Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Janus Henderson Balanced Fund Class N Mutual fund in their Schedule of Assets, totaling $10.9M 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 | RETAIL INVESTORS OF TEXAS, LTD. RETAIL INVESTORS OF TEXAS, LTD. 401(K) PROFIT SHARING PLAN & TRUST | NEDERLAND TX | 1,861 | $37.0M | $3.1M |
| 2 | SMI MANAGEMENT, LLC SMI MANAGEMENT, LLC 401(K) PLAN AND TRUST | CARROLLTON GA | 676 | $42.6M | $2.3M |
| 3 | TOPCON AMERICA CORPORATION |
OAKLAND NJ |
| 1,186 |
| $206.3M |
| $2.3M |
| 4 | TONNESON & COMPANY, PC TONNESON & COMPANY, PC. 401(K) PROFIT SHARING RETIREMENT PLAN | WAKEFIELD MA | 95 | $30.0M | $1.2M |
| 5 | MISSION TECHNOLOGY GROUP (MTG) MTG 401(K) PROFIT SHARING PLAN AND TRUST | RESTON VA | 250 | $78.1M | $883K |
| 6 | SPINE WAVE, INC. SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SHELTON CT | 59 | $26.3M | $547K |
| 7 | CUBRC, INC. CUBRC AND AVARINT EMPLOYEE RETIREMENT PLAN | BUFFALO NY | 210 | $49.6M | $194K |
| 8 | BIRKENSTOCK USA, LP BIRKENSTOCK 401(K) PLAN | NOVATO CA | 343 | $29.7M | $112K |
| 9 | PPL HEALTHCARE LLC PPL HEALTHCARE LLC 401(K) PLAN | SELLERSVILLE PA | 166 | $19.5M | $107K |
| 10 | CASA-TRINITY INC CASA-TRINITY INC 401(K) PROFIT SHARING PLAN & TRUST | GENESEO NY | 301 | $5.4M | $73K |
