Principal LifeTime 2065 Institutional Class
Ticker PLJIX · Mutual fund · Share class: Class InstlLow 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
54
14 with $250K or more
Dollars held
$12.8M
69,808 of 69,862 plans with fund lines hold none
Median per plan
$159K
Share of their fund dollars
0.9%
Same fund, other share classes
26 plans hold a costlier class of this fund than the cheapest class held in the data.
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 2065 Institutional Class
The largest 10 plans in each list.
| Good Shepherd Retirement Plan$210M plan · Good Shepherd Rehabilitation Network, PA · Principal | $1.9M |
| Community Hospital 403(b) Plan$85.2M plan · Colorado West Healthcare System Dba Community Hospital, CO · Principal | $1.2M |
| Nuvera Communications, Inc. Salary Savings Plan$34.2M plan · Nuvera Communications, Inc., MN · Principal | $730K |
| Columbia Memorial Hospital 403(b) Tax Deferred Annuity$59.9M plan · Columbia Lutheran Charities Dba Columbia Memorial Hospital, OR · Principal | $643K |
| Epl Employee Savings and Stock Ownership Plan$46.9M plan · Experimental Pathology Laboratories, Inc, VA · Principal | $638K |
| Teach for America, Inc. 403(b) Retirement Plan$224M plan · Teach for America, Inc., NY · Principal | $636K |
| Ascend Learning, Inc. 403(b) Plan$15.7M plan · Ascend Learning, Inc., NY · Principal | $512K |
| Kool Chevrolet, Inc. Savings and Retirement Plan$19.4M plan · Kool Chevrolet Inc., MI · Principal | $431K |
| Bellevue University Defined Contribution Retirement Plan$103M plan · Bellevue University, NE · Principal | $416K |
| E Source 401(k) Plan$32.4M plan · E Source Companies, LLC, TX · Principal | $404K |
Plans whose filed schedule lists Principal LifeTime 2065 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 2065 Fund
- Prin Lifetime 2065
- Prin Lifetime 2065 Inst Fund
- Principal LifeTime 2065
- Principal LifeTime 2065 Fund
- Principal LifeTime 2065 Inst
- Principal LifeTime 2065 Inst Fund
- Principal LifeTime 2065 Institutional