Principal LifeTime 2040 Fund R-5
Ticker PTDPX · 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
31
27 with $250K or more
Dollars held
$38.6M
69,831 of 69,862 plans with fund lines hold none
Median per plan
$803K
Share of their fund dollars
6.9%
Same fund, other share classes
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 R5 (this page)PTDPX | Low cost | 31 | $38.6M |
| Class R3PTDMX | Retail / revenue sharing | 29 | $23.6M |
| Class APTDAX | Retail / revenue sharing | 3 | $3.5M |
| Class R1PYASX | Retail / revenue sharing | 1 | $503K |
| Class R4PTDSX | Mid cost | 1 | $318K |
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
1 plan
$10.8M at year-end 2024
Moved in
1 plan
from another class or vehicle
Moved out
3 plans
to another class or vehicle
Plans that dropped it after 2024 (1 plan)
| Plan | Year-end value |
|---|---|
| Summitstone Health Partners 403(b) Retirement Plan$5M-$50M | $10.8M to $12.0M |
Plans that moved into it from another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc.$5M-$50M Share class change | $6.6M to $8.9M |
Plans that moved out of it to another class or vehicle (3 plans)
| Plan | Year-end value |
|---|---|
| National Retail Federation 401(k) Profit Sharing Plan$50M-$250M Other vehicle move Principal LifeTime 2040 Fund R-5 to Principal LifeTime 2040mutual fund to separate account | $20.4M to $25.1M |
| Rainbow Apparel 401(k) Savings Plan$50M-$250M Share class change | $13.8M to $739K |
| Family Counseling Center of Armstrong County Tax Sheltered Annuity Plan$5M-$50M Share class change | $4.6M to $4.9M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Principal LifeTime 2040 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 | $6.7M |
| Mt. Graham Regional Medical Center, INC.403(b) Savings Plan$34.8M plan · Mt Graham Regional Medical Center Inc., AZ · Principal | $3.4M |
| Animal Medical Center 403(b) Tax Sheltered Annuity Plan$48.3M plan · The Animal Medical Center, NY · Principal | $3.2M |
| The Pennsylvania Horticultural Society Defined Contribution Plan$16.1M plan · The Pennsylvania Horticultural Society, PA · Principal | $2.8M |
| Ohio County Hospital Tax Deferred Annuity Retirement Plan$22.9M plan · Ohio County Hospital, KY · Principal | $2.5M |
| Snohomish County Public Defender Association 403(b) Plan$31.0M plan · Snohomish County Public Defender Association, WA · Principal | $2.0M |
| Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc.$17.4M plan · Carolina Health Centers, Inc., SC · Principal | $1.6M |
| Cathedral Home for Children Retirement Plan$5.5M plan · Cathedral Home for Children, WY · Principal | $1.6M |
| Sma Healthcare, Inc. 403(b) Plan$25.6M plan · Sma Healthcare, Inc., FL · Principal | $1.4M |
| 403(b) Thrift Plan for Murtis Taylor Human Services System$8.4M plan · Murtis Taylor Human Services System, OH · Principal | $1.2M |
Plans whose filed schedule lists Principal LifeTime 2040 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 6 names seen in the filings
- " Principal LifeTime 2040 R5 Fund
- Prin Lifetime 2040
- Prin Lifetime 2040 R5 Fund
- Principal LifeTime 2040 Fund R-5 Class
- Principal Lifetime 2040
- Principal Prin Lifetime 2040