Principal LifeTime 2060 R5 (PLTOX)

PLTOX Holdings Information

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

• Total Holdings: 16
• Top 10 Percentage: 93.98%
• Asset Class: Equity
• Fund Category: Target-Date 2060+
• Assets: 1.20B
• Forward PE Ratio: 17.47

Top 25 Holdings

As of May 31, 2026

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No.	Symbol	Name	% Weight	Shares
1	PLFIX	Principal LargeCap S&P 500 Index Fund Institutional Class	27.46%	8,957,036
2	PIIDX	Principal International Equity R-6	24.43%	16,467,382
3	PIIMX	Principal Glb Emerging Markets R6	7.15%	1,996,323
4	PEIIX	Principal Equity Income Fund Institutional Class	7.04%	1,873,754
5	PLVIX	Principal LargeCap Value Fund III Institutional Class	6.58%	4,100,302
6	PLCGX	Principal LargeCap Growth I R6	6.33%	4,369,705
7	PGBHX	Principal Blue Chip R6	5.67%	1,565,345
8	PSMLX	Principal SmallCap R6	4.37%	1,457,362
9	PMDHX	Principal Small-MidCap Dividend Inc R6	2.52%	1,351,797
10	PFRSX	Principal Real Estate Securities Fd R6	2.43%	922,360
11	PICNX	Principal Core Fixed Income R6	2.00%	2,715,677
12	PMAQX	Principal MidCap R6	1.84%	543,017
13	PFISX	Principal International Small Company R6	1.04%	920,120
14	PHYFX	Principal High Yield R-6	0.66%	1,164,787
15	PSPIX	Principal SmallCap S&P 600 Index R6	0.48%	197,131
16	n/a	CASH & RECEIVABLES	0.01%	n/a

Data Source: Finnhub Last updated: May 31, 2026

Mutual fund holdings data is provided by Finnhub. Holdings are typically published by the fund issuer on a monthly or quarterly basis, often with a 30–60 day delay.

Update frequency:

Quarterly

Last checked:

Jul 8, 2026

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