2nd Quarter - Report — TIAA for TIAA (2026)

Firm

TIAA

Client

TIAA

Income

—

Expenses

$180,000

Expense method

A: Lobbying Disclosure Act definitions

What was lobbied

2 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 o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)

Lobbyist	Covered position, as disclosed
JAMES JOHNSON New	—
CHRISTOPHER SPENCE	—

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

Bills named: H.R. 6324 (119th), S. 1707 (119th), S. 2217 (119th), S. 1831 (119th), S. 424 (119th), H.R. 3383 (119th), H.R. 6722 (119th), H.R. 1013 (119th), H.R. 4718 (119th)

Financial Institutions/Investments/Securities FIN

Closed End Funds o Increasing Investor Opportunities Act; INVEST Act of 2025 (H.R. 3383) Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); INVEST Act of 2025 (H.R. 3383)

Lobbyist	Covered position, as disclosed
JAMES JOHNSON New	—
CHRISTOPHER SPENCE	—

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

Bills named: H.R. 1013 (119th), S. 424 (119th), H.R. 3383 (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.