GENA Perry signed OGE Energy Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OGE Energy Corp.'s EIN is 73-1481638.
Download the official 2024 Form 5500 (PDF) for OGE Energy Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OGE Energy Corp.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHAPIRO CAPITAL MGT | — | ATLANTA, GA | INV ADVISOR | $214K | — |
| AGINCOURT CAPITAL MANAGMENT LLC | — | RICHMOND, VA | INV ADVISOR | $116K | — |
| TOCQUEVILLE ASSET MANAGEMENT LP | — | NEW YORK, NC | INV ADVISOR | $113K | — |
| LORD, ABBETT & CO LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| JERSEY CITY, NJ |
| INV ADVISOR |
| $110K |
| — |
| NUANCE INVESTMENTS LLC | — | KANSAS CITY, MO | INV ADVISOR | $110K | — |
| HOISINGTON INV MGT CO | — | AUSTIN, TX | INV ADVISOR | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID MGMT TRUST CO | 04-2723880 | — | TRUSTEE /ADMIN | $566K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDCO CONSULTING LLC | — | WINTER PARK, FL | ACTUARY | $60K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | $40.0M | $56.3M | 20.0% | |
| CAUSEWAY INTL VALUE EQUITY CIT CAUSEWAY CAPITAL MANAGEMENT LLC · EIN 04-6987758 / PN 001 | 103-12 Investment Entity | — | $10.8M | $13.4M | 4.8% | |
| U.S. TREASURY BOND | U.S. Treasuries | — | $7.6M | $6.8M | 2.4% | |
| U.S. TREASURY BOND | U.S. Treasuries | — | $8.8M | $6.3M | 2.2% | |
| BBH STIF MUTUAL FUND | Cash / Money Market | — | $5.7M | $5.7M | 2.0% | |
| U.S. TREASURY BOND | U.S. Treasuries | — | $6.8M | $5.0M | 1.8% | |
| U.S. TREASURY NOTE | U.S. Treasuries | — | $3.3M | $3.3M | 1.2% | |
| U.S. TREASURY NOTE | U.S. Treasuries | — | $3.1M | $3.1M | 1.1% | |
| U.S. TREASURY BOND | U.S. Treasuries | — | $3.0M | $2.9M | 1.0% | |
| U.S. TREASURY BOND | U.S. Treasuries | — | $4.2M | $2.9M | 1.0% | |
| U.S. TREASURY NOTE | U.S. Treasuries | — | $2.7M | $2.7M | 1.0% | |
| U.S. TREASURY NOTE | U.S. Treasuries | — | $2.8M | $2.7M | 0.9% | |
| U.S. TREASURY BOND | U.S. Treasuries | — | $3.5M | $2.6M | 0.9% | |
| U.S. TREASURY BOND | U.S. Treasuries | — | $2.5M | $2.4M | 0.9% | |
| U.S. TREASURY BOND | U.S. Treasuries | — | $2.0M | $1.9M | 0.7% | |
| U.S. TREASURY NOTE | U.S. Treasuries | — | $1.9M | $1.9M | 0.7% | |
| U.S. TREASURY BILLS | Other securities | — | $1.7M | $1.8M | 0.6% | |
| DENTSPLY SIRONA INC | Common Stocks | — | $2.4M | $1.7M | 0.6% | |
| ESTEE LAUDER COS INC CL A | Common Stocks | — | $1.6M | $1.6M | 0.6% | |
| DUN & BRADSTREET HLDGS IN | Common Stocks | — | $1.2M | $1.4M | 0.5% | |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | Other securities | — | $1.5M | $1.4M | 0.5% | |
| ULTRA CLEAN HLDGS INC | Common Stocks | — | $1.2M | $1.3M | 0.5% | |
| QIAGEN NV | Common Stocks | — | $1.2M | $1.3M | 0.4% | |
| U.S. TREASURY NOTE | U.S. Treasuries | — | $1.2M | $1.2M | 0.4% | |
| NCR VOYIX CORP | Common Stocks | — | $1.1M | $1.2M | 0.4% | |
| ELANCO ANIMAL HEALTH INC | Common Stocks | — | $1.2M | $1.2M | 0.4% | |
| MADISON SQUARE GARDEN SPO | Other securities | — | $951K | $1.2M | 0.4% | |
| RAPID7 INC | Common Stocks | — | $1.1M | $1.2M | 0.4% | |
| HENKEL AG & CO KGAA SPON | Common Stocks | — | $1.1M | $1.1M | 0.4% | |
| BWX TECH INC | Common Stocks | — | $490K | $1.1M | 0.4% | |
| ASHLAND INC | Common Stocks | — | $1.2M | $1.1M | 0.4% | |
| BANK OF AMERICA CORPORATI | Other securities | — | $1.2M | $1.1M | 0.4% | |
| PENN ENTERTAINMENT INC | Common Stocks | — | $1.1M | $1.1M | 0.4% | |
| MKS INSTRUMENTS INC | Common Stocks | — | $1.1M | $1.1M | 0.4% | |
| GRAPHIC PACKAGING HLDGS C | Common Stocks | — | $581K | $1.0M | 0.4% | |
| ATLANTA BRAVES HLDGS INC | Common Stocks | — | $613K | $1.0M | 0.4% | |
| UNIFORM MORTGAGE BACKED SECURITIES | Other securities | — | $1.0M | $1.0M | 0.4% | |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | Other securities | — | $993K | $994K | 0.4% | |
| GLOBE LIFE INC | Common Stocks | — | $864K | $978K | 0.3% | |
| JPMORGAN CHASE & CO | Common Stocks | — | $970K | $972K | 0.3% | |
| GOLDMAN SACHS GROUP INC ( | Common Stocks | — | $974K | $971K | 0.3% | |
| LIONS GATE ENTERTAINMENT | Other securities | — | $1.5M | $938K | 0.3% | |
| UNIFORM MORTGAGE BACKED SECURITIES | Other securities | — | $923K | $921K | 0.3% | |
| HENRY SCHEIN INC | Common Stocks | — | $920K | $918K | 0.3% | |
| WERNER ENTERPRISES INC | Common Stocks | — | $972K | $914K | 0.3% | |
| TENABLE HLDGS INC | Common Stocks | — | $939K | $914K | 0.3% | |
| FEDERAL HOME LOAN MORTGAGE CORPORATION | Agency / Mortgage-Backed | — | $1.0M | $898K | 0.3% | |
| UNIFORM MORTGAGE BACKED SECURITIES | Other securities | — | $886K | $884K | 0.3% | |
| FIDELITY INSTITUTIONAL MONEY MARKET FUND | Mutual Funds | — | $863K | $863K | 0.3% | |
| PENNON GROUP PLC UNSP ADR | Common Stocks | — | $946K | $828K | 0.3% |
