Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SHARKNINJA COM USD0.0001 CUSIP: G8068L108 in their Schedule of Assets, totaling $4.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $3.0M |
| 2 | CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING TX | — | $18.5B | $1.3M |
| 3 | THE COCA-COLA COMPANY MASTER TRUST FOR 401(K) PLANS US SMALL MID CAP ACTIVE EQUITY FUND |
ATLANTA GA |
| — |
| $154.9M |
| $680K |