Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Southern Co. Common stock in their Schedule of Assets, totaling $2.1M 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 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $447K |
| 2 | DELONG'S, INC. DELONG'S, INC. PENSION PLAN | JEFFERSON CITY MO | 143 | $27.5M | $363K |
| 3 | B & B LUMBER COMPANY, INC. B & B LUMBER COMPANY, INC. PROFIT SHARING PLAN |
JAMESVILLE NY |
| 134 |
| $13.6M |
| $329K |
| 4 | GASTROENTEROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. GASTROENTEROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401K PLAN | ORLANDO FL | 110 | $23.6M | $288K |
| 5 | JOINT BOARD OF TRUSTEES SHEET META WORKERS LOCAL 7, ZONE 2 PENSION SHEET METAL WORKERS LOCAL 7, ZONE 2 PENSION PLAN | LANSING MI | 381 | $121.5M | $146K |
| 6 | CNHI, LLC THE JOHNSTOWN TRIBUNE PUBLISHING COMPANY BARGAINING PENSION PLAN | MONTGOMERY AL | 9 | $7.0M | $126K |
| 7 | CNHI, LLC THE JOHNSTOWN TRIBUNE PUBLISHING COMPANY NON-BARGAINING PENSION PLAN | MONTGOMERY AL | 8 | $6.8M | $90K |
| 8 | TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUND MICHIGAN ELECTRICAL EMPLOYEES' PENSION PLAN | MADISON HEIGHTS MI | 2,271 | $544.8M | $73K |
| 9 | ELECTRICIANS WELFARE FUND LOCAL NO. 81 JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS IBEW LOCAL 81 HEALTH & WELFARE | SCRANTON PA | 425 | $17.8M | $60K |
| 10 | SHEET METAL WORKERS LOCAL NO. 80 INSURANCE TRUST FUND SHEET METAL WORKERS LOCAL UNION NO. 80 INSURANCE TRUST FUND | TROY MI | 1,429 | $30.4M | $53K |
