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Principal LifeTime 2040 Fund (PTDMX) proxy voting record 2026
Three ballots cast this season by the funds inside it. Vote first, then see what they did with the shares your savings paid for.
The question on the ballot
As filed
Principal Funds files a notice for this fund: it holds other funds and casts no votes of its own. The record on this page comes from the funds inside it, weighted as this fund reports holding them — the shares your retirement savings paid for were voted there.
Folded fromLargeCap Growth Fund I (4.68%), Core Fixed Income Fund (19.55%), LargeCap Value Fund III (5.1%), LargeCap S&P 500 Index Fund (21.05%), Equity Income Fund (5.63%), Small-MidCap Dividend Income Fund (2.02%), International Small Company Fund (0.97%), Blue Chip Fund (4.31%), SmallCap S&P 600 Index Fund (0.39%), SmallCap Fund (3.4%), Real Estate Securities Fund (2.54%), MidCap Fund (1.43%), International Equity Fund (20.03%), Global Emerging Markets Fund (5.51%), High Yield Fund (3.3%) · each ballot on this page names the fund that cast it and links to its filing · this fund’s own filing is a notice: open it
TickersPTDMX (R-3), PTDPX (R-5), PTDIX (Institutional Class), PTDJX (Class J), PTDAX (Class A) · share classes of one fund, with one proxy-voting record · as listed in its latest SEC filing of proxy votes
How it voted, by issue
Fund companies sometimes file the same proposal under different subjects. So that funds can be compared, each proposal is counted under the subject most of the filings we read gave it, the same for every fund on this site. On management's own executive pay resolutions, this fund voted in favour 89.3% of the time across 2,209 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 209 | 3 | 1.4% |
| Workers & human rights | 49 | 1 | 2% |
| Pay equity & inclusion | 14 | 0 | 0% |
| Executive pay | 25 | 12 | 48% |
| Corporate governance | 551 | 243 | 44.1% |
| Other social issues | 148 | 17 | 11.5% |
What it holds
The largest positions this fund reported, as a share of the fund. Your slice of each is that percentage of your balance.
| Company | % of fund |
|---|---|
| United States of America | 6.66% |
| NVIDIA Corp | 2.35% |
| Apple Inc | 2.07% |
| Microsoft Corp | 1.71% |
| Amazon.com Inc | 1.24% |
| Alphabet Inc - A Shares | 1.20% |
| Guidestone Funds Money Mkt Instl | 1.07% |
| Broadcom Inc | 1.05% |
| Taiwan Semiconductor Manufacturing Co Ltd | 0.86% |
| Meta Platforms Inc | 0.73% |
| Alphabet Inc - C Shares | 0.67% |
| JPMorgan Chase & Co | 0.67% |
SourcePortfolio holdings as reported by the fund for 2026-04-30 · open the filing
Ballots the funds inside it voted
NVIDIA Corporation · 24 June 2026 · put on the ballot by shareholder · Climate & environment
Should Nvidia publish a fuller account of its emissions and how it plans to cut them?
Shareholders asked the company to disclose its greenhouse gas emissions more completely, or to have its reduction targets independently assessed, so that the plan can be checked rather than taken on trust.
AGAINST LargeCap S&P 500 Index Fund voted with 5,137,421 shares — a fund held inside Principal LifeTime 2040 Fund
“Approval of a non-binding stockholder proposal requesting reporting on greenhouse gas emissions from the use of our sold products.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourcePrincipal Funds, Form N-PX filed 2026-08-27 · accession 0000898745-26-000859 · series S000007016 · open the filing
Amazon.com, Inc. · 20 May 2026 · put on the ballot by shareholder · Climate & environment
Should Amazon.com report what its data centres do to its climate commitments?
Shareholders asked for a report on the electricity and water its data-centre build-out consumes, and on whether the growth in that demand can be squared with the emissions targets the company has already committed to.
AGAINST LargeCap S&P 500 Index Fund voted with 2,106,907 shares — a fund held inside Principal LifeTime 2040 Fund
“SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourcePrincipal Funds, Form N-PX filed 2026-08-27 · accession 0000898745-26-000859 · series S000007016 · open the filing
Apple Inc. · 24 February 2026 · put on the ballot by shareholder · Workforce & human rights
Entitled "China Entanglement Audit"
AGAINST LargeCap Growth Fund I voted with 1,606,535 shares — a fund held inside Principal LifeTime 2040 Fund
“A shareholder proposal entitled "China Entanglement Audit"”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourcePrincipal Funds · accession 0000898745-26-000859 · series S000007077 · open the filing
Microsoft Corporation · 5 December 2025 · put on the ballot by shareholder · Workforce & human rights
Should Microsoft assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
AGAINST LargeCap Growth Fund I voted with 1,400,973 shares — a fund held inside Principal LifeTime 2040 Fund
“Report on Data Operations in Human Rights Hotspots”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourcePrincipal Funds · accession 0000898745-26-000859 · series S000007077 · open the filing
AT&T Inc. · 14 May 2026 · put on the ballot by shareholder · Pay equity & inclusion
Should AT&T publish the workforce breakdown it already files with the government?
Shareholders asked the company to publish its EEO-1 report — the table of employees by job category, race and sex that it is already required to submit to federal regulators — instead of keeping it confidential.
AGAINST LargeCap S&P 500 Index Fund voted with 1,532,176 shares — a fund held inside Principal LifeTime 2040 Fund
“EEO-1 Report Disclosure Policy”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourcePrincipal Funds, Form N-PX filed 2026-08-27 · accession 0000898745-26-000859 · series S000007016 · open the filing
The Coca-Cola Company · 29 April 2026 · put on the ballot by shareholder · Pay equity & inclusion
Should Coca-Cola publish what its inclusion policies actually do for its workforce?
Shareholders asked for a report on the company’s LGBTQIA+ equity and inclusion efforts within its human capital management strategy — what the policies are, how they are measured, and what they have changed for employees.
AGAINST LargeCap S&P 500 Index Fund voted with 825,092 shares — a fund held inside Principal LifeTime 2040 Fund
“Vote on a shareowner proposal requesting a report on the extent of the Company's diversity, equity and inclusion efforts”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourcePrincipal Funds, Form N-PX filed 2026-08-27 · accession 0000898745-26-000859 · series S000007016 · open the filing
Tesla, Inc. · 6 November 2025 · put on the ballot by shareholder · Executive pay
Regarding adopting targets and reporting on metrics to assess the feasibility of integrating sustainability metrics into senior executive compensation plans.
AGAINST LargeCap S&P 500 Index Fund voted with 484,516 shares — a fund held inside Principal LifeTime 2040 Fund
“A shareholder proposal regarding adopting targets and reporting on metrics to assess the feasibility of integrating sustainability metrics into senior executive compensation plans.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourcePrincipal Funds, Form N-PX filed 2026-08-27 · accession 0000898745-26-000859 · series S000007016 · open the filing
Meta Platforms, Inc. · 27 May 2026 · put on the ballot by shareholder · Executive pay
Regarding annual vote regarding executive pay.
AGAINST LargeCap S&P 500 Index Fund voted with 471,725 shares — a fund held inside Principal LifeTime 2040 Fund
“A shareholder proposal regarding annual vote regarding executive pay.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourcePrincipal Funds, Form N-PX filed 2026-08-27 · accession 0000898745-26-000859 · series S000007016 · open the filing
Other funds Principal Funds votes
The same filer reports these alongside this one, in the same annual filing.
Every Principal fund we track, and how each one voted →
Retirement plans that offer it
Vote these ballots yourself
See how you would have voted, then what this fund did — one card at a time. Open the full ballot deck for this fund →