Principal LifeTime 2020 Fund Institutional Class
Ticker PLWIX · Mutual fund · Share class: Class InstlTarget-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
62
37 with $250K or more
Dollars held
$51.9M
69,800 of 69,862 plans with fund lines hold none
Median per plan
$374K
Share of their fund dollars
2.9%
Same fund, other share classes
28 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class Instl (this page)PLWIX | Low cost | 62 | $51.9M |
| Class R5PTBPX | Low cost | 29 | $15.5M |
| Class R3PTBMX | Retail / revenue sharing | 27 | $10.7M |
| Principal LifeTime 2020 Fund Class APTBAX | Not stated | 3 | $1.3M |
| Class R1PWASX | Retail / revenue sharing | 1 | $108K |
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
1 plan
to another class or vehicle
Plans that moved out of it to another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| 403(b) Thrift Plan for CPC Integrated Health, Inc.$5M-$50M Share class change | $9.5M to $10.8M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Principal LifeTime 2020 Fund Institutional Class
The largest 10 plans in each list.
| Columbia Memorial Hospital 403(b) Tax Deferred Annuity$59.9M plan · Columbia Lutheran Charities Dba Columbia Memorial Hospital, OR · Principal | $4.3M |
| Mesa Associates, Inc. 401(k) Profit Sharing Plan$158M plan · Mesa Associates, Inc., AL · Principal | $4.3M |
| Bellevue University Defined Contribution Retirement Plan$103M plan · Bellevue University, NE · Principal | $4.2M |
| Good Shepherd Retirement Plan$210M plan · Good Shepherd Rehabilitation Network, PA · Principal | $3.3M |
| GTP Retirement Plan$19.9M plan · Global Tungsten & Powders LLC, PA · Principal | $3.1M |
| GTP Savings Plan$98.9M plan · Global Tungsten & Powders LLC, PA · Principal | $2.6M |
| Morselife Tax Deferred Annuity Plan$30.1M plan · Morselife Inc., FL · Principal | $2.5M |
| Railroad Construction Company, Inc. 401(k) Plan$50.3M plan · Railroad Construction Company, Inc, NJ · Principal | $2.1M |
| Rosenthal & Rosenthal, Inc. Employee's Thrift Savi$65.9M plan · Rosenthal & Rosenthal Inc., NY · Principal | $1.8M |
| Hahn Automotive 401(k) Plan$29.4M plan · Hahn Automotive Warehouse, Inc., NY · Principal | $1.8M |
Plans whose filed schedule lists Principal LifeTime 2020 Fund Institutional Class.
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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 8 names seen in the filings
- LifeTime 2020 Fund
- Lifetime 2020
- Prin Lifetime 2020
- Prin Lifetime 2020 Inst Fund
- Principal - LifeTime 2020
- Principal LifeTime 2020 Fund
- Principal LifeTime 2020 Inst Fund
- Principal LifeTime 2020 Institutional Fund