Principal LifeTime 2060 Fund (PLTAX) is an MF managed by Independent / Boutique. Its largest position is LARGECAP S&P 500 INDEX FUND (PLFIX), representing 26.47% of fund assets.
Principal LifeTime 2060 Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLTAX
- 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
|
26.47% | $307,605,085.51 | 8,994,301 |
|
-
INTERNATIONAL EQUITY FUND
|
25.34% | $294,490,891.12 | 17,302,638 |
|
-
EQUITY INCOME FUND
|
7.22% | $83,852,032.62 | 1,880,512 |
|
-
GLOBAL EMERGING MARKETS FUND
|
6.93% | $80,534,700.31 | 2,037,821 |
|
-
LARGECAP VALUE FUND III
|
6.56% | $76,225,498.85 | 4,115,848 |
|
-
LARGECAP GROWTH FUND I
|
6.03% | $70,075,927.29 | 4,387,973 |
|
-
BLUE CHIP FUND
|
5.57% | $64,736,489.01 | 1,571,274 |
|
-
SMALLCAP FUND
|
4.32% | $50,214,300.43 | 1,462,694 |
|
-
SMALL-MIDCAP DIVIDEND INCOME FUND
|
2.58% | $29,925,866.21 | 1,356,567 |
|
-
REAL ESTATE SECURITIES FUND
|
2.51% | $29,219,262.97 | 941,949 |
|
-
CORE FIXED INCOME FUND
|
2.15% | $24,971,100.21 | 2,896,879 |
|
-
MIDCAP FUND
|
1.85% | $21,553,187.02 | 544,960 |
|
-
INTERNATIONAL SMALL COMPANY FUND
|
1.27% | $14,787,693.36 | 1,135,768 |
|
-
HIGH YIELD FUND
|
0.71% | $8,215,185.33 | 1,239,093 |
|
-
SMALLCAP S&P 600 INDEX FUND
|
0.48% | $5,554,566.83 | 197,883 |
Advertisement (320x50)