Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Mid Atlantic Trust Co. American Funds American Balanced Fund Class R6 in their Schedule of Assets, totaling $522K 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 | ALL ACCESS STAGING & PRODUCTIO ALL ACCESS STAGING & PRODUCTIO 401(K) PROFIT SHARING PLAN & TRUST | TORRANCE CA | 213 | $16.6M | $522K |
