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 N Mutual Fund in their Schedule of Assets, totaling $786K 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 | M. SIMON ZOOK CO. M. SIMON ZOOK 401(K) PROFIT SHARING PLAN | HONEYBROOK PA | 179 | $8.3M | $353K |
| 2 | MEDICAL ASSOCIATION OF GEORGIA MEDICAL ASSOCIATION OF GEORGIA MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN | ATLANTA GA | 568 | $47.8M | $320K |
| 3 | THE PLATEAU GROUP, INC. |
CROSSVILLE TN |
| 85 |
| $12.3M |
| $113K |
