About TIAA
<p>Retirement plan administration is the core of TIAA’s work, with a focus on workplace retirement programs for organizations in higher education, research, healthcare, cultural institutions, and government. Founded in 1918, TIAA is a nonprofit financial services organization that supports long-term retirement income planning.</p> <p>Headquartered in New York City, TIAA has offices in Charlotte in the greater metro area (listed twice) and in Kansas City, serving employers and participants across major U.S. markets. It reports $1,400.0B in assets under management (2026).</p> <p>TIAA’s lineup includes retirement, investment, and wealth management services, along with financial guidance and planning tools. A signature product is TIAA Traditional, an annuity built around guaranteed income. What sets TIAA apart is its long history in the nonprofit and public-service space and its deep experience working with institutions in education and healthcare.</p> <p>Common services include:</p> <ul> <li>Retirement plan administration for workplace plans</li> <li>Participant education and financial guidance</li> <li>Investment options and portfolio strategies</li> <li>Annuity-based retirement income solutions (including TIAA Traditional)</li> <li>Wealth management support for individuals and families</li> </ul>
Website: http://www.tiaa.org/
Founded: 1918
Office Locations
- New York, NY (Headquarters)
- Charlotte, NC
- Charlotte, NC
- Kansas City, MO
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $600.0B
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| AT&T RETIREMENT SAVINGS PLAN | AT&T INC., TX | $43.1B | 102,760 |
| AT&T PENSION BENEFIT PLAN | AT&T INC., TX | $28.3B | 93,065 |
| STANFORD CONTRIBUTORY RETIREMENT PLAN | THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY, CA | $12.6B | 24,225 |
| THE DUKE UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN | DUKE UNIVERSITY, NC | $11.0B | 49,781 |
| THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN | THE MOUNT SINAI MEDICAL CENTER, NY | $9.5B | 46,304 |
| 403(b) Retirement Plan | Healthcare Sponsor, MD | $8.8B | 25,218 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CT | $8.3B | 13,709 |
| 401(k) Retirement Plan | Professional Services Sponsor, VA | $8.3B | 66,166 |
| 401(k) Retirement Plan | Technology Sponsor, NC | $7.5B | 21,584 |
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