The Southern Company · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $3.37B | 0.17% | 34,943,792 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $2.70B | 0.19% | 27,982,141 NS | $1.42T | FIGI |
| State Street(R) Utilities Select Sector SPDR(… SELECT SECTOR SPDR TRUST | XLU | $1.82B | 7.47% | 18,889,996 NS | $24.42B | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $1.37B | 0.19% | 14,161,460 NS | $720.54B | FIGI |
| N/A — | — | $1.24B | 0.19% | 12,815,387 NS | $651.59B | FIGI |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | VTV | $982.17M | 0.44% | 10,175,800 NS | $225.69B | FIGI |
| American Balanced Fund American Balanced Fund | — | $889.51M | 0.34% | 9,215,791 NS | $263.86B | FIGI |
| Franklin Income Fund Franklin Custodian Funds | — | $868.68M | 1.10% | 9,000,000 NS | $78.63B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $599.26M | 0.19% | 6,208,710 NS | $315.46B | FIGI |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | — | $532.40M | 1.67% | 5,515,954 NS | $31.88B | FIGI |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | JEPI | $481.38M | 1.09% | 4,987,328 NS | $43.96B | FIGI |
| Franklin Utilities Fund Franklin Custodian Funds | — | $386.08M | 4.98% | 4,000,000 NS | $7.75B | FIGI |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | — | $349.40M | 2.16% | 3,620,000 NS | $16.17B | FIGI |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | SDY | $323.16M | 1.56% | 3,348,145 NS | $20.67B | FIGI |
| JPMorgan U.S. Equity Fund JPMorgan Trust I | — | $321.53M | 1.02% | 3,331,276 NS | $31.57B | FIGI |
| iShares Global Infrastructure ETF iShares Trust | IGF | $293.39M | 2.90% | 3,039,636 NS | $10.10B | FIGI |
| American Funds Fundamental Investors American Funds Fundamental Investors | — | $257.90M | 0.17% | 2,672,000 NS | $153.97B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $244.24M | 0.35% | 2,530,480 NS | $69.79B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $223.37M | 0.19% | 2,314,283 NS | $117.66B | FIGI |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | — | $212.24M | 0.81% | 2,198,884 NS | $26.33B | FIGI |
| iShares S&P 500 Value ETF iShares Trust | IVE | $183.38M | 0.39% | 1,899,889 NS | $46.62B | FIGI |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, I… | — | $163.59M | 0.99% | 1,694,862 NS | $16.52B | FIGI |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | — | $152.16M | 0.61% | 1,576,500 NS | $24.80B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $133.76M | 0.17% | 1,385,867 NS | $79.62B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYV | $125.14M | 0.39% | 1,296,482 NS | $31.78B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $124.66M | 0.19% | 1,291,561 NS | $64.18B | FIGI |
| JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | JEPQ | $111.95M | 0.33% | 1,159,837 NS | $34.27B | FIGI |
| iShares U.S. Infrastructure ETF iShares Trust | IFRA | $108.04M | 2.92% | 1,119,399 NS | $3.70B | FIGI |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $105.07M | 0.40% | 1,088,569 NS | $25.99B | FIGI |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | — | $99.29M | 0.44% | 1,028,735 NS | $22.66B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $97.10M | 0.19% | 1,005,989 NS | $51.91B | FIGI |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | — | $91.49M | 0.46% | 947,872 NS | $20.06B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $89.51M | 0.37% | 927,406 NS | $24.08B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $84.27M | 0.07% | 873,034 NS | $129.17B | FIGI |
| Janus Henderson Balanced Fund JANUS INVESTMENT FUND | — | $82.08M | 0.31% | 850,386 NS | $26.31B | FIGI |
| JPMorgan Large Cap Value Fund JPMorgan Trust II | — | $80.71M | 1.63% | 836,227 NS | $4.95B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $75.88M | 0.18% | 786,195 NS | $42.78B | FIGI |
| JNL/T. Rowe Price Value Fund JNL Series Trust | — | $68.04M | 1.66% | 704,900 NS | $4.10B | FIGI |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $66.54M | 0.19% | 689,345 NS | $34.99B | FIGI |
| COHEN & STEERS INFRASTRUCTURE FUND INC — | — | $66.53M | 2.12% | 689,332 NS | $3.14B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $63.89M | 0.18% | 661,982 NS | $36.29B | FIGI |
| JPMorgan Equity Premium Income Fund JPMorgan Trust IV | — | $61.21M | 1.12% | 634,201 NS | $5.49B | FIGI |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | — | $59.95M | 0.53% | 621,124 NS | $11.40B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $59.81M | 0.10% | 619,654 NS | $58.89B | FIGI |
| JNL/Mellon Utilities Sector Fund JNL Series Trust | — | $57.56M | 6.71% | 596,305 NS | $857.56M | FIGI |
| Six Circles Managed Equity Portfolio U.S. Unc… SIX CIRCLES TRUST | — | $56.40M | 0.20% | 584,299 NS | $27.78B | FIGI |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | — | $55.47M | 0.81% | 574,700 NS | $6.84B | FIGI |
| Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST | — | $54.22M | 0.86% | 561,764 NS | $6.31B | FIGI |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | — | $52.06M | 0.17% | 539,414 NS | $30.85B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $51.23M | 0.17% | 530,767 NS | $30.28B | FIGI |