Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Jensen Quality Growth in their Schedule of Assets, totaling $3.4M 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 | IBEW 143 BENEFIT FUNDS - PENSION FUND 143 IBEW BENEFIT FUNDS - PENSION FUND | HARRISBURG PA | 354 | $74.9M | $1.4M |
| 2 | PORT AMHERST, LTD. PORT AMHERST, LTD. 401(K) & PROFIT SHARING PLAN | CHARLESTON WV | 382 | $31.4M | $1.1M |
| 3 | MERCED SCHOOL EMPLOYEES FEDERAL CREDIT UNION |
MERCED CA |
| 100 |
| $14.3M |
| $927K |