Principal LifeTime 2030 Fund R-3
Ticker PTCMX · Mutual fund · Share class: Class R3Retail / 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
27
21 with $250K or more
Dollars held
$19.9M
69,835 of 69,862 plans with fund lines hold none
Median per plan
$441K
Share of their fund dollars
8.7%
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 R3 (this page)PTCMX | Retail / revenue sharing | 27 | $19.9M |
| Class APTCAX | 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
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
2 plans
to another class or vehicle
Plans that moved out of it to another class or vehicle (2 plans)
| Plan | Year-end value |
|---|---|
| Penney Retirement Community 403(b) Plan$5M-$50M Share class change | $3.5M to $4.3M |
| L.B.J. & C. Development Corporation Tax Sheltered Annuity PlanUnder $5M Share class change | $850K to $1.0M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Principal LifeTime 2030 Fund R-3
The largest 10 plans in each list.
| Old Dominion University Research Foundation Tax-Sheltered Retirement Plan$27.8M plan · Old Dominion University Research Foundation, VA · Principal | $3.0M |
| Illinois National Bancorp 401(k) Plan$49.1M plan · Illinois National Bancorp, Inc., IL · Principal | $2.2M |
| Howard Brown 401(k) Plan$25.1M plan · Howard Brown Health Center, IL · Principal | $2.0M |
| Annapolis Life Care, Inc. Dba Ginger Cove Irc Section 403(b) Tax Deferred Annuity Plan$7.6M plan · Annapolis Life Care, Inc. Dba Ginger Cove, MD · Principal | $1.6M |
| Western Carolina Community Action, Inc. 403(b) Plan$10.1M plan · Western Carolina Community Action, Inc., NC · Principal | $1.4M |
| Episcopal Community Services of San Francisco, Inc. Retirement Plan$15.0M plan · Episcopal Community Services of San Francisco, Inc., CA · Principal | $1.1M |
| The Section 403(b) Plan for Hospice of Hope, Inc.$8.0M plan · Hospice of Hope Inc, KY · Principal | $898K |
| Action Against Hunger - USA 403(b) Retirement Plan$8.9M plan · Action Against Hunger - USA, NY · Principal | $824K |
| C.C. Young Retirement Plan$6.1M plan · C.C. Young Memorial Home, TX · Principal | $781K |
| Galloway Ridge 403(b) Plan$5.1M plan · Galloway Ridge, Inc., NC · Principal | $719K |
Plans whose filed schedule lists Principal LifeTime 2030 Fund R-3.
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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 R3 Fund
- Prin Lifetime 2030
- Prin Lifetime 2030 R3 Fund
- Principal LifeTime 2030 Fund
- Principal LifeTime 2030 R3 Fund
- Principal LifeTime 2030 R3 Fund N/R
- Principal Lifetime 2030
- Principal Prin Lifetime 2030