PlanOptica

Principal LifeTime 2030 Fund Class A

Ticker PTCAX · Separate account · Share class: Class ARetail / revenue sharingTarget-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
$3.1M
69,859 of 69,862 plans with fund lines hold none
Median per plan
$898K
Share of their fund dollars
6.7%

Same fund, other share classes

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

ClassCost tierPlansDollars
Class InstlPMTIXLow cost75$210M
Class R5PTCPXLow cost30$36.8M
Class R3PTCMXRetail / revenue sharing27$19.9M
Class A (this page)PTCAXRetail / revenue sharing3$3.1M
Class R1PXASXRetail / revenue sharing1$495K
Class R4PTCSXMid cost1$63K

Plans adding and dropping it, 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
1 plan
$10.2M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that dropped it after 2024 (1 plan)

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold Principal LifeTime 2030 Fund Class A

The largest 10 plans in each list.

Zip's Truck Equipment, Inc. Retirement Savings Plan$24.2M plan · Zip's Truck Equipment, Inc., IA · Principal$1.5M
McKing Consulting Corporation 401(k) Plan$15.8M plan · McKing Consulting Corporation, VA · Principal$898K
CRG Corporation 401(k) Plan$7.4M plan · CRG Corporation, NC · Principal$711K

Plans whose filed schedule lists Principal LifeTime 2030 Fund Class A.

Vintages held

Principal LifeTime, all classes, separate account.

VintageDollarsPlans
2010$654K1
2015$17.5M67
2020$96.5M130
2025$151M105
2030$411M139
2035$250M106
2040$381M140
2045$259M105
2050$340M139
2055$171M108
2060$138M139
2065$34.3M101
2070$11.1M118
2075$7K1
Income$28.8M83
Vintage not stated$301K2

How the filings spell it

Show 2 names seen in the filings
  • Principal Lifetime 2030
  • Principal Lifetime 2030 Fund