Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Plan interest in Savings Banks Employees Savings Banks Employees Retirement Retirement Association Association Common Collective Trust in their Schedule of Assets, totaling $442.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MIDDLESEX SAVINGS BANK SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK | NATICK MA | 513 | $103.7M | $102.7M |
| 2 | BRISTOL COUNTY SAVINGS BANK SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK | TAUNTON MA | 326 | $62.2M | $61.5M |
| 3 | AVIDIA BANK |
HUDSON MA |
| 253 |
| $49.2M |
| $48.5M |
| 4 | DEDHAM INSTITUTION FOR SAVINGS SBERA PENSION PLAN AS ADOPTED BY DEDHAM INSTITUTION FOR SAVINGS | DEDHAM MA | 181 | $45.2M | $45.2M |
| 5 | COUNTRY BANK FOR SAVINGS SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS | WARE MA | 237 | $43.3M | $42.6M |
| 6 | WATERTOWN SAVINGS BANK SBERA 401(K) PLAN AS ADOPTED BY WATERTOWN SAVINGS BANK | WATERTOWN MA | 110 | $38.2M | $37.9M |
| 7 | FALL RIVER FIVE CENTS SAVINGS BANK SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CENTS SAVINGS BANK | FALL RIVER MA | 184 | $27.6M | $27.0M |
| 8 | EAGLE BANK SBERA PENSION PLAN AS ADOPTED BY EAGLE BANK | EVERETT MA | 67 | $24.3M | $24.3M |
| 9 | ROLLSTONE BANK AND TRUST SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST | FITCHBURG MA | 104 | $19.1M | $18.8M |
| 10 | EAGLE BANK SBERA 401(K) PLAN AS ADOPTED BY EAGLE BANK | PEABODY MA | 74 | $15.4M | $15.2M |
