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 N in their Schedule of Assets, totaling $6.8M 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 | TRUSTONE FINANCIAL CREDIT UNION TRUSTONE FINANCIAL CREDIT UNION 401(K) PLAN | BURNSVILLE MN | 549 | $78.2M | $3.0M |
| 2 | DELFINGEN US, INC. DELFINGEN US, INC. RETIREMENT SAVINGS PLAN | ROCHESTER HILLS MI | 282 | $10.1M | $2.0M |
| 3 | BLANCHARD MACHINERY COMPANY, A SOUTH CAROLINA CORPORATION |
WEST COLUMBIA SC |
| 797 |
| $75.2M |
| $689K |
| 4 | PENN JERSEY PAPER COMPANY PENN JERSEY PAPER COMPANY 401K PS PLAN | PHILADELPHIA PA | 226 | $22.3M | $533K |
| 5 | F&H ELECTRICAL CONTRACTORS, INC. F&H CONTRACTORS 401(K) PLAN | CRYSTAL RIVER FL | 355 | $10.6M | $379K |
| 6 | PENN JERSEY PAPER COMPANY PENN JERSEY PAPER COMPANY DEFINED CONTRIBUTION PLAN FOR UNION LOCAL 107 UNIT A EMPLOYEES | PHILADELPHIA PA | 123 | $3.2M | $62K |
| 7 | SOVRN HOLDINGS, INC. SOVRN 401(K) PLAN | BOULDER CO | 134 | $15.4M | $33K |
| 8 | MODERN TRANSPORTATION SERVICES, INC. MODERN TRANSPORTATION SERVICES, INC. 401(K) PROFIT SHARING PLAN | CORAOPOLIS PA | 436 | $6.5M | $15K |
| 9 | CENTRAL DERMATOLOGY CENTER PA CENTRAL DERMATOLOGY CENTER PA 401(K) PROFIT SHARING PLAN | CHAPEL HILL NC | 64 | $10.1M | $15K |
| 10 | GOOD SAMARITAN HOSPICE, INC. GOOD SAMARITAN HOSPICE, INC. 401(K) PLAN | ROANOKE VA | 136 | $3.9M | $2K |
