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AllocatorsPlancorporate pension<100m

Retirement Plan of Hershey Creamery Company and Its Subsidiaries and Affiliates

Allocators

Harrisburg, PA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:8706a7fa-1841-47f8-9a25-e54e8f7799b1

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 7:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $0latest reading; see basis
Assets as of: Dec 30, 2024
Assets basis: REPORTED
Funded ratio: 109%
Participants: 384
Commitments: 2with an amount; holdings are counted apart
Managers: 1
Funds: 2
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 30, 2023
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 30, 2023
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$12.8M	Dec 30, 2023	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$10.8M	Dec 30, 2023	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$23.6M	Dec 30, 2023	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Wells Fargo Advisors, LLC	Investment adviser	Dec 31, 2022	Dec 30, 2023	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Dec 31, 2022	Dec 30, 2023	no	fact	Dol form 5500 pension
Wilshire	Investment adviser	Dec 31, 2022	Dec 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Hershey Creamery CompanyPlan sponsorPlan sponsor
Dec 31, 2022 to presentfactForm 5500

Advised by (3)

→ Wells Fargo Advisors, LLCInvestment consultantInvestment adviser
Dec 31, 2022 to Dec 30, 2023factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Dec 31, 2022 to Dec 30, 2023factForm 5500
→ WilshireInvestment consultantInvestment adviser
Dec 31, 2022 to Dec 30, 2023factForm 5500

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Show 2 bookkeeping events

Occurred
Dec 30, 2024
Retirement Plan of Hershey Creamery Company and Its Subsidiaries and Affiliates total assets $24M -> $0 (-100.0%, 2023-12-30 to 2024-12-30)
Occurred
Dec 31, 2023
Retirement Plan of Hershey Creamery Company and Its Subsidiaries and Affiliates funded ratio 97.8% -> 109.4% (2022-12-31 to 2023-12-31)

Provenance

Graph: Allocators
Canonical id: dfx:al:8706a7fa-1841-47f8-9a25-e54e8f7799b1
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Retirement Plan of Hershey Creamery Company and Its Subsidiaries and Affiliates

Allocators

Harrisburg, PA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:8706a7fa-1841-47f8-9a25-e54e8f7799b1

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Prin Ldi Long Duration Sa-Z

Principal

Fixed income

$12.8M

Dec 30, 2023

Separate account

Dol form 5500 pension

Prin Ldi Intrm Dur Sep Acct-Z

Principal

Pooled vehicle

$10.8M

Dec 30, 2023

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Pooled separate accounts

n/a

100

$23.6M

Dec 30, 2023

Derived

Consultant

Role

From

Current

Evidence

Source

Wells Fargo Advisors, LLC

Investment adviser

Dec 31, 2022

Dec 30, 2023

fact

Dol form 5500 pension

Principal Financial Group

actuary

Dec 31, 2022

Dec 30, 2023

fact

Dol form 5500 pension

Wilshire

Investment adviser

Dec 31, 2022

Dec 30, 2023

fact

Dol form 5500 pension