Principal LifeTime 2060 Fund Class R-5 (PLTOX)

PLTOX Holdings Information

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

• Total Holdings: 16
• Top 10 Percentage: 95.42%
• Asset Class: Equity
• Fund Category: Target-Date 2060+
• Assets: 1.20B
• Forward PE Ratio: 18.84

Top 25 Holdings

As of Dec 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	PLFIX	Principal LargeCap S&P 500 Index Fund Institutional Class	27.90%	10,207,445
2	PIIDX	Principal International Equity Fund R-6 Class	25.71%	18,598,098
3	PEIIX	Principal Equity Income Fund Institutional Class	7.27%	2,103,154
4	PLCGX	Principal LargeCap Growth Fund I Class R-6	6.96%	5,110,114
5	PLVIX	Principal LargeCap Value Fund III Institutional Class	6.76%	4,619,835
6	PGBHX	Principal Blue Chip Fund Class R6	6.51%	1,833,980
7	PIIMX	Principal Global Emerging Markets Fund Class R6	5.22%	1,801,809
8	PSMLX	Principal SmallCap Fund Class R6	4.30%	1,634,815
9	PMDHX	Principal Small-MidCap Dividend Income Fund R6	2.48%	1,495,349
10	PICNX	Principal Core Fixed Income Fund Class R-6	2.30%	3,129,071
11	PMAQX	Principal MidCap Fund Class R6	2.18%	602,915
12	PFRSX	Principal Real Estate Securities Fund Class R6	1.94%	830,466
13	PFISX	Principal International Small Company Fund R6	1.32%	1,245,929
14	PHYFX	Principal High Yield Fund Class R-6	0.75%	1,324,013
15	PSPIX	Principal SmallCap S&P 600 Index Fund Class R6	0.46%	221,070
16	n/a	CASH & RECEIVABLES	-2.08%	n/a