Principal LifeTime 2055 Fund R-3
Ticker LTFDX · Mutual fund · Share class: Class R3Retail / revenue sharingTarget-date
Matched by tickerAll Principal fundsThe Principal LifeTime seriesSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
23
18 with $250K or more
Dollars held
$13.5M
69,839 of 69,862 plans with fund lines hold none
Median per plan
$412K
Share of their fund dollars
6.3%
Other share classes of this fund
24 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class InstlLTFIX | Low cost | 61 | $100.0M |
| Class R5LTFPX | Low cost | 28 | $24.7M |
| Class R3 (this page)LTFDX | Retail / revenue sharing | 23 | $13.5M |
| Class R4LTFLX | Mid cost | 1 | $905K |
Plans that added or dropped it from 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Principal LifeTime 2055 Fund R-3
The largest 10 plans in each list.
| Howard Brown 401(k) Plan$25.1M plan · Howard Brown Health Center, IL · Principal | $3.2M |
| Episcopal Community Services of San Francisco, Inc. Retirement Plan$15.0M plan · Episcopal Community Services of San Francisco, Inc., CA · Principal | $1.4M |
| Old Dominion University Research Foundation Tax-Sheltered Retirement Plan$27.8M plan · Old Dominion University Research Foundation, VA · Principal | $887K |
| Illinois National Bancorp 401(k) Plan$49.1M plan · Illinois National Bancorp, Inc., IL · Principal | $811K |
| Chris 180 Inc. 403(b) Retirement Plan$5.2M plan · Chris 180, Inc., GA · Principal | $765K |
| Dr. Phillips Center for the Performing Arts, Inc. 401(k) Plan$9.7M plan · Dr. Phillips Center for the Performing Arts, Inc., FL · Principal | $689K |
| Western Carolina Community Action, Inc. 403(b) Plan$10.1M plan · Western Carolina Community Action, Inc., NC · Principal | $672K |
| Asian Americans for Equality, Inc. 403(b) Plan$7.5M plan · Asian Americans for Equality, Inc., NY · Principal | $563K |
| C.C. Young Retirement Plan$6.1M plan · C.C. Young Memorial Home, TX · Principal | $542K |
| Food Bank of Contra Costa and Solano 403(b) Plan$5.6M plan · Food Bank of Contra Costa and Solano, CA · Principal | $532K |
Plans whose filed schedule lists Principal LifeTime 2055 Fund R-3.
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Vintages held
Principal LifeTime, all classes, mutual fund.
| Vintage | Dollars | Plans |
|---|---|---|
| 2010 | $346K | 2 |
| 2015 | $70.4M | 283 |
| 2020 | $397M | 403 |
| 2025 | $560M | 403 |
| 2030 | $1.09B | 442 |
| 2035 | $864M | 402 |
| 2040 | $1.17B | 443 |
| 2045 | $891M | 414 |
| 2050 | $1.05B | 442 |
| 2055 | $623M | 417 |
| 2060 | $375M | 449 |
| 2065 | $115M | 404 |
| 2070 | $26.5M | 345 |
| Income | $104M | 289 |
| Vintage not stated | $3.1M | 19 |
How the filings spell it
Show 8 names seen in the filings
- LifeTime 2055 R3 Fund
- Prin Lifetime 2055
- Prin Lifetime 2055 R3 Fund
- Principal LifeTime 2055 Fund
- Principal LifeTime 2055 R3
- Principal LifeTime 2055 R3 Fund
- Principal Lifetime 2055
- Principal Prin Lifetime 2055