Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding H&R Block, Inc.(1) Common Stock in their Schedule of Assets, totaling $7.7M 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 | H&R BLOCK MANAGEMENT, LLC H & R BLOCK RETIREMENT SAVINGS PLAN | KANSAS CITY MO | 22,188 | $1.1B | $7.7M |
