Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Mid Atlantic American Funds Balanced Fund Classes R-6 Mutual funds Not required in their Schedule of Assets, totaling $3.7M 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 | DESERT PHYSICIANS MANAGEMENT L DESERT PHYSICIANS MANAGEMENT L 401(K) PROFIT SHARING PLAN & TRUST | APPLE VALLEY CA | 249 | $5.9M | $3.7M |
