Principal LifeTime Hybrid 2035 Fund (PLRTX) is an MF managed by Independent / Boutique. Its largest position is LARGECAP S&P 500 INDEX FUND (PLFIX), representing 34.90% of fund assets.
Principal LifeTime Hybrid 2035 Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLRTX
- 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
|
34.90% | $404,421,739.21 | 11,825,197 |
|
-
BOND MARKET INDEX FUND
|
29.36% | $340,317,218.68 | 39,803,183 |
|
-
INTERNATIONAL EQUITY FUND
|
17.03% | $197,350,344.87 | 11,595,202 |
|
-
GLOBAL EMERGING MARKETS FUND
|
4.66% | $53,957,299.31 | 1,365,316 |
|
-
HIGH YIELD FUND
|
4.23% | $48,970,333.57 | 7,386,174 |
|
-
SMALLCAP S&P 600 INDEX FUND
|
3.29% | $38,123,713.28 | 1,358,166 |
|
-
MIDCAP S&P 400 INDEX FUND
|
3.14% | $36,405,016.65 | 1,525,776 |
|
-
REAL ESTATE SECURITIES FUND
|
2.54% | $29,455,650.26 | 949,570 |
|
-
INTERNATIONAL SMALL COMPANY FUND
|
0.84% | $9,745,193.79 | 748,479 |
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