Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 78 U.S. retirement plans report holding Southern Co/The in their Schedule of Assets, totaling $49.4M 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 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $16.0M |
| 2 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $7.9M |
| 3 | RTX CORPORATION RTX MASTER RETIREMENT TRUST |
| — |
| $42.1B |
| $5.1M |
| 4 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $4.4M |
| 5 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $3.4M |
| 6 | THE BANK OF NEW YORK MELLON THE BANK OF NEW YORK MELLON CORPORATION PENSION PLAN | PITTSBURGH PA | 5,336 | $5.2B | $2.1M |
| 7 | CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET RI | 313,966 | $30.1B | $2.0M |
| 8 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS RETIREMENT PLAN | ATLANTA GA | 39,297 | $21.2B | $1.1M |
| 9 | BOARD OF TRUSTEES OF CENTRAL LABORERS' PENSION FUND CENTRAL LABORERS' PENSION FUND | JACKSONVILLE IL | 5,167 | $1.4B | $810K |
| 10 | FIRST STATE BANK OF UVALDE FIRST STATE BANK OF UVALDE RETIREMENT PLAN MASTER TRUST | UVALDE TX | — | $0 | $760K |
