Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Janus Henderson Balanced in their Schedule of Assets, totaling $10.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HLW INTERNATIONAL, LLP HLW INTERNATIONAL, LLP SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 196 | $35.3M | $2.7M |
| 2 | DANA KEPNER COMPANY, LLC DANA KEPNER COMPANY 401(K) PLAN | DENVER CO | 239 | $21.8M | $1.6M |
| 3 | BEEKLEY CORPORATION BEEKLEY CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST |
BRISTOL CT |
| 98 |
| $27.3M |
| $1.4M |
| 4 | SHIMANO NORTH AMERICA HOLDING, INC. SHIMANO NORTH AMERICA 401(K) PROFIT SHARING PLAN | IRVINE CA | 474 | $47.2M | $1.4M |
| 5 | CONCORD MANAGEMENT, LTD. CONCORD MANAGEMENT, LTD. 401(K) PLAN | MAITLAND FL | 498 | $39.1M | $1.3M |
| 6 | GEORGIA LOGISTICS GROUP, INC. GEORGIA LOGISTICS GROUP, INC. 401(K) RETIREMENT PLAN | ST. SIMONS ISLAND GA | 93 | $11.5M | $489K |
| 7 | HARROGATE INCORPORATED HARROGATE EMPLOYEES ANNUITY PLAN | LAKEWOOD NJ | 208 | $6.2M | $442K |
| 8 | IXONIA BANK IXONIA BANK 401(K) SAVINGS PLAN | IXONIA WI | 587 | $14.8M | $278K |
| 9 | GETWELLNETWORK, INC. GETWELLNETWORK, INC. 401(K) PLAN | BETHESDA MD | 215 | $25.3M | $241K |
| 10 | LANE AUTOMOTIVE INC. LANE AUTOMOTIVE INC. PROFIT SHARING / 401(K) PLAN | WATERVLIET MI | 441 | $27.7M | $184K |
