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AllocatorsPlancorporate pension<100m

Sbera Pension Plan As Adopted by Winchester Savings Bank

Allocators

Winchester, MA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:41e897c8-bbe9-488e-9c0d-2eee56903b0e

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 12:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 3
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $20.9Mlatest reading; see basis
Assets as of: Oct 31, 2025
Assets basis: REPORTED
Funded ratio: 160%
Participants: 117
Commitments: 3with an amount; holdings are counted apart
Managers: 0
Funds: 1
Re-ups: 0
First-time managers: 0
Latest commitment: Oct 31, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Oct 31, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Sbera Common and Collective Trust	n/a	Pooled vehicle	$20.9M	Oct 31, 2025	Collective trust	Dol form 5500 pension
Sbera Common and Collective Trust	n/a	Pooled vehicle	$19.2M	Oct 31, 2024	Collective trust	Dol form 5500 pension
Sbera Common and Collective Trust	n/a	Pooled vehicle	$16.6M	Oct 31, 2023	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	100	$20.9M	Oct 31, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Bpas Actuarial and Pension Services	actuary	Nov 1, 2022	Oct 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Winchester Savings BankPlan sponsorPlan sponsor
Nov 1, 2022 to presentfactForm 5500

Advised by (1)

→ Bpas Actuarial and Pension ServicesInvestment consultantactuary
Nov 1, 2022 to Oct 31, 2023factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Show 3 bookkeeping events

Occurred
Nov 1, 2024
Sbera Pension Plan As Adopted by Winchester Savings Bank plan assets $17M -> $19M (+15.8%, 2023-11-01 to 2024-11-01)
Occurred
Nov 1, 2024
Sbera Pension Plan As Adopted by Winchester Savings Bank funded ratio 156.2% -> 159.9% (2023-11-01 to 2024-11-01)
Occurred
Oct 31, 2024
Sbera Pension Plan As Adopted by Winchester Savings Bank total assets $17M -> $19M (+15.7%, 2023-10-31 to 2024-10-31)

Provenance

Graph: Allocators
Canonical id: dfx:al:41e897c8-bbe9-488e-9c0d-2eee56903b0e
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Sbera Pension Plan As Adopted by Winchester Savings Bank

Allocators

Winchester, MA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:41e897c8-bbe9-488e-9c0d-2eee56903b0e

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Sbera Common and Collective Trust

n/a

Pooled vehicle

$20.9M

Oct 31, 2025

Collective trust

Dol form 5500 pension

Sbera Common and Collective Trust

n/a

Pooled vehicle

$19.2M

Oct 31, 2024

Collective trust

Dol form 5500 pension

Sbera Common and Collective Trust

n/a

Pooled vehicle

$16.6M

Oct 31, 2023

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Common/collective trusts

n/a

100

$20.9M

Oct 31, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Bpas Actuarial and Pension Services

actuary

Nov 1, 2022

Oct 31, 2023

fact

Dol form 5500 pension