Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Janus Henderson Balanced Fund Mutual fund in their Schedule of Assets, totaling $60.0M 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 | XPERI INC. XPERI INC. 401(K) PLAN | CALABASAS CA | 695 | $387.6M | $20.8M |
| 2 | STELLANTIS FINANCIAL SERVICES, INC. STELLANTIS FINANCIAL SERVICES, INC. 401(K) PLAN | HOUSTON TX | 1,192 | $44.6M | $13.9M |
| 3 | ARROWOOD INDEMNITY COMPANY THE 401(K) PLAN OF ARROWOOD INDEMNITY COMPANY |
CHARLOTTE NC |
| 71 |
| $113.4M |
| $7.6M |
| 4 | SEMTECH CORPORATION SEMTECH CORPORATION RETIREMENT SAVINGS PLAN | CAMARILLO CA | 467 | $139.5M | $6.3M |
| 5 | NTT DATA BUSINESS SOLUTIONS INC. NTT DATA BUSINESS SOLUTIONS INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 477 | $129.2M | $3.8M |
| 6 | ADEIA INC. ADEIA 401(K) PLAN | SAN JOSE CA | 146 | $34.6M | $2.1M |
| 7 | COGNIA, INC. COGNIA ERISA 403(B) PLAN | ALPHARETTA GA | 423 | $101.6M | $1.8M |
| 8 | PASCUA YAQUI TRIBE PASCUA YAQUI TRIBE ENTERPRISE 401(K) PLAN | TUCSON AZ | 1,882 | $75.6M | $982K |
| 9 | THE PEOPLE'S CREDIT UNION THE PEOPLE'S CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | MIDDLETOWN RI | 32 | $14.6M | $644K |
| 10 | LACOSTE USA, INC. LACOSTE USA RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,071 | $18.6M | $569K |
