Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Janus Henderson Sm Cap Val N Mutual fund shares in their Schedule of Assets, totaling $2.5M 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 | EMPIRE MERCHANTS, LLC EMPIRE MERCHANTS, LLC 401(K) PLAN FOR UNION MEMBERS | BROOKLYN NY | 949 | $91.9M | $925K |
| 2 | EMPIRE MERCHANTS, LLC EMPIRE MERCHANTS, LLC 401(K) PLAN | BROOKLYN NY | 228 | $75.8M | $649K |
| 3 | QUAKER EQUITIES, LTD. QUAKER EQUITIES, LTD. 401(K) PLAN |
BROOKLYN NY |
| 284 |
| $40.6M |
| $644K |
| 4 | BRESCOME BARTON, INC. BRESCOME BARTON, INC. RETIREMENT AND SAVINGS PLAN FOR LIQUOR SALES UNION | NORTH HAVEN CT | 117 | $24.0M | $255K |
