Principal LifeTime 2060 Fund R-5
Ticker PLTOX · Mutual fund · Share class: Class R5Low 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
32
20 with $250K or more
Dollars held
$18.0M
69,830 of 69,862 plans with fund lines hold none
Median per plan
$345K
Share of their fund dollars
3.1%
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 R5 (this page)PLTOX | Low cost | 32 | $18.0M |
| Class R3PLTCX | Retail / revenue sharing | 29 | $10.4M |
| Class R4PLTMX | 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-5
The largest 10 plans in each list.
| Midway Products Group, Inc. 401(k) Plan$122M plan · Midway Products Group, Inc., MI · Principal | $2.4M |
| Chinatown Service Center 403(b)$17.2M plan · Chinatown Service Centers, CA · Principal | $1.4M |
| Animal Medical Center 403(b) Tax Sheltered Annuity Plan$48.3M plan · The Animal Medical Center, NY · Principal | $1.4M |
| The Hurley Clinic 403(b) Retirement Plan$36.0M plan · The Hurley Clinic, MI · Principal | $1.3M |
| The Equity Project Charter School 403(b)DEFERRED Compensation Plan$9.7M plan · The Equity Project Charter School, NY · Principal | $1.2M |
| Mt. Graham Regional Medical Center, INC.403(b) Savings Plan$34.8M plan · Mt Graham Regional Medical Center Inc., AZ · Principal | $1.1M |
| Ohio County Hospital Tax Deferred Annuity Retirement Plan$22.9M plan · Ohio County Hospital, KY · Principal | $1.1M |
| The Corporate Source, Inc. PR 401(k) Plan$3.7M plan · Fora Pathways, Inc., NY · Banco Popular DE Puerto Rico | $959K |
| The Pennsylvania Horticultural Society Defined Contribution Plan$16.1M plan · The Pennsylvania Horticultural Society, PA · Principal | $909K |
| Child Action, Inc. 401(k) Profit Sharing Plan$31.4M plan · Child Action, Inc., CA · Ascensus | $846K |
Plans whose filed schedule lists Principal LifeTime 2060 Fund R-5.
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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 7 names seen in the filings
- LifeTime 2060 R5 Fund
- Prin Lifetime 2060
- Prin Lifetime 2060 R5 Fund
- Principal LifeTime 2060 Fund R-5 Class
- Principal LifeTime 2060 R5 Fund
- Principal Lifetime 2060
- Principal Prin Lifetime 2060