# KP Retirement Path 2060 Fund

KP Retirement Path 2060 Fund is a registered fund series of KP FUNDS (series S000041506). Net assets $72.9M as of 2020-09-30.

## Profile

- Series ID: S000041506
- Registrant: KP FUNDS
- LEI: 5493005E2OWJEOQ22J32
- Net assets: $72.9M
- Total assets: $72.9M
- As of: 2020-09-30

## Advisers

- [CALLAN ASSOCIATES (Advisor)](https://search.stillhousedata.com/firm/107687)

## Top holdings (11 reported)

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [KP Funds: KP Large Cap Equity Fund; Institutional Class Shares](https://search.stillhousedata.com/security/48266A105) | — | $28.9M | 3959.70% |
| [KP Funds: KP International Equity Fund; Institutional Class Shares](https://search.stillhousedata.com/security/48266A303) | — | $23.0M | 3148.61% |
| [KP Funds: KP Small Cap Equity Fund; Institutional Class Shares](https://search.stillhousedata.com/security/48266A204) | — | $10.5M | 1440.44% |
| [KP Funds: KP Fixed Income Fund; Institutional Class Shares](https://search.stillhousedata.com/security/48266A402) | — | $7.2M | 992.86% |
| [Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Institutional Shares](https://search.stillhousedata.com/security/922031745) | — | $879K | 120.51% |
| [DFA Investment Dimensions Group Inc: DFA Real Estate Securities Portfolio; Institutional Class Shares](https://search.stillhousedata.com/security/233203835) | — | $691K | 94.73% |
| [T Rowe Price New Era Fund, Inc; Class I Shares](https://search.stillhousedata.com/security/87282K101) | — | $372K | 50.94% |
| [DFA Investment Dimensions Group Inc: DFA International Real Estate Securities Portfolio; Institutional Cl Shs](https://search.stillhousedata.com/security/233203348) | — | $367K | 50.32% |
| [T Rowe Price Institutional Income Funds, Inc: T Rowe Price Institutional Floating Rate Fund](https://search.stillhousedata.com/security/77958B402) | — | $352K | 48.26% |
| [DFA Investment Dimensions Group Inc: DFA Commodity Strategy Portfolio](https://search.stillhousedata.com/security/23320G463) | — | $342K | 46.86% |
| [Lazard Funds, Inc: Lazard Global Listed Infrastructure Portfolio; Institutional Shares](https://search.stillhousedata.com/security/52106N459) | — | $338K | 46.40% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2020-09-30 | $72.9M |
| 2020-06-30 | $64.1M |
| 2020-03-31 | $51.1M |
| 2019-12-31 | $57.8M |
| 2019-09-30 | $50.5M |

## More

- [Registrant: KP FUNDS](https://search.stillhousedata.com/registrant/1573386)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000041506.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.