DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Sbera Pension Plan As Adopted by Middlesex Savings Bank
Corporate pensionNatick, MA
Assets
$185M
Total assets, Oct 31, 2025 reported
Funded
177.1%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
3
none on the tape
Plan sponsor: Middlesex Savings Bank
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Common/collective trusts 100.0%
Consultants and advisers
1 firms
- Bpas Actuarial and Pension Services Actuarythrough Oct 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Sbera Common and Collective Trustcollective trust | Sbera | Pooled vehicles | $185M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Sbera Common and Collective Trustcollective trust | Sbera | Pooled vehicles | $170M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Sbera Common and Collective Trustcollective trust | Sbera | Pooled vehicles | $142M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Oct 31, 2025 | 772 | $169M | $95.5M | 177.1% | $185M | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 793 | $142M | $90.5M | 156.4% | $170M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 837 | $138M | $82.3M | 167.9% | $142M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Sbera Common and Collective Trust Sched. D C $185M PY2024
- Bpas Actuarial & Pension Services codes 11 PY2024
- Sbera Common and Collective Trust Sched. D C $170M PY2023
- Bpas Actuarial & Pension Services codes 11 PY2023
- Sbera Common and Collective Trust Sched. D C $142M PY2022
- Bpas Actuarial & Pension Services codes 11 PY2022
What changed
4 events
- Nov 1, 2024Funded status changedSbera Pension Plan As Adopted by Middlesex Savings Bank funded ratio 156.4% -> 177.1% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedSbera Pension Plan As Adopted by Middlesex Savings Bank plan assets $142M -> $169M (+19.5%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedSbera Pension Plan As Adopted by Middlesex Savings Bank total assets $142M -> $170M (+19.4%, 2023-10-31 to 2024-10-31)
- Nov 1, 2023Funded status changedSbera Pension Plan As Adopted by Middlesex Savings Bank funded ratio 167.9% -> 156.4% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 270402195-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.