PlanOptica

Principal LifeTime 2060 Fund Institutional Class

Ticker PLTZX · Mutual fund · Share class: Class InstlLow 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
72
44 with $250K or more
Dollars held
$68.1M
69,790 of 69,862 plans with fund lines hold none
Median per plan
$378K
Share of their fund dollars
3.5%

Same fund, other share classes

31 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class Instl (this page)PLTZXLow cost72$68.1M
Class R5PLTOXLow cost32$18.0M
Class R3PLTCXRetail / revenue sharing29$10.4M
Class R4PLTMXMid cost1$375K
Class R1PLTRXRetail / revenue sharing1$158K

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 2060 Fund Institutional Class

The largest 10 plans in each list.

Mesa Associates, Inc. 401(k) Profit Sharing Plan$158M plan · Mesa Associates, Inc., AL · Principal$9.2M
Good Shepherd Retirement Plan$210M plan · Good Shepherd Rehabilitation Network, PA · Principal$7.1M
Teach for America, Inc. 403(b) Retirement Plan$224M plan · Teach for America, Inc., NY · Principal$6.9M
Columbia Memorial Hospital 403(b) Tax Deferred Annuity$59.9M plan · Columbia Lutheran Charities Dba Columbia Memorial Hospital, OR · Principal$3.3M
Railroad Construction Company, Inc. 401(k) Plan$50.3M plan · Railroad Construction Company, Inc, NJ · Principal$3.2M
Balance Autism Retirement Plan$14.0M plan · Balance Autism, IA · Principal$3.0M
Community Hospital 403(b) Plan$85.2M plan · Colorado West Healthcare System Dba Community Hospital, CO · Principal$2.6M
Rosenthal & Rosenthal, Inc. Employee's Thrift Savi$65.9M plan · Rosenthal & Rosenthal Inc., NY · Principal$2.5M
Variety Care, Inc. 403(b) Plan$39.1M plan · Variety Care, Inc., OK · Principal$2.3M
Columbia Memorial Hospital Tsa/Thrift Plan and Trust$35.2M plan · Columbia Lutheran Charities Dba Columbia Memorial Hospital, OR · Principal$2.1M

Plans whose filed schedule lists Principal LifeTime 2060 Fund Institutional Class.

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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 2060 Fund
  • Lifetime 2060
  • Prin Lifetime 2060
  • Prin Lifetime 2060 Inst Fund
  • Principal - LifeTime 2060
  • Principal LifeTime 2060 Fund
  • Principal LifeTime 2060 Inst Fund
  • Principal LifeTime 2060 Institutional