Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Jensen Quality Growth Mutual funds in their Schedule of Assets, totaling $1.5M 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 | CAPITAL CREDIT UNION CAPITAL CREDIT UNION 401(K) PLAN AND TRUST | GREEN BAY WI | 444 | $33.1M | $1.4M |
| 2 | LHP MANAGEMENT, LLC LHP 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 193 | $13.4M | $42K |
