Wal-Mart 401k (PSP) Plan PSDS Scan 12/31/2008

Wal-Mart employees have about $4B invested in company stock, WMT, while the Balanced fund by rule only has money in funds with positive 5y Sharpe ratios. In this plan they are AIEVX, AEPGX and PTTRX. The plan also has large amounts invested in GICs and trusts that were not in the scan. Given the large 2008 recession market losses this plan has done well. The 11-k data are from their 1/31/2008 filing which is Wal-Mart's fiscal year end.