Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Janus Henderson Balanced T Registered investment companies in their Schedule of Assets, totaling $3.6M 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 | BLANCHARD TRAINING & DEVELOPMENT INC. BLANCHARD TRAINING & DEVELOPMENT INC. 401(K) PLAN | ESCONDIDO CA | 250 | $65.3M | $3.4M |
| 2 | HELIO HEALTH, INC. HELIO HEALTH, INC. SAVINGS AND RETIREMENT PLAN | SYRACUSE NY | 1,069 | $22.0M | $175K |
