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National City Bank of the Midwest, Total Fiduciary and Related Assets

2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,663,635,00058
Managed Assets ($)$7,833,198,00052
Personal trust and agency accounts, managed assets$2,895,064,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$75,042,00097
Employee benefit-defined benefit accounts, managed assets$2,510,552,00020
Other employee benefit and retirement-related accounts, managed assets$329,557,00038
Corporate trust and agency accounts, managed assets$25,00098
Investment management and investment advisory agency accounts, managed assets$192,011,000186
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,830,947,00017
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,830,437,00067
Personal trust and agency accounts, non-managed assets$168,924,00079
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$894,807,00048
Employee benefit-defined benefit accounts, non-managed Assets$645,854,00048
Other retirement accounts, non-managed assets$507,724,00028
Corporate trust and agency accounts, non-managed assets$80,000167
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$613,048,00031
Memoranda
Custody and safekeeping accounts, non-managed assets$4,513,110,00064
Fiduciary accounts held in foreign offices, non-managed Assets$013
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$11,185,307,00055
Managed Assets ($)$8,341,352,00049
Personal trust and agency accounts, managed assets$2,955,127,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$77,182,00093
Employee benefit-defined benefit accounts, managed assets$2,644,138,00020
Other employee benefit and retirement-related accounts, managed assets$373,083,00036
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$371,804,000124
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,920,018,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,843,955,00067
Personal trust and agency accounts, non-managed assets$184,036,00079
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$923,257,00047
Employee benefit-defined benefit accounts, non-managed Assets$643,597,00049
Other retirement accounts, non-managed assets$460,618,00029
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$632,447,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$4,840,049,00062
Fiduciary accounts held in foreign offices, non-managed Assets$014
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$9,381,801,00068
Managed Assets ($)$5,909,560,00055
Personal trust and agency accounts, managed assets$3,428,021,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,456,000245
Employee benefit-defined benefit accounts, managed assets$33,066,000127
Other employee benefit and retirement-related accounts, managed assets$23,253,000229
Corporate trust and agency accounts, managed assets$955,281,00010
Investment management and investment advisory agency accounts, managed assets$1,339,547,00067
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$111,936,00037
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,472,241,00064
Personal trust and agency accounts, non-managed assets$720,451,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$848,529,00050
Employee benefit-defined benefit accounts, non-managed Assets$497,094,00052
Other retirement accounts, non-managed assets$8,808,000280
Corporate trust and agency accounts, non-managed assets$398,428,00054
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$998,931,00024
Memoranda
Custody and safekeeping accounts, non-managed assets$457,989,000140
Fiduciary accounts held in foreign offices, non-managed Assets$014
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$9,420,271,00064
Managed Assets ($)$5,971,367,00056
Personal trust and agency accounts, managed assets$3,420,898,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$41,768,000150
Employee benefit-defined benefit accounts, managed assets$33,038,000119
Other employee benefit and retirement-related accounts, managed assets$17,136,000230
Corporate trust and agency accounts, managed assets$1,059,020,00010
Investment management and investment advisory agency accounts, managed assets$1,290,123,00067
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$109,384,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,448,904,00062
Personal trust and agency accounts, non-managed assets$754,493,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$802,640,00052
Employee benefit-defined benefit accounts, non-managed Assets$493,999,00051
Other retirement accounts, non-managed assets$26,330,000121
Corporate trust and agency accounts, non-managed assets$402,696,00053
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$968,746,00024
Memoranda
Custody and safekeeping accounts, non-managed assets$459,424,000137
Fiduciary accounts held in foreign offices, non-managed Assets$013
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$9,043,951,00064
Managed Assets ($)$5,672,914,00055
Personal trust and agency accounts, managed assets$3,291,216,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$36,961,000157
Employee benefit-defined benefit accounts, managed assets$32,973,000115
Other employee benefit and retirement-related accounts, managed assets$18,704,000227
Corporate trust and agency accounts, managed assets$788,861,00010
Investment management and investment advisory agency accounts, managed assets$1,318,242,00062
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$185,957,00031
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,371,037,00061
Personal trust and agency accounts, non-managed assets$692,216,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$783,789,00050
Employee benefit-defined benefit accounts, non-managed Assets$471,970,00048
Other retirement accounts, non-managed assets$26,361,000122
Corporate trust and agency accounts, non-managed assets$409,533,00054
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$987,168,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$493,204,000131
Fiduciary accounts held in foreign offices, non-managed Assets$014
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$9,070,374,00064
Managed Assets ($)$5,779,324,00057
Personal trust and agency accounts, managed assets$3,328,891,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$36,360,000163
Employee benefit-defined benefit accounts, managed assets$35,670,000113
Other employee benefit and retirement-related accounts, managed assets$6,962,000310
Corporate trust and agency accounts, managed assets$906,480,0009
Investment management and investment advisory agency accounts, managed assets$1,273,737,00065
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$191,224,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,291,050,00062
Personal trust and agency accounts, non-managed assets$616,754,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$775,435,00053
Employee benefit-defined benefit accounts, non-managed Assets$494,399,00049
Other retirement accounts, non-managed assets$27,196,000117
Corporate trust and agency accounts, non-managed assets$389,557,00055
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$987,709,00024
Memoranda
Custody and safekeeping accounts, non-managed assets$502,936,000134
Fiduciary accounts held in foreign offices, non-managed Assets$015
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$9,256,675,00068
Managed Assets ($)$5,819,417,00058
Personal trust and agency accounts, managed assets$3,386,325,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$37,021,000178
Employee benefit-defined benefit accounts, managed assets$49,637,000100
Other employee benefit and retirement-related accounts, managed assets$7,832,000409
Corporate trust and agency accounts, managed assets$921,048,0008
Investment management and investment advisory agency accounts, managed assets$1,293,599,00067
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$123,955,00037
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,437,258,00064
Personal trust and agency accounts, non-managed assets$652,672,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$786,235,00055
Employee benefit-defined benefit accounts, non-managed Assets$490,610,00050
Other retirement accounts, non-managed assets$43,077,000105
Corporate trust and agency accounts, non-managed assets$417,006,00053
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$1,047,658,00022
Memoranda
Custody and safekeeping accounts, non-managed assets$373,651,000155
Fiduciary accounts held in foreign offices, non-managed Assets$016
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$9,236,879,00064
Managed Assets ($)$5,849,515,00058
Personal trust and agency accounts, managed assets$3,290,288,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$39,898,000159
Employee benefit-defined benefit accounts, managed assets$49,655,00099
Other employee benefit and retirement-related accounts, managed assets$6,508,000301
Corporate trust and agency accounts, managed assets$1,045,291,0008
Investment management and investment advisory agency accounts, managed assets$1,300,194,00065
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$117,681,00034
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,387,364,00064
Personal trust and agency accounts, non-managed assets$678,776,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$755,720,00054
Employee benefit-defined benefit accounts, non-managed Assets$527,008,00048
Other retirement accounts, non-managed assets$39,284,00096
Corporate trust and agency accounts, non-managed assets$409,958,00056
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$976,618,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$2,095,282,00091
Fiduciary accounts held in foreign offices, non-managed Assets$016
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$10,635,675,00061
Managed Assets ($)$5,533,979,00058
Personal trust and agency accounts, managed assets$3,148,366,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$43,228,000154
Employee benefit-defined benefit accounts, managed assets$55,066,00098
Other employee benefit and retirement-related accounts, managed assets$6,255,000302
Corporate trust and agency accounts, managed assets$794,847,0008
Investment management and investment advisory agency accounts, managed assets$1,362,945,00064
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$123,272,00034
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,101,696,00057
Personal trust and agency accounts, non-managed assets$866,782,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$766,020,00057
Employee benefit-defined benefit accounts, non-managed Assets$493,707,00051
Other retirement accounts, non-managed assets$39,123,00098
Corporate trust and agency accounts, non-managed assets$1,962,212,00034
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$973,852,00024
Memoranda
Custody and safekeeping accounts, non-managed assets$548,117,000132
Fiduciary accounts held in foreign offices, non-managed Assets$017
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$10,791,753,00061
Managed Assets ($)$5,605,522,00059
Personal trust and agency accounts, managed assets$3,022,541,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$37,896,000166
Employee benefit-defined benefit accounts, managed assets$45,204,000102
Other employee benefit and retirement-related accounts, managed assets$6,174,000307
Corporate trust and agency accounts, managed assets$980,837,00011
Investment management and investment advisory agency accounts, managed assets$1,385,222,00064
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$127,648,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,186,231,00056
Personal trust and agency accounts, non-managed assets$805,994,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$760,346,00059
Employee benefit-defined benefit accounts, non-managed Assets$488,542,00052
Other retirement accounts, non-managed assets$39,108,00099
Corporate trust and agency accounts, non-managed assets$2,116,128,00031
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$976,113,00024
Memoranda
Custody and safekeeping accounts, non-managed assets$1,662,947,00095
Fiduciary accounts held in foreign offices, non-managed Assets$017
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$10,442,452,00064
Managed Assets ($)$5,539,462,00060
Personal trust and agency accounts, managed assets$3,003,173,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$44,428,000161
Employee benefit-defined benefit accounts, managed assets$61,712,00096
Other employee benefit and retirement-related accounts, managed assets$6,768,000412
Corporate trust and agency accounts, managed assets$937,771,00010
Investment management and investment advisory agency accounts, managed assets$1,330,945,00067
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$154,665,00040
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,902,990,00060
Personal trust and agency accounts, non-managed assets$808,510,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$745,787,00060
Employee benefit-defined benefit accounts, non-managed Assets$452,693,00056
Other retirement accounts, non-managed assets$37,301,000111
Corporate trust and agency accounts, non-managed assets$1,894,952,00040
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$963,747,00026
Memoranda
Custody and safekeeping accounts, non-managed assets$1,591,310,00099
Fiduciary accounts held in foreign offices, non-managed Assets$016
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$10,304,447,00066
Managed Assets ($)$5,587,445,00059
Personal trust and agency accounts, managed assets$2,798,144,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$42,834,000157
Employee benefit-defined benefit accounts, managed assets$56,938,000100
Other employee benefit and retirement-related accounts, managed assets$5,581,000307
Corporate trust and agency accounts, managed assets$1,195,602,0004
Investment management and investment advisory agency accounts, managed assets$1,294,072,00070
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$194,274,00037
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,717,002,00063
Personal trust and agency accounts, non-managed assets$749,024,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$702,625,00064
Employee benefit-defined benefit accounts, non-managed Assets$433,811,00055
Other retirement accounts, non-managed assets$33,789,000117
Corporate trust and agency accounts, non-managed assets$1,903,556,00041
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$894,197,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$1,908,268,00095
Fiduciary accounts held in foreign offices, non-managed Assets$016
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$9,960,344,00067
Managed Assets ($)$5,332,210,00060
Personal trust and agency accounts, managed assets$2,811,572,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$38,996,000165
Employee benefit-defined benefit accounts, managed assets$57,696,00098
Other employee benefit and retirement-related accounts, managed assets$4,477,000318
Corporate trust and agency accounts, managed assets$905,126,0006
Investment management and investment advisory agency accounts, managed assets$1,325,306,00070
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$189,037,00037
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,628,134,00067
Personal trust and agency accounts, non-managed assets$777,723,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$705,315,00063
Employee benefit-defined benefit accounts, non-managed Assets$409,898,00056
Other retirement accounts, non-managed assets$3,779,000258
Corporate trust and agency accounts, non-managed assets$1,866,285,00046
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$865,134,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$1,545,330,000102
Fiduciary accounts held in foreign offices, non-managed Assets$016
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$10,062,288,00066
Managed Assets ($)$5,344,483,00060
Personal trust and agency accounts, managed assets$2,690,087,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$40,294,000160
Employee benefit-defined benefit accounts, managed assets$55,818,00098
Other employee benefit and retirement-related accounts, managed assets$4,458,000325
Corporate trust and agency accounts, managed assets$1,087,139,0005
Investment management and investment advisory agency accounts, managed assets$1,276,055,00067
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$190,632,00037
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,717,805,00067
Personal trust and agency accounts, non-managed assets$737,908,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$641,977,00062
Employee benefit-defined benefit accounts, non-managed Assets$374,989,00056
Other retirement accounts, non-managed assets$28,524,000128
Corporate trust and agency accounts, non-managed assets$2,108,880,00041
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$825,527,00024
Memoranda
Custody and safekeeping accounts, non-managed assets$546,836,000141
Fiduciary accounts held in foreign offices, non-managed Assets$016
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$8,806,523,00070
Managed Assets ($)$4,091,072,00066
Personal trust and agency accounts, managed assets$2,728,394,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$59,097,000139
Employee benefit-defined benefit accounts, managed assets$63,115,00091
Other employee benefit and retirement-related accounts, managed assets$4,533,000470
Corporate trust and agency accounts, managed assets$1,048,259,0007
Investment management and investment advisory agency accounts, managed assets$0941
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$187,674,00039
Memoranda
Fiduciary accounts held in foreign offices, managed assets$017
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,715,451,00064
Personal trust and agency accounts, non-managed assets$692,984,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$781,611,00054
Employee benefit-defined benefit accounts, non-managed Assets$345,134,00059
Other retirement accounts, non-managed assets$30,057,000130
Corporate trust and agency accounts, non-managed assets$1,930,795,00043
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$934,870,00022
Memoranda
Custody and safekeeping accounts, non-managed assets$609,719,000138
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$11,175,702,00062
Managed Assets ($)$6,072,748,00055
Personal trust and agency accounts, managed assets$3,083,986,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$194,286,00056
Employee benefit-defined benefit accounts, managed assets$93,982,00082
Other employee benefit and retirement-related accounts, managed assets$2,754,000505
Corporate trust and agency accounts, managed assets$1,084,233,0004
Investment management and investment advisory agency accounts, managed assets$1,426,888,00058
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$186,619,00039
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,102,954,00059
Personal trust and agency accounts, non-managed assets$777,346,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,668,092,00036
Employee benefit-defined benefit accounts, non-managed Assets$453,257,00051
Other retirement accounts, non-managed assets$1,397,000563
Corporate trust and agency accounts, non-managed assets$1,410,604,00048
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$792,258,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$901,854,000112
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