Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Paylocity Hldg Corp in their Schedule of Assets, totaling $290K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF ALLIED WORKERS UNION LOCAL NO 3 PENSION PLAN SALES DIVISIO LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION | RIVER FOREST IL | 1,170 | $162.5M | $129K |
| 2 | THORNTON, BIECHLIN, REYNOLDS & GUERRA, L.C. THORNTON & SUMMERS PROFIT SHARING PLAN | SAN ANTONIO TX | 58 | $9.3M | $110K |
| 3 |
AUBURN HILLS MI |
| 68 |
| $28.5M |
| $30K |
| 4 | CSP INNOVATIONS OHIO PAYROLL CO., LLC. CSP PENSION PLAN FOR HOURLY EMPLOYEES -N. BALTIMORE | AUBURN HILLS MI | 15 | $17.2M | $20K |
