Principal LifeTime 2055 Fund Institutional Class
Ticker LTFIX · Mutual fund · Share class: Class InstlLow costTarget-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
61
44 with $250K or more
Dollars held
$100.0M
69,801 of 69,862 plans with fund lines hold none
Median per plan
$499K
Share of their fund dollars
6.4%
Same fund, other share classes
24 plans hold a costlier class of this fund than the cheapest class held in the data.
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
1 plan
$20.4M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that dropped it after 2024 (1 plan)
| Plan | Year-end value |
|---|---|
| Rocketship Education Retirement Savings Plan$5M-$50M | $20.4M to $26.7M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Principal LifeTime 2055 Fund Institutional Class
The largest 10 plans in each list.
| Teach for America, Inc. 403(b) Retirement Plan$224M plan · Teach for America, Inc., NY · Principal | $30.6M |
| Good Shepherd Retirement Plan$210M plan · Good Shepherd Rehabilitation Network, PA · Principal | $16.0M |
| Community Hospital 403(b) Plan$85.2M plan · Colorado West Healthcare System Dba Community Hospital, CO · Principal | $7.0M |
| Bellevue University Defined Contribution Retirement Plan$103M plan · Bellevue University, NE · Principal | $4.2M |
| Variety Care, Inc. 403(b) Plan$39.1M plan · Variety Care, Inc., OK · Principal | $3.7M |
| E Source 401(k) Plan$32.4M plan · E Source Companies, LLC, TX · Principal | $2.8M |
| Columbia Memorial Hospital 403(b) Tax Deferred Annuity$59.9M plan · Columbia Lutheran Charities Dba Columbia Memorial Hospital, OR · Principal | $2.5M |
| Vital Strategies, Inc. 403(b) Plan$32.5M plan · Vital Strategies, Inc., NY · Principal | $2.5M |
| Effective School Solutions, LLC 401(k) Plan$11.3M plan · Effective School Solutions, LLC, NJ · Principal | $2.2M |
| First Choice Community Healthcare, Inc. 403(b) Plan$28.6M plan · First Choice Community Healthcare, Inc., NM · Principal | $2.1M |
Plans whose filed schedule lists Principal LifeTime 2055 Fund Institutional Class.
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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 Fund
- Prin Lifetime 2055
- Prin Lifetime 2055 Inst Fund
- Principal LifeTime 2055
- Principal LifeTime 2055 Fund
- Principal LifeTime 2055 Inst Fund
- Principal LifeTime 2055 Institutional
- Principal LifeTime 2055 Institutional Fund