| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| Spouse Retirement plan | -- |
| CREF Stock Account - R1 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| CREF Growth Account - R1 | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| CREF Global Equities Account | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| TIAA-CREF Mid-Cap Growth Retire | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| TIAA-CREF Real Estate Sec Instl | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| CREF Bond Market Account - R1 | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| TIAA-CREF Social Choice Eq Instl | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| Teachers Personal Annuity Fixed Account | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| TIAA Traditional Annuity | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| TIAA Teacher's Personal Annuity Stock Account | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| CREF Inflation Linked Bond | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| CREF Equity Index | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| Spouse Retirement Plan 2 | -- |
| VALIC American Beacon Broadway Large Cap | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| VALIC Growth Fund | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| VALIC Socially Responsible | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| VALIC Mid Cap Index | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VALIC Small Cap Index | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VALIC Intl Socially Responsible Fund | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| VALIC International Eqs Idx | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VALIC Inflation Protected Fund | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VALIC Small Cap Aggressive Growth | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| VALIC Fixed Account Plus | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| VALIC Mid Cap Strategic Fund | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| Spousal Retirement IRA | -- |
| U.S. Federal Credit Union | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| North Country Federal Credit Union | $15,001 - $50,000 · Interest · $2,501 - $5,000 |
| City of Burlington Pension Plan | Unascertainable · None · None (or less than $201) |
| U.S. Senate Federal Credit Union | $100,001 - $250,000 · Dividends · $201 - $1,000 |
| M & T Bank | $1,001 - $15,000 · Interest · None (or less than $201) |
| North Country Federal Credit Union | $100,001 - $250,000 · Interest · $2,501 - $5,000 |
| United States Congressional Credit Union | $50,001 - $100,000 · Interest · $1,001 - $2,500 |