Walmart 401(k) Plan
Sponsored by Walmart Inc. · EIN 710415188 · Plan #003
- Total assets
- $50.8B
- Net assets
- $50.7B
- Active participants
- 1,670,732
- With balances
- 1,161,254
Plan year beginning 02/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| D.F. Dent And Company, Inc. CRD 105179 | deterministic · 100% | 2024 |
| Nuveen Asset Management, Llc CRD 155584 | deterministic · 100% | 2024 |
| Rice Hall James & Associates Llc CRD 125410 | fuzzy_auto · 98% | 2024 |
| Vaughan Nelson Investment Management, L.P. CRD 106975 | fuzzy_auto · 95% | 2024 |
| Driehaus Capital Management Llc CRD 105757 | deterministic · 100% | 2024 |
| Systematic Financial Management Lp CRD 106146 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner Smith I | Recordkeeping, Sub-transfer agency fees, Float revenue | $24,035,254 |
| Blackrock Institutional Trust Co Na | Investment management | $3,799,185 |
| Vaughan Nelson Investment Mgmt | Investment management | $2,961,377 |
| Loomis Sayles | Investment management | $2,207,467 |
| D.F. Dent And Company, Inc. | Investment management | $1,990,575 |
| Rice Hall James & Associates, Llc | Investment management | $1,487,633 |
| Wellington Trust Company, N.A. | Investment management | $1,006,403 |
| Nuveen Asset Management | Investment management | $979,352 |
| Northern Trust Company | Trustee (institutional) | $968,611 |
| Systematic Financial Management | Investment management | $698,530 |
| Driehaus Capital Management Llc | Investment management | $504,794 |
| Jp Morgan Investment Management Inc | Investment management | $302,335 |
| Meketa Investment Group | Investment management fees (direct) | $266,162 |
| Mercer | Investment management fees (direct) | $53,992 |