Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Jensen Jensen Quality Growth I in their Schedule of Assets, totaling $6.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUN FEDERAL CREDIT UNION SUN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | MAUMEE OH | 143 | $28.7M | $4.6M |
| 2 | NEIGHBORHOOD CREDIT UNION NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST | DALLAS TX | 186 | $24.0M | $1.2M |
| 3 | UNIVERSITY CREDIT UNION UNIVERSITY CREDIT UNION 401(K) PLAN AND TRUST |
LOS ANGELES CA |
| 134 |
| $16.2M |
| $695K |
| 4 | CABRILLO CREDIT UNION CABRILLO CREDIT UNION 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 71 | $8.1M | $363K |
