As of the latest SEC filings, INFLATION PROTECTION FUND (PIPIX) is held by 23 institutional funds. The largest fund shareholder is Principal LifeTime 2030 Fund (PXASX), holding an estimated $183,419,211.65 in market value, representing 3.87% of its portfolio.
Funds holding INFLATION PROTECTION FUND (PIPIX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PIPIX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PXASX
Principal LifeTime 2030 Fund
|
MF | Independent / Boutique | 3.87% | $183,419,211.65 | 23,545,470 | Apr 30, 2026 | Jun 25, 2026 |
|
PLFJX
Principal LifeTime 2020 Fund
|
MF | Independent / Boutique | 5.23% | $93,770,092.91 | 12,037,239 | Apr 30, 2026 | Jun 25, 2026 |
|
PFIGX
SAM Flexible Income Portfolio
|
MF | Independent / Boutique | 4.12% | $89,278,033.82 | 11,460,595 | Apr 30, 2026 | Jun 25, 2026 |
|
PHTNX
Principal LifeTime Hybrid 2030 Fund
|
MF | Independent / Boutique | 3.88% | $63,729,853.29 | 8,180,982 | Apr 30, 2026 | Jun 25, 2026 |
|
PCSSX
SAM Conservative Balanced Portfolio
|
MF | Independent / Boutique | 3.18% | $59,259,912.24 | 7,607,177 | Apr 30, 2026 | Jun 25, 2026 |
|
PLFTX
Principal LifeTime Hybrid 2025 Fund
|
MF | Independent / Boutique | 4.62% | $56,784,370.18 | 7,289,393 | Apr 30, 2026 | Jun 25, 2026 |
|
LTVPX
Principal LifeTime 2025 Fund
|
MF | Independent / Boutique | 4.60% | $52,812,311.49 | 6,779,501 | Apr 30, 2026 | Jun 25, 2026 |
|
PLAIX
Principal LifeTime Strategic Income Fund
|
MF | Independent / Boutique | 5.66% | $37,854,429.86 | 4,859,362 | Apr 30, 2026 | Jun 25, 2026 |
|
PLTTX
Principal LifeTime Hybrid 2020 Fund
|
MF | Independent / Boutique | 5.24% | $34,954,435.23 | 4,487,091 | Apr 30, 2026 | Jun 25, 2026 |
|
PSBLX
SAM Balanced Portfolio
|
MF | Independent / Boutique | 0.67% | $32,336,174.26 | 4,150,985 | Apr 30, 2026 | Jun 25, 2026 |
|
PHTMX
Principal LifeTime Hybrid 2015 Fund
|
MF | Independent / Boutique | 5.70% | $30,030,525.66 | 3,855,010 | Apr 30, 2026 | Jun 25, 2026 |
|
PSGLX
SAM Strategic Growth Portfolio
|
MF | Independent / Boutique | 0.69% | $17,701,134.02 | 2,272,289 | Apr 30, 2026 | Jun 25, 2026 |
|
PCWPX
SAM Conservative Growth Portfolio
|
MF | Independent / Boutique | 0.47% | $16,492,805.47 | 2,117,177 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Principal LifeTime 2030 Account
|
ETF | Independent / Boutique | 3.85% | $12,758,258.65 | 1,656,917 | Mar 31, 2026 | May 26, 2026 |
|
PHJFX
Principal LifeTime Hybrid Income Fund
|
MF | Independent / Boutique | 5.67% | $11,665,792.98 | 1,497,534 | Apr 30, 2026 | Jun 25, 2026 |
|
LTSLX
Principal LifeTime 2015 Fund
|
MF | Independent / Boutique | 5.64% | $9,821,693.81 | 1,260,808 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Principal LifeTime 2020 Account
|
ETF | Independent / Boutique | 5.22% | $6,835,420.58 | 887,717 | Mar 31, 2026 | May 26, 2026 |
|
-
SAM Conservative Balanced Portfolio
|
ETF | Independent / Boutique | 3.12% | $4,742,924.48 | 615,964 | Mar 31, 2026 | May 26, 2026 |
|
-
SAM Flexible Income Portfolio
|
ETF | Independent / Boutique | 4.18% | $4,683,951.42 | 608,305 | Mar 31, 2026 | May 26, 2026 |
|
-
SAM Strategic Growth Portfolio
|
ETF | Independent / Boutique | 0.91% | $4,314,857.49 | 560,371 | Mar 31, 2026 | May 26, 2026 |
|
-
Principal LifeTime Strategic Income Account
|
ETF | Independent / Boutique | 5.71% | $3,472,651.31 | 450,994 | Mar 31, 2026 | May 26, 2026 |
|
-
SAM Conservative Growth Portfolio
|
ETF | Independent / Boutique | 0.69% | $2,867,214.89 | 372,366 | Mar 31, 2026 | May 26, 2026 |
|
-
SAM Balanced Portfolio
|
ETF | Independent / Boutique | 0.52% | $2,777,958.80 | 360,774 | Mar 31, 2026 | May 26, 2026 |
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