Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Janus Henderson Balanced N Registered Investment Company in their Schedule of Assets, totaling $79.3M 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 | GENERAL ATOMICS GENERAL ATOMICS 401(K) RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 12,686 | $2.8B | $77.9M |
| 2 | HERRICK, FEINSTEIN LLP HERRICK, FEINSTEIN LLP SAVINGS AND PROFIT SHARING PLAN | NEW YORK NY | 128 | $82.1M | $342K |
| 3 | ASSEMI GROUP, INC. ASSEMI GROUP, INC. RETIREMENT PLAN |
FRESNO CA |
| 100 |
| $11.2M |
| $245K |
| 4 | HERRICK, FEINSTEIN LLP HERRICK, FEINSTEIN LLP SAVINGS PLAN (NEW) | NEW YORK NY | 122 | $32.6M | $209K |
| 5 | G-PEG I LLC WINNERS CIRCLE 401K RETIREMENT PLAN | MINDEN NV | 631 | $5.7M | $193K |
| 6 | EMPOWER CLINIC SERVICES LLC EMPOWER PHARMACY 401(K) PLAN | HOUSTON TX | 1,132 | $14.9M | $182K |
| 7 | BORREGO ENERGY, LLC BORREGO ENERGY RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 122 | $23.3M | $111K |
| 8 | HEARTLAND REALTY INVESTORS, INC. HEARTLAND REALTY INVESTORS, INC. PROFIT SHARING PLAN & TRUST | MINNEAPOLIS MN | 119 | $8.1M | $108K |
| 9 | PHILADELPHIA CRICKET CLUB PHILADELPHIA CRICKET CLUB 401(K) PLAN | PHILADELPHIA PA | 208 | $7.2M | $62K |
