3rd Quarter - Report — TIAA for TIAA (2023)

Firm

TIAA

Client

TIAA

Income

—

Expenses

$420,000

Expense method

A: Lobbying Disclosure Act definitions

What was lobbied

5 issue areas, each in the filer's own words, with who lobbied on it and where.

Insurance INS

Issues pertaining to the availability and affordability of insurance for affordable housing properties.

Lobbyist	Covered position, as disclosed
ERIC MAY	—
CHRISTOPHER SPENCE	—

Contacted: Treasury, Dept of; Housing & Urban Development, Dept of (HUD); SENATE; HOUSE OF REPRESENTATIVES

Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Qualified Default Investment Alternatives (QDIA) Remote Notarization General Account Products ESG Investments on Retirement Plan Menus Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act Lifetime Income for Employees Act (H.R. 3942) Auto Portability Access to Workplace Retirement Plans Auto Reenroll Act of 2023 (H.R. 4924, S. 2517)

Lobbyist	Covered position, as disclosed
ERIC MAY	—
CHRISTOPHER SPENCE	—

Contacted: Securities & Exchange Commission (SEC); SENATE; Treasury, Dept of; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES

Bills named: H.R. 3942 (118th), S. 2517 (118th), H.R. 4924 (118th)

Financial Institutions/Investments/Securities FIN

Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) Retirement Fairness for Charities and Educational Institutions Act of 2023 (H.R. 3063) Data Privacy -Data Privacy Act of 2023 (H.R. 1165) SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting SEC Proposed Rule, Prohibition Against Conflicts of Interest in Certain Securitizations Issues pertaining to the ownership of agricultural land.

Lobbyist	Covered position, as disclosed
ERIC MAY	—
CHRISTOPHER SPENCE	—

Contacted: HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Treasury, Dept of; SENATE

Bills named: H.R. 3063 (118th), H.R. 1165 (118th), H.R. 4262 (118th)

Taxation/Internal Revenue Code TAX

Remote Notarization - SECURE Notarization Act OECD Pillar Two Accounting

Lobbyist	Covered position, as disclosed
ERIC MAY	—
CHRISTOPHER SPENCE	—

Contacted: HOUSE OF REPRESENTATIVES; Treasury, Dept of; SENATE

Agriculture AGR

GATES Act (H.R. 4800) Issues pertaining to the ownership of agricultural land.

Foreign entity interest: GATES Act (H.R. 4800) Issues pertaining to the ownership of agricultural land.

Lobbyist	Covered position, as disclosed
ERIC MAY	—
CHRISTOPHER SPENCE	—

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 4800 (118th)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.