As of the latest SEC filings, LARGECAP GROWTH FUND I (PLCGX) is held by 29 institutional funds. The largest fund shareholder is Principal LifeTime 2040 Fund (PTDSX), holding an estimated $208,959,767.12 in market value, representing 4.68% of its portfolio.
Funds holding LARGECAP GROWTH FUND I (PLCGX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLCGX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PTDSX
Principal LifeTime 2040 Fund
|
MF | Independent / Boutique | 4.68% | $208,959,767.12 | 13,084,519 | Apr 30, 2026 | Jun 25, 2026 |
|
PTEFX
Principal LifeTime 2050 Fund
|
MF | Independent / Boutique | 5.79% | $186,442,461.60 | 11,674,544 | Apr 30, 2026 | Jun 25, 2026 |
|
PXASX
Principal LifeTime 2030 Fund
|
MF | Independent / Boutique | 3.45% | $163,434,317.07 | 10,233,833 | Apr 30, 2026 | Jun 25, 2026 |
|
LTRIX
Principal LifeTime 2045 Fund
|
MF | Independent / Boutique | 5.31% | $85,958,070.21 | 5,382,472 | Apr 30, 2026 | Jun 25, 2026 |
|
LTIUX
Principal LifeTime 2035 Fund
|
MF | Independent / Boutique | 4.02% | $74,201,883.39 | 4,646,330 | Apr 30, 2026 | Jun 25, 2026 |
|
PLTAX
Principal LifeTime 2060 Fund
|
MF | Independent / Boutique | 6.03% | $70,075,927.29 | 4,387,973 | Apr 30, 2026 | Jun 25, 2026 |
|
LTFPX
Principal LifeTime 2055 Fund
|
MF | Independent / Boutique | 6.03% | $69,241,992.51 | 4,335,754 | Apr 30, 2026 | Jun 25, 2026 |
|
PLFJX
Principal LifeTime 2020 Fund
|
MF | Independent / Boutique | 2.50% | $44,819,177.67 | 2,806,461 | Apr 30, 2026 | Jun 25, 2026 |
|
PSBLX
SAM Balanced Portfolio
|
MF | Independent / Boutique | 0.88% | $42,574,984.47 | 2,665,935 | Apr 30, 2026 | Jun 25, 2026 |
|
LTVPX
Principal LifeTime 2025 Fund
|
MF | Independent / Boutique | 2.91% | $33,330,447.42 | 2,087,066 | Apr 30, 2026 | Jun 25, 2026 |
|
PSGLX
SAM Strategic Growth Portfolio
|
MF | Independent / Boutique | 1.26% | $32,303,417.33 | 2,022,756 | Apr 30, 2026 | Jun 25, 2026 |
|
PCWPX
SAM Conservative Growth Portfolio
|
MF | Independent / Boutique | 0.83% | $28,980,721.14 | 1,814,698 | Apr 30, 2026 | Jun 25, 2026 |
|
PLJCX
Principal LifeTime 2065 Fund
|
MF | Independent / Boutique | 6.03% | $17,268,308.22 | 1,081,297 | Apr 30, 2026 | Jun 25, 2026 |
|
PLAIX
Principal LifeTime Strategic Income Fund
|
MF | Independent / Boutique | 2.21% | $14,773,115.59 | 925,054 | Apr 30, 2026 | Jun 25, 2026 |
|
PCSSX
SAM Conservative Balanced Portfolio
|
MF | Independent / Boutique | 0.65% | $12,080,452.33 | 756,447 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Principal LifeTime 2030 Account
|
ETF | Independent / Boutique | 3.37% | $11,168,781.00 | 783,774 | Mar 31, 2026 | May 26, 2026 |
|
-
Principal LifeTime 2040 Account
|
ETF | Independent / Boutique | 4.60% | $10,918,437.27 | 766,206 | Mar 31, 2026 | May 26, 2026 |
|
PFIGX
SAM Flexible Income Portfolio
|
MF | Independent / Boutique | 0.32% | $6,885,122.07 | 431,128 | Apr 30, 2026 | Jun 25, 2026 |
|
PLTSX
Principal LifeTime 2070 Fund
|
MF | Independent / Boutique | 6.04% | $6,641,793.90 | 415,892 | Apr 30, 2026 | Jun 25, 2026 |
|
-
SAM Strategic Growth Portfolio
|
ETF | Independent / Boutique | 1.23% | $5,819,894.58 | 408,414 | Mar 31, 2026 | May 26, 2026 |
|
-
Principal LifeTime 2050 Account
|
ETF | Independent / Boutique | 5.65% | $5,696,365.55 | 399,745 | Mar 31, 2026 | May 26, 2026 |
|
-
SAM Balanced Portfolio
|
ETF | Independent / Boutique | 0.83% | $4,456,328.46 | 312,725 | Mar 31, 2026 | May 26, 2026 |
|
LTSLX
Principal LifeTime 2015 Fund
|
MF | Independent / Boutique | 2.21% | $3,843,785.25 | 240,688 | Apr 30, 2026 | Jun 25, 2026 |
|
-
SAM Conservative Growth Portfolio
|
ETF | Independent / Boutique | 0.82% | $3,381,368.71 | 237,289 | Mar 31, 2026 | May 26, 2026 |
|
-
Principal LifeTime 2020 Account
|
ETF | Independent / Boutique | 2.41% | $3,159,197.55 | 221,698 | Mar 31, 2026 | May 26, 2026 |
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