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Evergy 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Victory Sycamore Established Value Fund is the largest fund in the Evergy plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Evergy 401(k) match and balances, from the filing
- Company money in
- about $5,640 per active participant
- $27m in plan year 2024
- Employees saved
- about $12,280 each
- $58m in plan year 2024
- Average balance
- $250,200
- 5,978 people with a balance
- In the plan
- $1.50bn
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 4,722 active participants, including anyone who did not contribute. The filing reports dollars, not the match formula; the plan’s summary plan description states the formula.
SourceThe plan’s annual report to the Department of Labor — Form 5500, Schedule H, plan year 2024 · filed by EVERGY, INC. as “EVERGY, INC. 401K SAVINGS PLAN” · EIN 822733395, plan number 006 · search the filings
These are the funds in the Evergy retirement plan whose voting records we can trace, taken from the plan’s own annual filing. The figures show what each one did with shareholder proposals.
SourceThe fund menu is the list of investments in Evergy’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Victory Sycamore Established Value Fund listed as “Victory Sycamore Established Value R6” | 0 of 5 | — | — | 94.7% |
| MFS New Discovery Value Fund listed as “Mfs New Discovery Value R6” | 0 of 1 | — | — | 99% |
| T. Rowe Price Overseas Stock Fund listed as “T. Rowe Price Overseas Stock I” | 0 of 12 | 0 of 1 | — | 100% |
| JPMorgan Emerging Markets Equity Fund listed as “Jpmorgan Emerging Markets Equity R6” | — | — | — | 100% |
What this means for you
Most people are in whichever fund their plan made the default, and never look again. The figures above are the part nobody shows you when you pick: not the fee, not last year's return, but what the fund did with the shares your savings paid for.
Vote the full deck for this plan’s fund →
Other employer plans
The largest employer plans on the site, and a few more. Each page shows what the plan’s funds did with the shares its savers paid for.