Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JANHEN SMALL CAP VALUE FD - S in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FORTRESS BIOTECH INC FORTRESS BIOTECH INC 401K PLAN | BAY HARBOR ISLANDS FL | 106 | $16.9M | $581K |
| 2 | NEXUS HEALTH SYSTEMS, LTD NEXUS HEALTH SYSTEMS, LTD 401(K) PLAN | HOUSTON TX | 815 | $14.0M | $180K |
| 3 | JENSEN U.S.A. JENSEN USA, INC. 401(K) PLAN |
PANAMA CITY FL |
| 142 |
| $14.4M |
| $153K |
| 4 | VIVA USA INC. VIVA USA INC. 401(K) PLAN | ROLLING MEADOWS IL | 236 | $5.5M | $115K |
| 5 | VISION INTEGRATION TECHNOLOGIES, VISION INTEGRATION TECHNOLOGIES, INC. | DETROIT MI | 67 | $2.8M | $12K |