Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Franklin Mutual GLBL Disc Z in their Schedule of Assets, totaling $418K 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 | GLOBAL TAX MANAGEMENT, INC. GLOBAL TAX MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | WAYNE PA | 202 | $50.3M | $251K |
| 2 | SUNSHINE BOUQUET COMPANY SUNSHINE BOUQUET COMPANY 401(K) PLAN | DAYTON NJ | 648 | $23.7M | $134K |
| 3 | METROPOLITAN GOLF GROUP, LLC METROPOLITAN GOLF GROUP, LLC 401(K) PS PLAN AND TRUST |
MONROE TWP NJ |
| 222 |
| $3.0M |
| $23K |
| 4 | SEPRO CORPORATION SEPRO CORPORATION 401(K) SAVINGS PLAN | CARMEL IN | 119 | $28.3M | $11K |