Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Janus Janus Henderson Balanced I - in their Schedule of Assets, totaling $12.8M 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 | INDEPENDENT PROFESSIONAL SERVICES, INC. INDEPENDENT PROFESSIONAL SERVICES 401(K) & PROFIT SHARING PLAN | DOYLESTOWN PA | 76 | $63.6M | $8.8M |
| 2 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN FOR UNION EMPLOYEES | FRANKFURT KY | 1,456 | $102.8M | $2.1M |
| 3 | SAZERAC COMPANY, INC. |
LOUISVILLE KY |
| 3,214 |
| $166.6M |
| $1.9M |
