H&R Block, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | — | $89.1K | 0.03% | 2,808 NS | $296.17M | FIGI |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | VSLU | $86.5K | 0.02% | 2,726 NS | $440.03M | FIGI |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $85.7K | 0.01% | 2,699 NS | $901.68M | FIGI |
| SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $78.7K | 0.15% | 2,480 NS | $51.85M | FIGI |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | — | $77.4K | 0.00% | 2,438 NS | $12.51B | FIGI |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | — | $76.7K | 0.01% | 2,415 NS | $613.75M | FIGI |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | — | $76.2K | 0.01% | 2,400 NS | $1.17B | FIGI |
| New Covenant Growth Fund NEW COVENANT FUNDS | — | $66.9K | 0.01% | 2,109 NS | $518.52M | FIGI |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | — | $66.7K | 0.01% | 2,102 NS | $1.08B | FIGI |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | — | $66.7K | 0.00% | 2,100 NS | $1.64B | FIGI |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity E… PIMCO Equity Series | MFUS | $63.7K | 0.03% | 2,006 NS | $229.10M | FIGI |
| TIAA Separate Account VA-1 - Stock Index Acco… TIAA Separate Account VA-1 | — | $62.8K | 0.00% | 1,979 NS | $1.29B | FIGI |
| Calvert US Large-Cap Core Responsible Index E… Morgan Stanley ETF Trust | CVLC | $62.0K | 0.01% | 1,953 NS | $695.91M | FIGI |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | — | $60.9K | 0.04% | 1,919 NS | $151.87M | FIGI |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | — | $60.0K | 0.00% | 1,889 NS | $2.49B | FIGI |
| Global Atlantic BlackRock Disciplined Mid Cap… Forethought Variable Insurance Trust | — | $59.4K | 0.03% | 1,873 NS | $236.21M | FIGI |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $57.9K | 0.01% | 1,825 NS | $722.25M | FIGI |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | — | $57.1K | 0.06% | 1,798 NS | $95.70M | FIGI |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | — | $54.1K | 0.01% | 1,703 NS | $883.82M | FIGI |
| State Street(R) SPDR(R) S&P(R) 1500 Value Til… SPDR SERIES TRUST | VLU | $43.5K | 0.01% | 1,369 NS | $621.35M | FIGI |
| EQ/Large Cap Growth Managed Volatility Portfo… EQ Advisors Trust | — | $43.2K | 0.00% | 1,362 NS | $4.00B | FIGI |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | CVMC | $41.6K | 0.05% | 1,311 NS | $83.19M | FIGI |
| Growth Equity Index Fund GuideStone Funds | — | $37.3K | 0.01% | 1,174 NS | $688.40M | FIGI |
| Strategic Alternatives Fund GuideStone Funds | — | $33.0K | 0.01% | 1,041 PA | $272.93M | FIGI |
| AQR MS Fusion Fund AQR Funds | — | $29.1K | 0.14% | 918 NS | $21.36M | FIGI |
| The Institutional U.S. Equity Portfolio HC Capital Trust | — | $28.2K | 0.00% | 890 NS | $2.87B | FIGI |
| Value Equity Index Fund GuideStone Funds | — | $26.9K | 0.01% | 848 NS | $528.78M | FIGI |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FU… | — | $25.4K | 0.00% | 800 NS | $1.02B | FIGI |
| Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust | — | $24.7K | 0.00% | 779 NS | $3.41B | FIGI |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | — | $22.2K | 0.10% | 700 NS | $22.65M | FIGI |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $21.7K | 0.00% | 685 NS | $583.77M | FIGI |
| AQR LSE Fusion Fund AQR Funds | — | $21.2K | 0.11% | 668 NS | $19.13M | FIGI |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | — | $21.1K | 0.01% | 664 NS | $182.09M | FIGI |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | — | $20.4K | 0.01% | 643 NS | $278.15M | FIGI |
| PROFUND VP MIDCAP GROWTH ProFunds | — | $19.6K | 0.13% | 619 NS | $15.35M | FIGI |
| PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | — | $18.8K | 0.00% | 591 NS | $1.04B | FIGI |
| VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $16.6K | 0.02% | 522 NS | $69.44M | FIGI |
| State Street(R) SPDR(R) Russell 1000 Momentum… SPDR SERIES TRUST | ONEO | $15.7K | 0.06% | 496 NS | $25.30M | FIGI |
| PROFUND VP MIDCAP VALUE ProFunds | — | $12.1K | 0.12% | 381 NS | $9.83M | FIGI |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | — | $11.8K | 0.01% | 373 NS | $144.25M | FIGI |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | — | $11.3K | 0.09% | 356 NS | $12.29M | FIGI |
| PROFUND VP ULTRAMID CAP ProFunds | — | $8.3K | 0.09% | 263 NS | $9.25M | FIGI |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | — | $7.8K | 0.00% | 246 NS | $536.93M | FIGI |
| WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust | QMID | $7.8K | 0.38% | 246 NS | $2.03M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P Sector … SPDR SERIES TRUST | SPDG | $5.5K | 0.05% | 172 NS | $11.26M | FIGI |
| BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. | — | $5.0K | 0.00% | 156 NS | $140.89M | FIGI |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | — | $3.4K | 0.10% | 106 NS | $3.32M | FIGI |
| AQR CVX Fusion Fund AQR Funds | — | $2.2K | 0.01% | 70 NS | $28.51M | FIGI |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum … SPDR SERIES TRUST | MMTM | $1.8K | 0.00% | 57 NS | $151.43M | FIGI |
| Calvert US Large-Cap Diversity, Equity and In… Morgan Stanley ETF Trust | CDEI | $1.8K | 0.01% | 56 NS | $15.50M | FIGI |