Cbera Plan C
Corporate pension, based in Norwood, Massachusetts, reporting $130M in assets, for 2,430 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Cbera Plan C no longer reports Short-Term Investment Fund (last held $76 at 2023-12-31; absent from the 2024-12-31 filing).
2 more advisers, 4 more managers, 21 more commitments and 7 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Spartan 500 Index Pool3 commitments
- Hardman Johnston Int'l Equity Group3 commitments
- EB Temporary Investment3 commitments
- Blackrock Institutional Trust Company, N.A.5 commitments
- Geode Capital Management Trust Company, LLC3 commitments
- Hardman Johnston Global Advisors3 commitments
Relationship network
49 connected entities24 observed commitments14 repeat counterparties18 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- 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
- Nepc, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Blackrock Institutional Trust Company, N.A.5 rows, latest Dec 31, 2024
- Geode Capital Management Trust Company, LLC3 rows, latest Dec 31, 2024
- Hardman Johnston Global Advisors3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Geode Capital Management Trust Company, LLCplan years
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding endedinferenceCbera 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 startedCbera Plan C first reports an interest in US Long Corporate Bond Fund: $10M at 2024-12-31with US Long Corporate Bond Fundaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceCbera 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 startedCbera Plan C first reports an interest in Acadian Emrg Mkts Sm Cap Eq Fd (Acadian Asset Management): $10M at 2024-12-31with Acadian Asset Managementaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceCbera 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
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | US Long Corporate Bond Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $9.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Spartan 500 Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $39.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $8.8M held | Disclosed holding | askebsa.dol.gov |
+21 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,430 | $270M | $251M | 100.4% | $130M | $9.0M | $0 | $0 |
| 2023 to Dec 31, 2023 | 2,861 | $287M | $278M | 97.2% | $299M | $37.6M | $0 | $0 |
| 2022 to Dec 31, 2022 | 2,965 | $408M | $274M | 140.9% | $286M | $42.2M | $0 | $0 |
- Coop. Banks Employees Ret Assn. codes 14 50 $674,506 PY2024
- Agilis Partners LLC codes 11 50 $418,440 PY2024
- Nepc, LLC codes 27 50 $123,534 PY2024
+71 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Cbera Plan C sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+9 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+20 connections on the graph
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