Principal LifeTime 2065 Fund (PLJCX) is an MF managed by Independent / Boutique. Its largest position is LARGECAP S&P 500 INDEX FUND (PLFIX), representing 26.48% of fund assets.
Principal LifeTime 2065 Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLJCX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Apr 30, 2026
- Filing Date:
- Jun 25, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
LARGECAP S&P 500 INDEX FUND
|
26.48% | $75,785,997.02 | 2,215,965 |
|
-
INTERNATIONAL EQUITY FUND
|
25.34% | $72,541,214.86 | 4,262,116 |
|
-
EQUITY INCOME FUND
|
7.22% | $20,656,771.38 | 463,260 |
|
-
GLOBAL EMERGING MARKETS FUND
|
6.93% | $19,825,849.69 | 501,666 |
|
-
LARGECAP VALUE FUND III
|
6.56% | $18,777,789.08 | 1,013,919 |
|
-
LARGECAP GROWTH FUND I
|
6.03% | $17,268,308.22 | 1,081,297 |
|
-
BLUE CHIP FUND
|
5.57% | $15,951,094.71 | 387,162 |
|
-
SMALLCAP FUND
|
4.32% | $12,373,027.62 | 360,414 |
|
-
SMALL-MIDCAP DIVIDEND INCOME FUND
|
2.58% | $7,374,124.96 | 334,276 |
|
-
REAL ESTATE SECURITIES FUND
|
2.51% | $7,191,848.96 | 231,846 |
|
-
CORE FIXED INCOME FUND
|
2.15% | $6,151,526.74 | 713,634 |
|
-
MIDCAP FUND
|
1.85% | $5,309,485.11 | 134,247 |
|
-
INTERNATIONAL SMALL COMPANY FUND
|
1.27% | $3,642,441.88 | 279,757 |
|
-
HIGH YIELD FUND
|
0.71% | $2,023,678.67 | 305,231 |
|
-
SMALLCAP S&P 600 INDEX FUND
|
0.48% | $1,367,410.85 | 48,714 |
Advertisement (320x50)