9 more commitments
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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Evergy, Inc. Retirement Plan
Corporate pension, based in Kansas City, Missouri, reporting $1.2B in assets, for 6,847 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.2B
- Funded ratio
- 80.1%
- Fund commitments
- 4
- Managers
- 1
Nothing material in the last 90 days. Last change: 1 Oct 2024, Evergy, Inc. Retirement Plan plan assets $1.0B -> $1.2B (+10.9%, 2023-10-01 to 2024-10-01).
Capital path
who backs this record, through what, into what; each name opens its own path- SEI Special Situations Collective3 commitments
- SEI Structured Credit Collective Fd3 commitments
- EB Temporary Investment3 commitments
- SEI Investments Management Corp6 commitments
- BNY Mellon3 commitments
- J.P. Morgan Chase3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.0%
- Other investments 2.6%
- Common/collective trusts 17.2%
- Registered investment companies 79.1%
- Willis Towers Watson US LLC Actuarythrough Sep 30, 2023 Form 5500
- Bank of New York Mellon Custodianthrough Sep 30, 2023 Form 5500
- SEI Investments Management Corp6 rows, latest Sep 30, 2025
- BNY Mellon3 rows, latest Sep 30, 2025
- J.P. Morgan Chase3 rows, latest Sep 30, 2025
- SEI Investments Management Corpplan years 2023
- J.P. Morgan Investment Managementplan years 2023
- 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)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | SEI Special Situations Collectivecollective trust | SEI Investments Management Corp | Private credit | $61.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | SEI Structured Credit Collective Fdcollective trust | SEI Investments Management Corp | Private credit | $100M 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 |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| 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 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 6,909 | $1.0B | $1.3B | 80.0% | $1.2B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 7,240 | $1.2B | $1.4B | 87.0% | $1.0B | Not disclosed | Not disclosed | Not disclosed |
- 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
+36 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Evergy, Inc. Retirement Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 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 $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Funded status changed2023-10-01source
- Total assets changed2024-10-01source
- Total assets changed2024-09-30source
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
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
+6 connections on the graph
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