PlanOptica

Principal LifeTime Strategic Income Fund Class A

Ticker PALTX · Mutual fund · Share class: Class ARetail / revenue sharing

Matched by tickerAll Principal fundsSearch 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
1
1 with $250K or more
Dollars held
$495K
69,861 of 69,862 plans with fund lines hold none
Median per plan
$495K
Share of their fund dollars
3.1%

Same fund, other share classes

29 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class APLSIXRetail / revenue sharing23$3.4M
Class R5PLSPXLow cost6$585K
Class A (this page)PALTXRetail / revenue sharing1$495K
Class R3PLSMXRetail / revenue sharing5$254K

Plans adding and dropping it, 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
1 plan
$381K 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)

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold Principal LifeTime Strategic Income Fund Class A

The largest 10 plans in each list.

McKing Consulting Corporation 401(k) Plan$15.8M plan · McKing Consulting Corporation, VA · Principal$495K

Plans whose filed schedule lists Principal LifeTime Strategic Income Fund Class A.

How the filings spell it

Show 1 name seen in the filings
  • Principal LifeTime Strategic Income Fund