Principal LifeTime Hybrid 2015 Fund Institutional Class
Ticker PHTMX · Mutual fund · Share class: Class InstlLow costTarget-date
Matched by tickerMatch to checkAll 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
25
8 with $250K or more
Dollars held
$11.2M
69,837 of 69,862 plans with fund lines hold none
Median per plan
$110K
Share of their fund dollars
1.1%
Same fund, other share classes
No plan holds a costlier class than the cheapest one held.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6PLRRX | Low cost | 57 | $14.5M |
| Class Instl (this page)PHTMX | Low cost | 25 | $11.2M |
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 2015 Fund Institutional Class
The largest 10 plans in each list.
| Retirement and Savings Plan$115M plan · Hebrew Home at Riverdale, NY · Principal | $5.2M |
| Fci Constructors, Inc. Profit Sharing Plan$92.8M plan · Fci Constructors, Inc., CO · Principal | $970K |
| Montrose Regional Health Retirement Savings Plan$48.1M plan · Montrose Memorial Hospital, Inc., CO · Not identified | $966K |
| Kik Custom Products 401(k) Retirement Savings Plan$97.9M plan · Kik International LLC, GA · Principal | $726K |
| Oceana, Inc. Retirement Plan$45.2M plan · Oceana, Inc., DC · Principal | $715K |
| Environmental Defense Fund Retirement Savings Plan$188M plan · Environmental Defense Fund, Inc., NY · Transamerica (Aegon) | $512K |
| University of Northwestern - St. Paul 403(b) Plan$76.1M plan · University of Northwestern - St. Paul, MN · Principal | $468K |
| Southeastern Behavioral Healthcare 403(b) Plan$6.1M plan · Southeastern Behavioral Healthcare, SD · Principal | $252K |
| North American Family Institute, Inc. 403(b) Plan$31.8M plan · North American Family Institute, Inc., MA · Principal | $193K |
| Caring People Alliance Defined Contribution Retirement Plan$5.2M plan · Caring People Alliance, PA · Principal | $186K |
Plans whose filed schedule lists Principal LifeTime Hybrid 2015 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 2015 Fund
- Prin Lifetime Hybrid 2015 Inst
- Principal LifeTime Hybrid 2015
- Principal LifeTime Hybrid 2015 Fund
- Principal LifeTime Hybrid 2015 Inst Fund
- Principal LifeTime Hybrid 2015 Institutional
- Principal LifeTime Hybrid 2015 Institutional Fund
- Principal LifeTime Hybrid 2015 Instl