Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Janus Henderson Balanced T Mutual fund in their Schedule of Assets, totaling $8.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUPPLY NEW ENGLAND, INC. SUPPLY NEW ENGLAND, INC. EMPLOYEE RETIREMENT TRUST PLAN | ATTLEBORO MA | 150 | $14.2M | $2.4M |
| 2 | DAVID LERNER ASSOCIATES, INC. DAVID LERNER ASSOCIATES, INC. 401K PLAN | SYOSSET NY | 163 | $59.1M | $1.9M |
| 3 | THE BROOKINGS INSTITUTION |
WASHINGTON DC |
| 495 |
| $260.2M |
| $1.4M |
| 4 | HILL WALLACK LLP HILL WALLACK RETIREMENT PLAN | PRINCETON NJ | 166 | $23.9M | $1.3M |
| 5 | ART'S RENTAL EQUIPMENT, INC. ART'S RENTAL EQUIPMENT, INC. 401(K) RETIREMENT SAVINGS PLAN & TRUST | NEWPORT KY | 185 | $31.9M | $1.1M |
| 6 | PELLI CLARKE & PARTNERS PELLI CLARKE & PARTNERS SECTION 401(K) PLAN | NEW HAVEN CT | 71 | $20.2M | $399K |
