Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Janus Henderson Janus Henderson Balanced Fund in their Schedule of Assets, totaling $13.1M 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 | AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS AAOS RETIREMENT PLAN | ROSEMONT IL | 197 | $51.0M | $2.9M |
| 2 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $2.3M |
| 3 | KOLL BREN SCHREIBER REALTY ADVISORS |
NEWPORT BEACH CA |
| 83 |
| $37.6M |
| $2.2M |
| 4 | FALCK USA, INC. FALCK USA, INC. 401(K) PLAN | ORANGE CA | 2,757 | $82.2M | $2.0M |
| 5 | GUTHRIE THEATER FOUNDATION GUTHRIE THEATER FOUNDATION 403(B) RETIREMENT PLAN | MINNEAPOLIS MN | 658 | $27.1M | $666K |
| 6 | HARIBO OF AMERICA, INC. HARIBO OF AMERICA RETIREMENT SAVINGS PLAN | ROSEMONT IL | 366 | $21.8M | $622K |
| 7 | PRESERVATION OF AFFORDABLE HOUSING, INC. POAH/POAHC 401(K) PLAN | BOSTON MA | 622 | $38.0M | $573K |
| 8 | N-ABLE TECHNOLOGIES, INC. N-ABLE TECHNOLOGIES, INC. 401(K) PLAN | BURLINGTON MA | 452 | $35.2M | $490K |
| 9 | OPEN DOOR FAMILY MEDICAL CENTER, INC. ODFMC, INC. 401(K) PLAN | OSSINING NY | 535 | $37.9M | $430K |
| 10 | SAC WIRELESS, LLC SAC WIRELESS, LLC 401(K) PROFIT SHARING PLAN | HOFFMAN ESTATES IL | 96 | $32.5M | $298K |
