Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Jensen Quality Growth J in their Schedule of Assets, totaling $14.0M 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 | DAVIS+GILBERT LLP DAVIS+GILBERT LLP PROFIT SHARING RETIREMENT PLAN | NEW YORK NY | 135 | $149.2M | $6.2M |
| 2 | KENWOOD DEALER GROUP, INC. THE KENWOOD DEALER GROUP EMPLOYEE RETIREMENT PLAN | MASON OH | 685 | $58.1M | $5.5M |
| 3 | SPANX, LLC SPANX, LLC 401K PROFIT SHARING PLAN AND TRUST |
ATLANTA GA |
| 172 |
| $25.3M |
| $2.2M |
| 4 | THE VILLAGE FOR FAMILIES & CHILDREN, INC. THE VILLAGE FOR FAMILIES & CHILDREN, INC. 403(B)DC PLAN | HARTFORD CT | 622 | $23.8M | $82K |
| 5 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $6K |
