Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Southern Co 3.25% DUE 07-01-2026 in their Schedule of Assets, totaling $7.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION F UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND | PLYMOUTH MEETING PA | 6,739 | $872.0M | $7.1M |
| 2 | EXELON CORPORATION EXELON CORPORATION DCRP MASTER TRUST - PRIMARY | CHICAGO IL | — | $6.1B | $441K |
| 3 | PAUL WEISS RIFKIND WHARTON & GARRISON LLP |
NEW YORK NY |
| 188 |
| $359.4M |
| $210K |
