Principal LifeTime Hybrid 2025 Fund Institutional Class
Ticker PHTQX · Mutual fundTarget-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
27
20 with $250K or more
Dollars held
$57.6M
69,835 of 69,862 plans with fund lines hold none
Median per plan
$689K
Share of their fund dollars
5.9%
Same fund, other share classes
Cost tiers are not known for enough of these classes to compare.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6PLFTX | Low cost | 67 | $111M |
| Principal LifeTime Hybrid 2025 Fund Institutional Class (this page)PHTQX | Not stated | 27 | $57.6M |
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
1 plan
to another class or vehicle
Plans that moved out of it to another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan$5M-$50M | $14.9M to $17.4M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Principal LifeTime Hybrid 2025 Fund Institutional Class
The largest 10 plans in each list.
| Kik Custom Products 401(k) Retirement Savings Plan$97.9M plan · Kik International LLC, GA · Principal | $7.9M |
| Environmental Defense Fund Retirement Savings Plan$188M plan · Environmental Defense Fund, Inc., NY · Transamerica (Aegon) | $7.8M |
| Fci Constructors, Inc. Profit Sharing Plan$92.8M plan · Fci Constructors, Inc., CO · Principal | $6.4M |
| Orica USA Inc. 401(k) Plan$97.2M plan · Orica USA Inc., CO · Principal | $5.5M |
| American Association of Motor Vehicle Administrators (Aamva) 401(k) Plan$69.7M plan · American Association of Motor Vehicle Administrators, VA · Principal | $5.4M |
| University of Northwestern - St. Paul 403(b) Plan$76.1M plan · University of Northwestern - St. Paul, MN · Principal | $4.1M |
| North American Family Institute, Inc. 403(b) Plan$31.8M plan · North American Family Institute, Inc., MA · Principal | $3.6M |
| Great Lakes Dental Technologies Ltd. 401(k) Savings Plan$15.1M plan · Great Lakes Dental Technologies Ltd., NY · Principal | $3.3M |
| Montrose Regional Health Retirement Savings Plan$48.1M plan · Montrose Memorial Hospital, Inc., CO · Not identified | $2.9M |
| Oceana, Inc. Retirement Plan$45.2M plan · Oceana, Inc., DC · Principal | $2.3M |
Plans whose filed schedule lists Principal LifeTime Hybrid 2025 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 2025
- Lifetime Hybrid 2025 Fund
- Prin LifeTime Hybrid 2025 Inst
- Principal LifeTime Hybrid 2025
- Principal LifeTime Hybrid 2025 Fund
- Principal LifeTime Hybrid 2025 Inst Fund
- Principal LifeTime Hybrid 2025 Institutional
- Principal LifeTime Hybrid 2025 Institutional Fund