Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Mutual Global Discovery Fund-Class Z Mutual fund in their Schedule of Assets, totaling $7.1M 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 | CADENCE BANK CADENCE 401(K) PROFIT-SHARING PLAN | TUPELO MS | 5,423 | $817.1M | $7.0M |
| 2 | F.A.F., INCORPORATED F.A.F., INC. 401(K) PROFIT SHARING PLAN | GREENVILLE RI | 92 | $10.6M | $104K |
