Principal LifeTime 2020 Fund Class A
Ticker PTBAX · Mutual fundTarget-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
3
3 with $250K or more
Dollars held
$1.3M
69,859 of 69,862 plans with fund lines hold none
Median per plan
$310K
Share of their fund dollars
1.1%
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 InstlPLWIX | 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 A (this page)PTBAX | Not stated | 3 | $1.3M |
| Class R1PWASX | Retail / revenue sharing | 1 | $108K |
Plans adding and dropping it, 2024 to 2025
Added
1 plan
$707K 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
Plans that added it in 2025 (1 plan)
| Plan | Year-end value |
|---|---|
| Banterra Corp. Profit Sharing Plan$50M-$250M | $707K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Principal LifeTime 2020 Fund Class A
The largest 10 plans in each list.
| Banterra Corp. Profit Sharing Plan$82.4M plan · Banterra Corp., IL · Ascensus | $707K |
| CRG Corporation 401(k) Plan$7.4M plan · CRG Corporation, NC · Principal | $310K |
| Zip's Truck Equipment, Inc. Retirement Savings Plan$24.2M plan · Zip's Truck Equipment, Inc., IA · Principal | $262K |
Plans whose filed schedule lists Principal LifeTime 2020 Fund Class A.
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 1 name seen in the filings
- Principal Lifetime 2020