Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Block H&R Inc Common Stock in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $1.2M |
| 2 | MICHIGAN BAC PENSION FUND MICHIGAN BAC PENSION FUND | TROY MI | 1,097 | $195.0M | $241K |
| 3 | DELONG'S, INC. DELONG'S, INC. PENSION PLAN |
| 143 |
| $27.5M |
| $159K |
| 4 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $53K |
| 5 | KOPP GLASS, INC. PENSION PLAN FOR EMPLOYEES OF KOPP GLASS, INC. | PITTSBURGH PA | 29 | $19.3M | $14K |
| 6 | DELONG'S INC. DELONG'S, INC. PROFIT SHARING PLAN | JEFFERSON CITY MO | 148 | $2.4M | $11K |
