Principal LifeTime Strategic Income Fund R-3
Ticker PLSMX · Mutual fund · Share class: Class R3Retail / revenue sharingTarget-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
5
0 with $250K or more
Dollars held
$254K
69,857 of 69,862 plans with fund lines hold none
Median per plan
$41K
Share of their fund dollars
0.9%
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 R-3
The largest 10 plans in each list.
| Annapolis Life Care, Inc. Dba Ginger Cove Irc Section 403(b) Tax Deferred Annuity Plan$7.6M plan · Annapolis Life Care, Inc. Dba Ginger Cove, MD · Principal | $88K |
| Direction's 403(b) Plan$4.4M plan · Directions for Youth and Families, OH · Principal | $85K |
| Action Against Hunger - USA 403(b) Retirement Plan$8.9M plan · Action Against Hunger - USA, NY · Principal | $41K |
| Mature Care of Standifer Place 401(k) Plan$4.3M plan · Mature Care of Standifer Place, LLC, TN · Principal | $23K |
| Asian Americans for Equality, Inc. 403(b) Plan$7.5M plan · Asian Americans for Equality, Inc., NY · Principal | $18K |
Plans whose filed schedule lists Principal LifeTime Strategic Income Fund R-3.
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 3 names seen in the filings
- Principal LifeTime Strategic Income Fund
- Principal LifeTime Strategic Income R3 Fund
- Principal Lifetime Strategic Income