Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Block Inc Cl A in their Schedule of Assets, totaling $29.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $16.5M |
| 2 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $6.6M |
| 3 | NATIONWIDE MUTUAL INSURANCE COMPANY |
COLUMBUS OH |
| 22,626 |
| $8.3B |
| $2.4M |
| 4 | TOYOTA MOTOR NORTH AMERICA, INC TOYOTA MOTOR NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | PLANO TX | 44,145 | $13.3B | $1.8M |
| 5 | OREGON & SOUTHWEST WASHINGTON PAINTERS PENSION PLAN, TRUSTEES OREGON & SOUTHWEST WASHINGTON PAINTERS PENSION PLAN | PORTLAND OR | 994 | $193.4M | $606K |
| 6 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON VA | — | $23.5B | $493K |
| 7 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON VA | — | $23.5B | $493K |
| 8 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS MN | 40,642 | $8.3B | $205K |
| 9 | TRUSTEES OF TEAMSTERS LOCAL NO. 469 PENSION FUND TEAMSTERS LOCAL 469 PENSION PLAN | HAZLET NJ | 69 | $163.5M | $116K |
| 10 | OREGON EDUCATION ASSOCIATION OEA CHOICE WELFARE BENEFIT PLAN | TIGARD OR | 19,365 | $98.0M | $98K |
