Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Mutual Global Discovery A in their Schedule of Assets, totaling $1.4M 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 | ST. CLOUD REFRIGERATION COMPANY ST. CLOUD REFRIGERATION COMPANY PROFIT SHARING 401(K) PLAN | ST. CLOUD MN | 201 | $49.9M | $1.3M |
| 2 | USOP, LLC US ORTHOPAEDIC PARTNERS 401(K) PLAN | ALPHARETTA GA | 1,590 | $102.5M | $68K |
| 3 | CARDINAL POINT CAPTAINS, INC. CPC RETIREMENT PLAN |
SAN DIEGO CA |
| 135 |
| $5.0M |
| $55K |