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.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class InstlPMTIX | Low cost | 75 | $210M |
| Class R5PTCPX | Low cost | 30 | $36.8M |
| Class R3PTCMX | Retail / revenue sharing | 27 | $19.9M |
| Class A (this page)PTCAX | Retail / revenue sharing | 3 | $3.1M |
| Class R1PXASX | Retail / revenue sharing | 1 | $495K |
| Class R4PTCSX | Mid cost | 1 | $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)
| Plan | Year-end value |
|---|---|
| Solaris Foundation 401(k) Retirement Plan$5M-$50M Target-date switch | $10.2M to $18.9M |
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.
| Vintage | Dollars | Plans |
|---|---|---|
| 2010 | $654K | 1 |
| 2015 | $17.5M | 67 |
| 2020 | $96.5M | 130 |
| 2025 | $151M | 105 |
| 2030 | $411M | 139 |
| 2035 | $250M | 106 |
| 2040 | $381M | 140 |
| 2045 | $259M | 105 |
| 2050 | $340M | 139 |
| 2055 | $171M | 108 |
| 2060 | $138M | 139 |
| 2065 | $34.3M | 101 |
| 2070 | $11.1M | 118 |
| 2075 | $7K | 1 |
| Income | $28.8M | 83 |
| Vintage not stated | $301K | 2 |
How the filings spell it
Show 2 names seen in the filings
- Principal Lifetime 2030
- Principal Lifetime 2030 Fund