Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Jensen Quality Growth Y in their Schedule of Assets, totaling $618K 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 | CONGO, LLC EMPLOYEE'S 401(K) PLAN | LOUISVILLE KY | 882 | $7.3M | $341K |
| 2 | NEXFIRM LLC NEXFIRM LLC & MEMBER FIRMS' 401(K) RETIREMENT PLAN | SCARSDALE NY | 296 | $27.2M | $277K |