As of the latest SEC filings, LARGECAP S&P 500 INDEX FUND (PLFIX) is held by 42 institutional funds. The largest fund shareholder is Principal LifeTime 2040 Fund (PTDSX), holding an estimated $939,733,464.56 in market value, representing 21.05% of its portfolio.
Funds holding LARGECAP S&P 500 INDEX FUND (PLFIX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLFIX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PTDSX
Principal LifeTime 2040 Fund
|
MF | Independent / Boutique | 21.05% | $939,733,464.56 | 27,477,587 | Apr 30, 2026 | Jun 25, 2026 |
|
PTEFX
Principal LifeTime 2050 Fund
|
MF | Independent / Boutique | 25.84% | $831,629,991.22 | 24,316,666 | Apr 30, 2026 | Jun 25, 2026 |
|
PXASX
Principal LifeTime 2030 Fund
|
MF | Independent / Boutique | 15.65% | $741,971,675.36 | 21,695,078 | Apr 30, 2026 | Jun 25, 2026 |
|
PLTQX
Principal LifeTime Hybrid 2040 Fund
|
MF | Independent / Boutique | 40.74% | $582,670,889.51 | 17,037,161 | Apr 30, 2026 | Jun 25, 2026 |
|
PHTNX
Principal LifeTime Hybrid 2030 Fund
|
MF | Independent / Boutique | 30.17% | $494,921,464.88 | 14,471,388 | Apr 30, 2026 | Jun 25, 2026 |
|
PLRTX
Principal LifeTime Hybrid 2035 Fund
|
MF | Independent / Boutique | 34.90% | $404,421,739.21 | 11,825,197 | Apr 30, 2026 | Jun 25, 2026 |
|
LTRIX
Principal LifeTime 2045 Fund
|
MF | Independent / Boutique | 23.62% | $382,328,801.42 | 11,179,205 | Apr 30, 2026 | Jun 25, 2026 |
|
PLJTX
Principal LifeTime Hybrid 2050 Fund
|
MF | Independent / Boutique | 50.20% | $350,511,087.99 | 10,248,862 | Apr 30, 2026 | Jun 25, 2026 |
|
PLNTX
Principal LifeTime Hybrid 2045 Fund
|
MF | Independent / Boutique | 45.93% | $342,505,421.35 | 10,014,778 | Apr 30, 2026 | Jun 25, 2026 |
|
LTIUX
Principal LifeTime 2035 Fund
|
MF | Independent / Boutique | 17.98% | $331,882,531.51 | 9,704,168 | Apr 30, 2026 | Jun 25, 2026 |
|
PLFTX
Principal LifeTime Hybrid 2025 Fund
|
MF | Independent / Boutique | 25.44% | $313,046,936.71 | 9,153,419 | Apr 30, 2026 | Jun 25, 2026 |
|
PLTAX
Principal LifeTime 2060 Fund
|
MF | Independent / Boutique | 26.47% | $307,605,085.51 | 8,994,301 | Apr 30, 2026 | Jun 25, 2026 |
|
LTFPX
Principal LifeTime 2055 Fund
|
MF | Independent / Boutique | 26.47% | $303,952,097.19 | 8,887,488 | Apr 30, 2026 | Jun 25, 2026 |
|
PLTNX
Principal LifeTime Hybrid 2055 Fund
|
MF | Independent / Boutique | 51.79% | $236,728,483.38 | 6,921,885 | Apr 30, 2026 | Jun 25, 2026 |
|
PSBLX
SAM Balanced Portfolio
|
MF | Independent / Boutique | 4.47% | $216,575,870.55 | 6,332,628 | Apr 30, 2026 | Jun 25, 2026 |
|
PLFJX
Principal LifeTime 2020 Fund
|
MF | Independent / Boutique | 11.18% | $200,366,547.04 | 5,858,671 | Apr 30, 2026 | Jun 25, 2026 |
|
PCWPX
SAM Conservative Growth Portfolio
|
MF | Independent / Boutique | 5.16% | $179,173,739.47 | 5,238,998 | Apr 30, 2026 | Jun 25, 2026 |
|
LTVPX
Principal LifeTime 2025 Fund
|
MF | Independent / Boutique | 13.20% | $151,347,695.52 | 4,425,371 | Apr 30, 2026 | Jun 25, 2026 |
|
PLTTX
Principal LifeTime Hybrid 2020 Fund
|
MF | Independent / Boutique | 21.71% | $144,889,797.45 | 4,236,544 | Apr 30, 2026 | Jun 25, 2026 |
|
PSGLX
SAM Strategic Growth Portfolio
|
MF | Independent / Boutique | 5.39% | $138,154,261.69 | 4,039,598 | Apr 30, 2026 | Jun 25, 2026 |
|
PLKTX
Principal LifeTime Hybrid 2060 Fund
|
MF | Independent / Boutique | 51.78% | $135,342,435.09 | 3,957,381 | Apr 30, 2026 | Jun 25, 2026 |
|
PHTMX
Principal LifeTime Hybrid 2015 Fund
|
MF | Independent / Boutique | 18.99% | $100,041,830.60 | 2,925,200 | Apr 30, 2026 | Jun 25, 2026 |
|
PLJCX
Principal LifeTime 2065 Fund
|
MF | Independent / Boutique | 26.48% | $75,785,997.02 | 2,215,965 | Apr 30, 2026 | Jun 25, 2026 |
|
PLAIX
Principal LifeTime Strategic Income Fund
|
MF | Independent / Boutique | 9.69% | $64,859,288.64 | 1,896,470 | Apr 30, 2026 | Jun 25, 2026 |
|
PCSSX
SAM Conservative Balanced Portfolio
|
MF | Independent / Boutique | 3.40% | $63,231,951.06 | 1,848,887 | Apr 30, 2026 | Jun 25, 2026 |
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