As of the latest SEC filings, MIDCAP FUND (PMAQX) is held by 19 institutional funds. The largest fund shareholder is Principal LifeTime 2040 Fund (PTDSX), holding an estimated $63,958,121.65 in market value, representing 1.43% of its portfolio.
Funds holding MIDCAP FUND (PMAQX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PMAQX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PTDSX
Principal LifeTime 2040 Fund
|
MF | Independent / Boutique | 1.43% | $63,958,121.65 | 1,617,146 | Apr 30, 2026 | Jun 25, 2026 |
|
PTEFX
Principal LifeTime 2050 Fund
|
MF | Independent / Boutique | 1.78% | $57,403,410.65 | 1,451,414 | Apr 30, 2026 | Jun 25, 2026 |
|
PXASX
Principal LifeTime 2030 Fund
|
MF | Independent / Boutique | 1.07% | $50,750,860.90 | 1,283,208 | Apr 30, 2026 | Jun 25, 2026 |
|
LTRIX
Principal LifeTime 2045 Fund
|
MF | Independent / Boutique | 1.64% | $26,484,648.01 | 669,650 | Apr 30, 2026 | Jun 25, 2026 |
|
LTIUX
Principal LifeTime 2035 Fund
|
MF | Independent / Boutique | 1.24% | $22,897,162.35 | 578,942 | Apr 30, 2026 | Jun 25, 2026 |
|
PLTAX
Principal LifeTime 2060 Fund
|
MF | Independent / Boutique | 1.85% | $21,553,187.02 | 544,960 | Apr 30, 2026 | Jun 25, 2026 |
|
LTFPX
Principal LifeTime 2055 Fund
|
MF | Independent / Boutique | 1.85% | $21,286,628.17 | 538,221 | Apr 30, 2026 | Jun 25, 2026 |
|
PLFJX
Principal LifeTime 2020 Fund
|
MF | Independent / Boutique | 0.76% | $13,700,258.82 | 346,404 | Apr 30, 2026 | Jun 25, 2026 |
|
LTVPX
Principal LifeTime 2025 Fund
|
MF | Independent / Boutique | 0.90% | $10,288,508.01 | 260,139 | Apr 30, 2026 | Jun 25, 2026 |
|
PLJCX
Principal LifeTime 2065 Fund
|
MF | Independent / Boutique | 1.85% | $5,309,485.11 | 134,247 | Apr 30, 2026 | Jun 25, 2026 |
|
PLAIX
Principal LifeTime Strategic Income Fund
|
MF | Independent / Boutique | 0.68% | $4,533,072.33 | 114,616 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Principal LifeTime 2030 Account
|
ETF | Independent / Boutique | 1.12% | $3,710,331.11 | 97,231 | Mar 31, 2026 | May 26, 2026 |
|
-
Principal LifeTime 2040 Account
|
ETF | Independent / Boutique | 1.53% | $3,635,741.01 | 95,276 | Mar 31, 2026 | May 26, 2026 |
|
PLTSX
Principal LifeTime 2070 Fund
|
MF | Independent / Boutique | 1.85% | $2,040,782.14 | 51,600 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Principal LifeTime 2050 Account
|
ETF | Independent / Boutique | 1.88% | $1,894,229.58 | 49,639 | Mar 31, 2026 | May 26, 2026 |
|
LTSLX
Principal LifeTime 2015 Fund
|
MF | Independent / Boutique | 0.68% | $1,176,940.21 | 29,758 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Principal LifeTime 2020 Account
|
ETF | Independent / Boutique | 0.80% | $1,046,832.18 | 27,433 | Mar 31, 2026 | May 26, 2026 |
|
-
Principal LifeTime 2060 Account
|
ETF | Independent / Boutique | 1.94% | $835,976.54 | 21,907 | Mar 31, 2026 | May 26, 2026 |
|
-
Principal LifeTime Strategic Income Account
|
ETF | Independent / Boutique | 0.68% | $415,811.70 | 10,897 | Mar 31, 2026 | May 26, 2026 |
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