PlanOptica

Principal LifeTime Hybrid Income Fund R-6

Ticker PLTYX · 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
67
12 with $250K or more
Dollars held
$11.7M
69,795 of 69,862 plans with fund lines hold none
Median per plan
$34K
Share of their fund dollars
0.5%

Same fund, other share classes

No plan holds a costlier class than the cheapest one held.

ClassCost tierPlansDollars
Class R6 (this page)PLTYXLow cost67$11.7M
Class InstlPHTFXLow cost24$2.9M

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 Hybrid Income Fund R-6

The largest 10 plans in each list.

Samaritan Health Services Tax Sheltered Annuity PL$791M plan · Samaritan Health Services, OR · Principal$3.8M
Sew-Eurodrive, Inc. Profit Sharing/401(k) Retirement Plan$261M plan · Sew-Eurodrive, Inc., SC · Principal$926K
Goodwill of Colorado Retirement Savings 403(b) Plan$21.2M plan · Goodwill of Colorado, CO · Principal$614K
Hood Industries Retirement and Savings Plan$94.0M plan · Hood Industries, Inc., MS · Principal$537K
403(b) Thrift Plan for the Virginia Home Richmond, Virginia$12.9M plan · The Virginia Home, VA · Principal$532K
The Arc Montgomery County Tax Sheltered Annuity Plan$12.7M plan · The Arc of Montgomery County, MD · Principal$444K
Step Forward 403(b) Retirement Plan$22.3M plan · Step Forward, OH · Principal$440K
403(b) Thrift Plan for Employees of Affinia Healthcare$30.9M plan · Affinia Healthcare, MO · Principal$396K
Copa Health 403(b) Retirement Plan$15.1M plan · Copa Health, Inc., AZ · Principal$345K
The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan$28.5M plan · United Methodist Homes of New Jersey, NJ · Principal$328K

Plans whose filed schedule lists Principal LifeTime Hybrid Income Fund R-6.

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Vintages held

Principal LifeTime, all classes, mutual fund.

VintageDollarsPlans
2010$346K2
2015$70.4M283
2020$397M403
2025$560M403
2030$1.09B442
2035$864M402
2040$1.17B443
2045$891M414
2050$1.05B442
2055$623M417
2060$375M449
2065$115M404
2070$26.5M345
Income$104M289
Vintage not stated$3.1M19

How the filings spell it

Show 8 names seen in the filings
  • LifeTime Hybrid Income
  • LifeTime Hybrid Income Fund
  • LifeTime Hybrid Income R6 Fund
  • Lifetime Hybrid Income R6
  • Prin Lifetime Hybrid Inc R6
  • Prin Lifetime Hybrid Income
  • Principal Funds Inc PRIN LIFETIME HYBRID INC R6
  • Principal LifeTime Hybrid Inc R6