Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Franklin Mutual Global Discovery Fund Pooled separate account in their Schedule of Assets, totaling $1.5M 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 | LOWELL COMMUNITY HEALTH CENTER, INC. LOWELL COMMUNITY HEALTH CENTER 403(B) PLAN | LOWELL MA | 566 | $12.5M | $537K |
| 2 | LOWELL COMMUNITY HEALTH CENTER INC LOWELL COMMUNITY HEALTH CENTER 403(B) PLAN | LOWELL MA | 156 | $7.8M | $374K |
| 3 | STEWART BROS., INC. STEWART BROS., INC. 401(K) PROFIT SHARING PLAN |
DORAVILLE GA |
| 131 |
| $25.2M |
| $215K |
| 4 | SURFACE TECHNOLOGIES CORPORATION SURFACE TECHNOLOGIES CORPORATION 401K PROFIT SHARING PLAN | ATLANTIC BEACH FL | 214 | $6.6M | $151K |
| 5 | MOTOR VEHICLE SOFTWARE CORPORATION MOTOR VEHICLE SOFTWARE CORPORATION 401(K) PLAN | AGOURA HILLS CA | 435 | $18.2M | $90K |
| 6 | SANISURE, LLC SANISURE, LLC 401(K) PROFIT SHARING PLAN | CAMARILLO CA | 261 | $6.0M | $60K |
| 7 | SATCO PRODUCTS, INC. SATCO PRODUCTS, INC. 401(K) PLAN | BRENTWOOD NY | 310 | $26.8M | $38K |
| 8 | MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN | PHOENIX AZ | 951 | $14.6M | $5K |
