Current Market Value 161,817,012
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 PLTHX - Principal LifeTime Hybrid 2060 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 9 161,817
2025-03-25 2025-01-31 NPORT-P 10 157,603
2024-12-23 2024-10-31 NPORT-P 10 143,411
2024-09-24 2024-07-31 NPORT-P 9 132,076
2024-06-24 2024-04-30 NPORT-P 9 113,975
2024-03-26 2024-01-31 NPORT-P 9 101,455
2023-12-22 2023-10-31 NPORT-P 9 81,669
2023-09-25 2023-07-31 NPORT-P 9 82,475
2023-06-27 2023-04-30 NPORT-P 9 68,609
2023-03-24 2023-01-31 NPORT-P 9 60,258
2022-12-21 2022-10-31 NPORT-P 9 50,339
2022-09-26 2022-07-31 NPORT-P 9 47,705
2022-06-24 2022-04-30 NPORT-P 9 42,150
2022-03-25 2022-01-31 NPORT-P 9 40,916
2021-12-22 2021-10-31 NPORT-P 9 38,733
2021-09-24 2021-07-31 NPORT-P 9 33,844
2021-06-25 2021-04-30 NPORT-P 9 29,129
2021-03-25 2021-01-31 NPORT-P 9 22,198
2020-12-18 2020-10-31 NPORT-P 9 17,739
2020-09-25 2020-07-31 NPORT-P 9 16,335
2020-06-25 2020-04-30 NPORT-P 9 13,412
2020-03-24 2020-01-31 NPORT-P 9 14,046
2019-12-20 2019-10-31 NPORT-P 10 12,448