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Original filing (PDF)20251015104201NAL0002159859001
THE HERSHEY COMPANY
Form 5500
FILING_RECEIVED
THE HERSHEY COMPANY 401(K) PLAN
Pooled investment trust — a fund that other plans invest in — not a participant plan
Signals · 1
47% in single holding
Active participants
11,915
Accounts w/ balance
15,958
Plan assets (EOY)
$2.1B
Net assets (EOY)
$2.1B
How this plan invests
Participating plans
invest in this fund
This trust
pooled vehicle
12 securities
Schedule of Assets
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
Master trust / DFE filing
Pooled investment vehicle
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Pooled assets (EOY)
$2.1B
Net assets (EOY)
$2.1B
Participating plans
0
latest filings citing this trust
Cited interest
$0
across citing plans' latest filings
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HERSHEY COMPANY.
Plan sponsor
Name
THE HERSHEY COMPANY
EIN
23-0691590
Address
19 EAST CHOCOLATE AVE. · HERSHEY, PA · 17033
Phone
(717) 534-4000
Industry
Manufacturingsee all
Plan administrator
Name
EMPLOYEE BENEFITS ADMINISTRATIVE COMMITTEE OF THE HERSHEY COMPANY
EIN
23-0691590
City
HERSHEY, PA
Phone
(717) 534-4000
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3J · U.S. plan covering Puerto Rico residents
2G · Total participant-directed accounts
Welfare benefit codes
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
BANKS, FINLEY, WHITE & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $480K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 94-3250323 | — | ADVISOR | $909K | — |
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | CONSULTANT | $384K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANKS FINLEY WHITE AND CO | 58-1779663 | — | ACCOUNTANT | $31K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOM LAW GROUP | 52-1219029 | — | LEGAL | $17K | — |
Investments
12 direct securities · 13 pooled funds· $2.0B(92% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.0B
13 holdings
Uncategorized
$942.7M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Plus | — | — | $421.4M | $442.7M | 20.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $150.4M | 7.0% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $140.9M | 6.6% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $136.2M | 6.4% | |
| Vanguard Total Bond Stock Institutional Plus | — | — | $138.8M | $135.8M | 6.4% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $129.3M | 6.1% | |
| Vanguard Total International Stock; Institutional Plus | — | — | $130.9M | $125.0M | 5.9% | |
| Vanguard Small-Cap Index Fund Institutional Plus | — | — | $91.1M | $114.6M | 5.4% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $113.9M | 5.3% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $107.2M | 5.0% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $99.4M | 4.7% | |
| Vanguard Mid-Cap Index Fund; Institutional Shares | — | — | $73.0M | $90.4M | 4.2% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $52.1M | 2.4% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $41.2M | 1.9% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $26.6M | 1.2% | |
| maturities through 2038) | — | — | $19.8M | $19.8M | 0.9% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $19.4M | 0.9% | |
| VANG INCOME & GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6432239 / PN 001 | Common Collective Trust | — | — | $5.6M | 0.3% | |
| Prudential Core Plus Bond Fund | — | — | $4.5M | $4.5M | 0.2% | |
| AQR Capital Management US Enhanced Equity Collective | — | — | $3.3M | $3.2M | 0.2% | |
| Vanguard Cash Reserves Federal Money Market Fund | — | — | $1.9M | $1.9M | <0.1% | |
| GQG Partners International Equity CIT | — | — | $1.8M | $1.7M | <0.1% | |
| DFA US Targeted Value | — | — | $1.7M | $1.6M | <0.1% | |
| Vanguard Global ESG Select | — | — | $1.6M | $1.5M | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.2M | <0.1% |
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