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

Cbera Plan C

Corporate pensionNorwood, MA
Assets
$130M
Total assets, Dec 31, 2024 reported
Funded
100.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
24
1 managers on Schedule C
Plan sponsor: Cooperative Banks Employees Retirement Association
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • U.S. Government securities 22.5%
  • Partnership/joint venture interests 6.9%
  • 103-12 investment entities 14.6%
  • Common/collective trusts 49.3%
  • Common stock 6.1%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
24 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$891,886 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Spartan 500 Index Poolcollective trustGeode Capital Mgmt Trust Co., LLCPooled vehicles$39.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$8.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Acadian Emrg Mkts Sm Cap Eq Fd103 12 ieAcadian Asset ManagementPooled vehicles$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024US Long Corporate Bond Fundcollective trustBlackrock Institutional Trust Co., N.A.Fixed income$9.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ir&m Long Corporate Collective Fundcollective trustIr+m Collective InvestmentPooled vehicles$8.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ir+m Intermediate Corp Collect Fundcollective trustIr+m Collective InvestmentPooled vehicles$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Short-Term Investment Fundcollective trustBlackrock Institutional Trust Co., N.ACash$76 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Term Credit Bond Index Fundcollective trustBlackrock Institutional Trust Co., N.A.Private credit$50.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Eme Sm Cap Poolcollective trustFidelity Institutional Asset MgmtPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Spartan 500 Index Poolcollective trustGeode Capital Mgmt Trust Co., LLCPooled vehicles$21.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ir+m Intermediate Corp Collect Fundcollective trustIr+m Collective InvestmentPooled vehicles$50.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ir&m Long Corporate Collective Fundcollective trustIr+m Collective InvestmentPooled vehicles$29.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$10.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EB Temporary Investmentcollective trustBNY MellonPooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Short-Term Investment Fundcollective trustBlackrock Institutional Trust Co., N.ACash$78 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Term Credit Bond Index Fundcollective trustBlackrock Institutional Trust Co., N.A.Private credit$48.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam Eme Sm Cap Poolcollective trustFidelity Institutional Asset MgmtPooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Spartan 500 Index Poolcollective trustGeode Capital Mgmt Trust Co., LLCPooled vehicles$15.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ir+m Intermediate Corp Collect Fundcollective trustIr+m Collective InvestmentPooled vehicles$14.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ir&m Long Corporate Collective Fundcollective trustIr+m Collective InvestmentPooled vehicles$28.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$21.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Panagora Risk Parity Multi Asset103 12 iePanagora Investment ManagerHedge / diversifiers$16.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$130M Dec 31, 2024 reported Form 5500
$299M (2023-12) · $286M (2022-12)
Plan assets
$270M Jan 1, 2024 reported Form 5500
$287M (2023-01) · $408M (2022-01)
Net assets
$130M Dec 31, 2024 reported Form 5500
$297M (2023-12) · $286M (2022-12)
Funded ratio
100.4% Jan 1, 2024 reported Form 5500
97.2% (2023-01) · 140.9% (2022-01)
Funding target
$251M Jan 1, 2024 reported Form 5500
$278M (2023-01) · $274M (2022-01)
Discount rate
5.20% Jan 1, 2024 reported Form 5500
5.28% (2023-01) · 5.45% (2022-01)
Participants
2,430 Jan 1, 2024 reported Form 5500
2,861 (2023-01) · 2,965 (2022-01)
Contributions
$1.3M Dec 31, 2024 reported Form 5500
$7.5M (2023-12) · $8.4M (2022-12)
Benefits paid
$145M Dec 31, 2024 reported Form 5500
$27.4M (2023-12) · $27.4M (2022-12)
Net investment income
$-142M Dec 31, 2024 reported Form 5500
$10.1M (2023-12) · $-120M (2022-12)
Investment management fees
$711,264 Dec 31, 2024 reported Form 5500
$1.0M (2023-12) · $956,793 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,430$270M$251M100.4%$130M$9.0M$0$0
2023 to Dec 31, 20232,861$287M$278M97.2%$299M$37.6M$0$0
2022 to Dec 31, 20222,965$408M$274M140.9%$286M$42.2M$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
12 events
  • Dec 31, 2024Holding endedinference
    Cbera Plan C no longer reports Short-Term Investment Fund (last held $76 at 2023-12-31; absent from the 2024-12-31 filing)
    with Short-Term Investment Fundaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Cbera Plan C first reports an interest in US Long Corporate Bond Fund: $10M at 2024-12-31
    with US Long Corporate Bond Fundaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Cbera Plan C no longer reports Fiam Eme Sm Cap Pool (Fidelity Institutional Asset Mgmt) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Cbera Plan C first reports an interest in Acadian Emrg Mkts Sm Cap Eq Fd (Acadian Asset Management): $10M at 2024-12-31
    with Acadian Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Cbera Plan C no longer reports Long Term Credit Bond Index Fund (last held $51M at 2023-12-31; absent from the 2024-12-31 filing)
    with Long Term Credit Bond Index Fundaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Select Equity Group, L.P. appears on Cbera Plan C's Schedule C as investment manager (plan year 2024 vs 2023)
    with Select Equity Groupaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Panagora Asset Management, Inc. no longer appears on Cbera Plan C's Schedule C as investment manager (plan year 2024 vs 2023)
    with Panagora Asset Management, Inc.askebsa.dol.gov
  • Dec 31, 2024Assets changed
    Cbera Plan C total assets $299M -> $130M (-56.5%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Cbera Plan C funded ratio 97.2% -> 100.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Cbera Plan C no longer reports Panagora Risk Parity Multi Asset (Panagora Investment Manager) (last held $17M at 2022-12-31; absent from the 2023-12-31 filing)
    with Panagora Investment Manageraskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Cbera Plan C funded ratio 140.9% -> 97.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Cbera Plan C plan assets $408M -> $287M (-29.8%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 046035593-334
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.