; or (bb) the entity list maintained by the Bureau of Industry and Security of the Department of Commerce and set forth in Supplement No. 4 to part 744 of title 15, Code of Federal Regulations; or (II) a parent, subsidiary, or affiliate of, or an entity controlled by, an entity described in subclause (I); and (ii) an exercise of voting rights associated with any investments of the Thrift Savings Fund (or portions thereof) does not comply with subsection (b)(1)(D) if that exercise of voting rights is a covered vote with respect to a proposal that would— (I) approve or ratify a transaction, including a transaction described in subparagraph (D)(ii)(I), that would cause, or would reasonably be expected to cause, an entity to which the covered vote applies to— (aa) breach any contract with the Federal Government to which the entity is a party, and under which the consideration provided to the entity over the course of the entire contract is more than $10,000,000, if the entity has otherwise complied with all applicable laws and regulations in fulfilling the responsibilities of the entity with respect to the contract; (bb) significantly reduce the production of, or the capital expenditure or research and development expenditure with respect to, any— (AA) industrial resources, critical technology items, or materials that are essential to the national defense (as those terms are defined in section 702 of the Defense Production Act of 1950 ( 50 U.S.C. 4552 )); or (BB) emerging and foundational technology identified by the President under section 1758 of the Export Controls Act of 2018 ( 50 U.S.C. 4817 ); or (cc) outsource or substantially sell, whether to any affiliated entity or joint venture, or by contract, to any entity located in a covered country, any— (AA) industrial resources, critical technology items, or materials that are essential to the national defense (as those terms are defined in section 702 of the Defense Production Act of 1950 ( 50 U.S.C. 4552 ))