Principal LifeTime 2030 Fund Institutional Class
Ticker PMTIX · 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
75
62 with $250K or more
Dollars held
$210M
69,787 of 69,862 plans with fund lines hold none
Median per plan
$1.0M
Share of their fund dollars
9.5%
Same fund, other share classes
32 plans hold a costlier class of this fund than the cheapest class held in the data.
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
3 plans
$100M at year-end 2024
Moved in
3 plans
from another class or vehicle
Moved out
3 plans
to another class or vehicle
Plans that dropped it after 2024 (3 plans)
| Plan | Year-end value |
|---|---|
| Appalachian Regional Healthcare System 403(b) Retirement Savings Plan$50M-$250M | $86.8M to $98.7M |
| The Community Nursing Services 403(b) Plan$5M-$50M Target-date switch | $9.5M to $11.1M |
| Hospice of the Piedmont, Inc. 403(b) Plan$5M-$50M Target-date switch | $4.1M to $4.7M |
Plans that moved into it from another class or vehicle (3 plans)
| Plan | Year-end value |
|---|---|
| Cumberland Insurance Group 401(k) Savings Plan$5M-$50M Share class change | $4.0M to $12.6M |
| Health Management Services Pension Plan$5M-$50M Share class change | $11.0M to $12.6M |
| Pigott, Inc. 401(k) Plan$5M-$50M Other vehicle move Principal LifeTime 2030 to Principal LifeTime 2030 Fund Institutional Classseparate account to mutual fund | $4.8M to $6.0M |
Plans that moved out of it to another class or vehicle (3 plans)
| Plan | Year-end value |
|---|---|
| Plumas Bank 401(k) Profit Sharing Plan$5M-$50M Share class change | $6.4M to $10.5M |
| P.A. Landers, Inc. Retirement Savings Plan$5M-$50M Share class change | $7.2M to $7.2M |
| Asian Americans for Equality, Inc. 403(b) Plan$5M-$50M Share class change | $5.1M to $3.5M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Principal LifeTime 2030 Fund Institutional Class
The largest 10 plans in each list.
| Emh Retirement Savings Plan$232M plan · Ephraim McDowell Health, KY · Principal | $22.4M |
| Swisslog Savings Plan for Salaried Employees$118M plan · Translogic Corporation, CO · Principal | $21.0M |
| Good Shepherd Retirement Plan$210M plan · Good Shepherd Rehabilitation Network, PA · Principal | $13.3M |
| Bellevue University Defined Contribution Retirement Plan$103M plan · Bellevue University, NE · Principal | $12.3M |
| Railroad Construction Company, Inc. 401(k) Plan$50.3M plan · Railroad Construction Company, Inc, NJ · Principal | $9.9M |
| Columbia Memorial Hospital 403(b) Tax Deferred Annuity$59.9M plan · Columbia Lutheran Charities Dba Columbia Memorial Hospital, OR · Principal | $7.9M |
| GTP Savings Plan$98.9M plan · Global Tungsten & Powders LLC, PA · Principal | $7.6M |
| LA Clinica De LA Raza, Inc. 403(b) Plan$111M plan · LA Clinica De LA Raza, Inc., CA · Principal | $7.2M |
| Rosenthal & Rosenthal, Inc. Employee's Thrift Savi$65.9M plan · Rosenthal & Rosenthal Inc., NY · Principal | $6.3M |
| Community Hospital 403(b) Plan$85.2M plan · Colorado West Healthcare System Dba Community Hospital, CO · Principal | $5.8M |
Plans whose filed schedule lists Principal LifeTime 2030 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 2030 Fund
- Lifetime 2030
- Prin Lifetime 2030
- Prin Lifetime 2030 Inst Fund
- Principal - LifeTime 2030
- Principal LifeTime 2030 Fund
- Principal LifeTime 2030 Inst Fund
- Principal LifeTime 2030 Institutional Fund