Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding H+R BLOCK INC Common Stock in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN | DALLAS TX | 1,717 | $580.5M | $657K |
| 2 | CEDAR PARK CEMETERY CEDAR PARK CEMETERY EMPLOYEES' PENSION PLAN | WESTWOOD NJ | 70 | $47.7M | $370K |
| 3 | WESTROCK COMPANY WESTROCK COMPANY 401(K) RETIREMENT SAVINGS PLAN |
ATLANTA GA |
| 31,545 |
| $5.0B |
| $238K |
| 4 | WESTROCK COMPANY WESTROCK COMPANY 401K RETIREMENT SAVINGS PLAN TRUST | ATLANTA GA | — | $4.8B | $238K |
| 5 | ESKRIDGE AUTO GROUP, INC. ESKRIDGE AUTO GROUP PROFIT SHARING PLAN | OKLAHOMA CITY OK | 146 | $27.7M | $56K |
| 6 | FIRSTENERGY CORP FIRSTENERGY CORP WELFARE PLAN | AKRON OH | 12,332 | $575.6M | $42K |
| 7 | TEAMSTERS INDUSTRIAL EMPLOYEES PENSION FUND TEAMSTERS INDUSTRIAL EMPLOYEES PENSION FUND | ELMWOOD PARK NJ | 477 | $74.5M | $29K |
| 8 | TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK CA | — | $17.4B | $2K |
