Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JANUS HENDERSON BALANCED FD N MUTUAL FUNDS in their Schedule of Assets, totaling $14.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BASTION TECHNOLOGIES, INC. BASTION TECHNOLOGIES 401(K) PLAN | HOUSTON TX | 565 | $74.5M | $7.4M |
| 2 | MATHESON TRI-GAS, INC. MATHESON TRI-GAS, INC. SAVINGS PLAN | WARREN NJ | 4,755 | $454.6M | $5.5M |
| 3 | WESTERN STONE & METAL CORP. WESTERN STONE & METAL CORP. 401(K) PLAN |
CENTENNIAL CO |
| 742 |
| $42.2M |
| $744K |
| 4 | YPO, INC. YPO, INC. 401(K) PLAN & TRUST | IRVING TX | 277 | $32.0M | $591K |
| 5 | MAGNUSSON KLEMENCIC ASSOCIATES INC. MAGNUSSON KLEMENCIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST WITH 401(K) | SEATTLE WA | 147 | $77.3M | $342K |
