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.

Fund

Sbera Common and Collective Trust

collective trust (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan’s interest in the vehicle at its plan year end as filed on Schedule D Part I, a holding value and never a commitment amount; the sponsor printed on the schedule is the manager when a node carries its EIN.

Public LPs

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$1.4B

one row per plan

Latest

Oct 31, 2025

effective date

Plans holding an interest

22 allocators

One line per allocator, folded across every filing, report and board record that names this vehicle, so an allocator that reported the same commitment in eight annual filings counts once. A line is closed only when a closing date exists; held means the allocator reports the position with no closing date on this graph. The dollars are what the allocators that print a number disclosed (0 of 22), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
Sbera Pension Plan As Adopted by Athol Savings Bank	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by Blue Hills Bank	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by Bristol County Savings Bank	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by Cape Ann Savings Bank	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by Charlesbridge, Mhc	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by Country Bank for Savings	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by Dedham Institution for Savings	n/a	held	-	-	Oct 31, 2023
Sbera Pension Plan As Adopted by Eagle Bank	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by Eastern Bank	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by Fall River Five Cents Savings Bank	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by Florence Bank	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by Greenfield Savings Bank	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by Martha's Vineyard Bank	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by Middlesex Savings Bank	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by North Middlesex Savings Bank	n/a	held	-	-	Oct 31, 2023
Sbera Pension Plan As Adopted by Pentucket Bank	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by Salem Five Cents Savings Bank	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by Spencer Savings Bank	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by the Bank of Canton	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by the Lowell Five Cent Savings Bank	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by Watertown Savings Bank	n/a	held	-	-	Oct 31, 2025
Sbera Pension Plan As Adopted by Winchester Savings Bank	n/a	held	-	-	Oct 31, 2025

Every row

61 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Oct 31, 2025	Sbera Pension Plan As Adopted by the Bank of Canton	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$41.0M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Winchester Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$20.9M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Charlesbridge, Mhc	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$53.3M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Country Bank for Savings	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$26.7M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by the Lowell Five Cent Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$41.6M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Spencer Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$13.7M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Greenfield Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$21.5M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Pentucket Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$23.5M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Bristol County Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$82.0M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Athol Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$11.5M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Cape Ann Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$15.4M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Eastern Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$583M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Fall River Five Cents Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$19.5M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Florence Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$51.8M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Martha's Vineyard Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$31.9M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Middlesex Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$185M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Watertown Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$40.2M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Blue Hills Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$7.1M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Eagle Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$27.1M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Sbera Pension Plan As Adopted by Salem Five Cents Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$75.0M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Watertown Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$36.4M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Athol Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$10.4M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Middlesex Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$170M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Eastern Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$490M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Eagle Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$24.3M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Charlesbridge, Mhc	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$52.0M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Blue Hills Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$9.7M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Greenfield Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$20.1M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Pentucket Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$21.6M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Spencer Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$15.4M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Bristol County Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$72.8M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Winchester Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$19.2M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Florence Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$47.2M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Fall River Five Cents Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$17.6M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Martha's Vineyard Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$30.1M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Salem Five Cents Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$75.2M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by the Bank of Canton	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$38.7M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by the Lowell Five Cent Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$37.9M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Cape Ann Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$14.7M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Sbera Pension Plan As Adopted by Country Bank for Savings	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$26.5M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Blue Hills Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$9.6M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Bristol County Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$57.5M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Dedham Institution for Savings	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$41.2M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Pentucket Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$18.3M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Winchester Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$16.6M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by North Middlesex Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$8.8M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Eastern Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$422M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Fall River Five Cents Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$15.0M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by the Lowell Five Cent Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$32.4M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Cape Ann Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$11.9M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Athol Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$8.5M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Eagle Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$20.1M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by the Bank of Canton	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$31.2M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Florence Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$39.0M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Greenfield Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$16.1M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Martha's Vineyard Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$24.9M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Salem Five Cents Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$63.7M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Watertown Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$30.5M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Middlesex Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$142M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Spencer Savings Bank	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$6.8M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Sbera Pension Plan As Adopted by Country Bank for Savings	Sbera Common and Collective Trustcollective trust	Pooled vehicles	$22.8M held	Disclosed holding	askebsa.dol.gov

What changed

No dated events.