As of the latest SEC filings, SMALLCAP S&P 600 INDEX FUND (PSPIX) is held by 39 institutional funds. The largest fund shareholder is Diversified Growth Account (N/A), holding an estimated $86,952,060.64 in market value, representing 5.10% of its portfolio.
Funds holding SMALLCAP S&P 600 INDEX FUND (PSPIX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PSPIX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
Diversified Growth Account
|
ETF | Independent / Boutique | 5.10% | $86,952,060.64 | 3,419,271 | Mar 31, 2026 | May 26, 2026 |
|
-
Diversified Growth Adaptive Allocation Account
|
ETF | Independent / Boutique | 5.10% | $70,582,077.13 | 2,775,544 | Mar 31, 2026 | May 26, 2026 |
|
PLTQX
Principal LifeTime Hybrid 2040 Fund
|
MF | Independent / Boutique | 3.84% | $54,847,983.37 | 1,953,972 | Apr 30, 2026 | Jun 25, 2026 |
|
PHTNX
Principal LifeTime Hybrid 2030 Fund
|
MF | Independent / Boutique | 2.82% | $46,331,087.80 | 1,650,555 | Apr 30, 2026 | Jun 25, 2026 |
|
PLRTX
Principal LifeTime Hybrid 2035 Fund
|
MF | Independent / Boutique | 3.29% | $38,123,713.28 | 1,358,166 | Apr 30, 2026 | Jun 25, 2026 |
|
PLJTX
Principal LifeTime Hybrid 2050 Fund
|
MF | Independent / Boutique | 4.69% | $32,757,940.22 | 1,167,009 | Apr 30, 2026 | Jun 25, 2026 |
|
PLNTX
Principal LifeTime Hybrid 2045 Fund
|
MF | Independent / Boutique | 4.30% | $32,068,747.47 | 1,142,456 | Apr 30, 2026 | Jun 25, 2026 |
|
PLFTX
Principal LifeTime Hybrid 2025 Fund
|
MF | Independent / Boutique | 2.39% | $29,466,110.43 | 1,049,737 | Apr 30, 2026 | Jun 25, 2026 |
|
PLTNX
Principal LifeTime Hybrid 2055 Fund
|
MF | Independent / Boutique | 4.85% | $22,168,771.34 | 789,767 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Diversified Balanced Account
|
ETF | Independent / Boutique | 4.07% | $18,985,956.52 | 746,597 | Mar 31, 2026 | May 26, 2026 |
|
PTDSX
Principal LifeTime 2040 Fund
|
MF | Independent / Boutique | 0.39% | $17,371,533.56 | 618,865 | Apr 30, 2026 | Jun 25, 2026 |
|
PTEFX
Principal LifeTime 2050 Fund
|
MF | Independent / Boutique | 0.47% | $15,257,854.81 | 543,564 | Apr 30, 2026 | Jun 25, 2026 |
|
PXASX
Principal LifeTime 2030 Fund
|
MF | Independent / Boutique | 0.29% | $13,793,078.85 | 491,382 | Apr 30, 2026 | Jun 25, 2026 |
|
PLTTX
Principal LifeTime Hybrid 2020 Fund
|
MF | Independent / Boutique | 2.02% | $13,503,444.45 | 481,063 | Apr 30, 2026 | Jun 25, 2026 |
|
PLKTX
Principal LifeTime Hybrid 2060 Fund
|
MF | Independent / Boutique | 4.85% | $12,676,619.16 | 451,607 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Diversified Growth Strategic Allocation Account
|
ETF | Independent / Boutique | 5.09% | $9,379,949.41 | 368,854 | Mar 31, 2026 | May 26, 2026 |
|
PHTMX
Principal LifeTime Hybrid 2015 Fund
|
MF | Independent / Boutique | 1.78% | $9,366,247.40 | 333,675 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Diversified Balanced Adaptive Allocation Account
|
ETF | Independent / Boutique | 4.07% | $8,237,548.09 | 323,930 | Mar 31, 2026 | May 26, 2026 |
|
LTRIX
Principal LifeTime 2045 Fund
|
MF | Independent / Boutique | 0.44% | $7,056,302.20 | 251,382 | Apr 30, 2026 | Jun 25, 2026 |
|
LTIUX
Principal LifeTime 2035 Fund
|
MF | Independent / Boutique | 0.33% | $6,126,861.44 | 218,271 | Apr 30, 2026 | Jun 25, 2026 |
|
PLTAX
Principal LifeTime 2060 Fund
|
MF | Independent / Boutique | 0.48% | $5,554,566.83 | 197,883 | Apr 30, 2026 | Jun 25, 2026 |
|
LTFPX
Principal LifeTime 2055 Fund
|
MF | Independent / Boutique | 0.48% | $5,532,855.83 | 197,109 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Diversified Income Account
|
ETF | Independent / Boutique | 3.05% | $5,173,831.43 | 203,454 | Mar 31, 2026 | May 26, 2026 |
|
PHJDX
Principal LifeTime Hybrid 2065 Fund
|
MF | Independent / Boutique | 4.85% | $4,966,664.85 | 176,939 | Apr 30, 2026 | Jun 25, 2026 |
|
PLFJX
Principal LifeTime 2020 Fund
|
MF | Independent / Boutique | 0.21% | $3,818,208.47 | 136,025 | Apr 30, 2026 | Jun 25, 2026 |
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