Principal LifeTime 2020 Fund (PLFJX) is an MF managed by Independent / Boutique. Its largest position is CORE FIXED INCOME FUND (PICNX), representing 32.39% of fund assets.
Principal LifeTime 2020 Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLFJX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Apr 30, 2026
- Filing Date:
- Jun 25, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
CORE FIXED INCOME FUND
|
32.39% | $580,547,794.51 | 67,348,932 |
|
-
SHORT-TERM INCOME FUND
|
14.04% | $251,720,691.07 | 20,803,363 |
|
-
LARGECAP S&P 500 INDEX FUND
|
11.18% | $200,366,547.04 | 5,858,671 |
|
-
INTERNATIONAL EQUITY FUND
|
10.68% | $191,429,010.33 | 11,247,298 |
|
-
HIGH YIELD FUND
|
5.90% | $105,759,496.67 | 15,951,659 |
|
-
INFLATION PROTECTION FUND
|
5.23% | $93,770,092.91 | 12,037,239 |
|
-
EQUITY INCOME FUND
|
3.01% | $53,896,662.54 | 1,208,716 |
|
-
GLOBAL EMERGING MARKETS FUND
|
2.94% | $52,690,679.83 | 1,333,266 |
|
-
LARGECAP VALUE FUND III
|
2.73% | $48,876,584.52 | 2,639,124 |
|
-
LARGECAP GROWTH FUND I
|
2.50% | $44,819,177.67 | 2,806,461 |
|
-
BLUE CHIP FUND
|
2.31% | $41,321,591.01 | 1,002,951 |
|
-
REAL ESTATE SECURITIES FUND
|
1.85% | $33,214,677.63 | 1,070,750 |
|
-
SMALLCAP FUND
|
1.79% | $32,016,977.73 | 932,624 |
|
-
SMALL-MIDCAP DIVIDEND INCOME FUND
|
1.08% | $19,336,696.07 | 876,550 |
|
-
MIDCAP FUND
|
0.76% | $13,700,258.82 | 346,404 |
|
-
DIVERSIFIED REAL ASSET FUND
|
0.72% | $12,929,629.89 | 924,205 |
|
-
INTERNATIONAL SMALL COMPANY FUND
|
0.52% | $9,302,823.90 | 714,503 |
|
-
SMALLCAP S&P 600 INDEX FUND
|
0.21% | $3,818,208.47 | 136,025 |
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