Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Southern Company in their Schedule of Assets, totaling $4.2M 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 | BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE TN | 13,044 | $2.2B | $1.3M |
| 2 | JARVIS PENSION PLAN JARVIS PENSION PLAN | HARTFORD CT | 275 | $110.4M | $1.1M |
| 3 | PENN HIGHLANDS - ELK RETIREMENT PLAN FOR EMPLOYEES OF THE ELK REGIONAL HEALTH CENTER |
ST. MARYS PA |
| 521 |
| $129.5M |
| $495K |
| 4 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $262K |
| 5 | BOARD OF TRUSTEES-LOCAL 18 INT'L HEAT & FROST INSULATORS LOCAL 18 INT'L ASSOC. OF HEAT & FROST INSULATORS & ALLIED WORKERS SUPPLEMENTAL PENSION FUND | INDIANAPOLIS IN | 676 | $63.2M | $199K |
| 6 | MIDWAY FORD TRUCK CENTER INC. MIDWAY FORD TRUCK CENTER, INC. EMPLOYEE STOCK OWNERSHIP PLAN | KANSAS CITY MO | 241 | $61.1M | $163K |
| 7 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED CONTRIBUTION MASTER TRUST | HOUSTON TX | — | $1.3B | $158K |
| 8 | CUSA ACQUISITION LLC OCE EMPLOYEES' CASH ACCUMULATION PLAN | MELVILLE NY | 477 | $156.9M | $99K |
| 9 | BETHESDA HOSPITAL, INC. BETHESDA RETIREMENT PLAN | BOYNTON BEACH FL | 280 | $171.6M | $85K |
| 10 | CLAXTON-HEPBURN MEDICAL CENTER RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON-HEPBURN MEDICAL CENTER | OGDENSBURG NY | 105 | $37.0M | $49K |
