Current Market Value 300,167,604
Current Holdings 9
Most Recent File Date 2025-06-23
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by PLTNX - Principal LifeTime Hybrid 2055 Fund Institutional Class . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-06-23 2025-04-30 NPORT-P 9 300,168
2025-03-25 2025-01-31 NPORT-P 10 295,806
2024-12-23 2024-10-31 NPORT-P 10 270,750
2024-09-24 2024-07-31 NPORT-P 9 253,620
2024-06-24 2024-04-30 NPORT-P 9 223,402
2024-03-26 2024-01-31 NPORT-P 9 203,254
2023-12-22 2023-10-31 NPORT-P 9 166,659
2023-09-25 2023-07-31 NPORT-P 9 171,485
2023-06-27 2023-04-30 NPORT-P 9 146,016
2023-03-24 2023-01-31 NPORT-P 9 130,780
2022-12-21 2022-10-31 NPORT-P 9 111,697
2022-09-26 2022-07-31 NPORT-P 9 109,939
2022-06-24 2022-04-30 NPORT-P 9 101,783
2022-03-25 2022-01-31 NPORT-P 9 103,302
2021-12-22 2021-10-31 NPORT-P 9 99,885
2021-09-24 2021-07-31 NPORT-P 9 88,858
2021-06-25 2021-04-30 NPORT-P 9 80,381
2021-03-25 2021-01-31 NPORT-P 9 64,167
2020-12-18 2020-10-31 NPORT-P 9 52,466
2020-09-25 2020-07-31 NPORT-P 9 48,506
2020-06-25 2020-04-30 NPORT-P 9 40,247
2020-03-24 2020-01-31 NPORT-P 9 41,861
2019-12-20 2019-10-31 NPORT-P 10 36,444