Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Janus Henderson Balanced Fund Class S Mutual Fund in their Schedule of Assets, totaling $721K 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 | DAVE'S FRESH MARKETPLACE MANAGEMENT, INC. DAVE'S FRESH MARKETPLACE MANAGEMENT, INC. 401(K) PLAN | EAST GREENWICH RI | 1,872 | $42.7M | $423K |
| 2 | ARMAND AGRA, INC. ARMAND AGRA, INC. 401(K) PLAN | RENO NV | 601 | $10.1M | $171K |
| 3 | CAREGILITY CORPORATION CAREGILITY 401(K) PLAN |
EATONTOWN NJ |
| 109 |
| $14.5M |
| $128K |
