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Original filing (PDF)20250820124613NAL0005622272001
WALMART INC.
Form 5500
FILING_RECEIVED
JET.COM RETIREMENT TRUST
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
192
Accounts w/ balance
429
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "BlackRock Lifepath Index 2055 Fund" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALMART INC..
Plan sponsor
Name
WALMART INC.
EIN
71-0415188
Address
508 SW 8TH STREET · BENTONVILLE, AR · 72716
Phone
(800) 421-1362
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOGANTAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
13 direct securities· $4.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2055 Fund | — | — | — | $1.2M | 28.2% | |
| BlackRock Lifepath Index 2050 Fund | — | — | — | $891K | 20.8% | |
| BlackRock Lifepath Index 2045 Fund | — | — | — | $657K | 15.3% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $606K | 14.1% | |
| BlackRock Lifepath Index 2040 Fund | — | — | — | $364K | 8.5% | |
| Vanguard Total International Stock Index Fund | — | — | — | $177K | 4.1% | |
| Vanguard Treasury Money Market Fund | — | — | — | $171K | 4.0% | |
| BlackRock Lifepath Index 2060 Fund | — | — | — | $78K | 1.8% | |
| BlackRock Lifepath Index 2065 Fund | — | — | — | $78K | 1.8% | |
| BlackRock Lifepath Index 2035 Fund | — | — | — | $42K | 1.0% | |
| Vanguard Total Return Bond Market Index Fund | — | — | — | $11K | 0.2% | |
| BlackRock Lifepath Index Retirement Fund | — | — | — | $5K | 0.1% | |
| BlackRock Lifepath Index 2030 Fund | — | — | — | $1K | <0.1% |
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