Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Weitz Short Intermediate Income Mutual fund in their Schedule of Assets, totaling $351K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COLDSTREAM CAPITAL MANAGEMENT, INC. COLDSTREAM 401(K) PLAN | BELLEVUE WA | 185 | $32.6M | $313K |
| 2 | ACCUTRANS, LLC ACCUTRANS LLC 401(K) PROFIT SHARING PLAN AND TRUST | KENNER LA | 391 | $15.9M | $38K |
