3rd Quarter - Report — TIAA for TIAA (2025)

Firm

TIAA

Client

TIAA

Income

—

Expenses

$260,000

Expense method

A: Lobbying Disclosure Act definitions

What was lobbied

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

Retirement RET

Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans Tax-Deferred Treatment of Retirement Plans Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)

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

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

Bills named: H.R. 1013 (119th), S. 424 (119th)

Financial Institutions/Investments/Securities FIN

Closed End Funds - Increasing Investor Opportunities Act Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)

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

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

Bills named: H.R. 1013 (119th), S. 424 (119th)

Taxation/Internal Revenue Code TAX

Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Tax exempt status of municipal bonds One Big Beautiful Bill Act (H.R. 1) and related provisions

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

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

Bills named: H.R. 1 (119th)

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.