Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Janus Janus Henderson Balanced Fund Class N in their Schedule of Assets, totaling $9.1M 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 | VISIONARY PRACTICE MANAGEMENT SERVICES LLC VISIONARY PRACTICE MANAGEMENT SERVICES LLC 401(K) RETIREMENT PLAN | TYLER TX | 232 | $17.3M | $4.5M |
| 2 | CHARLES L HEATON, MD. PA HEATON EYE ASSOCIATES RETIREMENT PLAN | TYLER TX | 214 | $14.9M | $4.5M |