Principal LifeTime 2030 Fund R-5
Ticker PTCPX · Mutual fund · Share class: Class R5Low 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
30
22 with $250K or more
Dollars held
$36.8M
69,832 of 69,862 plans with fund lines hold none
Median per plan
$411K
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 R5 (this page)PTCPX | Low cost | 30 | $36.8M |
| Class R3PTCMX | 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
2 plans
$36.9M 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 (2 plans)
| Plan | Year-end value |
|---|---|
| Help USA, Inc. Employees' Retirement Plan$5M-$50M Target-date switch | $30.0M to $32.6M |
| Ajc 403(b) Retirement Plan$5M-$50M Target-date switch | $6.9M to $8.9M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Principal LifeTime 2030 Fund R-5
The largest 10 plans in each list.
| Midway Products Group, Inc. 401(k) Plan$122M plan · Midway Products Group, Inc., MI · Principal | $9.1M |
| U.K.S.M.-W., M.P.A. Tax Deferred Annuity Plan$23.6M plan · U.K.S.M.-W. Medical Practice Association, KS · Principal | $3.5M |
| Mt. Graham Regional Medical Center, INC.403(b) Savings Plan$34.8M plan · Mt Graham Regional Medical Center Inc., AZ · Principal | $3.5M |
| Sma Healthcare, Inc. 403(b) Plan$25.6M plan · Sma Healthcare, Inc., FL · Principal | $3.4M |
| Animal Medical Center 403(b) Tax Sheltered Annuity Plan$48.3M plan · The Animal Medical Center, NY · Principal | $2.7M |
| The Pennsylvania Horticultural Society Defined Contribution Plan$16.1M plan · The Pennsylvania Horticultural Society, PA · Principal | $1.8M |
| Ohio County Hospital Tax Deferred Annuity Retirement Plan$22.9M plan · Ohio County Hospital, KY · Principal | $1.8M |
| 403(b) Thrift Plan for Community Health Programs, Inc.$11.1M plan · Community Health Programs, Inc., MA · Principal | $1.3M |
| P.A. Landers, Inc. Retirement Savings Plan$27.1M plan · P.A. Landers, Inc., MA · Principal | $1.2M |
| Child Action, Inc. 401(k) Profit Sharing Plan$31.4M plan · Child Action, Inc., CA · Ascensus | $1.2M |
Plans whose filed schedule lists Principal LifeTime 2030 Fund R-5.
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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 7 names seen in the filings
- LifeTime 2030 R5 Fund
- Prin Lifetime 2030
- Prin Lifetime 2030 R5 Fund
- Principal LifeTime 2030 Fund R-5 Class
- Principal LifeTime 2030 R5 Fund
- Principal Lifetime 2030
- Principal Prin Lifetime 2030