Home > Mellon Trust of New England > Total Fiduciary and Related Assets

Mellon Trust of New England, Total Fiduciary and Related Assets

2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$790,834,887,0008
Managed Assets ($)$17,400,332,00028
Personal trust and agency accounts, managed assets$2,764,325,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$82,524,00086
Employee benefit-defined benefit accounts, managed assets$129,723,00060
Other employee benefit and retirement-related accounts, managed assets$646,542,00028
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$13,296,814,00017
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$480,404,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$773,434,555,0008
Personal trust and agency accounts, non-managed assets$4,602,543,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$54,576,033,0009
Employee benefit-defined benefit accounts, non-managed Assets$492,697,749,0005
Other retirement accounts, non-managed assets$9,623,000184
Corporate trust and agency accounts, non-managed assets$0173
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$221,548,607,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$76,853,153,00022
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$742,620,351,0008
Managed Assets ($)$18,393,872,00026
Personal trust and agency accounts, managed assets$2,907,483,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$83,537,00086
Employee benefit-defined benefit accounts, managed assets$132,754,00057
Other employee benefit and retirement-related accounts, managed assets$640,896,00027
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$14,136,924,00015
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$492,278,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$724,226,479,0008
Personal trust and agency accounts, non-managed assets$4,414,157,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$60,927,678,0008
Employee benefit-defined benefit accounts, non-managed Assets$460,867,721,0005
Other retirement accounts, non-managed assets$10,393,000175
Corporate trust and agency accounts, non-managed assets$0174
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$198,006,530,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$77,126,092,00023
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$748,299,543,0008
Managed Assets ($)$18,505,980,00028
Personal trust and agency accounts, managed assets$3,107,959,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$86,898,00091
Employee benefit-defined benefit accounts, managed assets$140,975,00056
Other employee benefit and retirement-related accounts, managed assets$659,827,00027
Corporate trust and agency accounts, managed assets$0269
Investment management and investment advisory agency accounts, managed assets$13,980,692,00016
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$529,629,00023
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$729,793,563,0008
Personal trust and agency accounts, non-managed assets$4,167,941,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,737,674,0008
Employee benefit-defined benefit accounts, non-managed Assets$450,501,192,0005
Other retirement accounts, non-managed assets$11,549,000242
Corporate trust and agency accounts, non-managed assets$0364
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$211,375,207,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$81,299,413,00022
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$746,453,772,0007
Managed Assets ($)$17,368,740,00029
Personal trust and agency accounts, managed assets$3,172,114,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$85,647,00091
Employee benefit-defined benefit accounts, managed assets$141,011,00059
Other employee benefit and retirement-related accounts, managed assets$649,389,00027
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$12,781,607,00018
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$538,972,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$729,085,032,0007
Personal trust and agency accounts, non-managed assets$3,799,100,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$70,617,050,0008
Employee benefit-defined benefit accounts, non-managed Assets$447,739,278,0005
Other retirement accounts, non-managed assets$10,967,000164
Corporate trust and agency accounts, non-managed assets$0183
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$206,918,637,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$67,344,920,00023
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$674,814,751,0008
Managed Assets ($)$17,423,441,00029
Personal trust and agency accounts, managed assets$3,116,097,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$82,386,00096
Employee benefit-defined benefit accounts, managed assets$155,774,00057
Other employee benefit and retirement-related accounts, managed assets$632,035,00027
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$12,916,178,00017
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$520,971,00023
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$657,391,310,0007
Personal trust and agency accounts, non-managed assets$3,593,663,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$57,260,988,0009
Employee benefit-defined benefit accounts, non-managed Assets$422,182,959,0005
Other retirement accounts, non-managed assets$10,872,000172
Corporate trust and agency accounts, non-managed assets$0186
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$174,342,828,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$51,043,930,00029
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$790,787,263,0007
Managed Assets ($)$125,503,723,0005
Personal trust and agency accounts, managed assets$3,001,434,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,000,143,0009
Employee benefit-defined benefit accounts, managed assets$38,337,327,0003
Other employee benefit and retirement-related accounts, managed assets$5,296,224,0003
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$13,244,514,00017
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$62,624,081,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$665,283,540,0007
Personal trust and agency accounts, non-managed assets$3,313,615,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$56,419,692,0008
Employee benefit-defined benefit accounts, non-managed Assets$416,579,769,0005
Other retirement accounts, non-managed assets$10,437,000171
Corporate trust and agency accounts, non-managed assets$0184
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$188,960,027,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$50,934,647,00030
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$813,263,334,0007
Managed Assets ($)$123,931,654,0006
Personal trust and agency accounts, managed assets$2,994,731,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,088,525,0009
Employee benefit-defined benefit accounts, managed assets$40,178,568,0003
Other employee benefit and retirement-related accounts, managed assets$6,607,656,0003
Corporate trust and agency accounts, managed assets$0276
Investment management and investment advisory agency accounts, managed assets$12,379,799,00017
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$58,682,375,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$689,331,680,0007
Personal trust and agency accounts, non-managed assets$3,318,706,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,397,313,0007
Employee benefit-defined benefit accounts, non-managed Assets$421,037,782,0005
Other retirement accounts, non-managed assets$54,158,00084
Corporate trust and agency accounts, non-managed assets$0383
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$201,523,721,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$37,931,210,00030
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$789,261,543,0006
Managed Assets ($)$115,872,725,0006
Personal trust and agency accounts, managed assets$7,970,071,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,939,112,0009
Employee benefit-defined benefit accounts, managed assets$37,450,003,0003
Other employee benefit and retirement-related accounts, managed assets$5,997,880,0003
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$4,606,741,00037
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$56,908,918,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$673,388,818,0006
Personal trust and agency accounts, non-managed assets$6,399,490,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$58,859,067,0007
Employee benefit-defined benefit accounts, non-managed Assets$407,706,195,0004
Other retirement accounts, non-managed assets$134,019,00055
Corporate trust and agency accounts, non-managed assets$0189
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$200,290,047,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$101,795,177,00018
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$772,373,598,0007
Managed Assets ($)$109,247,266,0007
Personal trust and agency accounts, managed assets$7,152,948,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,776,360,0009
Employee benefit-defined benefit accounts, managed assets$34,372,508,0004
Other employee benefit and retirement-related accounts, managed assets$6,321,541,0004
Corporate trust and agency accounts, managed assets$0106
Investment management and investment advisory agency accounts, managed assets$4,613,970,00034
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$54,009,939,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$663,126,332,0007
Personal trust and agency accounts, non-managed assets$5,968,436,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$55,046,731,0007
Employee benefit-defined benefit accounts, non-managed Assets$407,185,946,0004
Other retirement accounts, non-managed assets$128,811,00062
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$194,796,408,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$103,394,413,00018
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$791,147,725,0006
Managed Assets ($)$112,226,370,0006
Personal trust and agency accounts, managed assets$7,386,599,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,031,240,0008
Employee benefit-defined benefit accounts, managed assets$35,502,619,0004
Other employee benefit and retirement-related accounts, managed assets$6,478,743,0004
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$4,927,513,00033
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$54,899,656,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$678,921,355,0006
Personal trust and agency accounts, non-managed assets$5,778,074,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$55,609,787,0007
Employee benefit-defined benefit accounts, non-managed Assets$427,392,134,0004
Other retirement accounts, non-managed assets$126,223,00061
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$190,015,137,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$99,807,445,00018
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$746,120,438,0006
Managed Assets ($)$107,003,601,0005
Personal trust and agency accounts, managed assets$7,285,009,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,271,068,00011
Employee benefit-defined benefit accounts, managed assets$33,392,797,0004
Other employee benefit and retirement-related accounts, managed assets$6,372,052,0004
Corporate trust and agency accounts, managed assets$0299
Investment management and investment advisory agency accounts, managed assets$4,647,739,00034
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$53,034,936,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$639,116,837,0006
Personal trust and agency accounts, non-managed assets$5,859,484,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$61,891,576,0005
Employee benefit-defined benefit accounts, non-managed Assets$397,293,262,0004
Other retirement accounts, non-managed assets$116,989,00058
Corporate trust and agency accounts, non-managed assets$0402
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$173,955,526,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$96,411,045,00018
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$725,696,378,0007
Managed Assets ($)$106,526,882,0006
Personal trust and agency accounts, managed assets$7,166,299,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,237,664,00011
Employee benefit-defined benefit accounts, managed assets$32,769,023,0004
Other employee benefit and retirement-related accounts, managed assets$6,426,875,0004
Corporate trust and agency accounts, managed assets$0110
Investment management and investment advisory agency accounts, managed assets$4,681,113,00036
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$53,245,908,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$619,169,496,0006
Personal trust and agency accounts, non-managed assets$5,528,859,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$60,243,761,0005
Employee benefit-defined benefit accounts, non-managed Assets$382,746,868,0004
Other retirement accounts, non-managed assets$119,071,00057
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$170,530,937,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$91,467,594,00019
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$672,617,612,0007
Managed Assets ($)$94,978,175,0008
Personal trust and agency accounts, managed assets$6,926,874,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,060,017,00012
Employee benefit-defined benefit accounts, managed assets$30,650,591,0004
Other employee benefit and retirement-related accounts, managed assets$6,197,771,0004
Corporate trust and agency accounts, managed assets$0114
Investment management and investment advisory agency accounts, managed assets$4,489,940,00037
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$44,652,982,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$577,639,437,0006
Personal trust and agency accounts, non-managed assets$5,183,070,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$49,707,934,0006
Employee benefit-defined benefit accounts, non-managed Assets$363,116,423,0004
Other retirement accounts, non-managed assets$113,797,00056
Corporate trust and agency accounts, non-managed assets$0195
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$159,518,213,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$95,345,475,00020
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$645,501,658,0007
Managed Assets ($)$91,102,187,0008
Personal trust and agency accounts, managed assets$6,940,256,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,040,489,00013
Employee benefit-defined benefit accounts, managed assets$29,727,786,0004
Other employee benefit and retirement-related accounts, managed assets$6,228,048,0004
Corporate trust and agency accounts, managed assets$0116
Investment management and investment advisory agency accounts, managed assets$4,453,453,00038
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$41,712,155,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$554,399,471,0006
Personal trust and agency accounts, non-managed assets$4,511,767,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$51,488,826,0007
Employee benefit-defined benefit accounts, non-managed Assets$354,940,766,0004
Other retirement accounts, non-managed assets$117,831,00058
Corporate trust and agency accounts, non-managed assets$0199
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$143,340,281,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$90,905,256,00020
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$664,655,028,0007
Managed Assets ($)$89,560,341,0009
Personal trust and agency accounts, managed assets$6,778,319,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,005,208,00012
Employee benefit-defined benefit accounts, managed assets$29,172,622,0004
Other employee benefit and retirement-related accounts, managed assets$6,435,075,0005
Corporate trust and agency accounts, managed assets$0309
Investment management and investment advisory agency accounts, managed assets$4,173,418,00039
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$40,995,699,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$575,094,687,0006
Personal trust and agency accounts, non-managed assets$4,372,758,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$73,586,243,0005
Employee benefit-defined benefit accounts, non-managed Assets$359,098,431,0004
Other retirement accounts, non-managed assets$113,073,00060
Corporate trust and agency accounts, non-managed assets$0395
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$137,924,182,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$100,428,999,00017
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$616,457,278,0007
Managed Assets ($)$75,081,733,00010
Personal trust and agency accounts, managed assets$6,379,770,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,806,125,00012
Employee benefit-defined benefit accounts, managed assets$25,593,244,0004
Other employee benefit and retirement-related accounts, managed assets$4,496,516,0004
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$4,146,726,00038
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$32,659,352,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$541,375,545,0006
Personal trust and agency accounts, non-managed assets$4,020,224,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$69,976,554,0005
Employee benefit-defined benefit accounts, non-managed Assets$339,388,138,0004
Other retirement accounts, non-managed assets$104,542,00058
Corporate trust and agency accounts, non-managed assets$0194
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$127,886,087,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$85,524,569,00021
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$609,422,129,0007
Managed Assets ($)$72,567,712,0009
Personal trust and agency accounts, managed assets$6,204,479,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,814,461,00012
Employee benefit-defined benefit accounts, managed assets$24,309,860,0004
Other employee benefit and retirement-related accounts, managed assets$4,433,989,0004
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$3,857,421,00041
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$31,947,502,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$536,854,417,0006
Personal trust and agency accounts, non-managed assets$3,839,217,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$69,640,629,0005
Employee benefit-defined benefit accounts, non-managed Assets$335,711,427,0004
Other retirement accounts, non-managed assets$95,523,00064
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$127,567,621,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$91,802,639,00019
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$616,889,210,0007
Managed Assets ($)$73,860,582,0009
Personal trust and agency accounts, managed assets$6,328,644,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,837,625,00012
Employee benefit-defined benefit accounts, managed assets$25,140,246,0004
Other employee benefit and retirement-related accounts, managed assets$4,467,909,0004
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$3,980,699,00040
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$32,105,459,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$543,028,628,0006
Personal trust and agency accounts, non-managed assets$3,652,190,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$69,152,778,0005
Employee benefit-defined benefit accounts, non-managed Assets$343,898,950,0004
Other retirement accounts, non-managed assets$90,628,00070
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$126,234,082,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$89,245,964,00019
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$595,476,667,0007
Managed Assets ($)$70,096,783,0009
Personal trust and agency accounts, managed assets$6,698,940,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,746,234,00014
Employee benefit-defined benefit accounts, managed assets$24,533,577,0004
Other employee benefit and retirement-related accounts, managed assets$3,855,509,0004
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$3,769,642,00039
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$29,492,881,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$525,379,884,0006
Personal trust and agency accounts, non-managed assets$2,701,243,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$69,207,184,0005
Employee benefit-defined benefit accounts, non-managed Assets$330,008,616,0004
Other retirement accounts, non-managed assets$83,737,00078
Corporate trust and agency accounts, non-managed assets$0431
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$123,379,104,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$84,680,209,00020
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$552,366,114,0007
Managed Assets ($)$61,673,203,00010
Personal trust and agency accounts, managed assets$6,325,593,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,532,269,00014
Employee benefit-defined benefit accounts, managed assets$21,310,177,0005
Other employee benefit and retirement-related accounts, managed assets$3,398,600,0005
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$3,603,571,00038
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$25,502,993,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$490,692,911,0006
Personal trust and agency accounts, non-managed assets$2,298,406,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$69,186,294,0005
Employee benefit-defined benefit accounts, non-managed Assets$310,394,904,0004
Other retirement accounts, non-managed assets$77,621,00079
Corporate trust and agency accounts, non-managed assets$0201
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$108,735,686,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$133,387,409,00013
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$520,210,267,0007
Managed Assets ($)$54,133,487,00014
Personal trust and agency accounts, managed assets$6,350,073,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,361,600,00012
Employee benefit-defined benefit accounts, managed assets$19,530,312,0005
Other employee benefit and retirement-related accounts, managed assets$3,003,476,0005
Corporate trust and agency accounts, managed assets$0128
Investment management and investment advisory agency accounts, managed assets$3,813,439,00037
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$20,074,587,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$466,076,780,0007
Personal trust and agency accounts, non-managed assets$2,090,114,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$62,754,001,0005
Employee benefit-defined benefit accounts, non-managed Assets$291,900,304,0004
Other retirement accounts, non-managed assets$75,503,00079
Corporate trust and agency accounts, non-managed assets$0205
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$109,256,858,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$148,984,363,00013
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$459,021,000,0007
Managed Assets ($)$42,135,576,00018
Personal trust and agency accounts, managed assets$2,208,230,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,371,227,00012
Employee benefit-defined benefit accounts, managed assets$21,207,067,0005
Other employee benefit and retirement-related accounts, managed assets$0376
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$0391
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$17,349,052,0003
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$416,885,424,0007
Personal trust and agency accounts, non-managed assets$257,753,00062
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$56,702,934,0006
Employee benefit-defined benefit accounts, non-managed Assets$261,143,062,0004
Other retirement accounts, non-managed assets$0354
Corporate trust and agency accounts, non-managed assets$0208
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$98,781,675,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$193,548,685,00011
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$471,639,414,0007
Managed Assets ($)$42,693,150,00018
Personal trust and agency accounts, managed assets$2,425,779,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,096,396,00014
Employee benefit-defined benefit accounts, managed assets$20,610,234,0005
Other employee benefit and retirement-related accounts, managed assets$0820
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$0941
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$17,560,741,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$017
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$428,946,264,0007
Personal trust and agency accounts, non-managed assets$267,461,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$60,650,215,0006
Employee benefit-defined benefit accounts, non-managed Assets$270,006,318,0004
Other retirement accounts, non-managed assets$0883
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$98,022,270,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$187,119,174,00011
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$655,819,796,0006
Managed Assets ($)$41,477,928,00018
Personal trust and agency accounts, managed assets$3,821,729,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$17,943,201,0005
Employee benefit-defined benefit accounts, managed assets$9,358,073,0008
Other employee benefit and retirement-related accounts, managed assets$0769
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$0857
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$10,354,925,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$614,341,868,0005
Personal trust and agency accounts, non-managed assets$506,176,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$188,542,739,0003
Employee benefit-defined benefit accounts, non-managed Assets$206,004,271,0005
Other retirement accounts, non-managed assets$0833
Corporate trust and agency accounts, non-managed assets$48,915,000120
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$219,239,767,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$24,317,110,00037
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA