Principal LifeTime Hybrid 2040 Fund (PLTQX) is an MF managed by Independent / Boutique. Its largest position is LARGECAP S&P 500 INDEX FUND (PLFIX), representing 40.74% of fund assets.
Principal LifeTime Hybrid 2040 Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLTQX
- 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
|
40.74% | $582,670,889.51 | 17,037,161 |
|
-
INTERNATIONAL EQUITY FUND
|
19.92% | $284,930,272.73 | 16,740,909 |
|
-
BOND MARKET INDEX FUND
|
19.59% | $280,166,871.76 | 32,768,055 |
|
-
GLOBAL EMERGING MARKETS FUND
|
5.47% | $78,178,143.41 | 1,978,192 |
|
-
SMALLCAP S&P 600 INDEX FUND
|
3.84% | $54,847,983.37 | 1,953,972 |
|
-
MIDCAP S&P 400 INDEX FUND
|
3.64% | $52,086,327.29 | 2,182,998 |
|
-
HIGH YIELD FUND
|
3.29% | $47,062,696.12 | 7,098,446 |
|
-
REAL ESTATE SECURITIES FUND
|
2.53% | $36,159,692.32 | 1,165,690 |
|
-
INTERNATIONAL SMALL COMPANY FUND
|
0.97% | $13,811,272.40 | 1,060,774 |
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