Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FRANKLIN/TEMPLETON CLEARBRIDGE APPRECIATION FI MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $22K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MAINLINE HEALTH SYSTEMS INC. MAINLINE HEALTH 403B PLAN | DERMONT AR | 303 | $6.1M | $22K |
