Principal LifeTime 2060 Fund R-4
Ticker PLTMX · Mutual fund · Share class: Class R4Mid costTarget-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
1
1 with $250K or more
Dollars held
$375K
69,861 of 69,862 plans with fund lines hold none
Median per plan
$375K
Share of their fund dollars
8.0%
Other share classes of this fund
31 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class InstlPLTZX | Low cost | 72 | $68.1M |
| Class R5PLTOX | Low cost | 32 | $18.0M |
| Class R3PLTCX | Retail / revenue sharing | 29 | $10.4M |
| Class R4 (this page)PLTMX | Mid cost | 1 | $375K |
| Class R1PLTRX | Retail / revenue sharing | 1 | $158K |
Plans that added or dropped it from 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 2060 Fund R-4
The largest 10 plans in each list.
| The Center for Autism 403(b) Plan$4.7M plan · The Center for Autism, PA · Principal | $375K |
Plans whose filed schedule lists Principal LifeTime 2060 Fund R-4.
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
- LifeTime 2060 R4 Fund
- Principal LifeTime 2060 R4 Fund
- Principal Lifetime 2060