Principal LifeTime Hybrid 2030 Fund Institutional Class
Ticker PHTNX · 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
30
23 with $250K or more
Dollars held
$84.7M
69,832 of 69,862 plans with fund lines hold none
Median per plan
$1.2M
Share of their fund dollars
7.6%
Same fund, other share classes
No plan holds a costlier class than the cheapest one held.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6PLZTX | Low cost | 71 | $189M |
| Class Instl (this page)PHTNX | Low cost | 30 | $84.7M |
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 |
|---|---|
| Hma Group Holdings, LLC 401(k) Plan$250M-$1B Mutual fund to collective trust | $97.2M to $124M |
| Veenstra & Kimm, Inc. Profit Sharing Plan$50M-$250M Mutual fund to collective trust | $14.2M to $886K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Principal LifeTime Hybrid 2030 Fund Institutional Class
The largest 10 plans in each list.
| Retirement and Savings Plan$115M plan · Hebrew Home at Riverdale, NY · Principal | $12.9M |
| Kik Custom Products 401(k) Retirement Savings Plan$97.9M plan · Kik International LLC, GA · Principal | $12.4M |
| Orica USA Inc. 401(k) Plan$97.2M plan · Orica USA Inc., CO · Principal | $9.7M |
| Fci Constructors, Inc. Profit Sharing Plan$92.8M plan · Fci Constructors, Inc., CO · Principal | $8.5M |
| University of Northwestern - St. Paul 403(b) Plan$76.1M plan · University of Northwestern - St. Paul, MN · Principal | $7.2M |
| Environmental Defense Fund Retirement Savings Plan$188M plan · Environmental Defense Fund, Inc., NY · Transamerica (Aegon) | $7.2M |
| American Association of Motor Vehicle Administrators (Aamva) 401(k) Plan$69.7M plan · American Association of Motor Vehicle Administrators, VA · Principal | $3.9M |
| North American Family Institute, Inc. 403(b) Plan$31.8M plan · North American Family Institute, Inc., MA · Principal | $3.8M |
| Golftec 401(k) Plan$38.4M plan · Golftec Management, Inc., CO · Principal | $2.7M |
| Central Iowa Power Cooperative 401(k) Savings Plan$41.5M plan · Central Iowa Power Cooperative, IA · Principal | $2.2M |
Plans whose filed schedule lists Principal LifeTime Hybrid 2030 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 2030
- LifeTime Hybrid 2030 Fund
- Prin LifeTime Hybrid 2030 Inst
- Principal LifeTime Hybrid 2030
- Principal LifeTime Hybrid 2030 Fund
- Principal LifeTime Hybrid 2030 Inst Fund
- Principal LifeTime Hybrid 2030 Institutional
- Principal LifeTime Hybrid 2030 Institutional Fund