Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Walmart, Inc Common Stock N/A in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | D.A. DAVIDSON COMPANIES D.A. DAVIDSON COMPANIES RETIREMENT SAVINGS AND PROFIT SHARING PLAN | GREAT FALLS MT | 1,609 | $543.1M | $555K |
| 2 | V. SATTUI WINERY, INC. V. SATTUI WINERY 401(K) PROFIT SHARING PLAN | ST. HELENA CA | 117 | $15.0M | $542K |
| 3 | HALL, ESTILL, HARDWICK, GABLE, GOLDEN & NELSON, P.C. |
TULSA OK |
| 162 |
| $103.1M |
| $127K |
