2026 · 1st Quarter (Jan 1 - Mar 31)

TIAA

Filed by TIAA.

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Source-reported fields

Filing overview

Type: 1st Quarter - Report
Posted: Apr 20, 2026
Income: Not reported
Expenses: $870,000.00
Registrant: TIAA
Client: TIAA
Filing UUID: 648f0e8c-c965-4280-a8d9-0eee09657e0e
Termination date: Not reported

Expense method: A

Literal source text

Lobbying issues and bill citations

RET · Retirement

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)

Literal federal measure citations: H.R. 6722, H.R. 1013, S. 424, H.R. 3383, H.R. 4718, S. 1707, S. 1831, S. 2217, H.R. 6324

FIN · Financial Institutions/Investments/Securities

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)

Literal federal measure citations: H.R. 3383, H.R. 1013, S. 424, H.R. 3383

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