Walmart Inc.'s EIN is 71-0415188.
Download the official 2024 Form 5500 (PDF) for Walmart Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walmart Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO NA | 94-3112180 | — | — | $3.8M | — |
| VAUGHAN NELSON INVESTMENT MGMT | 04-3304963 | — | — | $3.0M | — |
| WELLINGTON TRUST COMPANY, N.A. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2755549 |
| — |
| — |
| $1.0M |
| — |
| NUVEEN ASSET MANAGEMENT | 27-4357327 | — | — | $979K | — |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 36-3196026 | — | — | $505K | — |
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 | — | — | $302K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER SMITH I | 13-5674085 | — | — | $24.0M | — |
| LOOMIS SAYLES | 04-3200030 | — | — | $2.2M | — |
| D.F. DENT AND COMPANY, INC. | 52-1045317 | — | — | $2.0M | — |
| RICE HALL JAMES & ASSOCIATES, LLC | 43-1992528 | — | — | $1.5M | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | — | $969K | — |
| SYSTEMATIC FINANCIAL MANAGEMENT | 22-3367558 | — | — | $699K | — |
| MEKETA INVESTMENT GROUP | 04-2659023 | — | — | $266K | — |
| MERCER | 36-2668272 | — | — | $54K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| RUSSELL 1000 INDEX NON-LENDABLE FUN BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-0535593 / PN 001 | Common Collective Trust | — | — | $13.6B | 26.8% | |
| Investments * Walmart Inc. Equity Securities Common Stock | Common Stocks | — | — | $5.7B | 11.3% | |
| MSCI ACWI EX US IMI INDEX NON-LENDA BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-2094921 / PN 001 | Common Collective Trust | — | — | $2.9B | 5.6% | |
| THE COLLECTIVE LSV INTERNATIONAL RELIANCE TRUST COMPANY · EIN 90-6169542 / PN 004 | Common Collective Trust | — | — | $1.8B | 3.6% | |
| US DEBT INDEX NON-LENDABLE FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-4086131 / PN 001 | Common Collective Trust | — | — | $1.5B | 3.0% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.4B | 2.8% | |
| RUSSELL 2500 INDEX NON-LENDABLE FUN BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 46-0732081 / PN 001 | Common Collective Trust | — | — | $1.4B | 2.8% | |
| FIERA ASSET MANAGEMENT USA COLLECTI SEI TRUST COMPANY · EIN 47-3260276 / PN 080 | Common Collective Trust | — | — | $1.4B | 2.7% | |
| MSCI USA MOMENTUM INDEX RSL FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 83-1210608 / PN 001 | Common Collective Trust | — | — | $1.4B | 2.7% | |
| MSCI USA VALUE WEIGHTED INDEX RSL F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 83-1290900 / PN 001 | Common Collective Trust | — | — | $1.4B | 2.7% | |
| MSCI USA QUALITY INDEX RSL FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 83-1242767 / PN 001 | Common Collective Trust | — | — | $1.4B | 2.7% | |
| MSCI USA MINIMUM VOLATILITY INDEX F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-2285443 / PN 001 | Common Collective Trust | — | — | $1.4B | 2.7% | |
| GQC PARTNERS INTERNATIONAL EQUITY C THE NORTHERN TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $1.4B | 2.7% | |
| PRUDENTIAL LONG DURATION CREDIT FUN PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 222 | Common Collective Trust | — | — | $1.1B | 2.2% | |
| PIMCO All Asset Class Institutional Fund | Mutual Funds | — | — | $1.0B | 2.0% | |
| ALTRINSIC INTERNATIONAL EQUITY COLL GLOBAL TRUST COMPANY · EIN 36-7634097 / PN 001 | Common Collective Trust | — | — | $912.8M | 1.8% | |
| GOVERNMENT SHORT-TERM INVESTMENT FU BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 90-0815478 / PN 001 | Common Collective Trust | — | — | $762.1M | 1.5% | |
| RUSSELL 2000 INDEX NON-LENDABLE FUN BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-4299570 / PN 001 | Common Collective Trust | — | — | $639.0M | 1.3% | |
| GLOBAL REAL ESTATE SECURITIES FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5279909 / PN 001 | Common Collective Trust | — | — | $491.4M | 1.0% | |
| AEW GLOBAL PROPERTIES TRUST FUND CL SEI TRUST COMPANY · EIN 45-4659990 / PN 055 | Common Collective Trust | — | — | $490.2M | 1.0% | |
| AQR EMERGING EQUITIES COLLECTIVE IN GLOBAL TRUST COMPANY · EIN 90-6194032 / PN 003 | Common Collective Trust | — | — | $450.9M | 0.9% | |
| DRIEHAUS EMERGING MARKETS GROWTH CI RELIANCE TRUST COMPANY · EIN 37-6553761 / PN 001 | Common Collective Trust | — | — | $439.7M | 0.9% | |
| INTERMEDIATE GOVERNMENT BOND INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-4167017 / PN 001 | Common Collective Trust | — | — | $423.1M | 0.8% | |
| THE PRESIMA GLOBAL REAL ESTATE CONC THE NORTHERN TRUST COMPANY · EIN 90-6169542 / PN 006 | Common Collective Trust | — | — | $420.6M | 0.8% | |
| VICTORY MID CAP VALUE COLLECTIVE FU GLOBAL TRUST COMPANY · EIN 90-6240599 / PN 007 | Common Collective Trust | — | — | $411.9M | 0.8% | |
| JPMCB SHORT DURATION BOND FUND JP MORGAN CHASE BANK, N.A. · EIN 45-4795637 / PN 001 | Common Collective Trust | — | — | $365.9M | 0.7% | |
| US TREASURY INFLATION PROTECTED SE BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-0535692 / PN 001 | Common Collective Trust | — | — | $295.0M | 0.6% | |
| LONG TERM GOVERNMENT BOND INDEX NON BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-5229287 / PN 001 | Common Collective Trust | — | — | $267.1M | 0.5% | |
| FIRST SENTIER GLOBAL LISTED INFA FD THE NORTHERN TRUST COMPANY · EIN 90-6169542 / PN 005 | Common Collective Trust | — | — | $234.3M | 0.5% | |
| NUVEEN GLOBAL INFRASTRUCTURE FUND SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $232.7M | 0.5% | |
| WELLINGTON TRUST COMPANY, NA CIF II WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 112 | Common Collective Trust | — | — | $127.8M | 0.3% | |
| CORECOMMODITY MANAGEMENT DIVERSIFIE SEI TRUST COMPANY · EIN 46-3651164 / PN 065 | Common Collective Trust | — | — | $127.7M | 0.3% | |
| COHEN & STEERS GLOBAL LISTED INFRA SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $114.5M | 0.2% | |
| COLLECTIVE GOVERNMENT SHORT TERM IN THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 068 | Common Collective Trust | — | — | $61.4M | 0.1% | |
| U.S. Treasury 2030 | Other securities | — | — | $30.6M | <0.1% | |
| HealthEquity Inc. Common Stock | Common Stocks | — | — | $23.8M | <0.1% | |
| U.S. Treasury 2029 | Other securities | — | — | $23.7M | <0.1% | |
| U.S. Treasury 2044 | Other securities | — | — | $23.1M | <0.1% | |
| Core & Main Inc. Common Stock | Common Stocks | — | — | $21.2M | <0.1% | |
| Guidewire Software Inc. Common Stock | Common Stocks | — | — | $20.2M | <0.1% | |
| U.S. Treasury 2034 | Other securities | — | — | $19.7M | <0.1% | |
| Cash Equivalent Bank of America, N.A. Merrill Lynch Bank * Deposit Cash Equivalent, 4.22% | Cash / Money Market | — | — | $19.4M | <0.1% | |
| Lemaitre Vascular Inc. Common Stock | Common Stocks | — | — | $18.7M | <0.1% | |
| Hamilton Lane Inc. Common Stock | Common Stocks | — | — | $18.5M | <0.1% | |
| Heico Corp. Common Stock | Common Stocks | — | — | $18.4M | <0.1% | |
| iShares Russell 2000 Value ETF | Common Collective Trusts | — | — | $18.2M | <0.1% | |
| John Bean Technologies Corp. Common Stock | Common Stocks | — | — | $18.0M | <0.1% | |
| Eagle Materials Inc. Common Stock | Common Stocks | — | — | $17.8M | <0.1% | |
| Bio-Techne Corp. Common Stock | Common Stocks | — | — | $17.5M | <0.1% | |
| Repligen Corp. Common Stock | Common Stocks | — | — | $17.4M | <0.1% |
