Principal LifeTime Hybrid 2055 Fund (PLTNX) is an MF managed by Independent / Boutique. Its largest position is LARGECAP S&P 500 INDEX FUND (PLFIX), representing 51.79% of fund assets.
Principal LifeTime Hybrid 2055 Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLTNX
- 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
|
51.79% | $236,728,483.38 | 6,921,885 |
|
-
INTERNATIONAL EQUITY FUND
|
25.21% | $115,228,223.58 | 6,770,166 |
|
-
GLOBAL EMERGING MARKETS FUND
|
6.89% | $31,486,838.60 | 796,732 |
|
-
SMALLCAP S&P 600 INDEX FUND
|
4.85% | $22,168,771.34 | 789,767 |
|
-
MIDCAP S&P 400 INDEX FUND
|
4.67% | $21,340,973.87 | 894,425 |
|
-
REAL ESTATE SECURITIES FUND
|
2.50% | $11,442,932.87 | 368,889 |
|
-
BOND MARKET INDEX FUND
|
2.14% | $9,786,590.43 | 1,144,630 |
|
-
INTERNATIONAL SMALL COMPANY FUND
|
1.27% | $5,787,452.08 | 444,505 |
|
-
HIGH YIELD FUND
|
0.70% | $3,202,685.02 | 483,060 |
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