Principal LifeTime Strategic Income Fund Institutional Class
Ticker PLSIX · Mutual fund · Share class: Class ARetail / revenue sharingTarget-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
23
2 with $250K or more
Dollars held
$3.4M
69,839 of 69,862 plans with fund lines hold none
Median per plan
$76K
Share of their fund dollars
0.7%
Same fund, other share classes
29 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 Strategic Income Fund Institutional Class
The largest 10 plans in each list.
| Bellevue University Defined Contribution Retirement Plan$103M plan · Bellevue University, NE · Principal | $1.0M |
| Rosenthal & Rosenthal, Inc. Employee's Thrift Savi$65.9M plan · Rosenthal & Rosenthal Inc., NY · Principal | $665K |
| Neighborhood Health Clinics, Inc. 403(b) Plan$5.1M plan · Neighborhood Health Clinics, Inc., IN · Principal | $219K |
| Container Graphics Corporation Retirement and Savings Plan$41.8M plan · Container Graphics Corporation, NC · Principal | $209K |
| Walsh Trucking Company Ltd 401(k) Retirement Salary Savings$14.5M plan · Walsh Trucking Company Ltd, OR · Principal | $203K |
| Plymold 401(k) Savings Plan$8.3M plan · Plymold Inc., MN · Principal | $192K |
| Columbia Memorial Hospital Tsa/Thrift Plan and Trust$35.2M plan · Columbia Lutheran Charities Dba Columbia Memorial Hospital, OR · Principal | $152K |
| Hahn Automotive 401(k) Plan$29.4M plan · Hahn Automotive Warehouse, Inc., NY · Principal | $148K |
| E Source 401(k) Plan$32.4M plan · E Source Companies, LLC, TX · Principal | $132K |
| Sdi Stores, LLC 401(k) Plan$25.0M plan · Sdi Stores, LLC, CT · Empower | $116K |
Plans whose filed schedule lists Principal LifeTime Strategic Income 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 6 names seen in the filings
- LifeTime Strategic Income Fund
- Principal - LifeTime Strategic Income
- Principal LifeTime Strategic Income Fund
- Principal LifeTime Strategic Income Inst Fund
- Principal LifeTime Strategic Income Institutional Fund
- Principal Prin Lifetime Strategic Income