Principal LifeTime Hybrid 2020 Fund Institutional Class
Ticker PHTTX · 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
29
17 with $250K or more
Dollars held
$36.9M
69,833 of 69,862 plans with fund lines hold none
Median per plan
$315K
Share of their fund dollars
3.5%
Same fund, other share classes
No plan holds a costlier class than the cheapest one held.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6PLTTX | Low cost | 67 | $72.9M |
| Class Instl (this page)PHTTX | Low cost | 29 | $36.9M |
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 2020 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) | $7.0M |
| Kik Custom Products 401(k) Retirement Savings Plan$97.9M plan · Kik International LLC, GA · Principal | $6.0M |
| Retirement and Savings Plan$115M plan · Hebrew Home at Riverdale, NY · Principal | $5.8M |
| University of Northwestern - St. Paul 403(b) Plan$76.1M plan · University of Northwestern - St. Paul, MN · Principal | $2.7M |
| Fci Constructors, Inc. Profit Sharing Plan$92.8M plan · Fci Constructors, Inc., CO · Principal | $2.5M |
| Montrose Regional Health Retirement Savings Plan$48.1M plan · Montrose Memorial Hospital, Inc., CO · Not identified | $2.2M |
| 403(b) Thrift Plan of Sunnyside Community Services, Inc.$6.3M plan · Sunnyside Community Services, Inc., NY · Principal | $1.7M |
| Orica USA Inc. 401(k) Plan$97.2M plan · Orica USA Inc., CO · Principal | $1.7M |
| Great Lakes Dental Technologies Ltd. 401(k) Savings Plan$15.1M plan · Great Lakes Dental Technologies Ltd., NY · Principal | $1.5M |
| North American Family Institute, Inc. 403(b) Plan$31.8M plan · North American Family Institute, Inc., MA · Principal | $1.1M |
Plans whose filed schedule lists Principal LifeTime Hybrid 2020 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 2020
- Lifetime Hybrid 2020 Fund
- Prin LifeTime Hybrid 2020 Inst
- Principal LifeTime Hybrid 2020
- Principal LifeTime Hybrid 2020 Fund
- Principal LifeTime Hybrid 2020 Inst Fund
- Principal LifeTime Hybrid 2020 Institutional
- Principal LifeTime Hybrid 2020 Institutional Fund