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Original filing (PDF)20251013153756NAL0000784995001
THE HEARST CORPORATION
Form 5500
FILING_RECEIVED
HEARST CORPORATION MASTER TRUST FOR DEFINED CONTRIBUTION PLANS
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$3.3B
Net assets (EOY)
$3.3B
How this plan invests
This plan
24 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HEARST CORPORATION.
Plan sponsor
Name
THE HEARST CORPORATION
EIN
81-3842098
Address
3540 TORINGDON WAY 8TH FLOOR - · BENEFITS DEPARTMENT · CHARLOTTE, NC · 28277
Phone
(704) 348-8470
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORD KEEPER | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DSM CAPITAL PARTNERS LLC | 31-1770164 | — | INVEST MGMT | $846K | — |
Investments
1 direct security · 24 pooled funds· $3.4B(100% 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
$3.0B
23 holdings
Pooled Separate Account
$258.2M
1 holding
Uncategorized
$130.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND BLACKROCK · EIN 94-3291426 / PN 001 | Common Collective Trust | — | — | $663.6M | 19.9% | |
| SEPARATE ACCOUNT NO. 390/917 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $258.2M | 7.7% | |
| MORNINGSTAR LIFETIME GROWTH 2040 UBS ASSET MANAGEMENT TRUST CO · EIN 36-3762086 / PN 103 | Common Collective Trust | — | — | $198.3M | 5.9% | |
| MORNINGSTAR LIFETIME GROWTH 2035 UBS ASSET MANAGEMENT TRUST CO · EIN 36-3762086 / PN 102 | Common Collective Trust | — | — | $198.1M | 5.9% | |
| DSM US LARGE CAP GROWTH DSM · EIN 74-2008758 / PN 190 | Common Collective Trust | — | — | $197.4M | 5.9% | |
| MORNINGSTAR LIFETIME GROWTH 2030 UBS ASSET MANAGEMENT TRUST CO · EIN 36-3762086 / PN 101 | Common Collective Trust | — | — | $184.3M | 5.5% | |
| MORNINGSTAR LIFETIME GROWTH 2045 UBS ASSET MANAGEMENT TRUST CO · EIN 36-3762086 / PN 104 | Common Collective Trust | — | — | $174.3M | 5.2% | |
| POLEN FOCUS GROWTH COLL INVEST TR POLEN · EIN 81-2631618 / PN 001 | Common Collective Trust | — | — | $171.7M | 5.1% | |
| FULLER & THALER SMALL CAP CORE COLL FULLER & THALER · EIN 81-6912326 / PN 001 | Common Collective Trust | — | — | $152.9M | 4.6% | |
| MORNINGSTAR LIFETIME GROWTH 2050 UBS ASSET MANAGEMENT TRUST CO · EIN 36-3762086 / PN 105 | Common Collective Trust | — | — | $151.8M | 4.5% | |
| MORNINGSTAR LIFETIME GROWTH 2025 UBS ASSET MANAGEMENT TRUST CO · EIN 36-3762086 / PN 100 | Common Collective Trust | — | — | $147.4M | 4.4% | |
| [DFE: CHAMPLAIN INVESTMENT PARTNERS COLLECTIVE TRUST (extraction pending)] | — | — | — | $130.7M | 3.9% | |
| CHAMPLAIN MID CAP COLL FUND CHAMPLAIN PARTNERS · EIN 45-2193092 / PN 048 | Common Collective Trust | — | — | $130.7M | 3.9% | |
| THE LONDON COMPANY INCOME EQUITY LONDON COMPANY · EIN 81-4062384 / PN 002 | Common Collective Trust | — | — | $112.4M | 3.4% | |
| MORNINGSTAR LIFETIME GROWTH 2055 UBS ASSET MANAGEMENT TRUST CO · EIN 36-3762086 / PN 106 | Common Collective Trust | — | — | $110.0M | 3.3% | |
| TCW MULTIPLE INVESTMENT TRUST TCW MULTIPLE INVESTMENT TRUST · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $74.0M | 2.2% | |
| ARROWSTREET INT'L EQUITY EAFE ALPHA ARROWSTREET · EIN 35-7119630 / PN 001 | Common Collective Trust | — | — | $73.3M | 2.2% | |
| MORNINGSTAR LIFETIME GROWTH 2060 UBS ASSET MANAGEMENT TRUST CO · EIN 36-3762086 / PN 107 | Common Collective Trust | — | — | $64.0M | 1.9% | |
| MORNINGSTAR LIFETIME GROWTH 2020 UBS ASSET MANAGEMENT TRUST CO · EIN 36-3762086 / PN 099 | Common Collective Trust | — | — | $60.1M | 1.8% | |
| BLACKROCK MSCI EAFE EQUITY INDEX FU BLACKROCK · EIN 45-4352742 / PN 001 | Common Collective Trust | — | — | $49.5M | 1.5% | |
| MORNINGSTAR LIFETIME GROWTH INCOME UBS ASSET MANAGEMENT TRUST CO · EIN 36-3762086 / PN 096 | Common Collective Trust | — | — | $30.4M | 0.9% | |
| MORNINGSTAR LIFETIME GROWTH 2015 UBS ASSET MANAGEMENT TRUST CO · EIN 36-3762086 / PN 098 | Common Collective Trust | — | — | $19.9M | 0.6% | |
| MORNINGSTAR LIFETIME GROWTH 2065 UBS ASSET MANAGEMENT TRUST CO · EIN 36-3762086 / PN 108 | Common Collective Trust | — | — | $19.8M | 0.6% | |
| VULCAN VALUE PARTNERS VULCAN · EIN 74-2008758 / PN 189 | Common Collective Trust | — | — | $672 | <0.1% | |
| BLACKROCK US DEBT INDEX FUND BLACKROCK · EIN 94-3385892 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |