \106\ Id. at 19.
---------------------------------------------------------------------------

    Sound recordings that are not matched during this process are 
manually reviewed by the Matching Team, which uses ``custom-built 
technology and public resources to research missing data elements and 
make manual matches.'' \107\ During this process, MLC staff conducts 
quality assurance, using ``CMO databases, music credit databases, DMP 
websites, content owner websites, and other niche and genre-specific 
sources'' to cross-reference multiple sources to validate manual 
matches.\108\
---------------------------------------------------------------------------

    \107\ Id.
    \108\ The Mechanical Licensing Collective, 2024 Annual Report 53 
(2025) (``MLC 2024 Annual Report''), <a href="https://www.themlc.com/hubfs/The%20MLC%202024%20Annual%20Report.pdf">https://www.themlc.com/hubfs/The%20MLC%202024%20Annual%20Report.pdf</a>.
---------------------------------------------------------------------------

    Any sound recordings that remain unmatched are presented in the 
MLC's Matching Tool ``to allow [m]embers to search for and identify 
sound recordings and independently propose matches. The Matching Team 
then manually verifies the accuracy of each [m]ember-proposed match.'' 
\109\ The MLC also highlighted additional matching initiatives. For 
example, it pointed to its Supplemental Matching Network, which is a 
network of vendors that use ``complementary technologies'' to 
supplement its internal matching activities.\110\ Currently, the 
network consists of organizations that specialize in: music data and 
licensing (Blokur); compiling music credits from record labels, 
distributors, publishers and industry associations (Jaxsta); audio 
recognition technology (Pex); and data matching and administration 
(Salt and SX Works).\111\
---------------------------------------------------------------------------

    \109\ MLC Initial Submission at 19.
    \110\ Id. at 19-20.
    \111\ Id. at 19, 31-32.
---------------------------------------------------------------------------

    According to the MLC, this methodology has resulted in high match 
rates. It reported that, as of its initial submission date, its 
``current overall match rate across all usage periods stands at 91.6%, 
with year-specific match rates of 93.7% for 2021, 93.0% for 2022, 91.9% 
for 2023, and 90.3% for 2024.'' \112\ These rates are based on ``the 
total amount of royalties matched to registered musical works compared 
to the total royalties reported to [t]he MLC by [DMPs].'' \113\
---------------------------------------------------------------------------

    \112\ MLC Ex Parte Letter at 2 (July 21, 2025).
    \113\ MLC Initial Submission at 20.
---------------------------------------------------------------------------

    To measure the accuracy of its match rates, the MLC explained that 
it routinely ``runs a number of different analytical processes of the 
matches it has made and conducts systematic, regular testing of its 
matches.'' \114\ Its Matching Team regularly examines random sample 
sets of automated matches and analyzes the results.\115\ The MLC stated 
that its match rate confidence is further bolstered by comparing the 
matches produced by its internal processes with the matching data 
provided by its Supplemental Match Network vendors.\116\
---------------------------------------------------------------------------

    \114\ Id. at 22.
    \115\ Id.
    \116\ Id.
---------------------------------------------------------------------------

    Finally, the MLC highlighted other planned efforts to improve its 
match rate confidence and its ability to match sound recordings to the 
musical works they embody. For example, it noted that it is ``working 
with other large CMOs on pilot programs to exchange matching data, in 
order to create yet another point of comparison that both organizations 
can use to assess the accuracy of their respective matches and to 
identify supplemental matches.'' \117\ It explained, ``[t]his approach 
of assembling multiple points of comparison offers a compelling way for 
[t]he MLC to monitor the efficacy and accuracy of its internal 
processes.'' \118\ In addition, it noted that, in response to user 
feedback, it is developing mechanisms for members with larger catalogs 
to deliver proposed matches in bulk.\119\ These proposed matches would 
then be reviewed by a supplemental matching vendor for automated 
verification.\120\
---------------------------------------------------------------------------

    \117\ Id.
    \118\ Id.
    \119\ Id. at 20.
    \120\ Id. at 20, 22.
---------------------------------------------------------------------------

    Many commenters highlighted the match rate as evidence that the 
MLC's matching methodology has been successful.\121\ The NMPA commented 
that ``[t]he MLC has . . . worked diligently to reduce the incidence of 
unmatched and unclaimed royalties through better ownership data, the 
use of manual matching and partnerships with other technology vendors, 
resulting in an historically high average match rate of over 90%.'' 
\122\ One coalition of music publishers stated that they ``believe that 
there is a direct correlation between the tools offered by the MLC . . 
. and our respective publishers' Song Match Rate.'' \123\
---------------------------------------------------------------------------

    \121\ CMPA Initial Comments at 2.
    \122\ NMPA Initial Comments at 4-5.
    \123\ CMPA Initial Comments at 2.
---------------------------------------------------------------------------

    Other commenters, however, took issue with how the MLC defines its 
match rate.\124\ Attorney Gwendolyn Seale stated, ``As the most popular 
musical works are the ones generating the bulk of mechanical royalties 
over a

[[Page 33216]]

given month and are typically owned and/or controlled by the major 
music publishers with the resources and capabilities to constantly 
monitor activities concerning their clients' musical works and engage 
in manual matching, the current definition of match rate (i.e., the 
royalty-based definition) does not mean very much by itself.'' \125\ 
Seale continued, ``It would be useful for the MLC to also provide the 
monthly match rate on a recordings-to-musical works-matched basis,'' or 
a works-based calculation,\126\ and argued that such data would ``shine 
a light on the efficacy of the MLC's and its vendors' matching 
technology and would help to ensure the musical works of countless 
self-published songwriters are being matched to reported sound 
recordings.'' \127\
---------------------------------------------------------------------------

    \124\ Gwendolyn Seale Initial Comments at 3-4; George Johnson 
Initial Comments.
    \125\ Gwendolyn Seale Initial Comments at 3-4.
    \126\ Id.
    \127\ Id.
---------------------------------------------------------------------------

    The MLC explained that a royalties-based calculation is standard 
for most CMOs. While it disagreed that a works-based calculation was 
warranted, in light of commenter concerns the Office requested further 
information regarding its match rate by royalty value. In response, the 
MLC defined five royalty tiers representing the cumulative amount of 
mechanical royalties earned by a given work since it began operating in 
January 2021: (1) greater than $5,000; (2) between $1,000 and $5,000; 
(3) between $500 and $1,000; (4) between $100 and $500; and (5) under 
$100.\128\ The MLC's current average match rates for the top three 
tiers are each above 90%, and for the highest tier it is over 99%. For 
works with a cumulative royalty value between $100 and $500, it is 
approximately 83%. And for works with a cumulative royalty value under 
$100, it is 63%.\129\
---------------------------------------------------------------------------

    \128\ MLC Ex Parte Letter at 5 (July 21, 2025).
    \129\ Id.
---------------------------------------------------------------------------

    The Office asked whether the MLC has identified any notable trends 
or patterns in reported usage that it has been unable to match through 
its efforts to date. It also asked the MLC about its attempts to 
address these trends or patterns, and specifically, to describe any 
targeted efforts it has undertaken or plans to undertake in the next 
five years.\130\
---------------------------------------------------------------------------

    \130\ NOI at 5943.
---------------------------------------------------------------------------

    In response, the MLC explained, ``[s]ound recordings with high 
stream counts that generate higher royalties are more likely to be 
matched to a work registered with [t]he MLC, while sound recordings 
with low stream counts and minimal royalties . . . are less likely to 
be matched--often because the works featured in those recordings have 
not been registered with [t]he MLC.'' \131\ The MLC's data appears to 
validate this trend. According to the data, over 500 million unmatched 
reported sound recordings have less than one dollar in accrued 
mechanical royalties across all blanket periods to date (with the 
average being approximately five cents).\132\ The MLC reasoned that 
rightsholders of these ``long tail'' works \133\ ``have less of a 
financial incentive to complete the work registration process since 
those works generate minimal royalties.'' \134\
---------------------------------------------------------------------------

    \131\ MLC Initial Submission at 23.
    \132\ Id. at 23 n.46.
    \133\ The MLC refers to ``long tail'' works as those works 
``with low stream counts and minimal royalties . . . [that] are less 
likely to be matched.'' Id.
    \134\ Id.
---------------------------------------------------------------------------

    The MLC further stated that it created the DURP program to address 
the ``unique challenges related to matching and distributing works 
written by independent or DIY artists,'' e.g., ``songs with lower 
stream counts and royalties.'' \135\ As noted above, the DURP program 
engages independent distributors, aggregators, and other eligible sound 
recording distribution companies to identify the rightsholders for the 
works embodied in sound recordings with lower stream counts.\136\ As of 
May 2026, the initiative includes at least 125 enrolled 
distributors.\137\
---------------------------------------------------------------------------

    \135\ MLC 2024 Annual Report app. at 53; MLC Initial Submission 
at 14, 23.
    \136\ MLC Initial Submission at 23.
    \137\ DURP Partners, MLC, <a href="https://www.themlc.com/durp-partners">https://www.themlc.com/durp-partners</a> 
(last visited May 26, 2026).
---------------------------------------------------------------------------

    Based on the Office's review of the MLC's submissions, its matching 
processes and quality assurance analysis appear to function well. In 
accordance with our Unclaimed Royalties Report recommendations, the MLC 
reports employing both automated and manual matching processes that 
engage a broad array of resources. Its efforts include searching public 
and private third-party databases and leveraging its membership and 
industry partners. The Office supports the expansion of initiatives 
that contribute to improving the MLC's methodology and match rate 
confidence, including DURP and the Supplemental Matching Network.
    The Office applauds the MLC's efforts to improve match rates for 
``long tail'' works. Its disclosure of match rates by the royalty value 
tiers provided during this proceeding provides a helpful additional 
metric. If the MLC were to provide this information going forward, it 
would better assist with gauging the effectiveness of its matching 
methodology and initiatives for works earning different ranges of 
royalties.
ii. Collection and Distribution of Royalties, Including Unclaimed 
Accrued Royalties
    To assess the MLC's performance related to its duty to collect and 
distribute royalties, the Office requested information about its 
royalty distributions. Specifically, we asked the MLC for an update on 
its efforts to implement Unclaimed Royalties Report recommendations, 
which included the recommendation to adopt transparent, practical, and 
equitable policies, practices, and procedures, especially with respect 
to holding and distributing unclaimed accrued royalties.\138\
---------------------------------------------------------------------------

    \138\ NOI at 5942 n.36 (citing the Unclaimed Royalties Report).
---------------------------------------------------------------------------

    The MMA makes the MLC responsible for ``[c]ollect[ing] and 
distribut[ing] royalties from [DMPs]'' using the statutory mechanical 
license.\139\ Any ``royalties that cannot be distributed due to'' ``an 
inability to identify or locate a copyright owner of a musical work (or 
share thereof)'' or ``a pending dispute before the [D]ispute 
[R]esolution [C]ommittee of the [MLC],'' must be ``deposit[ed] into an 
interest-bearing account.'' \140\ For those works for which royalties 
have accrued but the copyright owner is unknown or not located, the MLC 
holds such royalties for a minimum time period, as designated by the 
statute. In general, this period is ``not less than 3 years after the 
date on which the funds were received by the [MLC].'' \141\ At the end 
of the statutory minimum holding period, accrued royalties for musical 
works (and shares) that remain unmatched become eligible for 
distribution by relative market share ``to copyright owners identified 
in the records of the collective,'' at which point they become 
``unclaimed accrued royalties.'' \142\
---------------------------------------------------------------------------

    \139\ 17 U.S.C. 115(d)(3)(C)(i)(II).
    \140\ Id. at 115(d)(3)(G)(i)(III).
    \141\ Id. at 115(d)(3)(H)(i); see also Conf. Rep. at 11 (``For 
unmatched works, the collective must wait for the prescribed holding 
period of three years before making such distribution. This is 
intended to give the collective time to actively search for the 
copyright owner.'').
    \142\ 17 U.S.C. 115(d)(3)(J)(i), (e)(34).
---------------------------------------------------------------------------

    The statute also includes a ``transition period'' for the period 
following the MMA's enactment in October 2018, and before the blanket 
license became available on January 1, 2021.\143\ During the transition 
period, if the musical work copyright owner was unknown, anyone seeking 
to obtain a compulsory license to make digital phonorecord deliveries 
could rely on a limitation on liability that required the DMP to 
``continue[ ] to search for the musical

[[Page 33217]]

work copyright owner'' using good-faith, commercially reasonable 
efforts and bulk electronic matching processes.\144\ If the musical 
work copyright owner was not found before the end of the transition 
period, the DMP had to account for and transfer the accrued royalties 
(called ``historic royalties'') to the MLC in 2021 for further 
processing. According to the MLC, twenty-one DMPs submitted reporting 
and transferred royalties related to streaming activities that took 
place between 2007 and 2020.\145\ Unclaimed historic royalties are 
subject to a future market-share distribution, like unclaimed blanket 
license royalties.
---------------------------------------------------------------------------

    \143\ H.R. Rep. No. 115-651, at 10 (2018); S. Rep. No. 115-339, 
at 10 (2018).
    \144\ 17 U.S.C. 115(b)(2)(A), (d)(9)(D)(i), (d)(10)(A)-(B); see 
H.R. Rep. No. 115-651, at 4, 10; S. Rep. No. 115-339, at 3, 10, 22.
    \145\ Historical Unmatched Royalties, MLC, <a href="https://www.themlc.com/historical-unmatched-royalties">https://www.themlc.com/historical-unmatched-royalties</a> (last visited May 26, 
2026).
---------------------------------------------------------------------------

    The MLC provided an overview of its relevant metrics and 
achievements in response to the Office's inquiry. First, it provided 
distribution metrics for blanket license royalties, historical 
royalties, and voluntary licenses. As of its June 2025 distribution, 
the MLC reported processing ``over $3.11 billion in total royalties, 
comprising approximately $2.865 billion in blanket royalties directly 
distributed by [t]he MLC and $246 million in voluntary royalties 
(valued at the applicable statutory rates) processed by the MLC, but 
distributed by DMPs to licensors under voluntary license 
arrangements.'' \146\ Each year since its inception, the MLC has 
completed every royalty distribution ``on time or early'' for the usage 
that took place in each relevant year.\147\ It reports that it has 
``matched nearly $314 million of the $397.20 million in historical 
unmatched royalties that DMPs transferred in February 2021 (or 79% of 
the total amount transferred) and distributed approximately $223.42 
million (or more than 56% of the total transferred).'' \148\
---------------------------------------------------------------------------

    \146\ MLC Ex Parte Letter at 1-2 (July 21, 2025).
    \147\ The Mechanical Licensing Collective, 2021 Annual Report 1 
(2022), <a href="https://www.themlc.com/hubfs/Marketing/23856%20The%20MLC%20AR2021%206-30%20REFRESH%20COMBINED.pdf">https://www.themlc.com/hubfs/Marketing/23856%20The%20MLC%20AR2021%206-30%20REFRESH%20COMBINED.pdf</a>; MLC 2022 
Annual Report at 2; The Mechanical Licensing Collective, 2023 Annual 
Report 2 (2024), <a href="https://www.themlc.com/hubfs/2023%20MLC%20Annual%20Report.pdf">https://www.themlc.com/hubfs/2023%20MLC%20Annual%20Report.pdf</a>; MLC 2024 Annual Report at 1.
    \148\ MLC Ex Parte Letter at 2 (July 21, 2025).
---------------------------------------------------------------------------

    The MLC previously reported that, of the $568,945,432.36 in 
royalties held related to 2021-2024 usage, $243,856,456.84 is related 
to unclaimed royalties.\149\ And, of the $397,196,646.86 in historical 
unmatched royalties collected, $195,779,461.26 remain unmatched and 
$74,473,413.08 remain unclaimed.\150\
---------------------------------------------------------------------------

    \149\ MLC 2024 Annual Report app. at 17.
    \150\ Id. at 18.
---------------------------------------------------------------------------

    The MLC has not yet distributed unclaimed royalties. In early 2026, 
however, it announced that it has begun developing a policy to 
distribute the remaining unmatched and unclaimed blanket 
royalties.\151\ While the MLC has, to date, prioritized the growth and 
engagement of its membership and the continued improvement of data 
necessary to facilitate accurate matching, it also recognizes that 
Congress did not contemplate the indefinite retention of blanket 
royalties.
---------------------------------------------------------------------------

    \151\ Looking One Year Ahead: Market Share Distributions, MLC, 
<a href="https://pages.themlc.com/looking-one-year-ahead-market-share-distributions">https://pages.themlc.com/looking-one-year-ahead-market-share-distributions</a> (last visited May 26, 2026).
---------------------------------------------------------------------------

    Starting in early 2027, the MLC plans to start making market share 
distributions of unmatched and unclaimed royalties on a monthly, per-
song and ``pro rata basis for each [DMP] and offering''; in other 
words, ``[e]very song that earned monthly royalties . . . will receive 
its pro rata share of the remaining royalties for that month.'' \152\ 
The MLC reports that the ``current amount of remaining unmatched and 
unclaimed royalties from January 2021 that would be eligible to be 
included in [the] first monthly distribution in 2027 is less than $7 
million.'' \153\ Due to continued reprocessing, along with its 
continued matching efforts focused on the remaining 2021 royalties, it 
estimates that the remaining amount will likely be lower by January 
2027. It plans to begin processing the remaining historical (i.e., pre-
January 2021) unmatched royalties at a later date.
---------------------------------------------------------------------------

    \152\ Id.
    \153\ Id.
---------------------------------------------------------------------------

    Many commenters praised the MLC's collection and distribution of 
blanket royalties, noting that it ``has distributed monthly royalty 
payments for all [DMPs] on time or early every month since the first 
distribution in April 2021,'' which ``has allowed U.S. mechanical 
streaming income to become one of the most predictable and transparent 
revenue sources in the music industry.'' \154\ Certain other 
commenters, however, reported payment delays due to processing errors 
and frivolous ownership disputes.\155\ While the Office acknowledges 
the reported payment delays and alleged errors, it appears the MLC 
maintains an infrastructure capable of troubleshooting such issues. It 
has established common sense policies that address disputes and catalog 
transfers through a thoughtful and deliberate process. When a copyright 
owner believes that there has been a payment error, we expect the MLC 
to review and resolve any issues in a timely and fair manner.
---------------------------------------------------------------------------

    \154\ Big Machine Music Initial Comments at 2; see NMPA Initial 
Comments at 3 (``Since its inception, the MLC has distributed over 
$2 billion in royalties to thousands of rightsholders, making every 
monthly royalty distribution on time.''); NSAI Initial Comments at 
2; Recording Academy Reply Comments; Reservoir Initial Comments.
    \155\ See, e.g., Word Collections Initial Comments at 17 
(stating that MLC's Dispute Policy favors those claimants who 
``show[] up first,'' to the detriment of ``uneducated songwriters'' 
less familiar with how the MLC operates''); Music Copyright 
Consultant Group II Initial Comments (reporting payment errors and 
delays due to MLC's method of calculating royalties for medleys and 
music works that include interpolations and samples); Go to Eleven 
Entertainment Initial Comments at 4-5 (claiming that the MLC does 
not freeze payments for works in dispute until resolution, and 
suggesting that to avoid payment issues'' ``[t]he minute [t]he MLC 
is served notice of via a Catalog Transfer Form, all royalties 
should be put on hold until the transfer is confirmed and set up by 
[t]he MLC'').
---------------------------------------------------------------------------

    Overall, the Office applauds the MLC's collection and distribution 
efforts, which have resulted in over $3.9 billion in royalties paid to 
copyright owners. These efforts have had a significant and measurable 
impact on songwriters' and publishers' income, providing increased 
revenue reliability and predictability.
    The Office also supports the MLC in commencing a process to develop 
policies governing the distribution of unclaimed royalties pursuant to 
the statute. We look forward to working with the MLC to ensure that its 
policies and processes are transparent, fair, and equitable for all 
songwriters and publishers.
    iii. Fraud and Frivolous Disputes
    Next, the Office requested information about the MLC's efforts to 
combat fraudulent ownership claims, frivolous ownership disputes, and 
streaming fraud, specifically: (1) ``any steps that the [MLC] is taking 
to protect against the incidence of fraudulent ownership claims and 
frivolous ownership disputes''; (2) ``whether these steps have been 
successful''; and (3) ``whether and to what extent the [MLC] is working 
with DMPs, distributors, aggregators, or others to protect against 
streaming fraud and the status of such efforts, including their success 
or failure.'' \156\
---------------------------------------------------------------------------

    \156\ NOI at 5943.
---------------------------------------------------------------------------

    Regarding frivolous ownership disputes, the MLC asserted that its 
Ownership Dispute Policy is designed to ``efficiently address ownership 
disputes between or among copyright owners'' and ``deters'' frivolous 
claims because it ``require[s] parties that initiate disputes to 
provide written documentation substantiating their

[[Page 33218]]

claim(s) within a fixed time frame.'' \157\ It explained that this 
requirement ``reduces the likelihood that parties without legitimate 
ownership claims can affect timely distribution of related royalties.'' 
\158\
---------------------------------------------------------------------------

    \157\ MLC Initial Submission at 29.
    \158\ Id.
---------------------------------------------------------------------------

    Concerning fraudulent ownership claims, the MLC states that it 
``has implemented a multi-faceted strategy for identifying and 
mitigating fraudulent ownership claims'' that involves multiple 
internal teams monitoring incoming data for signs of fraud at every 
stage of the MLC's royalty distribution process.\159\ When MLC staff 
observe data anomalies, they escalate those observations for greater 
scrutiny.\160\
---------------------------------------------------------------------------

    \159\ Id. at 28-29.
    \160\ Id. at 29.
---------------------------------------------------------------------------

    Finally, regarding streaming fraud, the MLC confirmed that it 
``proactively investigates instances of potential streaming fraud and 
pursues collaboration with [DMPs], distributors, aggregators, and other 
stakeholders within the music industry ecosystem to combat streaming 
fraud.'' \161\ While the MLC kept its specific detection and prevention 
strategies confidential ``to preserve their effectiveness,'' it 
explained that its strategies include, in addition to its own internal 
efforts, ``engaging third-party vendors with expertise in detecting 
fraud'' and ``actively pursuing collaboration with other industry 
stakeholders.'' \162\
---------------------------------------------------------------------------

    \161\ Id.
    \162\ Id. at 29-30.
---------------------------------------------------------------------------

    The Office supports the MLC's proactive work to combat fraud. Its 
collaborative initiatives in this area are important and appear to be 
contributing to improved data accuracy and integrity. We will continue 
to monitor these efforts as they progress.
2. Investment in Resources and Vendor Engagement
    As noted above, to perform its statutory duties, the MLC invests in 
relevant resources and arranges for services of outside vendors. The 
NOI inquired about these activities, including the MLC's reliance on 
third-party vendors to support its operations and fulfill its statutory 
obligations.\163\ The Office also asked the MLC to provide information 
about its Supplemental Matching Network vendors, ``including the 
specific functions that they perform, or have been asked to perform, 
the vendors' relevant experience with clients and projects involving 
similar scale and type, or their industry-specific knowledge.'' \164\
---------------------------------------------------------------------------

    \163\ NOI at 5941.
    \164\ Id. at 5943. Office regulations also require the MLC to 
provide in its annual report the MLC's ``selection of new vendors 
during the preceding calendar year, including the criteria used in 
deciding to select such vendors, and key findings from any 
performance reviews of the mechanical licensing collective's current 
vendors.'' 37 CFR 210.33(b)(10). The information must ``include a 
general description of any new request for information (RFI) and/or 
request for proposals (RFP) process, either copies of the relevant 
RFI and/or RFP or a list of the functional requirements covered in 
the RFI or RFP, the names of the parties responding to the RFI and/
or RFP.'' Id.
---------------------------------------------------------------------------

    The MLC's initial response provided general information about its 
third-party vendors' business capabilities.\165\ DIMA, the DLC, and 
other commenters advocated for greater transparency,\166\ and in 
subsequent meetings with the MLC, the Office requested further 
information. In response, the MLC elaborated that it ``evaluates vendor 
performance through multiple, standard mechanisms that establish 
expectations for responsiveness, turnaround times, fulfillment, and 
consistency.'' \167\ It explained that ``the vendors that comprise its 
Supplemental Matching Network provide a range of matching-related 
services'' and ``collectively assist [t]he MLC with matching tasks 
(with the specific allocation of work among them subject to adjustments 
to meet [t]he MLC's evolving matching needs).'' \168\ These ``matching 
tasks'' include ``(a) supplementing [t]he MLC's core matching by 
applying independent work-to-recording and recording-to-work matching 
services; (b) validating and expanding matches between sound recordings 
and musical works; (c) finding additional versions of the same 
recordings across [DMPs] so all related uses are captured and tied to 
works already matched; [and] (d) identifying non-musical content so it 
can be removed from the royalty pool.'' \169\
---------------------------------------------------------------------------

    \165\ MLC Initial Submission at 30-32.
    \166\ See, e.g., DLC & DIMA Initial Comments at 15; Gwendolyn 
Seale Initial Comments at 7; Spirit Music Group Initial Comments at 
3.
    \167\ MLC Ex Parte Letter at 5 (Nov. 20, 2025).
    \168\ Id.
    \169\ Id.
---------------------------------------------------------------------------

    The Office understands the MLC's need to maintain flexibility as it 
allocates matching tasks among its vendors. The information provided is 
sufficient for purposes of this designation proceeding. To the extent 
additional transparency is warranted, we will address those 
considerations elsewhere, including in the context of the MLC's annual 
reporting obligations. We will continue to monitor how the MLC 
evaluates vendor performance and determines whether to continue 
engagement.
3. Funding
    The MMA directs the MLC to report on procedures ``to guard against 
fraud, abuse, waste, and the unreasonable use of funds.'' \170\ In 
evaluating whether the current MLC designation should be continued, the 
MMA's legislative history directs the Office to consider any ``evidence 
of fraud, waste, or abuse, including the failure to follow the relevant 
regulations adopted by the Copyright Office.'' \171\ Accordingly, the 
Office requested information about the MLC's ``procedures to safeguard 
its use of the assessment funds against abuse, waste, and other 
unreasonable expenditures.'' \172\ We also asked the MLC to discuss 
``whether it ha[s] become more efficient over time[,] . . . 
address[ing] with specificity any expenditure categories (e.g., 
personnel costs, information technology, professional fees, outreach, 
education, communication & events, insurance, rent, computer equipment, 
& office expenses) that have significantly increased since January 
2021,'' and providing a detailed explanation for any such 
increase.\173\ In addition to the MLC's submission in this proceeding, 
its annual reports aid in the Office's evaluation.\174\ They include 
information on the MLC's ``[b]udgeting and expenditures,'' ``total 
costs for the preceding calendar year,'' projected annual budget, and 
``[e]xpenses that are more than 10 percent of the annual mechanical 
licensing collective budget.'' \175\
---------------------------------------------------------------------------

    \170\ 17 U.S.C. 115(d)(3)(D)(ix)(II)(bb)(BB) (directing the MLC 
to ensure that periodic audit reports address the implementation and 
efficacy of certain procedures). As noted above, the DMPs fund the 
MLC's operations through an administrative assessment that is 
established by the Copyright Royalty Judges.
    \171\ H.R. Rep. No. 115-651, at 6.
    \172\ NOI at 5944. Note that the MMA requires the MLC to retain 
a qualified auditor to examine its books, records, and operations 
and prepare a report on these topics for the MLC's Board. See 17 
U.S.C. 115(d)(3)(D)(ix)(II). The auditor's letter to the MLC's Board 
can be found on the MLC's website. Letter from WithumSmith+Brown, 
P.C. to the Board of Directors of the MLC (Dec. 22, 2023), <a href="https://www.themlc.com/hubfs/Auditor%20Letter%20to%20Board%20re%20MMA%20Audit%20Provision%20">https://www.themlc.com/hubfs/Auditor%20Letter%20to%20Board%20re%20MMA%20Audit%20Provision%20</a>(115(d
)(3)(D)(ix)(II)).pdf.
    \173\ NOI at 5944.
    \174\ The MLC's annual reports and public financial statements 
are available at <a href="https://www.themlc.com/governance">https://www.themlc.com/governance</a>.
    \175\ 37 CFR 210.33(b)(3)-(5), (7).
---------------------------------------------------------------------------

a. Safeguarding Use of Assessment Funds and Efficiency
    The MLC identified internal and external controls that ensure 
responsible use of assessment funds.\176\ Its internal controls include 
``structured approval

[[Page 33219]]

processes for expenditures and payments, emphasizing checks at multiple 
levels to ensure accountability.'' \177\ According to the MLC, 
monitoring mechanisms are in place to review vendor payments, employee-
related financial transactions, and budgeting.\178\ It stated that its 
Budget and Performance Advisory, Audit, and Compensation committees 
provide further ``oversight to ensure judicious use of resources and 
prevention of abuse, waste, and unreasonable expenditures.'' \179\
---------------------------------------------------------------------------

    \176\ MLC Initial Submission at 33-35.
    \177\ Id. at 33.
    \178\ Id.
    \179\ Id. at 34.
---------------------------------------------------------------------------

    The MLC also described its external controls, which include the 
statutorily required quinquennial outside audit, which was last 
completed in 2023.\180\ The external auditor concluded that it had `` 
`obtained reasonable assurance that the financial statements as a whole 
were free from material misstatements, whether caused by fraud or 
error, in accordance with AU-C Section 240 Consideration of Fraud in a 
Financial Statement Audit, as issued by [the American Institute of 
CPAs].' '' \181\ Additionally, the MLC has ``engage[d], on a voluntary 
basis, a qualified and independent outside auditor to examine its books 
and records,'' and each year since 2021, ``[e]ach audit has resulted in 
an unqualified opinion (typically known as a `clean audit report') that 
the financial statements presented fairly the position of [t]he MLC in 
all material aspects in accordance with accounting principles generally 
accepted in the U.S. (`GAAP').'' \182\
---------------------------------------------------------------------------

    \180\ Id. at 33-34.
    \181\ Id. at 34 (quoting Letter from WithumSmith+Brown, P.C. to 
the Board of Directors of the MLC (Dec. 22, 2023)).
    \182\ Id.
---------------------------------------------------------------------------

    Finally, the MLC noted that it ``publicly discloses detailed 
analysis of its annual budget, annual collective total costs, and 
annual expenditures applied against assessment fees collected, as well 
as publicly disclosing copies of each annual IRS Form 990 filings.'' 
\183\
---------------------------------------------------------------------------

    \183\ Id. at 34-35.
---------------------------------------------------------------------------

    Very few commenters addressed the MLC's handling of administrative 
assessment funds.\184\ The DLC and DIMA, however, questioned its 
expenditure of resources to match sound recordings that have less than 
one dollar in accrued mechanical royalties across all blanket periods 
to date.\185\ They argued that ``it is highly inefficient for MLC[] to 
expend substantial resources to match these works, with what can't even 
be described as marginal benefits to creators.'' \186\ Finally, they 
raised concerns related to transparency and access to information about 
certain vendor contracts and administrative assessment data.\187\
---------------------------------------------------------------------------

    \184\ See, e.g., Abby North Initial Comments at 3-4 (stating 
that the MLC should ``spend more money on correcting incorrect party 
data and mismatched recording data so that the correct parties 
receive the distributed royalties''); NMPA Initial Comments at 7-8 
(highlighting that ``the deal struck between music publishers and 
DMPs during the drafting of the MMA was the agreement that DMPs 
would fund `the collective total costs' of the MLC'' (emphasis 
omitted)).
    \185\ See DLC & DIMA Initial Comments at 19.
    \186\ Id.
    \187\ Id. at 15.
---------------------------------------------------------------------------

    With regard to its efforts to match ``long tail'' works, the MLC 
noted the Office's previous encouragement to ``be careful in adopting 
and applying thresholds or cost/benefit analyses to appropriately 
balance the need to be cost-effective and fiscally responsible with the 
core duty to vigorously match.'' \188\ It explained that ``[i]t is 
precisely [the DMP's] disregard for the value of robust and 
comprehensive matching efforts that caused many of the problems that 
the MMA sought to address, and it validates the prescient decision of 
Congress to take control over the royalty administration process away 
from [DMPs] and give it instead to a statutory collective governed by a 
Board consisting almost entirely of rightsholders.'' \189\
---------------------------------------------------------------------------

    \188\ MLC Reply Submission at 25 n.66 (quoting Unclaimed 
Royalties Report at 82).
    \189\ Id. at 24.
---------------------------------------------------------------------------

    As further evidence of its fiscal efficiency, the MLC highlighted 
administrative fee ratios it publishes in its annual reports. These 
ratios ``are calculated by dividing the respective administrative 
assessment for the calendar year by royalty metrics, with the metric 
most relevant for comparison with industry benchmarks being total 
royalty pools reported to [t]he MLC.'' \190\ In its initial submission, 
the MLC reported administrative fee ratios at 4.23% in its first year 
of operation, 3.97% in 2022, and 3.07% in 2023.\191\ For the 2024 
calendar year, the MLC reported an administrative fee ratio at 
3.86%.\192\ These ratios are comparable to or lower than those of other 
collective management organizations.\193\
---------------------------------------------------------------------------

    \190\ MLC Initial Submission at 35.
    \191\ Id. at 35.
    \192\ MLC 2024 Annual Report app. at 15.
    \193\ According to the MLC's CEO, ``no other collective 
management organization has ever reported an administrative cost 
percentage less than 5%, and most similar organizations around the 
world report percentages between 10% and 20% or more.'' MLC Initial 
Submission at 35-36 (quoting Five Years Later--The Music 
Modernization Act Before the Subcomm. on Courts, Intell. Prop. & the 
internet of the H. Comm. on the Judiciary, 118th Cong. (2023) 
(responses to questions on the record of Kris Ahrend, CEO, 
Mechanical Licensing Collective)). The Office notes that 
SoundExchange has reported administrative rates between four and six 
percent. Why should I register with SoundExchange?, SoundExchange, 
<a href="https://www.soundexchange.com/faq/why-should-i-register-with-soundexchange/">https://www.soundexchange.com/faq/why-should-i-register-with-soundexchange/</a> (last visited May 26, 2026).
---------------------------------------------------------------------------

    Some commenters rejected the MLC's assertion that administrative 
fee ratios are appropriate measures of efficiency in the context of the 
blanket license.\194\ The DLC and DIMA argued that ``[g]iven the high 
fixed costs of administering the section 115 license, focusing only on 
the administrative expense ratio leads to the conclusion that MLC[] is 
more efficient or less efficient merely because DMPs generated more or 
less revenues.'' \195\ The DLC and DIMA contended that the MLC's 
spending should correlate to the advancement of its statutory duties, 
such as ```matching' tracks to underlying musical works, and setting up 
systems to receive usage reports and make payments,'' notwithstanding 
how much revenue the services generate.\196\
---------------------------------------------------------------------------

    \194\ DLC & DIMA Initial Comments at 17; Abby North Initial 
Comments at 3-4.
    \195\ DLC & DIMA Initial Comments at 17-18.
    \196\ Id. at 17; see also Abby North Initial Comments at 3-4 
(``The goals should be to have the highest match and claim rate, the 
cleanest data, and the most accurately paid members, not the lowest 
admin fee.'').
---------------------------------------------------------------------------

    Fiscal responsibility and efficiency remain core values in the 
Office's assessment of the MLC's past performance, especially as 
Congress envisioned the MLC ``operat[ing] in a transparent and 
accountable manner.'' \197\ The Office acknowledges the MLC's efforts 
to function accordingly. Indeed, since its initial designation, it has 
delivered to the Office an annual report detailing all budgeting 
information required under the statute and the Office's regulations. In 
addition to the MLC's internal efforts to guard and expend funds 
responsibly, such public reporting permits stakeholders to remain 
vigilant against waste.
---------------------------------------------------------------------------

    \197\ S. Rep. No. 115-339, at 7.
---------------------------------------------------------------------------

    The Office recognizes that there may be a point at which 
expenditures associated with matching activity could become 
disproportionate to the value of royalties distributed. At present, 
however, the record does not indicate that the MLC is approaching such 
a threshold. To the contrary, its continued efforts to match works, 
including those with low accrued royalties, are consistent with its 
statutory obligation to identify and pay rightsholders, particularly 
prior to making any market-based distribution of unmatched funds.
    The Office further concludes that commenters have not established 
that

[[Page 33220]]

the MLC's current metrics for assessing efficiency are unreasonable. 
While there are multiple ways to evaluate efficiency, administrative 
fee ratios are a commonly used and informative metric among CMOs. The 
MLC's reported ratios fall within a range that supports a finding of 
responsible stewardship. Therefore, we find no basis to disturb the 
MLC's designation for that reason.
b. Increased Expenditures
    Next, the Office asked the MLC to provide information on any 
expenditure categories that have significantly increased since January 
2021. In response, the MLC addressed two expenditure increases. First, 
it explained that ``overall staffing expenses have significantly 
increased since January 2021 as [t]he MLC has continued to build out 
its internal teams by hiring new team members.'' \198\ Second, it 
explained that expenses related to education and outreach increased 
after 2022, because ``the COVID-19 pandemic prevented [t]he MLC from 
conducting numerous activities that [t]he MLC would have otherwise 
conducted from the outset,'' and during that time it engaged in 
educational programs and activities exclusively on a virtual 
basis.\199\ As pandemic-related restrictions relaxed, the MLC pivoted 
to add more outreach and education through hosting and participating in 
in-person events, which increased costs.\200\
---------------------------------------------------------------------------

    \198\ MLC Initial Submission at 37.
    \199\ Id.
    \200\ Id.
---------------------------------------------------------------------------

    Based on the information provided, the Office finds that the MLC 
has reasonably explained the identified increases in expenditures, 
including those related to staffing and outreach activities. These 
explanations are consistent with its ongoing efforts to build 
operational capacity and engage with stakeholders pursuant to its 
statutory duties. At the same time, the Office emphasizes the 
importance of continued attention to the efficient use of assessment 
funds, particularly as certain expenditures have grown. Thus, we 
encourage the MLC to consider whether additional or more granular 
metrics may assist in evaluating the effectiveness and efficiency of 
such spending, with particular focus on education and outreach 
activities. The Office will continue to monitor these issues, including 
through review of the MLC's annual reports and other disclosures.
4. Governance
    In the NOI, the Office requested information related to the MLC's 
governance, including, inter alia: a copy of the MLC's bylaws; an 
explanation of how it approaches dispute resolution with interested 
parties ``regarding interpretation of the MMA or the Office's 
regulations''; an explanation of how it has been ensuring that ``its 
policies, procedures, and practices are transparent and accountable'' 
and ``that all board and committee members have equal access to 
information in the [MLC's] possession''; the ``status of any policies 
or procedures related to the distribution of unclaimed accrued 
royalties and accrued interest''; and any other ``policies addressing 
its statutory duties, procedures, practices, and guidelines.'' \201\
---------------------------------------------------------------------------

    \201\ NOI at 5944.
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    Overall, the Office finds that the MLC's governance meets the MMA's 
requirements and supports the MLC's continued designation. On this 
topic, comments noting concerns or improvements focused on the MLC 
Board's composition, the Board's Songwriter Trade Group Director, the 
MLC's authority to interpret the MMA or Copyright Act, transparency, 
and certain MLC policies.
a. Bylaws, Board, and Committees
    The MLC's Board and statutory committee members are selected in 
accordance with its bylaws.\202\ When a nonvoting MLC Board member is 
selected, that candidate ``is then referred to the Register of 
Copyrights for evaluation, along with an explanation of how the 
candidate satisfies the MMA's eligibility requirements'' and becomes 
elevated to the Board only after the Librarian of Congress's 
appointment.\203\ The MLC provided a copy of its bylaws and detailed 
information on its Board and statutorily required committee 
members.\204\ It also provided information on its non-statutory 
committees, including their purposes, members, and selection 
processes.\205\ These additional committees are the Budget Performance 
Advisory Committee, Audit Committee, Compensation Committee, Songwriter 
Nominating Committee, and Publisher Nominating Committee.\206\
---------------------------------------------------------------------------

    \202\ MLC Initial Submission Ex. 3, secs. 6.1, 6.2, 7.2 (``MLC 
Bylaws'').
    \203\ MLC and DLC Contact Information, Boards of Directors, and 
Committees, U.S. Copyright Office, <a href="https://www.copyright.gov/music-modernization/mlc-dlc-info/">https://www.copyright.gov/music-modernization/mlc-dlc-info/</a> (last visited May 26, 2026).
    \204\ MLC Initial Submission at 39-60 and Ex. 3.
    \205\ Id. at 60-64.
    \206\ Id.
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    i. Board and Committees
    The Office received several comments addressing the statutory 
composition of the MLC's voting directors, which is divided between 
four self-published songwriters and ten music publisher 
representatives.\207\ The Office appreciates these comments, but does 
not have the power to change the Board's statutory composition by 
regulation.
---------------------------------------------------------------------------

    \207\ See BMAC & MAC Reply Comments at 2; Gwendolyn Seale 
Initial Comments at 8; Lindvall, Lowery, & Morgan Initial Comments 
at 17; SGA, SCL & MCNA Initial Comments at 4; SONA Initial Comments 
at 7.
---------------------------------------------------------------------------

    Other comments raised concerns about current Board and committee 
membership, with some suggesting that members do not adequately 
represent the publishing and songwriting community, especially smaller 
publishers and independent songwriters.\208\ The Office agrees that 
participation on the MLC's Board or committees is a serious 
responsibility and that these positions should, as a whole, represent 
the varied interests of the greater publishing and songwriting 
community. Although, other than the Songwriter Trade Group Director 
position (discussed below), commenters did not make specific proposals 
to this end, we encourage the MLC to consider ways to address concerns 
regarding adequate representation of stakeholder groups on its Board 
and committees.
---------------------------------------------------------------------------

    \208\ See Abby North Initial Comments at 6-7; BMAC & MAC Reply 
Comments at 2; George Johnson Reply Comments at 12; SONA Initial 
Comments at 7. For example, Go to Eleven Entertainment suggested 
that the MLC would benefit from having members on the MLC's 
Nominating Committees (committees not required by the MMA) who are 
not on the MLC's Board, because ``the [B]oard controls the makeup of 
new members indefinitely and they often do not pick people who would 
challenge [the Board's] opinions.'' Go to Eleven Entertainment 
Initial Comments at 3-4.
---------------------------------------------------------------------------

    ii. Bylaws Governing the Songwriter Trade Group Director
    Songwriter groups specifically addressed how the MLC's bylaws 
implement the statutory nonvoting Board seat for ``a representative of 
a nationally recognized nonprofit trade association whose primary 
mission is advocacy on behalf of songwriters in the United States'' 
\209\ (the ``Songwriter Trade Group Director''). According to the 
bylaws, this director is ``elected by a vote of all Class A Members 
[i.e., the Board's voting ``Songwriter Directors''], with each Class A 
Member having one (1) vote. A tie vote shall be broken by a vote of the 
full Board, or if still tied after such vote, by the vote of the Chair 
of the Board.'' \210\ The Songwriter Trade Group Director's term 
``shall continue

[[Page 33221]]

until a vote of the majority of the Class A Members at any Annual 
Meeting of Members (or by a unanimous written consent of all Class A 
Members delivered to the full Board) calls for election of a 
replacement, at which point the term of the Songwriter Trade Group 
Director shall expire at the next Annual Meeting of Members.'' \211\
---------------------------------------------------------------------------

    \209\ 17 U.S.C. 115(d)(3)(D)(i)(V).
    \210\ MLC Bylaws sec. 4.2(c)(1).
    \211\ Id. sec. 4.3. The bylaws also state that ``if a vacancy 
arises with respect to the Songwriter Trade Group Director, the 
Songwriter Directors shall appoint a replacement Director.'' Id. 
sec. 4.4.
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    Since the MLC's formation, the Songwriter Trade Group Director has 
been a representative from NSAI. BMAC, MAC, and SONA suggested that 
having varying songwriter group representatives fill the role would be 
beneficial for songwriters as a whole.\212\ BMAC and MAC stated that 
the MLC's bylaws ``make it challenging for different songwriter trade 
groups to be considered for this position.'' \213\ SONA echoed this 
claim.\214\ These groups also asked for ``clarification'' related to 
the ``eligibility, nominating process, term length, and term limits'' 
for the Songwriter Trade Group Director position.\215\
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    \212\ BMAC & MAC Reply Comments at 1-2 (``While we appreciate 
the intent behind this role, we believe the current implementation 
falls short of providing adequate representation for the diverse 
songwriter community.''); SONA Initial Comments at 7; see also SGA, 
SCL & MCNA Initial Comments at 4; Letter from Rep. Scott Fitzgerald 
to Shira Perlmutter, Register of Copyrights and Director, U.S. 
Copyright Office at 3-4 (Aug. 29, 2024) (noting stakeholder concerns 
on this topic).
    \213\ BMAC & MAC Reply Comments at 2.
    \214\ SONA Initial Comments at 7 (``Due to a lack of clarity, 
the nature of the bylaws of The MLC make it virtually impossible for 
any other songwriter trade group to be contemplated.'').
    \215\ BMAC & MAC Reply Comments at 1-2; SONA Initial Comments at 
7.
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    It is important to emphasize that neither BMAC, MAC, nor SONA 
criticized the current Songwriter Trade Group Director or NSAI, the 
Director's trade group. In fact, SONA expressed its ``gratitude for all 
the work that NSAI has dedicated to the position.'' \216\ The Office 
echoes the appreciation for NSAI's work to support the MMA's goals, 
including through its participation on the MLC's Board.
---------------------------------------------------------------------------

    \216\ SONA Initial Comments at 7.
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    The Office does, however, recommend some changes to the MLC's 
bylaws governing the Songwriter Trade Group Director. We believe that 
the bylaws' current provision governing the Songwriter Trade Group 
Director's term is inconsistent with the statute, as the term does not 
have a fixed duration, but continues until the Songwriter Directors 
call for the election of a replacement Songwriter Trade Group 
Director.\217\ The MMA gives the MLC the authority to establish rules 
governing ``the length of the term for each member of the board of 
directors,'' \218\ and that phrase suggests a fixed duration.\219\
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    \217\ MLC Bylaws sec. 4.3. The bylaws also state that ``if a 
vacancy arises with respect to the Songwriter Trade Group Director, 
the Songwriter Directors shall appoint a replacement Director.'' Id. 
sec. 4.4.
    \218\ 17 U.S.C. 115(d)(3)(D)(ii)(I)(aa) (emphasis added).
    \219\ See Term, Black's Law Dictionary (12th ed. 2024) (defining 
``term,'' in part, as a ``fixed period of time'').
---------------------------------------------------------------------------

    While the rules governing the Songwriter Trade Group Director's 
nomination and election provisions do not conflict with the letter of 
the law, as the MMA gives the MLC discretion in their implementation, 
the Office believes that there would be significant benefits to 
expanding the pool of songwriters who could nominate and elect the 
Songwriter Trade Group Director. Amending the bylaws to allow for 
greater songwriter input also would be consistent with the MMA's 
legislative history, which states ``that songwriters should be 
responsible for identifying and choosing representatives that 
faithfully reflect the entire songwriting community on the Board.'' 
\220\
---------------------------------------------------------------------------

    \220\ Conf. Rep. at 4.
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    The Office encourages the MLC's Board to make these changes as soon 
as reasonably practicable.
    iii. Authority To Interpret the MMA or Copyright Act
    Some commenters questioned the MLC's authority to establish various 
policies, including those that interpret the MMA or Copyright Act. For 
example, Artist Rights Institute and Abby North noted their concern 
over ``appeal rights in the policies and practices of [t]he MLC . . . 
that effectively make the MLC a [rulemaking] body not authorized by the 
Music Modernization Act.'' \221\ Attorney Gwendolyn Seale stated that 
``[a]dditional transparency regarding some of the MLC's positions taken 
since 2021 is warranted, particularly with respect to its (1) 
investment policy, (2) copyright terminations policy, and (3) 
historical royalties distributions decisions.'' \222\
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    \221\ Artist Rights Institute & Abby North Reply Comments at 1.
    \222\ Gwendolyn Seale Initial Comments at 8 (noting also that 
``the MLC should be disclosing its organizational meeting minutes to 
the public, so the public is aware of the rationale behind its 
decisions'').
---------------------------------------------------------------------------

    Nothing in the statute gives the MLC authority to interpret the 
Copyright Act or MMA.\223\ Moreover, it is the Office, with the 
Librarian of Congress's approval, that has the authority to promulgate 
regulations to effectuate the mechanical license and the CRJs who have 
the authority to set the statutory mechanical license's rates and 
terms, establish the administrative assessment, and promulgate 
regulations related to that assessment.\224\ At the same time, Congress 
granted the MLC its own specified authorities and functions, including 
the ability to establish its own bylaws.\225\ While not every decision, 
practice, or dispute involving the MLC requires the Office's legal 
guidance,\226\ we have made clear that we will provide such guidance 
when there is a dispute over the correct interpretation of the 
Copyright Act or MMA.\227\ To the extent that stakeholders have 
concerns about specific MLC practices or legal interpretations, we 
encourage them to bring those concerns to our attention.
---------------------------------------------------------------------------

    \223\ Cf. 17 U.S.C. 702 (``The Register of Copyrights is 
authorized to establish regulations not inconsistent with law for 
the administration of the functions and duties made the 
responsibility of the Register under this title.''); 89 FR 56586, 
56610 (July 9, 2024).
    \224\ 17 U.S.C. 801(b)(1), (b)(8); id. at 115(c)(1)(E)-(F), 
(d)(12)(A).
    \225\ Id. at 115(d)(3)(C), (d)(3)(D)(ii).
    \226\ The Office also recognizes that Congress intended that the 
Office's regulations would ``balance[] the need to protect the 
public's interest with the need to let the new collective operate 
without over-regulation.'' Conf. Rep. at 12.
    \227\ The CRJs are responsible for clarifying any confusion over 
their own regulations. See, e.g., 85 FR 22518, 22529-30 (Apr. 22, 
2020) (noting, in the context of a dispute over the CRJ's regulatory 
definition of ``offering,'' that ``[t]his issue does not seem 
appropriate for the Office to opine on one way or the other . . . 
[and] concerns should be addressed to the CRJs'' and on the issue of 
the CRJ's late fee regulations, ``any clarification should come from 
[the CRJs]'').
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b. Transparency, Accountability, and Access
    As Congress observed, the MLC ``is expected to operate in a 
transparent and accountable manner'' and that the MMA ``specifically 
requires that the [MLC] shall ensure that its policies and practices 
are transparent and accountable.'' \228\ The NOI asked for an 
explanation of how the MLC has been ensuring that ``its policies, 
procedures, and practices are transparent and accountable'' and ``that 
all board and committee members have equal access to information in the 
[MLC's] possession.'' \229\
---------------------------------------------------------------------------

    \228\ Conf. Rep. at 6.
    \229\ NOI at 5944.
---------------------------------------------------------------------------

    The MLC provided examples of how it meets this requirement. First, 
it noted that copies of its policies, ``detailed information about its 
procedures and practices,'' and ``Annual Reports and annual IRS 
filings'' are all available on its website.\230\ It also noted that it 
``has built and deployed numerous tools and resources to facilitate 
access to and

[[Page 33222]]

usage of [t]he MLC's public data by its [m]embers and members of the 
public,'' which ``provide users with significant transparency and 
promote accountability.'' \231\ It stated that it ``provides detailed 
royalty statements every month to [m]embers receiving royalty 
payments'' and ``engages in diligent efforts to publicize throughout 
the music industry the existence of The MLC and the ability for 
rightsholders to register new works, claim shares in registered works, 
and submit proposed matches to unmatched usage, providing transparency 
and broad accountability on usage and ownership records.'' \232\
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    \230\ MLC Initial Submission at 69-70.
    \231\ Id. at 70-71; see also id. at 12-18 (describing tools and 
resources).
    \232\ Id. at 71.
---------------------------------------------------------------------------

    Many commenters supported the MLC's efforts to enhance the 
transparency of its policies, procedures, and practices.\233\ Some, 
however, requested additional transparency concerning its matching 
efforts,\234\ investment policy,\235\ vendors,\236\ and the process to 
nominate its Songwriter Trade Group Director.\237\ Those topics are 
discussed in other sections of this recommendation. Commenters also 
sought increased transparency on various topics, including royalty 
holds \238\ and voluntary licenses.\239\ Finally, some asked for the 
MLC to use clearly defined terminology in its public-facing documents 
\240\ and would like more information and the opportunity to provide 
input into its policy-making process.\241\
---------------------------------------------------------------------------

    \233\ AGM Initial Comments at 1-2 (``The MLC has set forth for 
us a verifiable and exemplary track record of transparency, 
efficiency, professionalism, and dependability.''); Big Machine 
Music Initial Comments at 1-2 (noting that ``[t]he transparency of 
song information at the MLC ensures that we and our songwriters are 
able to keep accurate registration details of our songs, and 
consequently receive accurate and complete royalty payments,'' ``the 
MLC's regular Top Unmatched Sound Recordings Uses Report gives us a 
new level of transparency than we have historically received, and 
allows us to make sure our songs don't fall through the cracks,'' 
and ``has allowed U.S. mechanical streaming income to become one of 
the most predictable and transparent revenue sources in the music 
industry''); NMPA Initial Comments at 4-5; NMPA Reply Comments at 9-
11; NSAI Initial Comments at 2; Peermusic Initial Comments at 2 
(``On an operational level, the transparency, reliability, and 
accuracy of reporting [by the MLC] has been exceptional.''); 
Recording Academy Reply Comments at 2, 4 (``[T]he MLC has provided 
unprecedented transparency regarding the disposition of historical 
unmatched royalties.''); Reservoir Initial Comments at 1.
    \234\ A2IM Initial Comments at 2-3 (``It is crucial for the MLC 
to provide clear statistics on fully matched, partially matched, and 
unmatched titles to ensure transparency and build trust among rights 
holders.''); Abby North Initial Comments at 5; Artist Rights 
Alliance Reply Comments at 2 (``The MLC should increase transparency 
around the amount and status of matched and unmatched royalties, so 
that rightsholders are fully informed and included in the 
process.''); Artist Rights Institute Ex Parte Letter at 3 (Aug. 22, 
2025) (``There must be a formal mechanism for the U.S. Copyright 
Office (USCO) or a designated independent representative experienced 
in royalty accounting, database management and royalty compliance 
examinations . . . to regularly review [t]he MLC's benchmarks for 
matching, claiming, and distribution.''); CleaRights Initial 
Comments at 1; George Johnson Reply Comments at 9; Music Answers 
Initial Comments at 1; Spirit Music Group Initial Comments at 2.
    \235\ A2IM Initial Comments at 3-4; Artist Rights Institute Ex 
Parte Letter at 2, 5-8, 11-12 (Aug. 22, 2025) (calling for more 
transparency around governance issues, including the Investment 
Policy (MLC Initial Submission, Ex. 7)); BMAC & MAC Reply Comments 
at 2; Go to Eleven Entertainment Initial Comments at 4; Gwendolyn 
Seale Initial Comments at 8; SGA, SCL & MCNA Initial Comments at 10.
    \236\ DLC & DIMA Initial Comments at 15 (stating that the MLC 
``declined to disclose the names of a number of the vendors that it 
works with, as well as its agreements with firms providing 
accounting, audit and legal services, without any clear explanation 
as to why that information is not being made publicly available'' 
and ``continues to limit [the DLC's] visibility into its contracts 
that are under $500,000 in value, despite [the DLC's] requests for 
transparency into those not-insignificant expenditures''); Go to 
Eleven Entertainment Initial Comments at 2; Gwendolyn Seale Initial 
Comments at 7 (``In furtherance of transparency, the MLC should 
state whether it: (1) sets performance criteria for its vendors, (2) 
conducts evaluations of its vendors' performances, and if the answer 
to both questions are `yes,' then it should disclose the performance 
criteria and results of such evaluations. . . . If the MLC is not 
setting performance criteria and is not conducting evaluations of 
its vendors, it should do so, and include the results in each annual 
report going forward.''); SONA Ex Parte Letter at 2 (Aug. 18, 2024); 
Spirit Music Group Initial Comments at 3.
    \237\ BMAC & MAC Reply Comments at 2. Two comments also 
addressed transparency of the MLC's annual report. Herman Rodriguez-
Bajandas Initial Comments at 2-3; Letter from Rep. Scott Fitzgerald 
to Shira Perlmutter, Register of Copyrights and Dir., U.S. Copyright 
Office at 3-4 (Aug. 29, 2024). The annual report's requirements, 
however, are found in the statute and regulations. 17 U.S.C. 
115(d)(3)(D)(vii); 37 CFR 210.33. Any adjustments to those 
requirements would come from Congress or in a separate regulatory 
proceeding.
    \238\ Hameys Songs Initial Comments at 2.
    \239\ Imbr Initial Comments at 2-3.
    \240\ Gwendolyn Seale Initial Comments at 2; see also SGA, SCL & 
MCNA Initial Comments at 5-8 (stating that certain data reported by 
the MLC is ``confusing'').
    \241\ DLC & DIMA Initial Comments at 14 (``[T]he MLC should 
ensure that all stakeholders are made aware of its activities and 
decision-making processes.''); Gwendolyn Seale Initial Comments at 
2, 8 (``Additional transparency regarding some of the MLC's 
positions taken since 2021 is warranted, particularly with respect 
to its (1) investment policy, (2) copyright terminations policy, and 
(3) historical royalties distributions decisions. . . . I believe 
the MLC should be disclosing its organizational meeting minutes to 
the public, so the public is aware of the rationale behind its 
decisions.''); Recording Academy Reply Comments at 5; see also Abby 
North Initial Comments at 8 (``When [t]he MLC envisions a new 
policy, members should be provided a mechanism to provide input 
related to this policy, prior to it being adopted.'').
---------------------------------------------------------------------------

    The Office appreciates the MLC's efforts to provide higher levels 
of transparency into its policies, procedures, and practices. We also 
appreciate that it has responded to our requests by providing 
additional information in meeting summaries or in its annual 
reports.\242\ The Office expects the MLC to seriously consider 
commenters' requests for additional transparency on the topics noted 
above. In particular, it should consider ways that songwriters and 
publishers who are not on the MLC's Board or Committees can be better 
informed of those groups' activities,\243\ and have the opportunity to 
submit data or opinions relevant to policies, procedures, and practices 
before they are finalized.\244\
---------------------------------------------------------------------------

    \242\ See, e.g., MLC Ex Parte Letter at 1-2, 5-6 (July 21, 2025) 
(providing the Office with additional requested data); MLC 2024 
Annual Report at 36-37 (reflecting the Office's request for the MLC 
to clarify how it uses the terms ``unmatched royalties'' and 
``unclaimed royalties'').
    \243\ Unclaimed Royalties Study at v (``The MLC should be 
transparent about its activities and should continue to engage 
regularly with stakeholders. Toward this end, among other things, 
the MLC should make relevant material publicly available on its 
website, including: (1) full and complete copies of policies, 
practices, and procedures (e.g., those concerning holding and 
distributing royalties, data quality, and matching activities) 
accompanied by clear layperson's explanations as well as discussions 
of its decision-making processes. . . .'').
    \244\ As Congress indicated in the context of discussing the 
MLC's statutory committees, ``[g]iven their importance, the three 
committees established by the collective must operate in a 
transparent manner to the greatest extent possible in order to avoid 
unnecessary litigation as well as to gain the trust of the entire 
music community.'' Conf. Rep. at 4.
---------------------------------------------------------------------------

c. Unclaimed Royalties Policy
    The MMA directed the MLC's Unclaimed Royalties Oversight Committee 
to ``establish policies and procedures for the distribution of 
unclaimed accrued royalties and accrued interest,'' in accordance with 
the statute.\245\ In response to the Office's earlier request for a 
status update,\246\ the MLC indicated that it had not yet adopted such 
policies and that it intended to do so in advance of any 
distribution.\247\ As discussed above, it has now announced that it is 
developing a policy governing the distribution of unclaimed accrued 
royalties and accrued interest, with distributions expected to begin in 
January 2027.
---------------------------------------------------------------------------

    \245\ 17 U.S.C. 115(d)(3)(J)(ii).
    \246\ NOI at 5944.
    \247\ MLC Initial Submission at 68.
---------------------------------------------------------------------------

    The comments received provide useful context for the development of 
that policy. Commenters generally

[[Page 33223]]

supported the MLC's decision to hold unclaimed royalties beyond the 
minimum statutory period, so that it can improve its matching and 
claiming efforts.\248\ At the same time, some emphasized the importance 
of transparency and increased stakeholder engagement in advance of any 
market share distribution.\249\ For example, the Recording Academy 
stated, ``[w]hen the time does finally come to distribute unmatched 
royalties, the MLC must proceed with the . . . spirit of full 
transparency. A detailed explanation of the proposed process for 
distribution should be circulated well in advance with ample 
opportunity for stakeholders to weigh in.'' \250\ Similarly, while 
Representative Scott Fitzgerald praised the MLC's work to identify 
copyright owners of historical royalties, he noted that ``questions 
remain about whether the eventual market share based distribution 
serves as a disincentive to continue innovation'' and ``encourage[d] 
the Copyright Office to define clear timeframes and transparency 
measures in the distribution process as a condition of redesignation.'' 
\251\
---------------------------------------------------------------------------

    \248\ See, e.g., A2IM Initial Comments at 2 (``The Copyright 
Office should consider conditioning MLC redesignation on further 
delay in the distribution of these funds . . . until the MLC fully 
implements improvements to the system that result from this periodic 
review.''); BMAC & MAC Reply Comments at 3 (``We strongly believe 
that the distribution of unmatched royalties based on market share 
should not occur until significant improvements are made to the 
MLC's matching technology and processes.''); Recording Academy Reply 
Comments at 4-5; SONA Initial Comments at 4.
    \249\ NSAI Initial Comments at 3 (``NSAI believes that The MLC 
needs to prioritize creating a strategy around its eventual market 
distribution of historic unmatched royalties. There is a necessary 
sequence of events that must begin in earnest in order to 
appropriately fulfill the obligation of the law. . . . It will be 
necessary to formulate and publish a written timeline of when and 
how unclaimed royalties from specific periods will be distributed. 
Public notice of an impending distribution will be the only way to 
motivate owners who have not prioritized claiming their 
royalties.''); SGA, SCL & MCNA Initial Comments at 5, 11 (requesting 
the establishment of certain rules governing the distribution of 
unclaimed royalties by market share and stating that ``[e]nsuring 
fairness in market share-based distribution decision-making by the 
MLC board has thus already become a challenge of overwhelming 
importance that can only be met by genuine transparency . . . .'').
    \250\ Recording Academy Reply Comments at 5.
    \251\ Letter from Rep. Scott Fitzgerald to Shira Perlmutter, 
Register of Copyrights and Director, U.S. Copyright Office at 4 
(Aug. 29, 2024).
---------------------------------------------------------------------------

    The Office supports the MLC's efforts to develop policies and 
procedures governing the distribution of unclaimed accrued royalties 
well in advance of the tentative January 2027 distribution. As those 
policies are developed, we encourage the MLC to take into account the 
considerations raised by commenters. Advance publication of policies 
and procedures related to the distribution will provide rightsholders 
an opportunity to offer input. The Office looks forward to working with 
the MLC on this matter, and will continue to monitor its progress.
d. Other Statutory Policies, Procedures, Practices, and Guidelines
    In addition to inquiries regarding the MLC's Unclaimed Royalties 
Policy, the NOI requested ``[c]opies of all the [MLC's] policies 
addressing its statutory duties, procedures, practices, and 
guidelines,'' along with ``the location of these policies, procedures, 
and practices on its website if they are currently available to the 
public, and a summary of changes made, if any, from earlier versions of 
these policies, procedures, practices, and guidelines.'' \252\ The 
MLC's initial submission provided this information for its Conflict of 
Interest Policy, Musical Work Ownership Dispute Policy, Statutory 
Termination Policy, and Guidelines for Adjustments.\253\ It also 
provided this information for its Investment Policy Statement and Cash 
Management Policy Statement, which are discussed in depth below. After 
the Office concluded our rulemaking on ``Termination Rights, Royalty 
Distributions, Ownership Transfers, Disputes, and the Music 
Modernization Act,'' \254\ the MLC updated its Statutory Termination 
Policy.\255\ In September 2024, it established its Catalog Transfer 
Policy, which it revised in November 2024.\256\
---------------------------------------------------------------------------

    \252\ NOI at 5944.
    \253\ MLC Initial Submission at 64-65, 67 and Exs. 5, 6, 9.
    \254\ 89 FR 56586.
    \255\ See MLC Ex Parte Letter at 3 (July 21, 2025).
    \256\ See id.
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i. Conflict of Interest Policy
    Fewer comments addressed the MLC's Musical Work Ownership Dispute 
Policy, Statutory Termination Policy, Catalog Transfer Policy, or 
Guidelines for Adjustments.\257\ The DLC and DIMA, however, objected to 
the MLC's Conflict of Interest Policy, stating that the MLC ``has 
excluded [the DLC's] statutorily designated board member from its board 
discussions, pursuant to [the] policy.'' \258\ They went on to state 
that ``[s]uch exclusions are plainly improper, as the MMA specifically 
and purposefully requires a [DLC] representative to serve on [the 
MLC's] board of directors'' and that ``[e]ven as a non-voting member, 
that representative should, as a rule, be entitled to participate in 
[the MLC's] board meetings and be aware of its discussions and 
decisions.'' \259\
---------------------------------------------------------------------------

    \257\ The Office notes, for the MLC's further consideration, 
several comments related to specific aspects of these policies. 
Gwendolyn Seale Initial Comments at 8-9 (addressing Statutory 
Termination Policy); Go to Eleven Entertainment Initial Comments at 
4 (addressing Statutory Termination Policy); NSAI Initial Comments 
at 3 (addressing Statutory Termination Policy); Spirit Music Group 
Initial Comments at 3 (``The MLC's adjustment policy does not allow 
for debits and credits of rightsholders in the event of an error. 
Additionally, credits to the entitled rightsholder are not delivered 
unless the funds are received from the party paid in error. CMOs 
around the world have policies in place to handle adjustments and 
the MLC should have similar procedures in place.''); Go to Eleven 
Entertainment Initial Comments at 5 (characterizing the MLC's 
current conflicts procedures as ``not efficient'' due in part to the 
lack of deadlines in the ```informal reach out''' stage); SGA, SCL & 
MCNA Initial Comments at 11 (urging the MLC to ``revamp[] . . . 
rules governing the ability of music creators to demand proper and 
accurate changes to the MLC database if the copyright owner of a 
work refuses to respond to written correction requests within a 
thirty-day period'').
    \258\ DLC & DIMA Initial Comments at 14.
    \259\ Id. The DLC and DIMA also opined that ``the Copyright 
Office should issue a regulation that clearly outlines the instances 
(if any) in which a given member of the board, whether voting or 
non-voting, may be properly excluded from a board meeting.'' Id. at 
29.
---------------------------------------------------------------------------

    The MLC's Conflict of Interest Policy states that it ``is intended 
to supplement but not replace applicable state and federal laws 
governing conflicts of interest.'' \260\ The MLC has also explained 
that ``the policy is employed to appropriately manage actual, 
potential, or perceived conflicts in accordance with applicable legal 
requirements'' and ``serves its broader commitment to accountability 
and transparency.'' \261\
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    \260\ MLC Initial Submission Ex. 5, art. I.
    \261\ MLC Ex Parte Letter at 7 (July 21, 2025).
---------------------------------------------------------------------------

    In response to the DLC and DIMA's comments, the MLC stated that it 
``notified the DLC representative when there will be a discussion of . 
. . topics [that involve a conflict for the DLC Board Member], and the 
DLC representative has been recused from that portion of the meeting,'' 
but it ``has not insisted on specific disclosure of every actual, 
potential or perceived conflict, and has not sought penalties against 
the DLC representative for failure to disclose all such conflicts,'' 
notwithstanding ``the obviousness of the conflicts that exist for the 
DLC representative.'' \262\ It provided the following example of where 
the DLC Board Member would be excluded from participating in an MLC 
Board meeting:
---------------------------------------------------------------------------

    \262\ MLC Reply Submission at 33-34.

    [T]he DLC representative on the Board is without question a 
representative of third parties who have Transactions (as that term 
is defined in the Conflict of Interest policy) with The MLC--
including the DLC itself, which has negotiated and entered into 
multiple agreements with [t]he MLC concerning the administrative 
assessment

[[Page 33224]]

. . . . When a meeting of The MLC Board is to include a discussion 
of whether to accept the DLC's proposed terms for the administrative 
assessment, the DLC representative is obviously not entitled to sit 
in on that discussion.\263\
---------------------------------------------------------------------------

    \263\ Id. at 33 n.89.

    The MLC also emphasized that ``when acting in their capacity on the 
Board, all Board members of [t]he MLC have a fiduciary duty of loyalty 
to [t]he MLC,'' including the DLC Board Member.\264\ Finally, it added 
that the DLC's Board Member ``has not before sought to create a dispute 
over this practical way of handling conflicts.'' \265\
---------------------------------------------------------------------------

    \264\ Id. at 34.
    \265\ Id.
---------------------------------------------------------------------------

    At this time, the Office is not making any recommendations 
concerning the MLC's Conflicts of Interest Policy, to permit further 
discussion and potential refinement of the issues. We will continue to 
consider this issue and any possible recommendations, as appropriate; 
we also encourage the MLC and DLC to find a mutually agreeable 
resolution.
ii. Anti-Comingling Policy
    The MMA also directs the MLC to ``establish an anti-comingling 
policy for funds not collected under [17 U.S.C. 115] and royalties 
collected under [17 U.S.C. 115],'' \266\ i.e., a policy to avoid 
combining royalty funds collected under the statutory blanket license 
with any other funds. Those other funds could include its own 
operational funds (i.e., funds under the administrative assessment, 
voluntary contributions from DMPs and SNBLs, or fees charged for 
services) or royalties for voluntary licenses that it administers.
---------------------------------------------------------------------------

    \266\ 17 U.S.C. 115(d)(3)(D)(ix)(I)(cc); MLC 2024 Annual Report 
app. at 5 (noting that its Investment Policy ``contain[s] an anti-
commingling policy'' as required by the MMA).
---------------------------------------------------------------------------

    While the MLC does not have a stand-alone anti-comingling policy, 
its Investment Policy Statement and its Cash Management Policy 
Statement (both discussed in more detail below) each include anti-
commingling policies.\267\ Neither policy, however, accounts for the 
commingling of funds collected by the MLC when administering voluntary 
licenses.\268\ While the MLC does not currently administer voluntary 
licenses, it should adopt a standalone anti-commingling policy to 
account for this possibility.
---------------------------------------------------------------------------

    \267\ MLC Initial Submission Exs. 7, at 3, and 8, at 2.
    \268\ Id. at Exs. 7, at 3, and 8, at 2.
---------------------------------------------------------------------------

5. Governance--Financial Management
a. Background
    The final governance issue involves the MLC's financial management 
of royalties for (1) unmatched works and (2) matched works that have 
not yet been distributed (what the MLC calls ``royalties pending 
distribution''). The MMA provides some direction on how the MLC should 
manage royalties in its possession. The statute authorizes it to 
``[c]ollect and distribute royalties from digital music providers,'' 
and ``[e]ngage in such other activities as may be necessary or 
appropriate to fulfill [its] responsibilities.'' \269\ This 
authorization, however, is subject to ``more particular requirements,'' 
\270\ including a requirement that the MLC ``deposit into an interest-
bearing account'' any royalties that cannot be distributed due to ``an 
inability to identify or locate a copyright owner of a musical work (or 
share thereof); or . . . a pending dispute before the [D]ispute 
[R]esolution [C]ommittee.'' \271\
---------------------------------------------------------------------------

    \269\ 17 U.S.C. 115(d)(3)(C)(i)(II), (XIII).
    \270\ Id. at 115(d)(3)(C)(i).
    \271\ Id. at 115(d)(3)(G)(III)(aa), (bb).
---------------------------------------------------------------------------

    The statute further details the process: ``Accrued royalties for 
unmatched works (and shares thereof) shall be maintained . . . in an 
interest-bearing account that earns monthly interest--(I) at the 
Federal, short-term rate; and (II) that accrues for the benefit of 
copyright owners entitled to payment of such accrued royalties.'' \272\ 
Once the MLC has located the owner of an unmatched work--and provided 
that it has not already distributed the royalties as unclaimed--it must 
pay the ``royalties and a proportionate amount of accrued interest 
associated with that work (or share thereof) to the copyright owner.'' 
\273\ The MMA does not contain comparable language addressing whether 
or how the MLC should generate or pay interest for royalties pending 
distribution.
---------------------------------------------------------------------------

    \272\ Id. at 115(d)(3)(H)(ii).
    \273\ Id. at 115(d)(3)(I)(ii).
---------------------------------------------------------------------------

    In the NOI, the Office requested copies of any MLC policies 
addressing statutory duties, procedures, practices, and guidelines, 
including those governing the ``collection, processing, holding, and 
distribution of royalties,'' and ``investments.'' \274\ In response, 
the MLC provided its ``Investment Policy Statement'' and ``Cash 
Management Policy Statement.'' \275\
---------------------------------------------------------------------------

    \274\ NOI at 5944.
    \275\ MLC Initial Submission Exs. 7 and 8.
---------------------------------------------------------------------------

    The Investment Policy Statement covers (1) ``royalties for sound 
recording uses that have not yet been matched to an underlying musical 
work''; (2) ``royalties for sound recording uses that have been matched 
to an underlying musical work, but for shares of that work where the 
identity and/or sufficient payment instructions for the copyright owner 
are not yet known''; and (3) ``royalties that have been matched, and 
where one or more copyright owner claims have been made, but where 
royalties are not yet payable, including due to ownership disputes, 
reviews over eligibility for payment, regulatory guidance or legal 
claims.'' \276\ In other words, it covers royalties the MLC considers 
to be subject to the ``Statutory Interest'' requirements described 
above.\277\ In contrast, the Cash Management Policy Statement covers 
all other royalties, chiefly those pending distribution, which are held 
in money market or bank deposit accounts ``for a relatively brief 
period of time, until they can be processed as part of regular monthly 
royalty distributions.'' \278\
---------------------------------------------------------------------------

    \276\ Id. at Ex. 7, at 1.
    \277\ Id.
    \278\ Id. at Ex. 8, at 1, 3.
---------------------------------------------------------------------------

    Regarding its Investment Policy, the MLC submitted that ``the MMA 
effectively requires . . . an investment program.'' \279\ It claimed 
that ``[t]here is no deposit account where [t]he MLC can maintain 
royalty funds and earn interest at the [F]ederal short-term rate, 
without risk to the principal or interest.'' \280\ It noted that the 
Federal short-term rate typically exceeds the return available from 
bank and money market accounts; the MMA did not create a deposit 
account that offers that rate; and the government has not made such an 
account available to the MLC.\281\ Absent the ability to directly 
obtain the rate designated by the MMA, the MLC ``developed an 
investment program intended to earn the necessary interest rate while 
keeping risk at a minimum,'' with guidance from a fixed-fee financial 
advisor.\282\
---------------------------------------------------------------------------

    \279\ Id. at 66.
    \280\ Id.
    \281\ Id.; id. at Ex. 7, at 3.
    \282\ Id. at 66.
---------------------------------------------------------------------------

    The Investment Policy Statement provides the MLC with two options 
for holding unmatched royalty funds: ``(1) exceptionally diversified, 
high quality, short-term, fixed income and cash equivalent strategies 
via short-term fixed income funds and money market funds managed by 
reputable and experienced institutional investment firms that have been 
diligently vetted and/or (2) [Federal Deposit Insurance Corporation] 
insured bank deposit accounts with reasonable levels of

[[Page 33225]]

insurance for the funds placed.'' \283\ For royalties pending 
distribution, the Cash Management Policy Statement retains the same 
bank deposit option, but modifies the investment option to: ``high-
quality cash equivalent strategies via money market funds managed by 
reputable, experienced institutional investment firms that have been 
diligently vetted.'' \284\ Both policies require the MLC to 
``regularly'' meet with its financial advisors to review its strategy 
and monitor the performance of investments to ``ensure they continue to 
align with [the relevant] policy.'' \285\
---------------------------------------------------------------------------

    \283\ Id. at Ex. 7, at 3.
    \284\ Id. at Ex. 8, at 3.
    \285\ Id. at Exs. 7, at 4, and 8, at 3.
---------------------------------------------------------------------------

    Beyond these policy statements, the MLC provided limited 
information about the details of its investments. According to the MLC, 
it ``has investments in a handful of mutual funds managed by 
significant and experienced institutional investment firms that our 
financial advisors have thoroughly vetted,'' and has at times ``held a 
small amount of funds in deposit accounts at a handful of commercial 
banks willing to offer very competitive interest rates.'' \286\ It 
further stated that ``[f]unds are never placed in investments that 
would be classified as having heightened or high risk.'' \287\
---------------------------------------------------------------------------

    \286\ Id. at 66.
    \287\ Id.
---------------------------------------------------------------------------

    Although prior versions of the policy statements detailed specific 
investments, the MLC withheld those statements from the public,\288\ 
concluding that it would be ``inappropriate to disclose . . . specific 
recommendations in a public document.'' \289\ It had ``security 
concerns and concerns that such information could be used alongside 
[its] public royalty distribution timelines to engage in market timing 
to the detriment of [t]he MLC.'' \290\ Before publicly disclosing its 
policy statements, it amended them to remove information about specific 
investments.\291\
---------------------------------------------------------------------------

    \288\ The Office also has not been provided with copies of those 
statements.
    \289\ MLC Initial Submission at 67.
    \290\ Id. at 67 n.93.
    \291\ Id. at 67.
---------------------------------------------------------------------------

b. Commenters' Views and the MLC's Response
    Many commenters addressed the MLC's investment policies, and 
generally called for greater transparency.\292\ Discussing the 
statutory language, the Artist Rights Institute concluded, ``[w]hatever 
Congress meant, it did not provide a broad discretionary authority to 
invest `hundreds of millions of dollars' of other peoples' money in the 
open market and then not disclose their holdings.'' \293\ Go to Eleven 
Entertainment said ``[i]t is our money that they are investing, and I'd 
like to know the details as would many other publishers''; \294\ while 
attorney Gwendolyn Seale commented ``I do not understand why the MLC is 
secretive about how it is investing songwriters' and publishers' . . . 
royalties.'' \295\ ``[J]oin[ing] other filers,'' A2IM ``call[ed] for 
increased transparency around the MLC's investment policies and the 
revenue generated from those investments'' and cautioned that ``when 
transparency fails, it breeds skepticism.'' \296\
---------------------------------------------------------------------------

    \292\ See Artist Rights Institute Initial Comments at 2-8; A2IM 
Initial Comments at 3-4; BMAC & MAC Reply Comments at 2; SGA, SCL & 
MCNA Initial Comments at 10; DLC and DIMA Initial Comments at 26-28; 
DLC & DIMA Reply Comments at 9-10; Christian L. Castle Reply 
Comments at 2 n.3; Gwendolyn Seale Initial Comments at 8; Go to 
Eleven Initial Comments at 4; George Johnson Initial Comments at 28-
29; George Johnson Reply Comments at 8; Hameys Songs Initial 
Comments at 2.
    \293\ Artist Rights Institute Initial Comments at 5.
    \294\ Go To Eleven Entertainment Initial Comments at 4.
    \295\ Gwendolyn Seale Initial Comments at 8.
    \296\ A2IM Initial Comments at 3-4; see also the SGA, SCL & MCNA 
Initial Comments at 10 (``[W]e remain highly disappointed by the 
apparent lack of authority or ability of such administrators to 
provide us with straightforward details concerning issues [such as] 
investment of held royalties . . . .''); BMAC & MAC Reply Comments 
at 2 (commenting that there ``lacks transparency to songwriters and 
artists regarding how this investment fund will impact them'').
---------------------------------------------------------------------------

    Several commenters asked for details on specific investments, with 
some expressing concerns over potential conflicts of interest or other 
possible mismanagement.\297\ Responding to the MLC's claim that it 
cannot disclose such information due to security and market timing 
risks, multiple commenters noted that at least one major investment is 
(or was) already made public, albeit from public financial disclosures 
by the investment fund and not the MLC itself.\298\
---------------------------------------------------------------------------

    \297\ See, e.g., Artist Rights Institute Initial Comments at 5-8 
(``Does [t]he MLC[ ] hold any shares of its board members companies 
or any licensees? If so, how many share in which ones?''); A2IM 
Initial Comments at 3-4 (``The MLC must disclose how they invest 
funds [and] the revenue generated . . . .''); George Johnson Initial 
Comments at 28 (``Where is the black-box money invested is another 
question and how much have they made off their secret 
investments?'').
    \298\ See Gwendolyn Seale Initial Comments at 8; Artist Rights 
Institute Initial Comments at 6-7; George Johnson Initial Comments 
at 28-29; George Johnson Reply Comments at 8 n.16; Christian L. 
Castle Reply Comments at 2 n.3.
---------------------------------------------------------------------------

    Commenters also sought greater transparency on the MLC's policies 
beyond the policy statements. Many asked some variant of: ``what 
happens when profits are made or, more importantly, when losses are 
incurred,'' \299\ or when and how will investment revenues be 
distributed to rightsholders?\300\ Some questioned how investments 
would be transferred in the event the MLC were not redesignated, with 
the Artist Rights Institute asking ``[i]n whose name are the securities 
held?'' \301\
---------------------------------------------------------------------------

    \299\ Gwendolyn Seale Initial Comments at 8 (emphasis omitted); 
see also Artist Rights Institute Initial Comments at 7 (``If 
Congress authorized this investment program, who bears the losses 
and who earns the profit on those investments?'').
    \300\ See A2IM Initial Comments at 3-4 (``The MLC must disclose 
. . . how they will disburse those revenues to rightsholders.''); 
BMAC & MAC Reply Comments at 2 (``[T]here exists uncertainty 
surrounding . . . investment fund losses or distribution impact on 
payments of unmatched royalties . . . .''); Artist Rights Institute 
Initial Comments at 7 (``Have there been any distributions of 
trading profits from the investment corpus? If so, to whom were 
these distributions made?'').
    \301\ Artist Rights Institute Initial Comments at 7; see also 
BMAC & MAC Reply Comments at 2 (noting uncertainty surrounding 
``policies for transfer or ownership of the securities if the MLC in 
[sic] not redesignated.'').
---------------------------------------------------------------------------

    Separate from these transparency issues, the Artist Rights 
Institute also suggested that the MLC may lack the statutory authority 
to invest royalty funds at all.\302\ It claimed that had Congress 
intended the MLC to invest funds, it ``would have taken more care to 
specify which bank, what kind of bank, what happens to shortfalls or 
windfalls, and so on.'' \303\ Instead, the Artist Rights Institute 
suggested the statutory interest should function as a penalty 
``similar[ ] to the royalty late fee,'' which could be paid out of the 
administrative assessment.\304\
---------------------------------------------------------------------------

    \302\ See Artist Rights Institute Initial Comments at 2-5, 7; 
see also Gwendolyn Seale Initial Comments at 8 (``It must be said 
that there is no specific language in the MMA which directs the MLC 
to invest the historical royalties in its possession.'').
    \303\ Artist Rights Institute Initial Comments at 3.
    \304\ Id.
---------------------------------------------------------------------------

    Conversely, the DLC and DIMA observed that collective management 
organizations ``often generate interest or other investment income on 
the funds they collect. Typically, interest is used to either offset 
administrative costs of the organization or is added to the total pool 
of funds to be distributed.'' \305\ While recognizing that the MMA is 
explicit about the disposition of interest on royalties for unmatched 
and disputed works, they argued that it is ``silent as to all of the 
other categories of interest or other investment income,'' including 
that ``earned as part of the ordinary churn of royalties.'' \306\ They 
suggested that this income could be

[[Page 33226]]

significant and should be used to offset the MLC's administrative 
costs.\307\
---------------------------------------------------------------------------

    \305\ DLC & DIMA Initial Comments at 26.
    \306\ Id. at 27.
    \307\ Id.
---------------------------------------------------------------------------

    In its reply comments, the MLC acknowledged that commenters had 
raised questions about its investment policy, and responded by citing 
to its Initial Submission and policies, saying they provided ``an 
extensive explanation of why [t]he MLC is effectively required by the 
MMA to have an investment program and how it works.'' \308\ It also 
reiterated that it ``does not publicize the details of specific 
investments, which involve security and market manipulation concerns.'' 
\309\
---------------------------------------------------------------------------

    \308\ MLC Reply Submission at 22.
    \309\ Id.
---------------------------------------------------------------------------

    The MLC and others further discussed these issues at a series of ex 
parte meetings with the Office.\310\ Initially, the MLC emphasized its 
commitment to minimizing risks and preserving funds, quoted policy 
provisions related to the independence of investment decisions, and 
noted that it interprets ``Federal short-term rate'' as the rate 
proscribed in 26 U.S.C. 1274(d).\311\ At the final ex parte meeting, it 
provided details on several operational issues.\312\
---------------------------------------------------------------------------

    \310\ See MLC Ex Parte Letter at 6-7 (July 21, 2025); MLC Ex 
Parte Letter at 6-7 (Dec. 10, 2025); Artist Rights Institute Ex 
Parte Letter at 6-10 (Aug. 22, 2025); DLC Ex Parte Letter Ex. 1 
(Sept. 22, 2025).
    \311\ MLC Ex Parte Letter at 6-7 and 6 n.11 (July 21, 2025).
    \312\ MLC Ex Parte Letter at 6-7 (Dec. 10, 2025).
---------------------------------------------------------------------------

    On the composition of its investment portfolio, the MLC explained 
that ``consistent with best practices among nonprofit organizations 
managing similar funds . . . , it has retained expert, fee-based 
financial advisors to provide specialized guidance.'' \313\ According 
to the MLC, it has been advised ``that an investment strategy composed 
exclusively of purchasing U.S. Treasury securities would be highly 
unlikely to meet the Statutory Interest Rate over time.'' \314\ This is 
``due to several factors, including that the target benchmark reflects 
current market yields while any portfolio holds securities purchased at 
prior yields, causing systematic underperformance during periods of 
rising rates; there is no guarantee that offsetting rate movements 
would occur during the MLC's investment horizon; . . . ongoing 
distribution obligations require liquidations even during unfavorable 
conditions; and fund returns are net of fund expenses and so will 
systematically lag the yield of any underlying bundle of treasuries.'' 
\315\ Accordingly, the MLC pursues a strategy designed by their 
advisors to generate sufficient returns ``while prudently managing risk 
and maintaining adequate liquidity.'' \316\
---------------------------------------------------------------------------

    \313\ Id. at 6.
    \314\ Id. (footnote omitted).
    \315\ Id. at 6 n.13.
    \316\ Id. at 6.
---------------------------------------------------------------------------

    On investment expenses and costs, the MLC explained that ``fees 
paid to its fee-based advisors are covered by assessment funds'' but 
that ``mutual fund expense ratios are not investment fees paid by [t]he 
MLC'' and ``are part of a fund's net asset value, with no distinct 
investment fee payable by fund investors.'' \317\ When asked whether it 
could structure its investments such that management fees are paid out 
of the administrative assessment, it responded that it was ``not aware 
of any such foreclosure by [Generally Accepted Accounting Principles], 
but [t]he MLC chose to pursue the strategy that its fee-based advisors 
recommended.'' \318\
---------------------------------------------------------------------------

    \317\ Id. at 6-7.
    \318\ Id. at 7.
---------------------------------------------------------------------------

    On potential investment gains and losses, the MLC stated that it 
holds investment returns that exceed the Federal short-term rate, and 
the cash management interest on royalties pending distribution, to 
``ensure that it can meet its statutory obligation to pay interest on 
unmatched royalties.'' \319\ The MLC described these funds as 
``reserves,'' claiming that it ``has not identified any excess funds 
beyond reasonable reserves for its statutorily mandated interest 
obligations in the future.'' \320\ As to a potential distribution of 
excess reserves, it stated it ``has not created any policies for 
distribution or liquidation of royalty funds beyond the distribution 
provisions set forth in the MMA.'' \321\
---------------------------------------------------------------------------

    \319\ Id. at 6 n.14.
    \320\ Id. Although the MLC did not disclose the amount of its 
reserves, it stated that it had ``approximately $153.7 million in 
interest income'' at the end of October 2025. Id.
    \321\ Id.
---------------------------------------------------------------------------

    Finally, the MLC discussed whether its royalty investments would be 
protected from non-royalty creditors in the event of insolvency.\322\ 
It ``stressed that it has no basis to expect any such situation to 
occur, and reiterated comments shared with Congress.'' \323\ It said it 
`` `would have to address the matter based upon the specific details at 
hand,' '' and it is its ```intention and expectation that there will 
never be a shortfall.' '' \324\ It also stated that ``royalty funds in 
its custody are subject to statutory safeguards under the MMA.'' \325\
---------------------------------------------------------------------------

    \322\ Id. at 7.
    \323\ Id.
    \324\ Id.
    \325\ Id. (citing 17 U.S.C. 115(d)(3)(D)(ix)(I)(cc), 
(d)(3)(G)(ii), (d)(3)(H)(ii), (d)(11)(D)).
---------------------------------------------------------------------------

c. Analysis
    As discussed above, the MMA requires the MLC to ``deposit'' certain 
royalty funds into ``an interest-bearing account'' that ``earns monthly 
interest . . . at the Federal, short-term rate.'' \326\ Interest 
``accrues for the benefit of copyright owners entitled to payment of . 
. . accrued royalties,'' \327\ and the MLC must pay out a 
``proportionate'' amount or share when making a distribution.\328\ 
Interpreting this language presents several challenges.
---------------------------------------------------------------------------

    \326\ 17 U.S.C. 115(d)(3)(G)(i)(III).
    \327\ Id. at 115(d)(3)(H)(ii).
    \328\ Id. at 115(d)(3)(I)(ii), (J)(i).
---------------------------------------------------------------------------

i. The Federal Short-Term Rate
    The phrase ``Federal, short-term rate'' is not defined or cross-
referenced in the Copyright Act or MMA. Beyond title 17, the phrase 
does appear in the Internal Revenue Code at sections 1274(d)(1)(C)(i) 
and 6621(b)(3); however, these sections supply different definitions 
for different purposes. Section 1274 describes the process for 
determining an imputed principal amount for certain debt instruments 
that lack ``adequate stated interest.'' \329\ It defines ``[f]or 
purposes of this section'' a short-term rate that is ``based on the 
average market yield . . . on outstanding marketable obligations of the 
United States with remaining periods to maturity of 3 years or less.'' 
\330\ In contrast, section 6621 describes the process for determining 
interest rates corresponding to the underpayment and overpayment of 
tax.\331\ It defines, ``[f]or purposes of this section,'' a short-term 
rate that is calculated ``in accordance with section 1274(d),'' except 
it is rounded to the nearest full percentage.\332\
---------------------------------------------------------------------------

    \329\ See 26 U.S.C. 1274(a).
    \330\ Id. at 1274(d)(1)(C)(i).
    \331\ See id. at 6621(a).
    \332\ Id. at 6621(b)(3).
---------------------------------------------------------------------------

    The MLC takes the position that the section 1274 Federal short-term 
rate is the rate contemplated by the MMA.\333\ The following factors 
support this position. First, the MMA is explicit that interest is 
earned ``monthly,'' and revenue rulings from the Treasury Department 
under section 1274 provide the short-term rate calculated for different 
compounding periods, including monthly, whereas rulings under section 
6621 are based on daily compounding.\334\ Second, the short-term rate 
defined in section 6621 is based on

[[Page 33227]]

the rate defined under section 1274. In the absence of an explicit 
cross-reference to section 6621--something Congress has done in other 
statutes--it is reasonable to infer that the base rate was intended. 
Third, the short-term rate in section 6621 is rarely cross-referenced 
directly. Instead, the Internal Revenue Code uses it to define separate 
overpayment and underpayment rates, and it is those rates that are most 
frequently cited by other statutes.\335\
---------------------------------------------------------------------------

    \333\ MLC Ex Parte Letter at 6 n.11 (July 21, 2025).
    \334\ Compare Rev. Rul. 2025-14, <a href="https://www.irs.gov/pub/irs-drop/rr-25-14.pdf">https://www.irs.gov/pub/irs-drop/rr-25-14.pdf</a> (last visited May 26, 2026), with Rev. Rul. 2024-
25, <a href="https://www.irs.gov/pub/irs-drop/rr-24-25.pdf">https://www.irs.gov/pub/irs-drop/rr-24-25.pdf</a> (last visited May 
26, 2026).
    \335\ See, e.g., 30 U.S.C. 1721. But see Public Law 113-291, 
3021(c)(2) (Dec. 19, 2014) (amending prior version of section 1721 
to refer to the ``Federal short-term rate determined under section 
6621(b)'').
---------------------------------------------------------------------------

ii. Achieving the Statutory Rate
    Assuming section 1274 applies, the statute is not clear as to how 
the MLC should achieve that rate. The MLC takes the position that the 
MMA directs it to maintain an internal account or ledger for unmatched 
and disputed royalties, and to calculate interest owed pursuant to the 
Federal short-term rate, but that the statute does not govern how it 
must fund the interest obligations.\336\ It claims that in the absence 
of deposit accounts that offer the Federal short-term rate, the statute 
``effectively'' requires an investment program that obtains a return 
that ``matches or exceeds [the] required amount.'' \337\ The problem 
with this ``ledger'' approach is the plain language of the statute, 
which directs the MLC to ``deposit'' funds ``into'' an ``interest-
bearing account'' that ``earns monthly interest.'' The ledger 
interpretation would seem to render several of these statutory terms 
meaningless.\338\
---------------------------------------------------------------------------

    \336\ See MLC Initial Comments at 66 and Ex. 7, at 3; MLC Reply 
Comments at 22; MLC Ex Parte Letter at 6 (July 21, 2025); MLC Ex 
Parte Letter at 6 (Nov. 20, 2025).
    \337\ MLC Initial Comments at 69, 191.
    \338\ The Office also rejects the Artist Rights Institute's 
claim that the MLC should do nothing with royalty funds at all and 
pay the interest out of the administrative assessment as some form 
of penalty. There is no indication that Congress intended this 
approach.
---------------------------------------------------------------------------

    The Office has no reason to doubt the MLC's assertion that there is 
no standard financial product that would allow it to consistently earn 
monthly interest at exactly the Federal short-term rate. The section 
1274 rate is based on the average market yield on government debt 
instruments, mainly U.S. Treasuries, with remaining maturity periods up 
to three years, and is calculated based on the preceding month.\339\ 
This rate will often exceed rates available from traditional bank 
accounts and money market funds because the underlying securities are 
subject to greater duration risk.\340\
---------------------------------------------------------------------------

    \339\ The rate is calculated each calendar month, for the 
``following calendar month,'' based on ``the average market yield 
(during any 1-month period selected by the Secretary and ending in 
the calendar month in which the determination is made) on 
outstanding marketable obligations of the United States with 
remaining periods to maturity of 3 years or less.'' 26 U.S.C. 
1274(d)(1)(C)(i); see also About Treasury Marketable Securities, 
TreasuryDirect, <a href="https://www.treasurydirect.gov/marketable-securities/">https://www.treasurydirect.gov/marketable-securities/</a> (last visited May 26, 2026).
    \340\ Cf. 17 CFR 270.2a-7(d)(1) (limiting the average maturity 
of investments held by money market funds). At times, including in 
recent years, some deposit accounts have offered rates that exceeded 
the Federal short-term rate. This can happen when the treasury yield 
curve is inverted, i.e., when one-month treasuries offer a higher 
yield than three-year treasuries. Cf. 10-Year Treasury Constant 
Maturity Minus 3-Month Treasury Constant Maturity, Federal Reserve 
Bank of St. Louis, <a href="https://fred.stlouisfed.org/series/T10Y3M">https://fred.stlouisfed.org/series/T10Y3M</a> (last 
visited May 26, 2026) (charting the historical spread between 10-
year and 3-month Treasury yields). But when the yield curve has a 
positive slope--as is often the case, including when the MLC began 
administering the blanket license--the Federal short-term rate will 
likely exceed rates available from deposit accounts. This means the 
MLC cannot reliably achieve the short-term rate from a traditional 
deposit account.
---------------------------------------------------------------------------

    The MLC must place royalty funds somewhere. Even if it used 
traditional deposit accounts, such accounts are not entirely risk-free, 
especially as they are not insured at the scale of the MLC's 
holdings.\341\ And Congress directed the MLC to earn interest ``at'' 
the Federal short-term rate--not above or below it. While exceeding the 
short-term rate could lead to greater interest payments or an 
accumulated ``reserve,'' it also means greater risk exposure. If the 
MLC cannot obtain the short-term rate in a deposit account directly, 
one reasonable response would be to invest in assets that mirror the 
risk and return of the short-term rate, i.e., a blend of U.S. 
Treasuries with remaining maturities up to three years.\342\ Whether it 
has done so, and how, presents a different set of questions.
---------------------------------------------------------------------------

    \341\ Subject to more specific provisions and adjustments, the 
Federal Deposit Insurance Corporation's ``standard maximum deposit 
insurance amount'' is $250,000. See 12 U.S.C. 1821(a)(1)(E). 
Depositors may be able to obtain greater coverage in certain 
circumstances, but those methods do not appear to be a practical 
solution for the MLC.
    \342\ This would be somewhat analogous to the Copyright Office's 
investment of cable, satellite, and digital audio recording devices 
or media royalty fees in ``interest-bearing United States 
securities''. See, e.g., 17 U.S.C. 111(d)(2) (``The Register of 
Copyrights shall . . . deposit the balance in the Treasury of the 
United States, in such manner as the Secretary of the Treasury 
directs. All funds held by the Secretary of the Treasury shall be 
invested in interest-bearing United States securities for later 
distribution with interest . .''); id. at 119(b)(3) (same); id. at 
1005 (same).
---------------------------------------------------------------------------

    Initially, it is difficult to fully assess the MLC's investment 
practices because its policies were adopted without public debate and 
with limited public disclosure. The MLC has not publicly disclosed its 
financial advisor, the fund(s) it invests in, the portfolio(s) held by 
the fund(s), the amount(s) invested, or its policy for gains or losses. 
Likewise, it has not identified the amount of interest earned on 
royalties pending distribution under its cash management practices, or 
a written policy on the distribution or use of this interest. However, 
based on the information that is available, the Office has several 
concerns.
    The MLC claims that disclosing specific investments would pose 
security and market timing risks.\343\ Yet, it appears that the 
identity of a major investment has already been publicly disclosed via 
routine Securities and Exchange Commission filings, and the MLC has not 
responded or updated its practices. If there are substantial security 
and market timing risks from that disclosure, it should take steps to 
address them. If there are not, it should not cite them as a reason for 
withholding information.
---------------------------------------------------------------------------

    \343\ See, e.g., MLC Initial Submission at 67 n.93; MLC Reply 
Submission at 22.
---------------------------------------------------------------------------

    To the extent there are market timing risks, they would also seem 
to arise from the MLC's decision to invest beyond U.S. Treasuries. The 
treasury market is a multi-trillion-dollar market with high liquidity 
and massive trading volumes. It is unlikely that the MLC could 
influence such a market. Further, investing solely in U.S. Treasuries 
would have a separate advantage--they are government-backed assets that 
are relatively uncontroversial. While the Office has no reason to 
question the propriety of the MLC's investments, and it certainly 
appears that the underlying fund(s) hold relatively standard and 
diversified fixed income securities, the decision to go beyond U.S. 
Treasuries and the accompanying lack of transparency has fostered 
suspicion among some stakeholders \344\ and may be inconsistent with 
Congressional intent in choosing an interest rate explicitly tied to 
marketable U.S. government debt.
---------------------------------------------------------------------------

    \344\ For example, some commenters questioned whether the MLC 
invests within the music industry or in some other improper manner. 
See, e.g., Artist Rights Institute Initial Comments at 5, 7-8; 
George Johnson Initial Comments at 28.
---------------------------------------------------------------------------

    The MLC asserts that it cannot limit investments to U.S. Treasuries 
or funds that mirror the treasuries used to calculate the short-term 
rate.\345\ It points to guidance from financial advisors that such a 
strategy would be ``highly unlikely'' to meet the short-term rate over 
time.\346\ Specifically, it claims that the short-term rate reflects 
``current market yields,'' and therefore a portfolio of treasuries 
purchased at prior yields

[[Page 33228]]

would underperform ``during periods of rising rates.'' \347\ This 
underperformance might not be corrected during the ``MLC's investment 
horizon'' and its distribution obligations could require liquidation 
during unfavorable conditions.\348\ Finally, since investment funds 
provide returns net of expenses, they would systematically lag the 
yield of underlying treasuries.\349\
---------------------------------------------------------------------------

    \345\ MLC Ex Parte Letter at 6 (Nov. 20, 2025).
    \346\ Id. at 6 n.13.
    \347\ Id.
    \348\ Id.
    \349\ Id.
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    The MLC is correct on the first two points: U.S. Treasuries have 
interest rate risk, lose value when rates rise, and might not generate 
sufficient funds to cover the short-term rate during a period of rising 
interest rates.\350\ The problem is that this is also true of fixed 
income funds with broader portfolios, which are subject to interest 
rate and greater credit risks.\351\ Conversely, both generally perform 
well during periods of falling rates. In either instance, the MLC could 
be forced to liquidate funds at a loss or gain; and this does not 
explain why a rolling treasury portfolio would not more closely mirror 
the risk and return of the treasuries underlying the short-term rate.
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    \350\ However, contrary to the MLC's claim, the Federal short-
term rate does not reflect ``current market yields''; it is 
calculated based on a preceding month. Cf. 26 U.S.C. 1274(b) and 
(c)(1).
    \351\ For example, following a year of rising interest rates, 
the MLC had over $6 million in net unrealized losses on investments 
at the end of 2022. See The MLC's Form 990 for 2022, MLC (2022), 
<a href="https://www.themlc.com/hubfs/990-2022-Combined.pdf">https://www.themlc.com/hubfs/990-2022-Combined.pdf</a>; Federal Funds 
Effective Rate, Federal Reserve Bank of St. Louis, <a href="https://fred.stlouisfed.org/series/fedfunds">https://fred.stlouisfed.org/series/fedfunds</a> (showing an increase in the 
federal funds effective rate from 0.08% in January 2022 to 4.10% in 
December 2022).
---------------------------------------------------------------------------

    The MLC's third point, however, does explain why treasuries might 
be infeasible. Investment funds generally charge a fraction of a 
percent of the investment in annual management fees and other expenses, 
and as the MLC notes, their returns are ``net'' these expenses.\352\ 
Accordingly, the return on a treasury-based fund similar in composition 
to the treasuries used to calculate the short-term rate would 
inevitably lag the rate due to expenses--unless those expenses were 
paid separately.
---------------------------------------------------------------------------

    \352\ MLC Ex Parte Letter at 6 n.13 (Nov. 20, 2025).
---------------------------------------------------------------------------

iii. Investments and Administrative Costs
    The Office questioned the MLC on how its investment expenses relate 
to the MMA's provisions on administrative costs. The MMA provides that 
``collective total costs'' shall be funded by the administrative 
assessment and voluntary contributions from DMPs and significant 
nonblanket licensees,\353\ and defines those costs as ``the total costs 
of establishing, maintaining, and operating the mechanical licensing 
collective to fulfill its statutory functions,'' including ``costs of . 
. . royalty administration.'' \354\ The MLC responded that its 
financial advisor fees are paid out of the assessment funds 
``consistent with the treatment of other administrative costs,'' but 
``that mutual fund expense ratios are not investment fees paid by [t]he 
MLC,'' and there is ``no distinct investment fee payable by fund 
investors.'' \355\ When asked whether it could structure its 
investments so that expenses were paid out of the administrative 
assessment, the MLC did not identify any specific barriers but said 
that it pursued a strategy recommended by its financial advisors.\356\
---------------------------------------------------------------------------

    \353\ See 17 U.S.C. 115(d)(7)(A).
    \354\ Id. at 115(e)(6)(A)(v).
    \355\ MLC Ex Parte Letter at 6-7 (Nov. 20, 2025).
    \356\ Id. at 7.
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iv. Gains, Losses, and Reserves
    An important consequence of the MLC's current practice of investing 
in relatively higher-risk, higher-return investments, is the potential 
for gains that exceed statutory interest obligations. Further, under 
its cash management practices, the MLC earns interest on royalties 
pending distribution with no corresponding statutory obligation. The 
MLC indicated that it holds excess investment returns and the cash 
management interest as ``reserves'' against future interest 
obligations, i.e., to make up for potential future investment losses. 
While it did not directly quantify the size of these reserves, it 
reported over $153 million in ``interest income'' as of the end of 
October 2025.\357\
---------------------------------------------------------------------------

    \357\ Id. at 6 n.14. According to the MLC's annual report from 
2024, by March 2025 it had accrued approximately $41 million in 
interest on royalties held but not distributed related to usage from 
2021-2024, $25 million in interest on historical unmatched 
royalties, and $11 million in Phono III adjustment royalties. See 
MLC 2024 Annual Report app. at 48-52.
---------------------------------------------------------------------------

    The MLC's interest reserve practices are not addressed in its 
policy statements and raise important legal and policy questions. It is 
unclear whether the MLC's ledger interpretation and reserve practices 
align with the MMA's direction that royalty payments include a 
``proportionate'' amount or share of the accrued interest, at least for 
interest from invested unmatched royalty funds.\358\ Further, as the 
MMA does not require royalties pending distribution to accrue interest, 
it is unclear why interest earned by those matched royalties should be 
used as a reserve for underperforming unmatched royalty funds. It has 
also not explained whether its current reserves, supplemented by the 
ongoing cash management interest from royalties pending distribution, 
are consistent with its claims regarding the infeasibility of investing 
in U.S. Treasuries. The MLC has not articulated any policies for 
managing the size of the reserves or distributing excess reserves. Nor 
has it articulated any policies that address the converse possibility 
that these investments could result in sustained extended losses and 
exhaust its reserves.\359\
---------------------------------------------------------------------------

    \358\ 17 U.S.C. 115(d)(3)(I)(ii), (d)(3)(J)(i).
    \359\ When asked about these scenarios, the MLC responded, ``it 
is our intention and expectation that there will never be a 
shortfall,'' and that in the event a hypothetical shortfall came to 
pass, they ``would have to address the matter based upon the 
specific details at hand.'' MLC Ex Parte Letter at 7 (Nov. 20, 2025) 
(quoting Resps. to Questions for the Record, Five Years Later--The 
Music Modernization Act: Hearing Before the Subcomm. on Courts, 
Intellectual Prop., and the internet, of the H. Comm. on the 
Judiciary, 118th Cong. (2023) (Kris Ahrend, CEO, the Mechanical 
Licensing Collective)).
---------------------------------------------------------------------------

    The potential for investment shortfalls raises important questions, 
including whether a shortfall for one period would be shared across 
usage periods or between the historic and blanket royalties, and 
whether investments would be protected from non-royalty creditors in 
the event of insolvency. While the MLC points to ``statutory safeguards 
under the MMA,'' \360\ the Office believes the MLC and stakeholders 
would benefit from further articulation of how these safeguards 
function, the degree of protection afforded, how the MLC intends to 
respond to potential overages or shortfalls, and any additional legal 
mechanisms available or used to protect royalty funds.
---------------------------------------------------------------------------

    \360\ Id. at 7 and n.16.
---------------------------------------------------------------------------

v. Conclusion Regarding Financial Management
    The purpose of this proceeding is to address whether the MLC 
continues to meet the statute's designation criteria, and not to 
address issues with the MMA itself. Unfortunately, the MMA was not 
clear as to how the MLC should earn interest on royalties for unmatched 
works at the Federal short-term rate. This omission, in combination 
with the requirements the Act imposes, places the MLC in a difficult 
position regarding the management of an important administrative 
function. The Office believes the MLC and the greater music community 
would benefit from additional Congressional direction in this 
area.\361\
---------------------------------------------------------------------------

    \361\ The Office notes that under the MMA, the MLC is prohibited 
from engaging in government lobbying activities and therefore could 
not raise this issue with Congress directly. See 17 U.S.C. 
115(d)(3)(C)(iv).

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[[Page 33229]]

    Absent that direction, the MLC has articulated one potential 
interpretation of the statute, and the available information suggests 
it has adopted a relatively routine and low-risk investment strategy to 
implement that interpretation. This was a rational response to a 
difficult situation and is not a reason to withhold the designation. 
Nonetheless, it is not clear that the MLC's ledger-based approach is 
consistent with Congressional intent and, even assuming it is, there 
appears to be room for improvement in its execution. While the Office 
appreciates the MLC's deference to financial advisors, we encourage it 
to work with those advisors to reevaluate (1) the viability of a 
treasury-based portfolio, taking into consideration the size of its 
current reserves and the ongoing interest earned on royalties pending 
distribution; (2) the potential for reallocating investment management 
fees to the administrative assessment; and (3) any market timing risks 
associated with its current investments.
    The Office also notes that the MMA directs the MLC to ``ensure that 
the policies and practices of the collective are transparent and 
accountable.'' \362\ This creates heightened expectations for 
transparency and oversight regarding its handling of large sums of 
money on behalf of others, even where the MLC may be following common 
industry practices. Unfortunately, the MLC has not provided 
stakeholders with a meaningful opportunity to review and comment on 
these issues. For example, it has repeatedly deferred to the advice of 
financial advisors, but it has not conveyed that advice at a sufficient 
level of detail for interested parties to assess its quality or the 
MLC's actions thereon. Further, regardless of whether the MLC changes 
its investment strategy based on the reevaluation discussed above, it 
should at least revise its public policy statements to fully articulate 
its reserve practices, including the extent to which they comingle 
royalties across usage periods (and any statutory authority for doing 
so), and formulate meaningful contingency plans for sustained 
investment losses or gains.
---------------------------------------------------------------------------

    \362\ Id. at 115(d)(3)(D)(ix)(I)(aa).
---------------------------------------------------------------------------

6. Education and Outreach
    Under the MMA, the MLC must ``engage in diligent, good-faith 
efforts to publicize, throughout the music industry . . . the existence 
of the collective and the ability to claim unclaimed accrued royalties 
for unmatched musical works (and shares of such works) held by the 
collective'' and ``the procedures by which copyright owners may 
identify themselves and provide contact, ownership, and other relevant 
information to the collective in order to receive payments of accrued 
royalties.'' \363\ The MLC is further required to ``participate in 
music industry conferences and events for the purpose of publicizing 
the [aforementioned] matters,'' as appropriate.\364\ In the Register's 
initial designation, we stated that its education and outreach efforts 
``should include clear benchmarks that measure [the MLC's] outreach 
effectiveness so that it can modify and adapt its strategies and 
tactics to best serve the entire songwriter community.'' \365\
---------------------------------------------------------------------------

    \363\ Id. at 115(d)(3)(J)(iii)(II)(aa)-(bb).
    \364\ Id. at 115(d)(3)(J)(iii)(III).
    \365\ Initial Designation at 32292 (internal quotations 
omitted).
---------------------------------------------------------------------------

    In the NOI, the Office asked about the MLC's education and outreach 
efforts, ``including how the MLC reaches a variety of audiences to 
engage in diligent, good-faith efforts to publicize the collective and 
ability to claim unclaimed accrued royalties for unmatched musical 
works (and shares of such works).'' \366\ Referencing the Unclaimed 
Royalties Report recommendations, we also asked how the MLC ``tailor[s] 
its education and outreach activities in recognition of the industry's 
broad and diverse spectrum of songwriters and copyright owners, 
including by stakeholders' varying levels of sophistication, geographic 
location, age, and music genre,'' and how it ``employ[s] dedicated, 
persistent outreach to historically underserved groups.'' \367\ 
Finally, we asked how it is using ``member demographic statistics and 
DMP usage analytics . . . to better target its education and outreach 
efforts towards under-participating groups.'' \368\
---------------------------------------------------------------------------

    \366\ S. Rep. No. 115-339, at 14 (2018).
    \367\ Unclaimed Royalties Report at 29.
    \368\ Id.
---------------------------------------------------------------------------

    In response, the MLC first highlighted its implementation of the 
outreach-specific recommendations from the Unclaimed Royalties Report. 
As of the date of its initial submission, the MLC reported that it has 
conducted or participated in over 5,000 different outreach activities. 
Of those activities, (1) 1.6% addressed the recommendation to target 
historically underserved groups, (2) 8% addressed the recommendation to 
``focus efforts on educating the community about what it does, its 
processes, the complex nature of the statutory license, and the 
significance of registering with the MLC,'' \369\ (3) 3% addressed the 
recommendation to ``advertise to the broadest extent reasonably 
practicable, including through official journals and other broad-
reaching publications (i.e., not just music industry publications), 
social media campaigns, national newspapers, television, multi-state 
unclaimed property sites, direct mailings, and public events,'' \370\ 
(4) 20% addressed the recommendation to ``publicize throughout the 
music industry the existence of the MMA, the MLC, the Blanket License, 
and the public musical works database, the ability to claim ownership 
of unmatched works (and shares), and the procedures by which copyright 
owners may identify themselves and provide relevant information to the 
MLC,'' \371\ and (5) 6.4% addressed the recommendation to conduct 
outreach efforts in partnership with ``individual creators, foreign 
CMOs, [performing rights organizations], the DLC, DMPs, distributors 
and aggregators, music education programs, and local government arts or 
cultural organizations.'' \372\
---------------------------------------------------------------------------

    \369\ Id.
    \370\ Id. at 37.
    \371\ Id.
    \372\ Id.
---------------------------------------------------------------------------

    Next, the MLC described its communications strategy, which involves 
``in-person events, webinars and virtual events, print and digital 
advertisements, video content, newsletters, interviews for articles and 
podcasts, social media, and strategic partnerships'' with educational 
institutions, international organizations, distributors, aggregators, 
and third-party companies operating in the music and technology 
sectors.\373\ The MLC stated that it employs this strategy to reach a 
variety of audiences, differentiated by level of sophistication, 
geographic location, age, music genre, and community.
---------------------------------------------------------------------------

    \373\ MLC Initial Submission at 79.
---------------------------------------------------------------------------

    Finally, the MLC addressed its use of data ``to assess the impact 
of various marketing activities, including in-person events, webinars 
and advertising campaigns'' and decide where to allocate time and 
funding.\374\ It stated that it ``tracks various digital performance 
metrics, including potential reach (i.e., the estimated number of 
potential Members that will see the advertisement), impressions (i.e., 
the number of potential Members that actually see the advertisement), 
and clicks (i.e., the number of potential

[[Page 33230]]

members that click on the advertisement).'' \375\
---------------------------------------------------------------------------

    \374\ Id. at 103.
    \375\ Id.
---------------------------------------------------------------------------

    In addition to tracking engagement, the MLC uses member demographic 
and DMP usage analytics to target education efforts. As an example of 
how it uses member demographics, it noted it ``analyzes [m]ember zip 
codes to gain valuable insight into the regional concentrations of 
rightsholders and to help target event outreach accordingly.'' \376\ 
Likewise, it ``analyzes statistics pertaining to its [m]embers' varying 
levels of activity and engagement,'' and ``segments its [m]embers 
according to these engagement patterns . . . [to] tailor[ ] its email 
marketing campaigns to each segment so that the messaging is relevant 
and targeted, fostering continuous interaction and involvement.'' \377\
---------------------------------------------------------------------------

    \376\ Id. at 105.
    \377\ Id. at 103.
---------------------------------------------------------------------------

    The MLC also reported that it ``analyzes [DMP] usage reporting to 
help target outreach to members in multiple ways.'' \378\ It 
highlighted two initiatives that demonstrate this effort: the DURP 
program, offering metadata in DMP usage reporting ``to provide enrolled 
independent sound recording distributors with a targeted view of the 
public works database that can be used by them to direct outreach and 
education to rightsholders who potentially have unregistered works,'' 
\379\ and the Missing Member initiative, which ``analyzes sound 
recording artist metadata in [DMP] usage reporting to try to identify 
rightsholders who have not yet registered with [t]he MLC in connection 
with their works.'' \380\
---------------------------------------------------------------------------

    \378\ Id. at 106.
    \379\ Id.
    \380\ Id.
---------------------------------------------------------------------------

    Generally, commenters praised the MLC's efforts, noting that its 
staff provides a ``high level of service and support to assist and 
educate its members.'' \381\ They were particularly impressed with its 
work to educate self-published or ``DIY'' songwriters,\382\ and to 
curate webinars and workshops covering relevant topics for this 
audience.\383\ Peermusic also expressed appreciation for the MLC's 
``proactive[ ]'' outreach to ``elicit feedback, hear . . . concerns, 
and address specific issues.'' \384\
---------------------------------------------------------------------------

    \381\ Big Machine Music Initial Comments at 2; BMAC & MAC Reply 
Comments at 3 (``The MLC has been proactive in educating 
songwriters, particularly those who are self-published.''); NSAI 
Initial Comments at 2 (noting that the MLC's customer service is 
staffed with ``many human . . . representatives specifically trained 
and assigned to assist self-published songwriters and even published 
songwriters who have questions and concerns related to their digital 
mechanical royalties''); Peermusic Initial Comments at 2 (``No 
department is without a reliable contact at the MLC for any issue 
that may arise, from our colleagues in IT to Royalties to Copyright 
to Legal and Business Affairs'').
    \382\ Go to Eleven Entertainment Initial Comments at 2; NSAI 
Initial Comments at 2 (``The MLC took their mission to outreach and 
educate very seriously and have strategically positioned themselves 
in any and all places where a self-published songwriter might take 
notice'').
    \383\ Dennis Llewellyn Day Reply Comment (``To its credit MLC 
offers numerous webinars and workshops available to its members, 
most cover relevant topics around program operations''); Go to 
Eleven Entertainment Initial Comments at 2 (``They have lots of 
webinars and are really trying to reach DIY songwriters in multiple 
ways and locations''); see also Big Machine Music Initial Comment 
(``From monthly memos updating information regarding tools and 
services to webin

[…truncated; see source link]
Indexed from Federal Register on June 3, 2026.

This is legal information, not legal advice. Laws vary by jurisdiction and change frequently. Always verify current law with official sources and consult a licensed attorney in your jurisdiction for advice on your specific situation.