Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Walmart, Inc Walmart, Inc in their Schedule of Assets, totaling $1.5M 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 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M | $568K |
| 2 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $480K |
| 3 | CENTRAL CAN COMPANY INC. THE MAUSER CONSOLIDATED PENSION PLAN |
ATLANTA GA |
| 170 |
| $34.6M |
| $193K |
| 4 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP MASTER TRUST | CHICAGO IL | — | $373.0M | $138K |
| 5 | NORTON ROSE FULBRIGHT US LLP CHADBOURNE & PARKE LLP PENSION PLAN AND TRUST AGREEMENT | NEW YORK NY | 11 | $17.6M | $85K |
| 6 | SONTERRA MEDICAL MANAGEMENT GROUP, INC. SONTERRA MEDICAL MANAGEMENT GROUP PROFIT SHARING 401K PLAN | SAN ANTONIO TX | 486 | $59.5M | $30K |
| 7 | WARREN EQUIPMENT COMPANY WARREN EQUIPMENT COMPANY 401(K) RETIREMENT AND SAVINGS PLAN | MIDLAND TX | 2,372 | $238.7M | $18K |
| 8 | BOARD OF TRUSTEES UFCW LOCAL 1500 ANNUITY FUND UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1500 ANNUITY PLAN | WESTBURY NY | 6,861 | $47.1M | $9K |
| 9 | RANCHO WEST LANDSCAPE, INC. RANCHO WEST LANDSCAPE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | MURRIETA CA | 71 | $5.4M | $6K |
| 10 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA CA | 241 | $235.8M | $5K |
