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 Blue Hills Bank
Corporate pensionRockland, MA
Assets
$7.1M
Total assets, Oct 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Oct 31, 2025
Commitments
3
none on the tape
Plan sponsor: Rockland Trust Company
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
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
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 | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Sbera Common and Collective Trustcollective trust | Sbera | Pooled vehicles | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Sbera Common and Collective Trustcollective trust | Sbera | Pooled vehicles | $9.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
18 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 | 140 | n/a | n/a | n/a | $7.1M | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 140 | n/a | n/a | n/a | $9.7M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 148 | n/a | n/a | n/a | $9.6M | 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 $7.1M PY2024
- Sbera Common and Collective Trust Sched. D C $9.7M PY2023
- Sbera Common and Collective Trust Sched. D C $9.6M PY2022
What changed
1 events
- Oct 31, 2025Assets changedSbera Pension Plan As Adopted by Blue Hills Bank total assets $10M -> $7M (-26.6%, 2024-10-31 to 2025-10-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041782600-005
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.