Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 90 U.S. retirement plans report holding Janus Henderson Balanced N in their Schedule of Assets, totaling $180.8M 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 | ROCKLAND TRUST COMPANY ROCKLAND TRUST CO EE SAVINGS PS AND STOCK OWNERSHIP PLAN | HANOVER MA | 1,890 | $300.0M | $56.0M |
| 2 | EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CERTIFIED REGISTERED NURSE ANESTHETISTS 401(K) PLAN | GREENVILLE NC | 193 | $62.7M | $31.7M |
| 3 | FRESNO TRUCK CENTER |
FRESNO CA |
| 675 |
| $27.3M |
| $10.4M |
| 4 | HERITAGE BANK, INC. HERITAGE BANK, INC. 401(K) PLAN | BURLINGTON KY | 231 | $19.4M | $7.8M |
| 5 | I.D. CARE, LLC I.D. CARE, LLC 401(K) PLAN | HILLSBOROUGH NJ | 215 | $59.0M | $6.3M |
| 6 | VIKING GLOBAL INVESTORS LP VIKING GLOBAL INVESTORS LP 401(K) PLAN | STAMFORD CT | 270 | $123.9M | $5.5M |
| 7 | TRADITION AMERICA HOLDINGS, INC. TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 455 | $207.5M | $5.0M |
| 8 | KEN GANLEY COMPANIES KEN GANLEY COMPANIES RETIREMENT SAVINGS PLAN | BROADVIEW OH | 1,899 | $54.0M | $4.4M |
| 9 | ST. NICKS ALLIANCE ST. NICKS ALLIANCE PENSION PLAN | BROOKLYN NY | 296 | $19.4M | $4.1M |
| 10 | MYSTIC STAMP CO., INC. MYSTIC STAMP CO., INC. EMPLOYEE PENSION PLAN | CAMDEN NY | 93 | $17.2M | $3.5M |
