Principal LifeTime Hybrid Income Fund Institutional Class
Ticker PHTFX · 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
24
3 with $250K or more
Dollars held
$2.9M
69,838 of 69,862 plans with fund lines hold none
Median per plan
$39K
Share of their fund dollars
0.4%
Same fund, other share classes
No plan holds a costlier class than the cheapest one held.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6PLTYX | Low cost | 67 | $11.7M |
| Class Instl (this page)PHTFX | Low cost | 24 | $2.9M |
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
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 Hybrid Income Fund Institutional Class
The largest 10 plans in each list.
| Environmental Defense Fund Retirement Savings Plan$188M plan · Environmental Defense Fund, Inc., NY · Transamerica (Aegon) | $911K |
| Retirement and Savings Plan$115M plan · Hebrew Home at Riverdale, NY · Principal | $714K |
| Fci Constructors, Inc. Profit Sharing Plan$92.8M plan · Fci Constructors, Inc., CO · Principal | $508K |
| Golftec 401(k) Plan$38.4M plan · Golftec Management, Inc., CO · Principal | $110K |
| Caring People Alliance Defined Contribution Retirement Plan$5.2M plan · Caring People Alliance, PA · Principal | $110K |
| Southeastern Behavioral Healthcare 403(b) Plan$6.1M plan · Southeastern Behavioral Healthcare, SD · Principal | $92K |
| The Christian Herald Association, Inc. Tax Deferred Annuity Plan$7.9M plan · Christian Herald Association, Inc., NY · Principal | $75K |
| Central Iowa Power Cooperative 401(k) Savings Plan$41.5M plan · Central Iowa Power Cooperative, IA · Principal | $66K |
| The Plug Connection Retirement Savings Plan$3.8M plan · Plug Connection, LLC, CA · Principal | $62K |
| DC Preparatory Academy 403(b) Retirement Plan$23.4M plan · DC Preparatory Academy, DC · Principal | $47K |
Plans whose filed schedule lists Principal LifeTime Hybrid Income 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 Hybrid Income Fund
- Lifetime Hybrid Income
- Prin Lifetime Hybrid Inc Inst
- Principal LifeTime Hybrid Inc
- Principal LifeTime Hybrid Inc. Inst Fund
- Principal LifeTime Hybrid Income
- Principal LifeTime Hybrid Income Fund
- Principal Prin Lifetime Hybrid Income