Principal LifeTime Hybrid 2025 Fund (PLFTX) is an MF managed by Independent / Boutique. Its largest position is BOND MARKET INDEX FUND (PNIIX), representing 31.07% of fund assets.
Principal LifeTime Hybrid 2025 Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLFTX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Apr 30, 2026
- Filing Date:
- Jun 25, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
BOND MARKET INDEX FUND
|
31.07% | $382,251,509.67 | 44,707,779 |
|
-
LARGECAP S&P 500 INDEX FUND
|
25.44% | $313,046,936.71 | 9,153,419 |
|
-
INTERNATIONAL EQUITY FUND
|
12.43% | $152,923,356.13 | 8,984,921 |
|
-
SHORT-TERM INCOME FUND
|
9.97% | $122,641,717.98 | 10,135,679 |
|
-
HIGH YIELD FUND
|
5.18% | $63,732,674.21 | 9,612,771 |
|
-
INFLATION PROTECTION FUND
|
4.62% | $56,784,370.18 | 7,289,393 |
|
-
GLOBAL EMERGING MARKETS FUND
|
3.41% | $41,978,927.40 | 1,062,220 |
|
-
SMALLCAP S&P 600 INDEX FUND
|
2.39% | $29,466,110.43 | 1,049,737 |
|
-
MIDCAP S&P 400 INDEX FUND
|
2.28% | $28,049,523.79 | 1,175,588 |
|
-
REAL ESTATE SECURITIES FUND
|
1.84% | $22,647,868.67 | 730,105 |
|
-
DIVERSIFIED REAL ASSET FUND
|
0.71% | $8,766,583.64 | 626,632 |
|
-
INTERNATIONAL SMALL COMPANY FUND
|
0.61% | $7,473,384.52 | 573,993 |
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