Home > Fleet National Bank > Total Fiduciary and Related Assets
Fleet National Bank, Total Fiduciary and Related Assets
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $93,146,720,000 | 19 |
| Managed Assets ($) | $65,679,627,000 | 12 |
| Personal trust and agency accounts, managed assets | $30,589,138,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $670,227,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $1,761,933,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $2,419,823,000 | 11 |
| Corporate trust and agency accounts, managed assets | $1,200,000 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $28,349,928,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,887,378,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,684,636,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,467,093,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $1,783,813,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,765,730,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,371,751,000 | 23 |
| Other retirement accounts, non-managed assets | $8,615,129,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $2,406,000 | 129 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $928,264,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,572,839,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $15,005,464,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $95,124,854,000 | 19 |
| Managed Assets ($) | $66,752,408,000 | 12 |
| Personal trust and agency accounts, managed assets | $31,465,036,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $698,445,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $1,829,782,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $2,471,315,000 | 11 |
| Corporate trust and agency accounts, managed assets | $1,206,000 | 158 |
| Investment management and investment advisory agency accounts, managed assets | $28,371,378,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,915,246,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,058,152,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,372,446,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $1,777,878,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,159,570,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,449,846,000 | 23 |
| Other retirement accounts, non-managed assets | $9,014,524,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $18,187,000 | 119 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $952,441,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $51,909,736,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $14,301,730,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $101,650,134,000 | 15 |
| Managed Assets ($) | $66,773,160,000 | 11 |
| Personal trust and agency accounts, managed assets | $30,274,075,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $722,442,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $3,467,241,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,439,986,000 | 11 |
| Corporate trust and agency accounts, managed assets | $1,239,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $27,949,525,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,918,652,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,910,383,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,876,974,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $1,838,393,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,941,395,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,670,364,000 | 22 |
| Other retirement accounts, non-managed assets | $8,531,699,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $2,762,288,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,132,835,000 | 13 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,531,549,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $19,358,782,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $105,255,114,000 | 14 |
| Managed Assets ($) | $66,842,059,000 | 11 |
| Personal trust and agency accounts, managed assets | $31,185,267,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $747,878,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $3,525,964,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,466,448,000 | 11 |
| Corporate trust and agency accounts, managed assets | $1,240,000 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $27,088,140,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,827,122,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,021,714,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $38,413,055,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $1,890,323,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,137,768,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,748,597,000 | 22 |
| Other retirement accounts, non-managed assets | $9,054,909,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $6,075,194,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,506,264,000 | 13 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,058,275,000 | 32 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $21,178,533,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $107,887,000,000 | 13 |
| Managed Assets ($) | $68,400,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $31,834,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $797,000,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $3,583,000,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,499,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $1,000,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $27,854,000,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,832,000,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,320,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,487,000,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $1,842,000,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,099,000,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,722,000,000 | 22 |
| Other retirement accounts, non-managed assets | $9,267,000,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $6,894,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,663,000,000 | 13 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $51,640,000,000 | 32 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $23,319,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $104,283,000,000 | 14 |
| Managed Assets ($) | $67,873,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $31,902,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $809,000,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $3,425,000,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,502,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $1,000,000 | 184 |
| Investment management and investment advisory agency accounts, managed assets | $27,315,000,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,919,000,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,025,000,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,410,000,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $1,804,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,146,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,850,000,000 | 23 |
| Other retirement accounts, non-managed assets | $9,323,000,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $4,031,000,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,256,000,000 | 14 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,870,000,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $19,768,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $97,822,000,000 | 14 |
| Managed Assets ($) | $64,983,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $30,404,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $810,000,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $3,373,000,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,428,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $26,031,000,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,937,000,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,208,000,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,839,000,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $1,734,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,198,000,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,474,000,000 | 21 |
| Other retirement accounts, non-managed assets | $8,791,000,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $2,854,000,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $3,788,000,000 | 13 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,249,000,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $16,057,000,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $95,346,000,000 | 15 |
| Managed Assets ($) | $64,956,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $31,228,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $835,000,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $3,349,000,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,575,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $77,000,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $25,061,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,831,000,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,663,000,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,390,000,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $1,412,000,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,129,000,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,363,000,000 | 22 |
| Other retirement accounts, non-managed assets | $8,667,000,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $2,578,000,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $3,241,000,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,029,000,000 | 32 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $14,832,000,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $87,697,000,000 | 15 |
| Managed Assets ($) | $60,472,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $29,058,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $837,000,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $3,157,000,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,400,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $49,000,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $23,234,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,737,000,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $5,515,000,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,225,000,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $1,453,000,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,392,000,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,721,000,000 | 21 |
| Other retirement accounts, non-managed assets | $7,888,000,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $2,184,000,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,587,000,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $45,578,000,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $13,023,000,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $89,801,000,000 | 16 |
| Managed Assets ($) | $61,848,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $30,084,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $897,000,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $2,959,000,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,474,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $77,000,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $23,603,000,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,754,000,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $5,200,000,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,953,000,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $1,219,000,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,692,000,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,116,000,000 | 22 |
| Other retirement accounts, non-managed assets | $8,525,000,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $2,052,000,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,349,000,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $45,222,000,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $11,852,000,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $107,552,000,000 | 15 |
| Managed Assets ($) | $84,962,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $36,519,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,135,000,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $3,754,000,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,759,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $634,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $37,839,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,322,000,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $17,612,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,590,000,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $1,347,000,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,456,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,581,000,000 | 21 |
| Other retirement accounts, non-managed assets | $6,564,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $1,000,000 | 259 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,641,000,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,283,000,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,247,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |