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 North Middlesex Savings Bank
Corporate pensionAyer, MA
Assets
$8.8M
Total assets, Oct 31, 2023 reported
Funded
118.6%
Nov 1, 2022
Private markets target
n/a
policy Oct 31, 2023
Commitments
1
none on the tape
Plan sponsor: Main Street Bank
Allocation policy
Form 5500, as of Oct 31, 2023
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
1 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, 2023 | Sbera Common and Collective Trustcollective trust | Sbera | Pooled vehicles | $8.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Oct 31, 2023 | 101 | $8.9M | $7.5M | 118.6% | $8.8M | 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 $8.8M PY2022
- Bpas Actuarial & Pension Services codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041584100-003
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.