Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 100 retirement plans report an interest in this investment, totaling $12.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Janus Henderson Triton RET Acct, Janus Henderson Triton RET. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | DAVID&GOLIATH, LLC DAVID&GOLIATH EMPLOYEES 401K/PROFIT SHARING PLAN | EL SEGUNDO CA | 162 | $31.3M | $1.2M |
| 2 | TRI STAR SERVICES, LLC TRI STAR SERVICES, LLC 401(K) PLAN | NASHVILLE TN | 2,046 | $22.3M | $879K |
| 3 | FOX MANAGEMENT REHABILITATION SERVICES LLC FOX MANAGEMENT REHABILITATION SERVICES LLC 401(K) PLAN | CHERRY HILL NJ | 3,489 | $122.1M | $720K |
| 4 | FOX MANAGEMENT REHABILITATION SERVICES LLC FOX MANAGEMENT REHABILITATION SERVICES LLC 401(K) PLAN | CHERRY HILL NJ | 2,809 | $100.5M | $671K |
| 5 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $561K |
| 6 | 1 SOURCE BUSINESS SOLUTIONS, LLC 1 SOURCE BUSINESS SOLUTIONS 401(K) PLAN | MIDVALE UT | 2,509 | $41.5M | $511K |
| 7 | ENERGY MANAGEMENT COLLABORATIVE, LLC ENERGY MANAGEMENT COLLABORATIVE 401 (K) PLAN | PLYMOUTH MN | 197 | $16.4M | $496K |
| 8 | MASTERY LOGISTICS SYSTEMS, INC. MASTERY LOGISTICS SYSTEMS, INC. 401(K) PLAN | LAKE FOREST IL | 490 | $36.5M | $471K |
| 9 | AMERICAN WORKBOATS, INC. AMERICAN MARINE SERVICES GROUP 401(K) PROFIT SHARING PLAN | HONOLULU HI | 123 | $12.4M | $437K |
| 10 | RALPH BRENNAN RESTAURANT GROUP, LLC RALPH BRENNAN RESTAURANT GROUP 401(K) RETIREMENT PLAN | NEW ORLEANS LA | 413 | $11.8M | $429K |
