Since the last scan of the Wal-Mart 401k plan in 2008 several changes were made and the plan has a few more investment options. The Balanced portfolio improved performance to a 5yr APR = 6.29% and invested 3.5% of that portfolio in company stock WMT. The largest holdings are the stable value fund at 23.0% SVF.hpx in the scan, the PIMCO bond fund PTTRX at 20.4% and a Prudential core bond fund trust at 22.0% PCPBT in the scan. The employee portfolio invested 31.0% of their portfolio in company stock as shown in the 3D scan image. A bit too much for a retiree in my opinion. All in all a good plan now with above average 5yr annualized performance.
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