Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Jensen Quality Growth Mutual fund in their Schedule of Assets, totaling $27.2M 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 | GENSCO, INC. GENSCO PROFIT SHARING 401(K) PLAN | TACOMA WA | 979 | $153.8M | $20.9M |
| 2 | SLAKEY BROTHERS, INC. SLAKEY BROTHERS, INC. PROFIT SHARING 401(K) PLAN | SACRAMENTO CA | 413 | $41.6M | $4.1M |
| 3 | MEDICAL ANESTHESIA GROUP, P.A. MEDICAL ANESTHESIA GROUP, P.A. PROFIT SHARING PLAN |
MEMPHIS TN |
| 69 |
| $110.9M |
| $1.5M |
| 4 | MOSES LAKE COMMUNITY HEALTH CENTER MOSES LAKE COMMUNITY HEALTH CENTER 401(K) PLAN | MOSES LAKE WA | 337 | $27.0M | $473K |
| 5 | CALVIN B. TAYLOR BANKING COMPANY THE TAYLOR BANK 401(K) PLAN | BERLIN MD | 113 | $12.2M | $294K |