Principal LifeTime 2040 Fund Institutional Class
Ticker PTDIX · Mutual fund · Share class: Class InstlLow 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
75
66 with $250K or more
Dollars held
$216M
69,787 of 69,862 plans with fund lines hold none
Median per plan
$1.1M
Share of their fund dollars
9.6%
Same fund, other share classes
34 plans hold a costlier class of this fund than the cheapest class held in the data.
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
3 plans
$54.1M at year-end 2024
Moved in
2 plans
from another class or vehicle
Moved out
3 plans
to another class or vehicle
Plans that dropped it after 2024 (3 plans)
| Plan | Year-end value |
|---|---|
| Pmhcc, Inc. 403(b) Plan$50M-$250M Target-date switch | $30.4M to $36.4M |
| American Psychiatric Association Retirement Savings Plan$50M-$250M Target-date switch | $18.2M to $20.4M |
| Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan$5M-$50M Target-date switch | $5.6M to $7.0M |
Plans that moved into it from another class or vehicle (2 plans)
| Plan | Year-end value |
|---|---|
| Family Counseling Center of Armstrong County Tax Sheltered Annuity Plan$5M-$50M Share class change | $4.6M to $4.9M |
| Orlando Science Center, Inc. Match Savings Plan$5M-$50M Share class change | $3.3M to $4.8M |
Plans that moved out of it to another class or vehicle (3 plans)
| Plan | Year-end value |
|---|---|
| First Berne Employee Stock Ownership and 401(k) Plan$5M-$50M Other vehicle move Principal LifeTime 2040 Fund Institutional Class to Principal LifeTime 2040mutual fund to separate account | $6.3M to $6.6M |
| Prosperity Now Retirement Savings Plan$5M-$50M Mutual fund to collective trust | $5.9M to $5.4M |
| The Section 403(b) Plan for Hospice of Hope, Inc.$5M-$50M Share class change | $4.6M to $5.4M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Principal LifeTime 2040 Fund Institutional Class
The largest 10 plans in each list.
| Emh Retirement Savings Plan$232M plan · Ephraim McDowell Health, KY · Principal | $23.6M |
| Good Shepherd Retirement Plan$210M plan · Good Shepherd Rehabilitation Network, PA · Principal | $21.4M |
| Teach for America, Inc. 403(b) Retirement Plan$224M plan · Teach for America, Inc., NY · Principal | $20.3M |
| LA Clinica De LA Raza, Inc. 403(b) Plan$111M plan · LA Clinica De LA Raza, Inc., CA · Principal | $12.6M |
| Columbia Memorial Hospital 403(b) Tax Deferred Annuity$59.9M plan · Columbia Lutheran Charities Dba Columbia Memorial Hospital, OR · Principal | $11.9M |
| Mesa Associates, Inc. 401(k) Profit Sharing Plan$158M plan · Mesa Associates, Inc., AL · Principal | $9.6M |
| Money Accumulation Pension Plan for Employees of Eastern Los Angeles$47.8M plan · Eastern Los Angeles Regional Center for the, CA · Principal | $9.6M |
| Bellevue University Defined Contribution Retirement Plan$103M plan · Bellevue University, NE · Principal | $8.7M |
| Columbia Memorial Hospital Tsa/Thrift Plan and Trust$35.2M plan · Columbia Lutheran Charities Dba Columbia Memorial Hospital, OR · Principal | $6.7M |
| Community Hospital 403(b) Plan$85.2M plan · Colorado West Healthcare System Dba Community Hospital, CO · Principal | $6.5M |
Plans whose filed schedule lists Principal LifeTime 2040 Fund Institutional Class.
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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 2040 Fund
- Lifetime 2040
- Mutual Funds Principal LifeTime 2040 Fund
- Mutual Principal Lifetime 2040
- Prin Life Time 2040 Inst Fund
- Prin Lifetime 2040
- Prin Lifetime 2040 Inst Fund
- Principal - LifeTime 2040