Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Franklin Mutual Global Discovery Fund - in their Schedule of Assets, totaling $2.8M 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 | GONSALVES & SANTUCCI, INC. GONSALVES & SANTUCCI, INC. 401(K) PLAN | CONCORD CA | 203 | $72.6M | $1.9M |
| 2 | CARLE HEALTH HUMAN SERVICE CENTER 403(B) RETIREMENT PLAN | URBANA IL | 137 | $5.0M | $272K |
| 3 | SCINTILLA EG HOLDINGS, INC. ESCO GROUP 401(K) PLAN |
MARION IA |
| 362 |
| $27.2M |
| $251K |
| 4 | PIEDMONT COMMUNITY ACTIONS, INC. PIEDMONT COMMUNITY ACTIONS, INC. 403(B) PLAN | SPARTANBURG SC | 128 | $3.7M | $249K |
| 5 | ATANE ENGINEERS, ARCHITECTS AND LAND SURVEYORS, D.P.C. ATANE 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 296 | $38.2M | $58K |
| 6 | ALMON, INC. ALMON, INC. 401(K) PLAN | WAUKESHA WI | 123 | $13.4M | $7K |
| 7 | LA FOLLETTE, JOHNSON, DEHAAS, FESLER & AMES LA FOLLETTE, JOHNSON, DE HAAS, FESLER & AMES 401(K) PLAN | GLENDALE CA | 121 | $22.9M | $2K |
