DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Evergy, Inc. Retirement Plan
Corporate pensionKansas City, MO
Assets
$1.2B
Total assets, Sep 30, 2025 reported
Funded
80.1%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
12
none on the tape
Plan sponsor: Evergy, Inc.
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Other investments 2.6%
- Common/collective trusts 17.2%
- Registered investment companies 79.1%
Consultants and advisers
2 firms
- Willis Towers Watson US LLC Actuarythrough Sep 30, 2023 Form 5500
- Bank of New York Mellon Custodianthrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- BNY Mellon3 rows, latest Sep 30, 2025
- J.P. Morgan Chase3 rows, latest Sep 30, 2025
- SEI Structrued Credit Collective Fd3 rows, latest Sep 30, 2025
From Schedule C (investment management, code 28)
- SEI Investment Management Coplan years 2023
- J.P. Morgan Investment Managementplan years 2023
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | SEI Special Situations Collectivecollective trust | SEI Trust Company | Private credit | $61.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $10.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $40.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | SEI Structured Credit Collective Fdcollective trust | SEI Structrued Credit Collective Fd | Private credit | $100M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | SEI Special Situations Collectivecollective trust | SEI Trust Company | Private credit | $54.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $8.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $39.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | SEI Structured Credit Collective Fdcollective trust | SEI Structrued Credit Collective Fd | Private credit | $99.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | SEI Special Situations Collectivecollective trust | SEI Trust Company | Private credit | $46.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $44.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | SEI Structured Credit Collective Fdcollective trust | SEI Structrued Credit Collective Fd | Private credit | $82.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 6,847 | $1.2B | $1.3B | 80.1% | $1.2B | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 6,909 | $1.0B | $1.3B | 80.0% | $1.2B | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 7,240 | $1.2B | $1.4B | 87.0% | $1.0B | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investment Management Corp codes 28 51 52 $1.8M PY2024
- Willis Towers Watson US LLC codes 11 16 50 $792,550 PY2024
- Mercer (US) Inc codes 50 65 $609,953 PY2024
- J.p.morgan Investment codes 28 51 $322,849 PY2024
- The Bank of New York Mellon codes 18 19 21 51 $212,777 PY2024
- Cbiz CPAS P.C. codes 10 50 $52,805 PY2024
- Spencer Fane Britt & Browne codes 29 50 $6,460 PY2024
- MHM Retirement Plan Solutions codes 50 99 $5,395 PY2024
- SEI Special Situations Fund Sched. D C $61.8M PY2024
- EB Temporary Investment Sched. D C $10.8M PY2024
- Jpmcb Strategic Property Fund Sched. D C $40.7M PY2024
- SEI Structured Credit Collective Sched. D C $100M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- SEI Investment Management Corp codes 28 51 52 $1.6M PY2023
- Mercer (US) Inc codes 50 65 $594,663 PY2023
- J.p.morgan Investment codes 28 51 $400,875 PY2023
- Willis Towers Watson US LLC codes 11 16 50 $351,638 PY2023
- The Bank of New York Mellon codes 18 19 21 51 $206,029 PY2023
- Cbiz CPAS P.C. codes 10 50 $51,250 PY2023
- Spencer Fane Britt & Browne codes 29 50 $12,810 PY2023
- MHM Retirement Plan Solutions codes 50 99 $5,005 PY2023
- SEI Special Situations Fund Sched. D C $54.1M PY2023
- EB Temporary Investment Sched. D C $8.4M PY2023
- Jpmcb Strategic Property Fund Sched. D C $39.0M PY2023
- SEI Structured Credit Collective Sched. D C $99.3M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- SEI Investment Management Corp codes 28 51 52 $1.8M PY2022
- Mercer (US) Inc codes 50 65 $598,057 PY2022
- Willis Towers Watson US LLC codes 11 16 50 $399,480 PY2022
- J.p.morgan Investment codes 28 51 $272,973 PY2022
- The Bank of New York Mellon codes 18 19 21 51 $208,088 PY2022
- Mayer Hoffman Mccann PC codes 10 50 $51,000 PY2022
- Spencer Fane Britt & Browne codes 29 50 $29,422 PY2022
- Russell Real Estate Equity Fund Sched. D C PY2022
- Jpmcb Strategic Property Fund Sched. D C $44.0M PY2022
- SEI Structured Credit Collective Sched. D C $82.9M PY2022
- SEI Special Situations Fund Sched. D C $46.0M PY2022
- EB Temporary Investment Sched. D C $8.6M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Oct 1, 2024Assets changedEvergy, Inc. Retirement Plan plan assets $1.0B -> $1.2B (+10.9%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedEvergy, Inc. Retirement Plan total assets $1.0B -> $1.2B (+11.2%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedEvergy, Inc. Retirement Plan funded ratio 87.0% -> 80.0% (2022-10-01 to 2023-10-01)
- Oct 1, 2023Assets changedEvergy, Inc. Retirement Plan plan assets $1.2B -> $1.0B (-12.5%, 2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 822733395-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.