Phoenix Group

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

414,022

Total plan assets

$13.3B

Filings (rows)

Direct comp

$166K

Indirect comp

Aggregating 2 name variants under "PHOENIX GROUP"

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PHOENIX GROUP ADVISORS4 PHOENIX GROUP1

SERVICES PROVIDED

Investment manager4

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees of the Building Service 32BJ Pension Fund Building Service 32BJ Pension Fund · all filings	NEW YORK, NY	Investment manager	53,357	$4.1B	$10K	$0
Board of Trustees of the Building Service 32BJ Pension Fund Building Service 32BJ Pension Fund · all filings	NEW YORK, NY	Investment manager	55,540	$3.5B	$11K	$0
Board of Trustees of the Building Service 32BJ Health Fund Building Service 32BJ Health Fund · all filings	NEW YORK, NY	Investment manager	125,014	$3.0B	$66K	$0
Board of Trustees of the Building Service 32BJ Health Fund Building Service 32BJ Health Fund · all filings	NEW YORK, NY	Investment manager	121,471	$2.6B	$28K	$0
UAW-Ford Voluntary Employees Beneficiary Association Trust Fund UAW-Ford Voluntary Employees Beneficiary Association Trust Fund · all filings	DETROIT, MI	Other service providers	58,640	$34.6M	$51K	$0