Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding The Southern Company 4.95% PFD shares preferred stock in their Schedule of Assets, totaling $77K 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 | TWIN CITIES BAKERY DRIVERS HEALTH & WELFARE FUND TWIN CITIES BAKERY DRIVERS HEALTH & WELFARE FUND | EAGAN MN | 1,163 | $37.8M | $77K |
