Principal LifeTime 2020 Fund R-1
Ticker PWASX · Mutual fund · Share class: Class R1Retail / 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
1
0 with $250K or more
Dollars held
$108K
69,861 of 69,862 plans with fund lines hold none
Median per plan
$108K
Share of their fund dollars
4.0%
Same fund, other share classes
28 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class InstlPLWIX | Low cost | 62 | $51.9M |
| Class R5PTBPX | Low cost | 29 | $15.5M |
| Class R3PTBMX | Retail / revenue sharing | 27 | $10.7M |
| Principal LifeTime 2020 Fund Class APTBAX | Not stated | 3 | $1.3M |
| Class R1 (this page)PWASX | Retail / revenue sharing | 1 | $108K |
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
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 2020 Fund R-1
The largest 10 plans in each list.
| Geil Enterprises, Inc. 401(k) Profit Sharing Plan$2.7M plan · Geil Enterprises, Inc., CA · Principal | $108K |
Plans whose filed schedule lists Principal LifeTime 2020 Fund R-1.
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
No other spellings recorded.