WALMART 401(K) PLAN

Address: 508 SW 8TH STREET,BENTONVILLE,AR
Contact person: HOGANTAYLOR LLP PREPARER
Phone: (800) 421-1362

Investment Options of WALMART 401(K) PLAN (as of 2023)
AEW GLOBAL PROPERTIES TRUST FUND CL (SEI TRUST COMPANY)
AQR EMERGING EQUITIES COLLECTIVE IN (GLOBAL TRUST COMPANY)
GOVERNMENT SHORT-TERM INVESTMENT FU (BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.)
MSCI ACWI EX US IMI INDEX NON-LENDA (BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.)
RUSSELL 1000 INDEX NON-LENDABLE FUN (BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.)
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RUSSELL 2000 INDEX NON-LENDABLE FUN (BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.)
RUSSELL 2500 INDEX NON-LENDABLE FUN (BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.)
US DEBT INDEX NON-LENDABLE FUND F (BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.)
US TREASURY INFLATION PROTECTED SE (BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.)
COHEN & STEERS GLOBAL LISTED INFRA (SEI TRUST COMPANY)
CORECOMMODITY MANAGEMENT DIVERSIFIE (SEI TRUST COMPANY)
FIERA ASSET MANAGEMENT USA COLLECTI (SEI TRUST COMPANY)
FIRST STE INV GL LISTED INF FD (THE NORTHERN TRUST COMPANY)
JPMCB SHORT DURATION BOND FUND (JP MORGAN CHASE BANK, N.A.)
THE COLLECTIVE LSV INTERNATIONAL (RELIANCE TRUST COMPANY)
GLOBAL PROPERTY SECURITIES FUND (PRINCIPAL GLOBAL INVESTORS TRUST CO)
NUVEEN GLOBAL INFRASTRUCTURE FUND (SEI TRUST COMPANY)
THE PRESIMA GLOBAL REAL ESTATE CONC (THE NORTHERN TRUST COMPANY)
PRUDENTIAL CORE PLUS BOND FUND (PRUDENTIAL TRUST COMPANY)
WELLINGTON TRUST COMPANY, NA CIF II (WELLINGTON TRUST COMPANY, NA)
COLLECTIVE SHORT TERM INVESTMENT FU (THE NORTHERN TRUST COMPANY)
MSCI USA VALUE WEIGHTED INDEX RSL F (BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.)
MSCI USA QUALITY INDEX RSL FUND F (BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.)
MSCI USA MOMENTUM INDEX RSL FUND F (BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.)
MSCI USA MINIMUM VOLATILITY INDEX F (BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.)
ALTRINSIC INTERNATIONAL EQUITY COLL (GLOBAL TRUST COMPANY)
VICTORY MID CAP VALUE COLLECTIVE FU (GLOBAL TRUST COMPANY)
DRIEHAUS EMERGING MARKETS GROWTH CI (RELIANCE TRUST COMPANY)
JACKSON SQUARE SMID-CAP GROWTH CIT (SEI TRUST COMPANY)
GQC PARTNERS INTERNATIONAL EQUITY C (THE NORTHERN TRUST COMPANY)
LONG TERM GOVERNMENT BOND INDEX NON (BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.)
INTERMEDIATE GOVERNMENT BOND INDEX (BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.)
PRUDENTIAL LONG DURATION CREDIT FUN (PRUDENTIAL TRUST COMPANY)
COLLECTIVE GOVERNMENT SHORT TERM IN (THE NORTHERN TRUST COMPANY)

WALMART 401(K) PLAN has the following features:
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

At the end of 2023, the total retirement plan assets of WALMART 401(K) PLAN is $36,747,577,034.00.This plan was established in 1997.

At the end of 2023, the total number of retirement plan participants in WALMART 401(K) PLAN is 1946270

In 2023, the average participant retirement account value for WALMART 401(K) PLAN is $18,881.00

In 2023, the estimated average employee contribution amount per participant for WALMART 401(K) PLAN is $1,100.00

In 2023, the estimated average employer match for an employee in WALMART 401(K) PLAN is approximately $763.00

In 2023, WALMART 401(K) PLAN allocates $1,485,071,421.00 to match its employees' contributions, providing an employer match rate of 70.87% of their contributions

In 2023, the total retirement plan asset growth rate of WALMART 401(K) PLAN is -4.41%

In 2023, the estimated aggregate retirement account investment gain/loss for WALMART 401(K) PLAN is -5.08%. This measures the effectiveness of the plan participants' investments in the year.

In 2023, the investment and administrative expense ratio of WALMART 401(K) PLAN is 0.09%.

Click for investment model portfolios of this plan ►

See stock info (WMT) related to WALMART 401(K) PLAN

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