Evergy, Inc. Joint Trusteed Retirement Plan
Corporate pension, based in Kansas City, Missouri, reporting $231M in assets, for 2,090 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2025, Evergy, Inc. Joint Trusteed Retirement Plan first reports an interest in Commerce Core Bond Cit (MG Trust Company DBA Matrix Trust): $17M at 2025-09-30.
1 more adviser, 4 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- SEI Core Property Collective Inv Tr3 commitments
- SEI Special Situations Collective3 commitments
- Commerce Core Bond Cit1 commitment
- SEI Investments Management Corp6 commitments
- MG Trust Company DBA Matrix Trust1 commitment
Relationship network
18 connected entities7 observed commitments3 repeat counterpartiescommitments 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 3.5%
- Corporate debt instruments (other) 5.9%
- U.S. Government securities 4.1%
- Other investments 0.8%
- Common/collective trusts 25.2%
- Registered investment companies 57.4%
Consultants and advisers
- Willis Towers Watson US LLC Pension consultantthrough Sep 30, 2023 Form 5500
- Mercer Actuarythrough Sep 30, 2023 Form 5500
- Commerce Bank Custodianthrough Sep 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- SEI Investments Management Corp6 rows, latest Sep 30, 2025
- MG Trust Company DBA Matrix Trust1 row, latest Sep 30, 2025
- SEI Investments Management Corpplan years
- SEI Investment Companyplan years 2023
What changed
- Sep 30, 2025Holding startedEvergy, Inc. Joint Trusteed Retirement Plan first reports an interest in Commerce Core Bond Cit (MG Trust Company DBA Matrix Trust): $17M at 2025-09-30with MG Trust Company DBA Matrix Trustaskebsa.dol.gov
- Sep 30, 2025Assets changedEvergy, Inc. Joint Trusteed Retirement Plan total assets $201M -> $231M (+14.8%, 2024-09-30 to 2025-09-30)
- Oct 1, 2024Assets changedEvergy, Inc. Joint Trusteed Retirement Plan plan assets $171M -> $201M (+17.6%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedEvergy, Inc. Joint Trusteed Retirement Plan total assets $171M -> $201M (+17.7%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedEvergy, Inc. Joint Trusteed Retirement Plan funded ratio 108.3% -> 88.3% (2022-10-01 to 2023-10-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | SEI Core Property Collective Inv Trcollective trust | SEI Investments Management Corp | Real estate | $25.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Commerce Core Bond Citcollective trust | MG Trust Company DBA Matrix Trust | Fixed income | $17.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | SEI Special Situations Collectivecollective trust | SEI Investments Management Corp | Private credit | $15.5M held | Disclosed holding | askebsa.dol.gov |
+4 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 2,090 | $201M | $215M | 86.7% | $231M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 2,060 | $171M | $205M | 88.3% | $201M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 2,179 | $234M | $237M | 108.3% | $171M | Not disclosed | Not disclosed | Not disclosed |
- SEI Investments Company codes 28 51 $511,712 PY2024
- Mercer codes 11 15 50 $180,273 PY2024
- Commerce Bank codes 19 28 50 51 59 $117,700 PY2024
+29 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Evergy, Inc. Joint Trusteed Retirement Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2025-09-30source on record
- Total assets changed2025-09-30source on record
- Total assets changed2024-10-01source on record
+3 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+7 connections on the graph
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