Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding Southern Co. in their Schedule of Assets, totaling $49.7M 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 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $15.9M |
| 2 | AUTOMATIC DATA PROCESSING, INC. AUTOMATIC DATA PROCESSING, INC. RETIREMENT AND SAVINGS PLAN | ROSELAND NJ | 34,516 | $7.3B | $5.5M |
| 3 | BOARD OF TRUSTEES, FELRA & UFCW PENSION |
SPARKS MD |
| 0 |
| $1.4B |
| $4.0M |
| 4 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $3.9M |
| 5 | OHIO FARMERS INSURANCE COMPANY OHIO FARMERS INSURANCE COMPANY PENSION PLAN | WESTFIELD CENTER OH | 2,336 | $727.8M | $2.4M |
| 6 | BROADRIDGE FINANCIAL SOLUTIONS, INC. BROADRIDGE FINANCIAL SOLUTIONS, INC. RETIREMENT SAVINGS PLAN | NEWARK NJ | 6,802 | $1.9B | $2.2M |
| 7 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $1.8M |
| 8 | THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY WESTERN & SOUTHERN FINANCIAL GROUP PENSION PLAN | CINCINNATI OH | 2,560 | $1.2B | $1.4M |
| 9 | NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC NTESS SAVINGS AND INCOME PLAN | ALBUQUERQUE NM | 15,950 | $7.2B | $1.4M |
| 10 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY NJ | — | $1.7B | $1.3M |
