Principal LifeTime Hybrid 2020 Fund (PLTTX) is an MF managed by Independent / Boutique. Its largest position is BOND MARKET INDEX FUND (PNIIX), representing 32.48% of fund assets.
Principal LifeTime Hybrid 2020 Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLTTX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Apr 30, 2026
- Filing Date:
- Jun 25, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
BOND MARKET INDEX FUND
|
32.48% | $216,719,603.66 | 25,347,322 |
|
-
LARGECAP S&P 500 INDEX FUND
|
21.71% | $144,889,797.45 | 4,236,544 |
|
-
SHORT-TERM INCOME FUND
|
14.02% | $93,536,974.12 | 7,730,328 |
|
-
INTERNATIONAL EQUITY FUND
|
10.63% | $70,913,986.21 | 4,166,509 |
|
-
HIGH YIELD FUND
|
5.89% | $39,296,535.49 | 5,927,079 |
|
-
INFLATION PROTECTION FUND
|
5.24% | $34,954,435.23 | 4,487,091 |
|
-
GLOBAL EMERGING MARKETS FUND
|
2.92% | $19,490,957.44 | 493,192 |
|
-
SMALLCAP S&P 600 INDEX FUND
|
2.02% | $13,503,444.45 | 481,063 |
|
-
MIDCAP S&P 400 INDEX FUND
|
1.95% | $12,983,422.13 | 544,150 |
|
-
REAL ESTATE SECURITIES FUND
|
1.85% | $12,321,042.10 | 397,197 |
|
-
DIVERSIFIED REAL ASSET FUND
|
0.71% | $4,761,271.11 | 340,334 |
|
-
INTERNATIONAL SMALL COMPANY FUND
|
0.52% | $3,449,590.32 | 264,945 |
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