Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Janus Henderson Janus Henderson Balanced N in their Schedule of Assets, totaling $13.7M 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 | BODMAN PLC BODMAN PLC RETIREMENT PLAN | DETROIT MI | 258 | $161.3M | $7.9M |
| 2 | OBXTEK, INC. OBXTEK, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 325 | $34.3M | $984K |
| 3 | HEAPY ENGINEERING HEAPY ENGINEERING, INC. SAVINGS PLAN | DAYTON |
| 250 |
| $38.2M |
| $776K |
| 4 | TSFR APPLE VENTURE LLC TSFR 401(K) PLAN | LIVONIA MI | 3,511 | $12.2M | $752K |
| 5 | SIMPLISAFE, INC. SIMPLISAFE 401(K) PLAN | BOSTON MA | 1,145 | $55.3M | $650K |
| 6 | SHASTA COMMUNITY HEALTH CENTER SHASTA COMMUNITY HEALTH CENTER 403(B) PLAN | REDDING CA | 506 | $34.0M | $631K |
| 7 | THE NATIONAL WORLD WAR II MUSEUM, INC. THE NATIONAL WORLD WAR II MUSEUM 401K PLAN | NEW ORLEANS LA | 280 | $13.6M | $626K |
| 8 | KENMODE TOOL & ENGINEERING, INC. KENMODE TOOL AND ENGINEERING, INC. 401(K) PLAN | ALGONQUIN IL | 140 | $21.2M | $534K |
| 9 | CARAVEL AUTISM HEALTH, LLC CARAVEL AUTISM HEALTH, LLC 401(K) PLAN | GREEN BAY WI | 1,556 | $15.9M | $445K |
| 10 | ALTEK, INC. ALTEK, INC. 401(K) PLAN | LIBERTY LAKE WA | 156 | $7.6M | $113K |
