Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding SOUTHERN CO SER 2021A JR SUB NT FXD FXD 3.75% 09-15-2051 ^ in their Schedule of Assets, totaling $7.1M 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 | CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - INTERMEDIATE CREDIT | KENNETT SQUARE PA | — | $470.9M | $2.0M |
| 2 | WILLIAM BEAUMONT HOSPITAL WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN | SOUTHFIELD MI | 6,502 | $1.4B | $1.7M |
| 3 | EXELON CORPORATION |
CHICAGO IL |
| — |
| $350.2M |
| $1.4M |
| 4 | EXELON CORPORATION EXELON CORPORATION DCRP MASTER TRUST - PRIMARY | CHICAGO IL | — | $6.1B | $958K |
| 5 | L3HARRIS TECHNOLOGIES, INC. L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST | MELBOURNE FL | — | $16.2B | $359K |
| 6 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN | SOUTHFIELD MI | 1,645 | $281.7M | $330K |
| 7 | RUSH UNIVERSITY MEDICAL CENTER RUSH RETIREMENT PLAN | CHICAGO IL | 7,549 | $879.0M | $299K |
| 8 | GREIF PACKAGING LLC GREIF PENSION PLAN | DELAWARE OH | 1,078 | $522.4M | $96K |
| 9 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. UNION CASH BALANCE PLAN | SOUTHFIELD MI | 662 | $42.6M | $50K |
