Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding H+R BLOCK INC in their Schedule of Assets, totaling $32.7M 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 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $27.7M |
| 2 | JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEW ELECTRICAL WORKERS PENSION PLAN LOCAL 103 I.B.E.W. | BOSTON MA | 6,140 | $1.9B | $932K |
| 3 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE |
KANSAS CITY MO |
| — |
| $91.3M |
| $895K |
| 4 | AMERICAN ELECTRIC POWER SERVICE CORPORATION AEP RETIREMENT SAVINGS 401(K) PLAN | COLUMBUS OH | 16,345 | $5.2B | $761K |
| 5 | BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST | ROSSFORD OH | 2,619 | $671.0M | $515K |
| 6 | HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN | HARTFORD CT | 18,645 | $7.2B | $317K |
| 7 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $254K |
| 8 | MIDWAY FORD TRUCK CENTER INC. MIDWAY FORD TRUCK CENTER, INC. EMPLOYEE STOCK OWNERSHIP PLAN | KANSAS CITY MO | 241 | $61.1M | $238K |
| 9 | I.U.O.E. LOCAL 132 PENSION FUND I.U.O.E. LOCAL 132 PENSION FUND | HUNTINGTON WV | 1,524 | $559.3M | $185K |
| 10 | CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD CT | 74,487 | $23.2B | $179K |
