Principal LifeTime 2040 Fund Class A
Ticker PTDAX · 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
$3.5M
69,859 of 69,862 plans with fund lines hold none
Median per plan
$1.0M
Share of their fund dollars
7.6%
Other share classes of this fund
34 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class InstlPTDIX | Low cost | 75 | $216M |
| Class R5PTDPX | Low cost | 31 | $38.6M |
| Class R3PTDMX | Retail / revenue sharing | 29 | $23.6M |
| Class A (this page)PTDAX | Retail / revenue sharing | 3 | $3.5M |
| Class R1PYASX | Retail / revenue sharing | 1 | $503K |
| Class R4PTDSX | Mid cost | 1 | $318K |
Plans that added or dropped it from 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
0 plans
to another class or vehicle
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Principal LifeTime 2040 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 | $2.2M |
| CRG Corporation 401(k) Plan$7.4M plan · CRG Corporation, NC · Principal | $1.0M |
| McKing Consulting Corporation 401(k) Plan$15.8M plan · McKing Consulting Corporation, VA · Principal | $272K |
Plans whose filed schedule lists Principal LifeTime 2040 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 2040
- Principal Lifetime 2040 Fund