Principal LifeTime Hybrid 2035 Fund R-6
Ticker PLRTX · 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
68
60 with $250K or more
Dollars held
$169M
69,794 of 69,862 plans with fund lines hold none
Median per plan
$1.1M
Share of their fund dollars
7.9%
Same fund, other share classes
No plan holds a costlier class than the cheapest one held.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6 (this page)PLRTX | Low cost | 68 | $169M |
| Class InstlPHTJX | Low cost | 28 | $85.7M |
Plans adding and dropping it, 2024 to 2025
Added
1 plan
$11.1M at year-end 2025
Dropped
1 plan
$34.2M at year-end 2024
Moved in
1 plan
from another class or vehicle
Moved out
1 plan
to another class or vehicle
Plans that added it in 2025 (1 plan)
| Plan | Year-end value |
|---|---|
| Copa Health 403(b) Retirement Plan$5M-$50M | $8.9M to $11.1M |
Plans that dropped it after 2024 (1 plan)
| Plan | Year-end value |
|---|---|
| Symphona LLP Retirement Plan$5M-$50M | $34.2M to $8.1M |
Plans that moved into it from another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Baruch 403(b) Plan$5M-$50M Share class change | $4.8M to $4.6M |
Plans that moved out of it to another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Summit Bank 401(k) Profit Sharing Plan$5M-$50M Mutual fund to collective trust | $5.0M to $9.3M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Principal LifeTime Hybrid 2035 Fund R-6
The largest 10 plans in each list.
| Samaritan Health Services Tax Sheltered Annuity PL$791M plan · Samaritan Health Services, OR · Principal | $55.1M |
| Hood Industries Retirement and Savings Plan$94.0M plan · Hood Industries, Inc., MS · Principal | $14.4M |
| Sew-Eurodrive, Inc. Profit Sharing/401(k) Retirement Plan$261M plan · Sew-Eurodrive, Inc., SC · Principal | $10.3M |
| Ridgecrest Regional Hospital Special Contributory Tsa Pension Plan$60.3M plan · Ridgecrest Regional Hospital, CA · Nationwide | $6.7M |
| Phoenix Country Day School 403(b) Retirement Plan$51.6M plan · Phoenix Country Day School, AZ · Principal | $6.6M |
| Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees$37.0M plan · Atlas Roofing Corporation, MS · Principal | $5.6M |
| Andwell Health Partners$37.7M plan · Androscoggin Home Health Services, Inc., ME · Principal | $4.4M |
| Oriana House, Inc. 403(b) Retirement Plan$28.4M plan · Oriana House, Inc., OH · Principal | $3.4M |
| Mary's Center 403(b) Retirement Plan$32.7M plan · Mary's Center for Maternal and Child Care Inc., DC · Principal | $3.3M |
| 403(b) Thrift Plan for Employees of Affinia Healthcare$30.9M plan · Affinia Healthcare, MO · Principal | $2.8M |
Plans whose filed schedule lists Principal LifeTime Hybrid 2035 Fund R-6.
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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 2035 Fund
- LifeTime Hybrid 2035 R6+
- Lifetime Hybrid 2035
- Lifetime Hybrid 2035 R6 Fund
- Prin Lifetime Hybrid 2035
- Prin Lifetime Hybrid 2035 R6
- Principal LifeTime Hybrid 2035
- Principal LifeTime Hybrid 2035 Fund