Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Janus Henderson Forty Fund Mutual fund in their Schedule of Assets, totaling $19.3M 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 | WORD & BROWN INC. ADMIN., INC. WORD & BROWN 401(K) RETIREMENT PLAN | ORANGE CA | 586 | $93.9M | $16.2M |
| 2 | SHOP RITE, INC. SHOP RITE, INC. PROFIT SHARING 401(K) PLAN | CROWLEY LA | 552 | $11.3M | $2.2M |
| 3 | POLICYLINK POLICYLINK 401(K) PROFIT SHARING PLAN AND TRUST |
OAKLAND CA |
| 96 |
| $16.1M |
| $902K |
| 4 | CLK HR ACQUISITION, LLC CLK HR ACQUISITION, LLC 401(K) PROFIT SHARING PLAN | THOUSAND PALMS CA | 317 | $3.7M | $33K |
