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Wal-Mart Profit Sharing And 401(K) Plan

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Plan was created by bmurphy on 11/11/2013.
Number of Followers: 229


COMMENTS plan comments help
comment plan Deleted User 2/15/2016 3:25:01 PM
are there ticker symbols for the MyRetirement target date funds? who manages them, Walmart?

comment plan bmurphy 9/25/2017 11:24:14 AM
Removed MyRetirement 2010 Fund as it is likely no longer trading.

comment plan bmurphy 9/25/2017 11:31:43 AM
We are using Vanguard target date series as "proxies" for the MyRetirement Target Date funds offered by Walmart.

comment plan rickyjharris 10/21/2020 10:58:35 PM
There's a MyRetirement 2065 target date fund now.

comment plan brian 10/22/2020 10:27:46 AM
Thanks Ricky. I've added the 2065 option to the plan. It is proxied by the Vanguard Target Retirement 2065 fund.

comment plan 38d2f06f 2/24/2021 5:12:30 PM
I see there is a Blackrock Intl Eqty index TST available to me.

comment plan brian 5/2/2021 2:44:22 PM
In places where we recommend International Equity Fund exposure, you can use BlackRock Intl. Equity index fund.

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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Large Cap Value Equity Fundwas added by brian10/22/2020Remove
MyRetirement 2065 Fundwas added by brian10/22/2020Remove
Large Cap Value Equity Fundwas removed by rickyjharris10/21/2020Remove
Franklin Large Cap Equity Fund Class AdvFLCIXwas removed by rickyjharris10/21/2020
Franklin Large Cap Equity Fund Class AdvFLCIXwas added by rickyjharris10/21/2020
MyRetirement 2030 Fundwas added by bmurphy1/15/2019Remove
Real Assets Fundwas added by bmurphy1/15/2019Remove
Real Assets Fundwas removed by bmurphy1/15/2019
MyRetirement 2015 Fundwas removed by bmurphy1/15/2019
MyRetirement 2060 Fundwas added by bmurphy1/15/2019Remove
MyRetirement 2020 Fundwas added by bmurphy1/15/2019Remove
MyRetirement 2010 Fundwas removed by bmurphy9/25/2017
MyRetirement 2020 Fundwas removed by richard.a.sofka6/6/2016
MyRetirement 2030 Fundwas removed by zachwittenburg3/13/2014Remove
MyRetirement 2030 Fundwas added by Deleted User3/8/2014Remove
Real Assets Fundwas added by Kivalia3/7/2014
MyRetirement 2030 Fundwas removed by glcampb3/6/2014
MyRetirement 2030 Fundwas added by bmurphy11/11/2013
MyRetirement 2030 Fundwas removed by bmurphy11/11/2013
Small / Mid Growth Fundwas added by bmurphy11/11/2013Remove
Small / Mid Value Fundwas added by bmurphy11/11/2013Remove
Wal-Mart Stores, Inc.WMTwas added by bmurphy11/11/2013Remove
MyRetirement 2055 Fundwas added by bmurphy11/11/2013Remove
MyRetirement 2045 Fundwas added by bmurphy11/11/2013Remove
MyRetirement 2035 Fundwas added by bmurphy11/11/2013Remove
MyRetirement 2040 Fundwas added by bmurphy11/11/2013Remove
MyRetirement 2030 Fundwas added by bmurphy11/11/2013
MyRetirement 2025 Fundwas added by bmurphy11/11/2013Remove
MyRetirement 2020 Fundwas added by bmurphy11/11/2013
MyRetirement 2015 Fundwas added by bmurphy11/11/2013
MyRetirement 2050 Fundwas added by bmurphy11/11/2013Remove
MyRetirement 2010 Fundwas added by bmurphy11/11/2013
MyRetirement Income Fundwas added by bmurphy11/11/2013Remove
Large Cap Value Equity Fundwas added by bmurphy11/11/2013Remove
Large Cap Growth Equity Fundwas added by bmurphy11/11/2013Remove
JPMorgan Short Term Bond Trwas added by bmurphy11/11/2013Remove
International Equity Fundwas added by bmurphy11/11/2013Remove
Bond Fundwas added by bmurphy11/11/2013Remove
BlackRock Russell 2000 Index Trwas added by bmurphy11/11/2013Remove
BlackRock Russell 1000 Index Trwas added by bmurphy11/11/2013Remove
US Cash / Money MarketUSCASHwas added by bmurphy11/11/2013Remove
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