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Wal-Mart Profit Sharing and 401(k) Plan
Investment Model Portfolios

Wal-Mart Stores, Inc. (Ticker: WMT) operates retail stores in various formats worldwide. The company‘s Walmart U.S. segment offers meat, produce, deli, bakery, dairy, frozen foods, floral, and dry grocery; health and beauty aids, household chemicals, paper goods, and pet supplies; electronics, toys, cameras and supplies, photo processing services, cellular phones, cellular service plan contracts, and prepaid service; fabrics and crafts, stationery and books, automotive accessories, hardware and paint, horticulture and accessories, sporting goods, outdoor entertaining, and seasonal merchandise; apparel, shoes, and jewelry; pharmacy and optical services; and home furnishings, housewares, and small appliances through discount stores, supercenters, and neighborhood markets, as well as through walmart.com. Its International segment includes various formats of retail stores and restaurants, including supermarkets, combination discount and grocery stores, supercenters, Sam’s Clubs, hypermarkets, cash-n-carry stores, department stores, and general merchandise stores. The company‘s Sam’s Club segment offers merchandise, including hardgoods, softgoods, and selected private-label items under the MEMBER‘S MARK, BAKERS & CHEFS, and SAM’S CLUB brands through warehouse membership clubs in the United States, as well as through samsclub.com. As of January 31, 2010, it operated 803 discount stores, 2,747 supercenters, 158 neighborhood markets, and 596 Sam’s Clubs in the United States; 43 units in Argentina, 434 in Brazil, 317 in Canada, 252 in Chile, 170 in Costa Rica, 77 in El Salvador, 164 in Guatemala, 53 in Honduras, 1 in India, 371 in Japan, 1,469 in Mexico, 55 in Nicaragua, 56 in Puerto Rico, and 371 in the United Kingdom, as well as 279 stores in the Peoples Republic of China. The company was founded in 1945 and is based in Bentonville, Arkansas.

Investment options of Wal-Mart Profit Sharing and 401(k) Plan

Total Available Funds: 21
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Europacific Growth Fund R6
Foreign Large Value LIEIX Mondrian International Value Equity Trust,  ,
Foreign Large Blend ACWX Barclays MSCI ACWI Ex- US Index Trust
FOREIGN SMALL/MID GROWTH FIASX Victory International Small Cap Equity Trust
Others
Moderate Allocation PAAIX PIMCO All Asset Institutional
World Allocation FGLAX Wellington Diversified Inflation Hedges Trust
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Institutional Class,
Intermediate-Term Bond GUGAX Prudential Core Plus Bond
Inflation-Protected Bond BPRIX Barclays Treasury Inflation protected Securities Index Trust
SHORT GOVERNMENT STABLEVALUE ML Retirement Preservation Trust
US EQUITY
LARGE BLEND IWB BGI Russell 1000 Index Trust
SMALL BLEND IWM BGI Russell 2000 Index Trust
LARGE BLEND NYVTX Davis NY Venture Trust,  ,
SMALL BLEND WWSAx Westwood SMID Cap Value Equity Trust,  ,
Mid-Cap Growth SDSCX The Boston Company (TBC) SMID Cap Growth Trust
LARGE GROWTH RAIEX Rainer Large Cap Growth Trust
LARGE BLEND ZBGRIT BlackRock Russell 1000 Index Trust
LARGE BLEND PREIX T.Rowe Price Equity Index 500
Small Growth MGSEX Managers Special Equity Fund
LARGE GROWTH SBLGX Legg Mason Large Cap Growth (A)
LARGE BLEND SVSPX Ssga s&p 500 Index Fund

Investment model portfolios

We provide two types of investment model portfolios for Wal-Mart Profit Sharing and 401(k) Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Wal-Mart Profit Sharing and 401(k) Plan Strategic Asset Allocation - Optimal Moderate 1.89% 14.20% 13.77% 33.50% 17.16% 14.08% 11.78% 10.28%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate -2.63% 8.56% 13.82% 17.69% 11.26% 11.95% 11.41% 11.01%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, AR inception is 12/31/2000

Asset Allocation Composite Model Portfolio

The following model portfolio is based on the MyPlanIQ Asset Allocation Composite (AAC) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Wal-Mart Profit Sharing and 401(k) Plan Asset Allocation Composite Moderate NA 23.19% 12.98% 10.49% 8.80% 9.80% 9.21% 10.00%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%
Data as of 11/29/2024, AR inception is 12/31/2000

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