Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Janus Henderson Balanced N Fund " in their Schedule of Assets, totaling $16.2M 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 | KYOCERA AVX COMPONENTS CORPORATION AVX GREENVILLE LLC 401(K) PLAN | FOUNTAIN INN SC | 1,261 | $227.9M | $8.8M |
| 2 | US AIR CONDITIONING DISTRIBUTORS, LLC. EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN OF U.S. AIR CONDITIONING DISTRIBUTORS | CITY OF INDUSTRY CA | 441 | $63.6M | $4.4M |
| 3 | COMMUNITY LIVING |
YAKIMA WA |
| 398 |
| $4.6M |
| $1.0M |
| 4 | DIXON TICONDEROGA COMPANY DIXON TICONDEROGA COMPANY 401(K) PLAN | APPLETON WI | 189 | $31.7M | $747K |
| 5 | VARDE MANAGEMENT, L.P. VARDE MANAGEMENT, L.P. RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 161 | $59.2M | $575K |
| 6 | CITIZENS BANK & TRUST CITIZENS BANK AND TRUST 401(K) PLAN | LAKE WALES FL | 215 | $15.1M | $224K |
| 7 | TITAN ELECTRIC COMPANIES, LLC TITAN ELECTRIC 401(K) PLAN | TAMPA FL | 403 | $15.1M | $119K |
| 8 | KYOCERA AVX COMPONENTS CORPORATION AVX 401(K) PLAN | FOUNTAIN INN SC | 161 | $6.8M | $79K |
| 9 | REYNOLDS FAMILY HOLDING COMPANY HIGHWAY EQP HIGHWAY EQUIPMENT COMPANY 401(K) PLAN | ZELIENOPLE PA | 0 | $6.2M | $68K |
| 10 | M.S. COMPANY, INC. M. S. COMPANY, INC. 401(K) PROFIT SHARING PLAN | ATTLEBORO MA | 107 | $3.4M | $66K |
