PlanOptica

Principal LifeTime Hybrid 2055 Fund R-6

Ticker PLHTX · Mutual fund · Share class: Class R6Low 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
73
54 with $250K or more
Dollars held
$109M
69,789 of 69,862 plans with fund lines hold none
Median per plan
$501K
Share of their fund dollars
5.0%

Same fund, other share classes

No plan holds a costlier class than the cheapest one held.

ClassCost tierPlansDollars
Class R6 (this page)PLHTXLow cost73$109M
Class InstlPLTNXLow cost32$51.9M

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 2055 Fund R-6

The largest 10 plans in each list.

Samaritan Health Services Tax Sheltered Annuity PL$791M plan · Samaritan Health Services, OR · Principal$34.6M
Sew-Eurodrive, Inc. Profit Sharing/401(k) Retirement Plan$261M plan · Sew-Eurodrive, Inc., SC · Principal$9.5M
Rocky Mountain Institute Tax Sheltered Annuity Plan$68.8M plan · Rocky Mountain Institute, CO · Principal$8.5M
Ridgecrest Regional Hospital Special Contributory Tsa Pension Plan$60.3M plan · Ridgecrest Regional Hospital, CA · Nationwide$4.2M
Mary's Center 403(b) Retirement Plan$32.7M plan · Mary's Center for Maternal and Child Care Inc., DC · Principal$3.7M
Hood Industries Retirement and Savings Plan$94.0M plan · Hood Industries, Inc., MS · Principal$3.5M
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b)$30.5M plan · Stewart Memorial Community Hospital, IA · Principal$2.7M
The Legal Aid Society of Cleveland Retirement Savings Plan$29.0M plan · The Legal Aid Society of Cleveland, OH · Principal$2.5M
Crisp Shared Services, Inc. 403(b) Retirement Readiness Plan$12.1M plan · Crisp Shared Services, Inc., MD · Principal$2.4M
Oriana House, Inc. 403(b) Retirement Plan$28.4M plan · Oriana House, Inc., OH · Principal$2.0M

Plans whose filed schedule lists Principal LifeTime Hybrid 2055 Fund R-6.

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Vintages held

Principal LifeTime, all classes, mutual fund.

VintageDollarsPlans
2010$346K2
2015$70.4M283
2020$397M403
2025$560M403
2030$1.09B442
2035$864M402
2040$1.17B443
2045$891M414
2050$1.05B442
2055$623M417
2060$375M449
2065$115M404
2070$26.5M345
Income$104M289
Vintage not stated$3.1M19

How the filings spell it

Show 8 names seen in the filings
  • LifeTime Hybrid 2055
  • LifeTime Hybrid 2055 Fund
  • LifeTime Hybrid 2055 R6+
  • Lifetime Hybrid 2055 R6 Fund
  • Prin Lifetime Hybrid 2055
  • Prin Lifetime Hybrid 2055 R6
  • Principal LifeTime Hybrid 2055
  • Principal LifeTime Hybrid 2055 Fund