Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Franklin Mutual Global Discovery Fund Mutual fund in their Schedule of Assets, totaling $864K 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 | KIRWAN SURGICAL PRODUCTS LLC KIRWAN SURGICAL PRODUCTS 401K PROFIT SHARING PLAN | MARSHFIELD MA | 166 | $41.0M | $594K |
| 2 | AKG NORTH AMERICA, INC. AKG NORTH AMERICA, INC. 401(K) PLAN | MEBANE NC | 509 | $39.1M | $167K |
| 3 | LIQUID ROBOTICS, INC. LIQUID ROBOTICS, INC. 401(K) RETIREMENT SAVINGS PLAN |
HERNDON VA |
| 82 |
| $18.2M |
| $87K |
| 4 | VALLEY FINE FOODS COMPANY, LLC VALLEY FINE FOODS COMPANY, LLC 401K PLAN | BENICIA CA | 366 | $13.2M | $15K |
