Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 50 retirement plans report an interest in this investment, totaling $23.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Janus Henderson Balanced Fund, Janus Henderson Balanced A, Janus Henderson Balanced N, Janus Henderson Balanced, Janus Henderson Balanced CL S, Janus Henderson Balanced R. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SING TAO NEWSPAPERS NEW YORK LTD SING TAO USA GROUP PROFIT SHARING PLAN | NEW YORK NY | 119 | $38.5M | $4.3M |
| 2 | SEVEN-ELEVEN HAWAII, INC. SEVEN-ELEVEN (HAWAII), INC. 401(K) PLAN | HONOLULU HI | 679 | $24.2M | $4.1M |
| 3 | SENECA HOLDINGS, LLC SENECA HOLDINGS, LLC 401(K) RETIREMENT SAVINGS PLAN | SALAMANCA NY | 1,024 | $41.0M | $3.6M |
| 4 | COMMONWEALTH DENTAL GROUP COMMONWEALTH DENTAL GROUP 401(K) RETIREMENT SAVINGS PLAN | LEXINGTON KY | 320 | $14.6M | $1.7M |
| 5 | UT LE BONHEUR PEDIATRIC SPECIALISTS, INC. ULPS EMPLOYEE SAVINGS PLAN | MEMPHIS TN | 238 | $66.6M | $1.7M |
| 6 | OHIO NATIONAL LIFE INSURANCE CO OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES | CINCINNATI OH | 962 | $97.3M | $1.4M |
| 7 | VALLEY CHROME PLATING, INC. VALLEY CHROME PLATING, INC. 401(K) PLAN | CLOVIS CA | 115 | $9.2M | $1.2M |
| 8 | VISALIA OB/GYN MEDICAL ASSOCIATES, INC. VISALIA OB/GYN MEDICAL ASSOCIATES, INC. 401(K) PLAN | VISALIA CA | 10 | — | $847K |
| 9 | WENDCENTRAL CORP. WENDPARTNERS 401K PLAN | CORTLAND NY | 882 | $14.3M | $691K |
| 10 | WESTOVER PROPERTY MANAGEMENT COMPANY LP WESTOVER PROPERTY MANAGEMENT COMPANY LP RETIREMENT PLAN | KING OF PRUSSIA PA | 395 | $12.8M | $603K |
