Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JANUS HENDERSON JAN HEN VIT BALANCED SVC MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $2.1M 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 | HILLCREST HEALTH SYSTEMS INC HILLCREST HEALTH 401K PLAN | BELLEVUE NE | 1,174 | $20.4M | $797K |
| 2 | OUCU FINANCIAL CREDIT UNION INC. OUCU FINANCIAL CREDIT UNION 401K PLAN | ATHENS OH | 100 | $19.8M | $705K |
| 3 | MENTAL HEALTH MENTAL RETARDATION AUTHORITY OF BRAZOS VALLEY |
BRYAN TX |
| 151 |
| $4.5M |
| $496K |
| 4 | SILVER REEF CASINO SILVER REEF CASINO 401K PLAN | FERNDALE WA | 696 | $9.0M | $89K |
| 5 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE TAX DEFERRED ANNUITY PLAN | PHILLIPSBURG KS | 1,019 | $37.9M | $1K |
