Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Janus Henderson Balanced Fund – Class N in their Schedule of Assets, totaling $17.5M 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 | HOWARD CENTER RETIREMENT PLAN FOR EMPLOYEES OF HOWARDCENTER | BURLINGTON VT | 1,333 | $110.3M | $4.4M |
| 2 | WOODRUFF SAWYER & CO. WOODRUFF-SAWYER & CO. PROFIT-SHARING AND PRE-TAX SAVINGS PLAN | SAN FRANCISCO CA | 639 | $149.9M | $2.3M |
| 3 | REVSPRING, INC. REVSPRING, INC. 401(K) PLAN |
NASHVILLE TN |
| 859 |
| $62.2M |
| $1.9M |
| 4 | T.W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC. T.W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC. 401(K) PLAN | LANCASTER PA | 241 | $3.2M | $1.8M |
| 5 | CAMERON MITCHELL RESTAURANTS, LLC CAMERON MITCHELL RESTAURANTS, LLC 401(K) PLAN | COLUMBUS OH | 3,902 | $27.4M | $1.1M |
| 6 | SPYGLASS CORPORATE SERVICES GROUP SPYGLASS CORPORATE SERVICES GROUP 401(K) PLAN | LAKE FOREST CA | 158 | $25.1M | $1.1M |
| 7 | WYNALDA LITHO, INC. DBA WYNALDA PACKAGING WYNALDA LITHO, INC. RETIREMENT SAVINGS PLAN | BELMONT MI | 148 | $19.5M | $1.0M |
| 8 | RUNZA NATIONAL, INC RUNZA NATIONAL, INC. 401(K) PROFIT SHARING PLAN | LINCOLN NE | 176 | $16.8M | $833K |
| 9 | PURCELL TIRE & RUBBER COMPANY PURCELL TIRE & RUBBER COMPANY 401(K) PLAN | POTOSI MO | 988 | $65.2M | $597K |
| 10 | OB-GYN ASSOCIATES OF ERIE, P.C. OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING PLAN | ERIE PA | 162 | $17.4M | $579K |
