Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Janus Henderson Balanced I Registered Investment Company in their Schedule of Assets, totaling $4.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTH EAST MEDICAL SERVICES NORTH EAST MEDICAL SERVICES PROFIT SHARING 401(K) PLAN | DALY CITY CA | 1,096 | $175.0M | $2.7M |
| 2 | AUSGAR TECHNOLOGIES, INC. AUSGAR TECHNOLOGIES,INC. 401K PROFIT SHARING PLAN | SAN DIEGO CA | 129 | $22.0M | $1.2M |
| 3 | VITAL ENTERPRISES LLC |
BEAVERTON OR |
| 384 |
| $25.9M |
| $447K |
| 4 | JBR, INC. JBR, INC. 401(K) PLAN | LINCOLN CA | 308 | $18.6M | $22K |
| 5 | WILLAMETTE VIEW, INC. WILLAMETTE VIEW, INC. 401(K) RETIREMENT PLAN | PORTLAND OR | 255 | $11.0M | $17K |
