Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Janus Henderson Balanced-N N/R in their Schedule of Assets, totaling $3.9M 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 | MONTAUK ENERGY HOLDINGS, LLC MONTAUK ENERGY HOLDINGS, LLC 401(K) PROFIT SHARING PLAN TRUST | PITTSBURGH PA | 121 | $14.1M | $2.9M |
| 2 | MUD BAY, INC. MUD BAY RETIREMENT PLAN | OLYMPIA WA | 427 | $6.2M | $539K |
| 3 | TEL HAI RETIREMENT COMMUNITY TEL HAI RETIREMENT COMMUNITY 401(K) PLAN |
HONEY BROOK PA |
| 300 |
| $15.4M |
| $457K |
| 4 | HEBREW HEALTH CARE, INC. HEBREW HEALTH CARE, INC. 401(K) RETIREMENT PLAN | WEST HARTFORD CT | 198 | $4.1M | $19K |