PlanOptica

FRANKLIN MUTUAL GLOBAL DISCOVERY FUND Class Z

Ticker MDISX · Mutual fund · Share class: Class Z

Matched by tickerAll Franklin Templeton fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
11
2 with $250K or more
Dollars held
$9.0M
69,851 of 69,862 plans with fund lines hold none
Median per plan
$100K
Share of their fund dollars
0.8%

Same fund, other share classes

26 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class Z (this page)MDISXLow cost11$9.0M
Class ATEDIXRetail / revenue sharing25$6.6M
Class R6FMDRXLow cost17$2.6M
Franklin Mutual Global Discovery Fund Class RTEDRXNot stated15$2.2M
Class CTEDSXRetail / revenue sharing1$5K

Plans adding and dropping it, 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

No plan added or dropped this fund between 2024 and 2025.

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold FRANKLIN MUTUAL GLOBAL DISCOVERY FUND Class Z

The largest 10 plans in each list.

Cadence 401(k) Profit-Sharing Plan$926M plan · Cadence Bank, MS · Fidelity (FMR)$7.3M
Verified Credentials, LLC. 401(k) SH Plan$24.9M plan · Verified Credentials, LLC, MN · Newport Group$1.0M
Austin Ear, Nose & Throat Clinic 401(k) Profit Sharing Plan$20.1M plan · Butler and Burns Ear Nose & Throat Assoc, TX · Fidelity (FMR)$194K
Parette Somjen Architects, LLC 401(k) Plan$14.3M plan · Parette Somjen Architects, NJ · John Hancock (Manulife)$121K
F.A.F., Inc. 401(k) Profit Sharing Plan$10.6M plan · F.A.F., Incorporated, RI · Fidelity (FMR)$104K
Sav-More Drug, LLC 401(k) Plan$11.1M plan · Sav-More Drug, LLC, TX · Transamerica (Aegon)$100K
Eagle Hill Consulting, LLC 401(k) Plan$34.4M plan · Eagle Hill Consulting, LLC, VA · Triton Services$72K
Ohio State University Physicians, Inc. Interim Retirement Plan$212M plan · Osu Physicians, Inc., OH · Nationwide$62K
Metropolitan Golf Group, LLC 401(k) PS Plan and Trust$2.7M plan · Metropolitan Golf Group, LLC, NJ · Principled Advisors$29K
Intercos 401(k) Plan$15.7M plan · Intercos America, Inc., NY · John Hancock (Manulife)$3K

Plans whose filed schedule lists FRANKLIN MUTUAL GLOBAL DISCOVERY FUND Class Z.

See all 11 plans with Pro. Free for 7 days, then $49 a month.

Pro unlocks:
  • Plan and sponsor names
  • Recordkeeper
  • Plan assets
  • Dollars held and % of plan funds

How the filings spell it

Show 2 names seen in the filings
  • Franklin Mutual Global Discovery
  • Franklin Mutual Global Discovery Z