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AllocatorsPlancorporate pension1b-10b

Evergy, Inc. Retirement Plan

Allocators

Kansas City, MO

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Search this name across graphsid dfx:al:ac97c413-c47d-43eb-a174-2f21c48ee2eb

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 10:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $1.2Blatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 80%
Participants: 6,847
Commitments: 12with an amount; holdings are counted apart
Managers: 3
Funds: 4
Re-ups: 0
First-time managers: 0
Latest commitment: Sep 30, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Sep 30, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
SEI Structured Credit Collective Fd	SEI Structrued Credit Collective Fd	Private credit	$100M	Sep 30, 2025	Collective trust	Dol form 5500 pension
SEI Structured Credit Collective Fd	SEI Structrued Credit Collective Fd	Private credit	$99.3M	Sep 30, 2024	Collective trust	Dol form 5500 pension
SEI Structured Credit Collective Fd	SEI Structrued Credit Collective Fd	Private credit	$82.9M	Sep 30, 2023	Collective trust	Dol form 5500 pension
SEI Special Situations Collective	n/a	Private credit	$61.8M	Sep 30, 2025	Collective trust	Dol form 5500 pension
SEI Special Situations Collective	n/a	Private credit	$54.1M	Sep 30, 2024	Collective trust	Dol form 5500 pension
SEI Special Situations Collective	n/a	Private credit	$46.0M	Sep 30, 2023	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$44.0M	Sep 30, 2023	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$40.7M	Sep 30, 2025	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$39.0M	Sep 30, 2024	Collective trust	Dol form 5500 pension
EB Temporary Investment	BNY Mellon	Pooled vehicle	$10.8M	Sep 30, 2025	Collective trust	Dol form 5500 pension
EB Temporary Investment	BNY Mellon	Pooled vehicle	$8.6M	Sep 30, 2023	Collective trust	Dol form 5500 pension
EB Temporary Investment	BNY Mellon	Pooled vehicle	$8.4M	Sep 30, 2024	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 12 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$140,847	Sep 30, 2025	Derived
Other investments	n/a	n/a	n/a	3	$32.2M	Sep 30, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	17	$213M	Sep 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	79	$984M	Sep 30, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Willis Towers Watson US LLC	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
Bank of New York Mellon	custodian	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
SEI Investment Management Co	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact
J.P. Morgan Investment Management	Investment management	Oct 1, 2022	Sep 30, 2023	no	fact

Relationships

Sponsors (1)

← Evergy, Inc.Plan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (2)

→ Willis Towers Watson US LLCInvestment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ Bank of New York MellonInvestment consultantcustodian
Oct 1, 2022 to Sep 30, 2023factForm 5500

Manages for (2)

← SEI Investment Management CoManager with allocator capitalInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
← J.P. Morgan Investment ManagementInvestment consultantInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Show 4 bookkeeping events

Occurred
Oct 1, 2024
Evergy, Inc. Retirement Plan plan assets $1.0B -> $1.2B (+10.9%, 2023-10-01 to 2024-10-01)
Occurred
Sep 30, 2024
Evergy, Inc. Retirement Plan total assets $1.0B -> $1.2B (+11.2%, 2023-09-30 to 2024-09-30)
Occurred
Oct 1, 2023
Evergy, Inc. Retirement Plan plan assets $1.2B -> $1.0B (-12.5%, 2022-10-01 to 2023-10-01)
Occurred
Oct 1, 2023
Evergy, Inc. Retirement Plan funded ratio 87.0% -> 80.0% (2022-10-01 to 2023-10-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:ac97c413-c47d-43eb-a174-2f21c48ee2eb
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.