Principal LifeTime 2035 Fund R-5
Ticker LTPEX · Mutual fund · Share class: Class R5Low 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
26
20 with $250K or more
Dollars held
$30.8M
69,836 of 69,862 plans with fund lines hold none
Median per plan
$662K
Share of their fund dollars
6.5%
Same fund, other share classes
23 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class InstlLTIUX | Low cost | 58 | $103M |
| Class R5 (this page)LTPEX | Low cost | 26 | $30.8M |
| Class R3LTAOX | Retail / revenue sharing | 22 | $15.0M |
| Class R4LTSEX | Mid cost | 1 | $51K |
Plans adding and dropping it, 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
2 plans
to another class or vehicle
Plans that moved out of it to another class or vehicle (2 plans)
| Plan | Year-end value |
|---|---|
| The Arc Montgomery County Tax Sheltered Annuity Plan$5M-$50M Share class change | $4.5M to $6.0M |
| Orlando Science Center, Inc. Match Savings Plan$5M-$50M Share class change | $3.3M to $4.8M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Principal LifeTime 2035 Fund R-5
The largest 10 plans in each list.
| Midway Products Group, Inc. 401(k) Plan$122M plan · Midway Products Group, Inc., MI · Principal | $10.7M |
| Snohomish County Public Defender Association 403(b) Plan$31.0M plan · Snohomish County Public Defender Association, WA · Principal | $3.4M |
| Animal Medical Center 403(b) Tax Sheltered Annuity Plan$48.3M plan · The Animal Medical Center, NY · Principal | $2.9M |
| Sma Healthcare, Inc. 403(b) Plan$25.6M plan · Sma Healthcare, Inc., FL · Principal | $1.9M |
| Share Our Selves Corporation 403(b) Plan$7.5M plan · Share Our Selves Corporation, CA · Principal | $1.2M |
| The Hurley Clinic 403(b) Retirement Plan$36.0M plan · The Hurley Clinic, MI · Principal | $1.2M |
| Ohio County Hospital Tax Deferred Annuity Retirement Plan$22.9M plan · Ohio County Hospital, KY · Principal | $941K |
| 403(b) Thrift Plan for Community Health Programs, Inc.$11.1M plan · Community Health Programs, Inc., MA · Principal | $918K |
| 403(b) Thrift Plan for Murtis Taylor Human Services System$8.4M plan · Murtis Taylor Human Services System, OH · Principal | $908K |
| Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc.$17.4M plan · Carolina Health Centers, Inc., SC · Principal | $890K |
Plans whose filed schedule lists Principal LifeTime 2035 Fund R-5.
See all 26 plans with Pro. Free for 7 days, then $49 a month.
Pro unlocks:
- Plan and sponsor names
- Recordkeeper
- Plan assets
- Dollars held and % of plan funds
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 2035 R5 Fund
- Prin Lifetime 2035
- Prin Lifetime 2035 R5 Fund
- Principal LifeTime 2035 Fund R-5 Class
- Principal LifeTime 2035 R5 Fund
- Principal Lifetime 2035
- Principal Lifetime 2035 R5
- Principal Prin Lifetime 2035