Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $6.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Janus Henderson Enterprise RET Acct, Janus Henderson Enterprise RET. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $1.1M |
| 2 | UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION INC. DBA LIFESOURCE LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN | MINNEAPOLIS MN | 235 | $37.8M | $1.1M |
| 3 | NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC. MARINE INDUSTRY RETIREMENT PLAN | CHICAGO IL | 4,068 | $136.2M | $1.1M |
| 4 | LRS ARCHITECTS, INC. LRS ARCHITECTS EMPLOYEE SAVINGS PLAN | PORTLAND OR | 107 | $19.3M | $495K |
| 5 | ORTHO BENEFITS CORP PHYSICIANS 401(K) SOLUTIONS | PALM BEACH GARDENS FL | 300 | $13.2M | $487K |
| 6 | MONTANA HEALTH NETWORK MONTANA HEALTH NETWORK 401(K) PLAN | MILES CITY MT | 1,143 | $53.2M | $450K |
| 7 | ADMINISTRATIVE ONESOURCE, LLC ADMINISTRATIVE ONESOURCE 401(K) PLAN | KENNER LA | 476 | $22.0M | $444K |
| 8 | KERN, INC. KERN, INC. 401(K) PLAN | GROVE CITY OH | 143 | $12.4M | $311K |
| 9 | HARVEY & MADDING, INC. HARVEY 401(K) PLAN | DUBLIN CA | 307 | $22.4M | $304K |
| 10 | PBS ASO, LLC PBS ASO, LLC RETIREMENT PLAN | BIRMINGHAM AL | 930 | $17.2M | $283K |
