# The Phoenix Companies, Inc. Employee Pension Plan

The Phoenix Companies, Inc. Employee Pension Plan is a Pension Fund based in Hartford, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Hartford, United States
- **Region:** North America
- **Address:** Hartford, CT, United States
- **Founded:** 1851
- **Assets under management:** Undisclosed
- **Website:** https://nfg.com/index.html
- **LinkedIn:** https://linkedin.com/company/the-phoenix-companies

## Regulatory record

- **Reports private funds:** No

## About

The Phoenix Companies, Inc. Employee Pension Plan is a private sector pension fund based in Hartford, US. It manages $453 million in assets across 71 funds, primarily in North America.

## Questions

### How does the plan allocate its portfolio?

Allocation is not publicly detailed but follows a liability-driven investing framework typical for a closed corporate pension. Fixed income constitutes the largest weighting to match long-duration liabilities, with supplementary exposure to public equities and a smaller slice of alternatives accessed via fund commitments rather than direct deals.

### What is the plan's relationship to Nassau Financial Group?

Nassau Financial Group acquired The Phoenix Companies in June 2016. The pension plan remains a legacy obligation of the acquired entity and is administered under the new corporate structure, though it is legally a separate trust for the benefit of plan participants.

## Related profiles

- [The Phillips Collection](https://altss.com/profile/the-phillips-collection)
- [The Portal Trust](https://altss.com/profile/the-portal-trust)

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Last updated: 2026-06-03T20:00:00.000Z

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