Principal LifeTime 2070 Fund (PLTSX) 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 2070 Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLTSX
- 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% | $29,141,643.12 | 852,095 |
|
-
INTERNATIONAL EQUITY FUND
|
25.34% | $27,882,339.10 | 1,638,210 |
|
-
EQUITY INCOME FUND
|
7.22% | $7,941,437.49 | 178,099 |
|
-
GLOBAL EMERGING MARKETS FUND
|
6.92% | $7,610,565.86 | 192,575 |
|
-
LARGECAP VALUE FUND III
|
6.56% | $7,219,325.13 | 389,812 |
|
-
LARGECAP GROWTH FUND I
|
6.04% | $6,641,793.90 | 415,892 |
|
-
BLUE CHIP FUND
|
5.58% | $6,135,741.85 | 148,926 |
|
-
SMALLCAP FUND
|
4.32% | $4,758,637.95 | 138,615 |
|
-
SMALL-MIDCAP DIVIDEND INCOME FUND
|
2.58% | $2,836,053.96 | 128,561 |
|
-
REAL ESTATE SECURITIES FUND
|
2.51% | $2,761,908.10 | 89,036 |
|
-
CORE FIXED INCOME FUND
|
2.15% | $2,365,677.50 | 274,441 |
|
-
MIDCAP FUND
|
1.85% | $2,040,782.14 | 51,600 |
|
-
INTERNATIONAL SMALL COMPANY FUND
|
1.27% | $1,400,299.96 | 107,550 |
|
-
HIGH YIELD FUND
|
0.71% | $778,214.16 | 117,378 |
|
-
SMALLCAP S&P 600 INDEX FUND
|
0.48% | $525,271.16 | 18,713 |
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