Principal LifeTime 2060 Fund Class J (PLTAX)

PLTAX Holdings Information

PLTAX is a mutual fund with a total of 16 individual holdings.

• Total Holdings: 16
• Top 10 Percentage: 93.50%
• Asset Class: Equity
• Fund Category: Target-Date 2060+
• Assets: 1.20B
• Forward PE Ratio: 18.59

Top 25 Holdings

As of Jan 31, 2026

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No.	Symbol	Name	% Weight	Shares
1	PLFIX	Principal LargeCap S&P 500 Index Fund Institutional Class	26.49%	9,687,423
2	PIIDX	Principal International Equity Fund R-6 Class	25.99%	18,169,730
3	PEIIX	Principal Equity Income Fund Institutional Class	7.05%	1,996,320
4	PLVIX	Principal LargeCap Value Fund III Institutional Class	6.49%	4,384,719
5	PLCGX	Principal LargeCap Growth Fund I Class R-6	6.31%	4,848,366
6	PIIMX	Principal Global Emerging Markets Fund Class R6	6.08%	1,962,858
7	PGBHX	Principal Blue Chip Fund Class R6	5.98%	1,740,215
8	PSMLX	Principal SmallCap Fund Class R6	4.31%	1,580,405
9	PMDHX	Principal Small-MidCap Dividend Income Fund R6	2.59%	1,460,059
10	PICNX	Principal Core Fixed Income Fund Class R-6	2.21%	3,035,985
11	PMAQX	Principal MidCap Fund Class R6	2.09%	588,917
12	PFRSX	Principal Real Estate Securities Fund Class R6	1.89%	803,102
13	PFISX	Principal International Small Company Fund R6	1.32%	1,208,783
14	PHYFX	Principal High Yield Fund Class R-6	0.72%	1,288,439
15	PSPIX	Principal SmallCap S&P 600 Index Fund Class R6	0.46%	213,707
16	n/a	CASH & RECEIVABLES	0.01%	n/a