Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Janus Henderson Small Cap Value Fund Mutual fund in their Schedule of Assets, totaling $945K 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 | R.J. ZAVORAL & SONS, INC. R.J. ZAVORAL & SONS, INC. RETIREMENT PLAN | EAST GRAND FORKS MN | 202 | $22.4M | $594K |
| 2 | GUY & O'NEILL, INC. SHARE IN OUR GROWTH 401(K) PLAN | FREDONIA WI | 284 | $8.4M | $93K |
| 3 | B&R STORES, INC. B&R STORES, INC. 401(K) PLAN |
LINCOLN NE |
| 1,386 |
| $74.6M |
| $82K |
| 4 | MARLINS TEAMCO LLC MARLINS TEAMCO LLC 401(K) PLAN | MIAMI FL | 195 | $21.4M | $79K |
| 5 | HELLER CAPITAL GROUP, LLC HELLER CAPITAL GROUP, LLC 401K PLAN | LANCASTER PA | 120 | $7.8M | $43K |
| 6 | HUDSON TRANSIT LINES, INC. HUDSON TRANSIT LINES UNION EMPLOYEES PENSION PLAN | CHESTER NY | 18 | $1.7M | $25K |
| 7 | APPRISS RETAIL APPRISS RETAIL 401(K) SAVINGS PLAN | IRVINE CA | 124 | $18.1M | $18K |
| 8 | HOLLYWOOD WOODWORK, INC HOLLYWOOD WOODWORK, INC. 401(K) PROFIT SHARING PLAN | HOLLYWOOD FL | 128 | $2.2M | $8K |
| 9 | VS MEDIA INC VS MEDIA INC 401(K) PROFIT SHARING PLAN AND TRUST | THOUSAND OAKS CA | 115 | $6.0M | $3K |
