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People's United Bank, Total Fiduciary and Related Assets

2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,594,776,00098
Managed Assets ($)$3,947,841,00080
Personal trust and agency accounts, managed assets$1,175,305,00078
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$47,066,000108
Employee benefit-defined benefit accounts, managed assets$1,001,419,00024
Other employee benefit and retirement-related accounts, managed assets$558,565,00058
Corporate trust and agency accounts, managed assets$30,232,00024
Investment management and investment advisory agency accounts, managed assets$1,025,486,00098
Foundation and endowment trust and agency accounts, managed assets$109,768,000122
Other fiduciary accounts, managed assets$0216
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$558,565,00052
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$646,935,000122
Personal trust and agency accounts, non-managed assets$30,489,000184
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$429,974,00072
Employee benefit-defined benefit accounts, non-managed Assets$55,554,00075
Other retirement accounts, non-managed assets$38,805,000102
Corporate trust and agency accounts, non-managed assets$24,324,00059
Investment management and advisory agency accounts, non-managed assets$20,947,00094
Foundation and endowment trust and agency accounts, non-managed assets$46,842,00041
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$18,702,924,00043
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$38,805,000125
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,484,223,00098
Managed Assets ($)$3,870,053,00079
Personal trust and agency accounts, managed assets$1,154,948,00078
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$45,484,00099
Employee benefit-defined benefit accounts, managed assets$963,294,00024
Other employee benefit and retirement-related accounts, managed assets$568,251,00054
Corporate trust and agency accounts, managed assets$30,415,00021
Investment management and investment advisory agency accounts, managed assets$982,140,00096
Foundation and endowment trust and agency accounts, managed assets$125,521,000109
Other fiduciary accounts, managed assets$094
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$568,251,00047
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$614,170,000121
Personal trust and agency accounts, non-managed assets$24,897,000150
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$420,549,00070
Employee benefit-defined benefit accounts, non-managed Assets$60,371,00074
Other retirement accounts, non-managed assets$27,963,000104
Corporate trust and agency accounts, non-managed assets$25,627,00053
Investment management and advisory agency accounts, non-managed assets$16,007,00082
Foundation and endowment trust and agency accounts, non-managed assets$38,756,00043
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$18,476,174,00041
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$27,963,000117
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,579,034,00097
Managed Assets ($)$3,940,668,00073
Personal trust and agency accounts, managed assets$1,166,435,00074
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$45,315,000104
Employee benefit-defined benefit accounts, managed assets$976,979,00024
Other employee benefit and retirement-related accounts, managed assets$577,830,00053
Corporate trust and agency accounts, managed assets$32,329,00022
Investment management and investment advisory agency accounts, managed assets$1,013,925,00095
Foundation and endowment trust and agency accounts, managed assets$127,855,000109
Other fiduciary accounts, managed assets$0110
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$577,830,00047
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$638,366,000123
Personal trust and agency accounts, non-managed assets$28,267,000160
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$438,716,00070
Employee benefit-defined benefit accounts, non-managed Assets$61,161,00075
Other retirement accounts, non-managed assets$29,880,000108
Corporate trust and agency accounts, non-managed assets$24,194,00058
Investment management and advisory agency accounts, non-managed assets$8,748,000120
Foundation and endowment trust and agency accounts, non-managed assets$47,400,00037
Other fiduciary accounts, non-managed assets$094
Memoranda
Custody and safekeeping accounts, non-managed assets$17,134,118,00043
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$29,880,000127
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,520,326,00094
Managed Assets ($)$3,776,752,00073
Personal trust and agency accounts, managed assets$1,134,650,00071
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$42,820,000101
Employee benefit-defined benefit accounts, managed assets$934,505,00023
Other employee benefit and retirement-related accounts, managed assets$558,420,00053
Corporate trust and agency accounts, managed assets$32,168,00020
Investment management and investment advisory agency accounts, managed assets$949,844,00097
Foundation and endowment trust and agency accounts, managed assets$124,345,000105
Other fiduciary accounts, managed assets$095
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$558,420,00047
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$743,574,000110
Personal trust and agency accounts, non-managed assets$28,015,000143
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$434,482,00069
Employee benefit-defined benefit accounts, non-managed Assets$151,996,00050
Other retirement accounts, non-managed assets$27,726,000104
Corporate trust and agency accounts, non-managed assets$27,357,00054
Investment management and advisory agency accounts, non-managed assets$25,619,00065
Foundation and endowment trust and agency accounts, non-managed assets$48,379,00036
Other fiduciary accounts, non-managed assets$081
Memoranda
Custody and safekeeping accounts, non-managed assets$16,663,426,00042
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$27,726,000119
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,418,125,00097
Managed Assets ($)$3,689,721,00076
Personal trust and agency accounts, managed assets$1,143,964,00072
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$41,394,000115
Employee benefit-defined benefit accounts, managed assets$880,450,00025
Other employee benefit and retirement-related accounts, managed assets$551,657,00052
Corporate trust and agency accounts, managed assets$32,321,00022
Investment management and investment advisory agency accounts, managed assets$918,021,000100
Foundation and endowment trust and agency accounts, managed assets$121,914,000105
Other fiduciary accounts, managed assets$0209
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$551,657,00045
Investments of managed fiduciary accts in advised or sponsored mutual funds$044
Non-managed Assets ($)$728,404,000111
Personal trust and agency accounts, non-managed assets$28,430,000182
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$426,278,00071
Employee benefit-defined benefit accounts, non-managed Assets$149,897,00054
Other retirement accounts, non-managed assets$27,391,000120
Corporate trust and agency accounts, non-managed assets$27,444,00061
Investment management and advisory agency accounts, non-managed assets$24,715,00084
Foundation and endowment trust and agency accounts, non-managed assets$44,249,00043
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$15,958,281,00042
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$27,391,000157
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,254,727,00094
Managed Assets ($)$3,449,790,00076
Personal trust and agency accounts, managed assets$1,083,126,00070
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$37,924,000104
Employee benefit-defined benefit accounts, managed assets$803,308,00025
Other employee benefit and retirement-related accounts, managed assets$515,814,00053
Corporate trust and agency accounts, managed assets$12,877,00026
Investment management and investment advisory agency accounts, managed assets$883,000,00094
Foundation and endowment trust and agency accounts, managed assets$113,741,000101
Other fiduciary accounts, managed assets$099
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$515,814,00045
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$804,937,000102
Personal trust and agency accounts, non-managed assets$44,783,000122
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$426,032,00069
Employee benefit-defined benefit accounts, non-managed Assets$139,089,00052
Other retirement accounts, non-managed assets$27,832,000101
Corporate trust and agency accounts, non-managed assets$13,457,00056
Investment management and advisory agency accounts, non-managed assets$8,281,000106
Foundation and endowment trust and agency accounts, non-managed assets$145,463,00026
Other fiduciary accounts, non-managed assets$080
Memoranda
Custody and safekeeping accounts, non-managed assets$15,193,027,00042
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$27,832,000118
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,126,513,00095
Managed Assets ($)$3,321,055,00077
Personal trust and agency accounts, managed assets$1,041,611,00073
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$35,486,000118
Employee benefit-defined benefit accounts, managed assets$762,761,00025
Other employee benefit and retirement-related accounts, managed assets$493,987,00052
Corporate trust and agency accounts, managed assets$13,702,00027
Investment management and investment advisory agency accounts, managed assets$859,827,00093
Foundation and endowment trust and agency accounts, managed assets$113,681,00098
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$493,987,00044
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$805,458,000101
Personal trust and agency accounts, non-managed assets$38,960,000143
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$411,191,00068
Employee benefit-defined benefit accounts, non-managed Assets$133,255,00055
Other retirement accounts, non-managed assets$22,295,000118
Corporate trust and agency accounts, non-managed assets$13,487,00058
Investment management and advisory agency accounts, non-managed assets$2,957,000157
Foundation and endowment trust and agency accounts, non-managed assets$183,313,00023
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$14,190,704,00043
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$22,295,000137
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,699,816,00097
Managed Assets ($)$2,986,724,00078
Personal trust and agency accounts, managed assets$945,911,00071
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$30,362,000112
Employee benefit-defined benefit accounts, managed assets$668,015,00025
Other employee benefit and retirement-related accounts, managed assets$441,596,00050
Corporate trust and agency accounts, managed assets$14,536,00026
Investment management and investment advisory agency accounts, managed assets$782,394,00094
Foundation and endowment trust and agency accounts, managed assets$103,910,00098
Other fiduciary accounts, managed assets$0108
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$441,596,00043
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$713,092,000101
Personal trust and agency accounts, non-managed assets$38,908,000127
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$348,497,00071
Employee benefit-defined benefit accounts, non-managed Assets$124,132,00053
Other retirement accounts, non-managed assets$20,579,000111
Corporate trust and agency accounts, non-managed assets$13,463,00057
Investment management and advisory agency accounts, non-managed assets$3,702,000123
Foundation and endowment trust and agency accounts, non-managed assets$163,811,00025
Other fiduciary accounts, non-managed assets$088
Memoranda
Custody and safekeeping accounts, non-managed assets$13,874,280,00044
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$20,579,000129
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,373,643,00093
Managed Assets ($)$3,523,853,00075
Personal trust and agency accounts, managed assets$1,125,574,00071
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$47,996,000108
Employee benefit-defined benefit accounts, managed assets$790,505,00025
Other employee benefit and retirement-related accounts, managed assets$517,003,00050
Corporate trust and agency accounts, managed assets$18,131,00033
Investment management and investment advisory agency accounts, managed assets$904,987,00091
Foundation and endowment trust and agency accounts, managed assets$119,657,00099
Other fiduciary accounts, managed assets$0218
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$517,003,00044
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$849,790,00099
Personal trust and agency accounts, non-managed assets$43,599,000145
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$414,907,00071
Employee benefit-defined benefit accounts, non-managed Assets$142,477,00053
Other retirement accounts, non-managed assets$24,875,000122
Corporate trust and agency accounts, non-managed assets$18,692,00063
Investment management and advisory agency accounts, non-managed assets$5,510,000176
Foundation and endowment trust and agency accounts, non-managed assets$199,730,00026
Other fiduciary accounts, non-managed assets$0165
Memoranda
Custody and safekeeping accounts, non-managed assets$14,358,032,00045
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$24,875,000155
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,334,230,00077
Managed Assets ($)$3,564,892,00072
Personal trust and agency accounts, managed assets$1,167,769,00066
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$34,708,000115
Employee benefit-defined benefit accounts, managed assets$733,693,00025
Other employee benefit and retirement-related accounts, managed assets$533,729,00048
Corporate trust and agency accounts, managed assets$90,587,00016
Investment management and investment advisory agency accounts, managed assets$893,116,00089
Foundation and endowment trust and agency accounts, managed assets$111,290,000101
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$533,729,00043
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,769,338,00082
Personal trust and agency accounts, non-managed assets$47,894,000124
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$443,549,00068
Employee benefit-defined benefit accounts, non-managed Assets$138,416,00053
Other retirement accounts, non-managed assets$32,778,00091
Corporate trust and agency accounts, non-managed assets$909,237,00032
Investment management and advisory agency accounts, non-managed assets$9,390,00094
Foundation and endowment trust and agency accounts, non-managed assets$188,074,00026
Other fiduciary accounts, non-managed assets$089
Memoranda
Custody and safekeeping accounts, non-managed assets$13,174,374,00045
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$32,778,000103
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,742,827,00072
Managed Assets ($)$3,587,506,00072
Personal trust and agency accounts, managed assets$1,163,750,00065
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$39,850,000109
Employee benefit-defined benefit accounts, managed assets$731,728,00024
Other employee benefit and retirement-related accounts, managed assets$557,339,00044
Corporate trust and agency accounts, managed assets$98,039,00016
Investment management and investment advisory agency accounts, managed assets$888,997,00088
Foundation and endowment trust and agency accounts, managed assets$107,803,00099
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$557,339,00038
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,155,321,00067
Personal trust and agency accounts, non-managed assets$49,827,000126
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$449,755,00067
Employee benefit-defined benefit accounts, non-managed Assets$138,124,00053
Other retirement accounts, non-managed assets$28,398,000103
Corporate trust and agency accounts, non-managed assets$1,298,538,00030
Investment management and advisory agency accounts, non-managed assets$7,234,000114
Foundation and endowment trust and agency accounts, non-managed assets$183,445,00024
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$12,510,374,00045
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$28,398,000119
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,539,059,00075
Managed Assets ($)$3,523,900,00072
Personal trust and agency accounts, managed assets$1,155,900,00064
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$38,276,000112
Employee benefit-defined benefit accounts, managed assets$711,181,00024
Other employee benefit and retirement-related accounts, managed assets$545,463,00043
Corporate trust and agency accounts, managed assets$97,390,00015
Investment management and investment advisory agency accounts, managed assets$874,944,00087
Foundation and endowment trust and agency accounts, managed assets$100,746,000101
Other fiduciary accounts, managed assets$0130
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$545,463,00038
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,015,159,00069
Personal trust and agency accounts, non-managed assets$65,410,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$433,690,00068
Employee benefit-defined benefit accounts, non-managed Assets$134,726,00053
Other retirement accounts, non-managed assets$28,921,000106
Corporate trust and agency accounts, non-managed assets$1,164,892,00031
Investment management and advisory agency accounts, non-managed assets$8,211,000112
Foundation and endowment trust and agency accounts, non-managed assets$179,309,00022
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$11,971,623,00045
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$28,921,000116
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,270,451,00073
Managed Assets ($)$3,235,712,00071
Personal trust and agency accounts, managed assets$1,062,673,00062
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$34,549,000122
Employee benefit-defined benefit accounts, managed assets$647,466,00024
Other employee benefit and retirement-related accounts, managed assets$504,079,00042
Corporate trust and agency accounts, managed assets$96,152,00017
Investment management and investment advisory agency accounts, managed assets$812,784,00086
Foundation and endowment trust and agency accounts, managed assets$78,009,000111
Other fiduciary accounts, managed assets$0224
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$504,079,00038
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$2,034,739,00066
Personal trust and agency accounts, non-managed assets$65,323,000117
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$394,226,00068
Employee benefit-defined benefit accounts, non-managed Assets$125,612,00055
Other retirement accounts, non-managed assets$27,648,000114
Corporate trust and agency accounts, non-managed assets$1,240,359,00031
Investment management and advisory agency accounts, non-managed assets$6,952,000155
Foundation and endowment trust and agency accounts, non-managed assets$174,619,00022
Other fiduciary accounts, non-managed assets$0166
Memoranda
Custody and safekeeping accounts, non-managed assets$10,486,852,00046
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$27,648,000139
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,885,997,00070
Managed Assets ($)$3,764,160,00064
Personal trust and agency accounts, managed assets$1,177,579,00060
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$39,170,000116
Employee benefit-defined benefit accounts, managed assets$714,411,00024
Other employee benefit and retirement-related accounts, managed assets$549,891,00043
Corporate trust and agency accounts, managed assets$92,959,00016
Investment management and investment advisory agency accounts, managed assets$1,062,051,00076
Foundation and endowment trust and agency accounts, managed assets$128,099,00087
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$549,891,00039
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,121,837,00066
Personal trust and agency accounts, non-managed assets$66,806,000117
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$426,944,00066
Employee benefit-defined benefit accounts, non-managed Assets$128,633,00060
Other retirement accounts, non-managed assets$31,658,000103
Corporate trust and agency accounts, non-managed assets$1,285,087,00030
Investment management and advisory agency accounts, non-managed assets$6,877,000123
Foundation and endowment trust and agency accounts, non-managed assets$175,832,00023
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$9,791,548,00047
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$31,658,000111
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,792,087,00067
Managed Assets ($)$4,498,328,00053
Personal trust and agency accounts, managed assets$1,127,697,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$72,754,00087
Employee benefit-defined benefit accounts, managed assets$816,623,00021
Other employee benefit and retirement-related accounts, managed assets$538,088,00043
Corporate trust and agency accounts, managed assets$100,425,00013
Investment management and investment advisory agency accounts, managed assets$1,372,471,00064
Foundation and endowment trust and agency accounts, managed assets$470,270,00044
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$538,088,00039
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,293,759,00064
Personal trust and agency accounts, non-managed assets$65,386,000117
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$411,187,00067
Employee benefit-defined benefit accounts, non-managed Assets$128,683,00060
Other retirement accounts, non-managed assets$28,633,000101
Corporate trust and agency accounts, non-managed assets$1,455,600,00030
Investment management and advisory agency accounts, non-managed assets$7,168,000120
Foundation and endowment trust and agency accounts, non-managed assets$197,102,00022
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$8,835,337,00048
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$28,633,000112
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,725,269,00063
Managed Assets ($)$5,320,194,00050
Personal trust and agency accounts, managed assets$1,134,370,00060
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$72,145,00087
Employee benefit-defined benefit accounts, managed assets$808,646,00022
Other employee benefit and retirement-related accounts, managed assets$537,494,00044
Corporate trust and agency accounts, managed assets$97,839,00014
Investment management and investment advisory agency accounts, managed assets$2,065,846,00052
Foundation and endowment trust and agency accounts, managed assets$603,854,00035
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$537,494,00038
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,405,075,00066
Personal trust and agency accounts, non-managed assets$65,590,000113
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$413,422,00066
Employee benefit-defined benefit accounts, non-managed Assets$134,364,00058
Other retirement accounts, non-managed assets$27,011,000104
Corporate trust and agency accounts, non-managed assets$1,559,229,00029
Investment management and advisory agency accounts, non-managed assets$5,061,000132
Foundation and endowment trust and agency accounts, non-managed assets$200,398,00022
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$7,908,317,00049
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$27,011,000113
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,837,792,00063
Managed Assets ($)$5,358,831,00050
Personal trust and agency accounts, managed assets$1,184,395,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$70,843,00095
Employee benefit-defined benefit accounts, managed assets$766,608,00023
Other employee benefit and retirement-related accounts, managed assets$550,682,00043
Corporate trust and agency accounts, managed assets$95,835,00015
Investment management and investment advisory agency accounts, managed assets$2,039,295,00052
Foundation and endowment trust and agency accounts, managed assets$651,173,00032
Other fiduciary accounts, managed assets$0221
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$550,682,00038
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$2,478,961,00066
Personal trust and agency accounts, non-managed assets$53,494,000124
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$412,145,00068
Employee benefit-defined benefit accounts, non-managed Assets$138,359,00057
Other retirement accounts, non-managed assets$29,760,000109
Corporate trust and agency accounts, non-managed assets$1,620,435,00029
Investment management and advisory agency accounts, non-managed assets$19,152,00099
Foundation and endowment trust and agency accounts, non-managed assets$205,616,00023
Other fiduciary accounts, non-managed assets$0176
Memoranda
Custody and safekeeping accounts, non-managed assets$7,834,529,00049
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$29,760,000132
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,706,917,00062
Managed Assets ($)$5,260,500,00050
Personal trust and agency accounts, managed assets$1,168,028,00057
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$69,094,00091
Employee benefit-defined benefit accounts, managed assets$735,578,00023
Other employee benefit and retirement-related accounts, managed assets$548,462,00041
Corporate trust and agency accounts, managed assets$92,186,00015
Investment management and investment advisory agency accounts, managed assets$1,995,027,00051
Foundation and endowment trust and agency accounts, managed assets$652,125,00032
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$548,462,00036
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,446,417,00065
Personal trust and agency accounts, non-managed assets$63,409,000112
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$398,271,00068
Employee benefit-defined benefit accounts, non-managed Assets$136,813,00058
Other retirement accounts, non-managed assets$29,700,00099
Corporate trust and agency accounts, non-managed assets$1,613,951,00029
Investment management and advisory agency accounts, non-managed assets$17,406,00084
Foundation and endowment trust and agency accounts, non-managed assets$186,867,00023
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$7,337,686,00051
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$29,700,000109
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,654,431,00061
Managed Assets ($)$5,039,154,00051
Personal trust and agency accounts, managed assets$1,130,931,00057
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$62,374,00092
Employee benefit-defined benefit accounts, managed assets$713,410,00023
Other employee benefit and retirement-related accounts, managed assets$537,072,00041
Corporate trust and agency accounts, managed assets$82,496,00016
Investment management and investment advisory agency accounts, managed assets$1,922,945,00050
Foundation and endowment trust and agency accounts, managed assets$589,926,00037
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$537,072,00035
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,615,277,00063
Personal trust and agency accounts, non-managed assets$69,441,000107
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$409,841,00065
Employee benefit-defined benefit accounts, non-managed Assets$132,224,00058
Other retirement accounts, non-managed assets$26,374,000106
Corporate trust and agency accounts, non-managed assets$1,775,023,00029
Investment management and advisory agency accounts, non-managed assets$24,736,00070
Foundation and endowment trust and agency accounts, non-managed assets$177,638,00024
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$7,393,342,00050
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$26,374,000119
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,226,176,00061
Managed Assets ($)$4,879,965,00052
Personal trust and agency accounts, managed assets$1,109,954,00057
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$61,364,00092
Employee benefit-defined benefit accounts, managed assets$646,019,00024
Other employee benefit and retirement-related accounts, managed assets$515,839,00041
Corporate trust and agency accounts, managed assets$88,357,00015
Investment management and investment advisory agency accounts, managed assets$1,866,932,00049
Foundation and endowment trust and agency accounts, managed assets$591,500,00037
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$515,839,00035
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,346,211,00065
Personal trust and agency accounts, non-managed assets$68,299,000104
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$384,546,00070
Employee benefit-defined benefit accounts, non-managed Assets$132,057,00056
Other retirement accounts, non-managed assets$27,617,000103
Corporate trust and agency accounts, non-managed assets$1,526,690,00030
Investment management and advisory agency accounts, non-managed assets$34,450,00063
Foundation and endowment trust and agency accounts, non-managed assets$172,552,00024
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$7,144,442,00051
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$27,617,000110
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,081,233,00061
Managed Assets ($)$4,749,470,00051
Personal trust and agency accounts, managed assets$1,087,953,00056
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$64,607,00099
Employee benefit-defined benefit accounts, managed assets$622,332,00024
Other employee benefit and retirement-related accounts, managed assets$495,171,00041
Corporate trust and agency accounts, managed assets$87,896,00016
Investment management and investment advisory agency accounts, managed assets$1,799,511,00049
Foundation and endowment trust and agency accounts, managed assets$592,000,00035
Other fiduciary accounts, managed assets$0214
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$495,171,00035
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$2,331,763,00065
Personal trust and agency accounts, non-managed assets$59,752,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$353,942,00071
Employee benefit-defined benefit accounts, non-managed Assets$127,131,00058
Other retirement accounts, non-managed assets$28,206,000113
Corporate trust and agency accounts, non-managed assets$1,558,129,00030
Investment management and advisory agency accounts, non-managed assets$30,740,00073
Foundation and endowment trust and agency accounts, non-managed assets$173,863,00024
Other fiduciary accounts, non-managed assets$0181
Memoranda
Custody and safekeeping accounts, non-managed assets$6,877,611,00051
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$28,206,000128
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,988,301,00061
Managed Assets ($)$4,578,165,00051
Personal trust and agency accounts, managed assets$1,104,246,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$69,861,00092
Employee benefit-defined benefit accounts, managed assets$620,817,00024
Other employee benefit and retirement-related accounts, managed assets$500,630,00039
Corporate trust and agency accounts, managed assets$250,359,00013
Investment management and investment advisory agency accounts, managed assets$1,546,236,00054
Foundation and endowment trust and agency accounts, managed assets$486,016,00040
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$500,630,00033
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,410,136,00064
Personal trust and agency accounts, non-managed assets$53,806,000112
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$351,403,00068
Employee benefit-defined benefit accounts, non-managed Assets$128,372,00059
Other retirement accounts, non-managed assets$27,143,000109
Corporate trust and agency accounts, non-managed assets$1,638,140,00029
Investment management and advisory agency accounts, non-managed assets$17,871,00083
Foundation and endowment trust and agency accounts, non-managed assets$193,401,00023
Other fiduciary accounts, non-managed assets$098
Memoranda
Custody and safekeeping accounts, non-managed assets$5,959,715,00052
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$27,143,000116
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,863,352,00061
Managed Assets ($)$4,466,743,00052
Personal trust and agency accounts, managed assets$1,103,393,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$67,915,00095
Employee benefit-defined benefit accounts, managed assets$595,243,00023
Other employee benefit and retirement-related accounts, managed assets$480,556,00038
Corporate trust and agency accounts, managed assets$249,141,00012
Investment management and investment advisory agency accounts, managed assets$1,505,254,00053
Foundation and endowment trust and agency accounts, managed assets$465,241,00042
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$480,556,00034
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,396,609,00064
Personal trust and agency accounts, non-managed assets$39,137,000127
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$332,181,00068
Employee benefit-defined benefit accounts, non-managed Assets$128,055,00059
Other retirement accounts, non-managed assets$29,484,000102
Corporate trust and agency accounts, non-managed assets$1,683,586,00029
Investment management and advisory agency accounts, non-managed assets$14,146,00090
Foundation and endowment trust and agency accounts, non-managed assets$170,020,00022
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$4,543,563,00058
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$29,484,000107
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,839,406,00062
Managed Assets ($)$4,505,961,00052
Personal trust and agency accounts, managed assets$1,098,312,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$66,904,00095
Employee benefit-defined benefit accounts, managed assets$586,941,00023
Other employee benefit and retirement-related accounts, managed assets$476,491,00038
Corporate trust and agency accounts, managed assets$267,594,00012
Investment management and investment advisory agency accounts, managed assets$1,556,230,00050
Foundation and endowment trust and agency accounts, managed assets$453,489,00045
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$476,491,00033
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,333,445,00064
Personal trust and agency accounts, non-managed assets$43,468,000119
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$313,227,00070
Employee benefit-defined benefit accounts, non-managed Assets$125,698,00059
Other retirement accounts, non-managed assets$32,582,00099
Corporate trust and agency accounts, non-managed assets$1,637,469,00028
Investment management and advisory agency accounts, non-managed assets$11,862,00094
Foundation and endowment trust and agency accounts, non-managed assets$169,139,00021
Other fiduciary accounts, non-managed assets$095
Memoranda
Custody and safekeeping accounts, non-managed assets$4,038,359,00059
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$32,582,00099
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,097,067,00061
Managed Assets ($)$4,467,347,00051
Personal trust and agency accounts, managed assets$1,091,422,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$66,729,00095
Employee benefit-defined benefit accounts, managed assets$579,220,00023
Other employee benefit and retirement-related accounts, managed assets$475,688,00036
Corporate trust and agency accounts, managed assets$243,902,00012
Investment management and investment advisory agency accounts, managed assets$1,664,546,00049
Foundation and endowment trust and agency accounts, managed assets$345,840,00051
Other fiduciary accounts, managed assets$0235
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$471,080,00031
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$2,629,720,00059
Personal trust and agency accounts, non-managed assets$42,844,000128
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$339,463,00069
Employee benefit-defined benefit accounts, non-managed Assets$502,937,00037
Other retirement accounts, non-managed assets$42,436,00086
Corporate trust and agency accounts, non-managed assets$1,522,490,00028
Investment management and advisory agency accounts, non-managed assets$16,035,00096
Foundation and endowment trust and agency accounts, non-managed assets$163,515,00022
Other fiduciary accounts, non-managed assets$0183
Memoranda
Custody and safekeeping accounts, non-managed assets$3,380,032,00062
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$33,863,000106
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,838,412,00061
Managed Assets ($)$4,264,719,00052
Personal trust and agency accounts, managed assets$1,055,292,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$75,264,00085
Employee benefit-defined benefit accounts, managed assets$531,294,00026
Other employee benefit and retirement-related accounts, managed assets$462,873,00036
Corporate trust and agency accounts, managed assets$89,270,00017
Investment management and investment advisory agency accounts, managed assets$1,710,250,00049
Foundation and endowment trust and agency accounts, managed assets$340,476,00051
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$457,851,00031
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,573,693,00060
Personal trust and agency accounts, non-managed assets$45,203,000114
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$317,943,00075
Employee benefit-defined benefit accounts, non-managed Assets$493,128,00036
Other retirement accounts, non-managed assets$43,741,00084
Corporate trust and agency accounts, non-managed assets$1,488,808,00028
Investment management and advisory agency accounts, non-managed assets$11,980,00091
Foundation and endowment trust and agency accounts, non-managed assets$172,890,00021
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$3,251,976,00063
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$35,651,00095
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,251,606,00061
Managed Assets ($)$4,468,040,00055
Personal trust and agency accounts, managed assets$1,113,062,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$80,307,00087
Employee benefit-defined benefit accounts, managed assets$563,791,00027
Other employee benefit and retirement-related accounts, managed assets$484,771,00038
Corporate trust and agency accounts, managed assets$73,455,00017
Investment management and investment advisory agency accounts, managed assets$1,793,482,00051
Foundation and endowment trust and agency accounts, managed assets$359,172,00053
Other fiduciary accounts, managed assets$0132
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$479,489,00033
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,783,566,00059
Personal trust and agency accounts, non-managed assets$57,595,000107
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$323,532,00075
Employee benefit-defined benefit accounts, non-managed Assets$516,055,00036
Other retirement accounts, non-managed assets$46,962,00086
Corporate trust and agency accounts, non-managed assets$1,634,944,00028
Investment management and advisory agency accounts, non-managed assets$24,454,00072
Foundation and endowment trust and agency accounts, non-managed assets$180,024,00021
Other fiduciary accounts, non-managed assets$0107
Memoranda
Custody and safekeeping accounts, non-managed assets$3,289,364,00066
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$38,739,00093
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,191,181,00055
Managed Assets ($)$4,538,291,00054
Personal trust and agency accounts, managed assets$1,150,547,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$79,583,00087
Employee benefit-defined benefit accounts, managed assets$567,677,00027
Other employee benefit and retirement-related accounts, managed assets$486,741,00039
Corporate trust and agency accounts, managed assets$75,926,00017
Investment management and investment advisory agency accounts, managed assets$1,800,170,00052
Foundation and endowment trust and agency accounts, managed assets$377,647,00049
Other fiduciary accounts, managed assets$0127
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$481,281,00034
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,652,890,00046
Personal trust and agency accounts, non-managed assets$46,539,000119
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$314,605,00076
Employee benefit-defined benefit accounts, non-managed Assets$523,212,00036
Other retirement accounts, non-managed assets$46,101,00090
Corporate trust and agency accounts, non-managed assets$4,520,479,00020
Investment management and advisory agency accounts, non-managed assets$20,306,00077
Foundation and endowment trust and agency accounts, non-managed assets$181,648,00021
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$366,998,000128
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$37,810,00097
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,872,009,00054
Managed Assets ($)$4,430,067,00053
Personal trust and agency accounts, managed assets$1,148,154,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$79,494,00088
Employee benefit-defined benefit accounts, managed assets$514,232,00027
Other employee benefit and retirement-related accounts, managed assets$481,882,00039
Corporate trust and agency accounts, managed assets$81,542,00017
Investment management and investment advisory agency accounts, managed assets$1,757,670,00048
Foundation and endowment trust and agency accounts, managed assets$367,093,00049
Other fiduciary accounts, managed assets$0232
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$476,515,00034
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$6,441,942,00043
Personal trust and agency accounts, non-managed assets$45,917,000131
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$299,206,00075
Employee benefit-defined benefit accounts, non-managed Assets$522,283,00036
Other retirement accounts, non-managed assets$45,458,00090
Corporate trust and agency accounts, non-managed assets$5,339,255,00018
Investment management and advisory agency accounts, non-managed assets$16,188,00093
Foundation and endowment trust and agency accounts, non-managed assets$173,635,00022
Other fiduciary accounts, non-managed assets$0200
Memoranda
Custody and safekeeping accounts, non-managed assets$381,676,000133
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$37,216,000103
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,768,563,00054
Managed Assets ($)$4,361,819,00054
Personal trust and agency accounts, managed assets$1,141,729,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$80,024,00085
Employee benefit-defined benefit accounts, managed assets$499,896,00028
Other employee benefit and retirement-related accounts, managed assets$474,165,00038
Corporate trust and agency accounts, managed assets$82,810,00016
Investment management and investment advisory agency accounts, managed assets$1,711,777,00051
Foundation and endowment trust and agency accounts, managed assets$371,418,00047
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$468,415,00033
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,406,744,00044
Personal trust and agency accounts, non-managed assets$42,990,000117
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$302,083,00074
Employee benefit-defined benefit accounts, non-managed Assets$676,977,00035
Other retirement accounts, non-managed assets$44,651,00087
Corporate trust and agency accounts, non-managed assets$5,133,924,00017
Investment management and advisory agency accounts, non-managed assets$14,315,00084
Foundation and endowment trust and agency accounts, non-managed assets$191,804,00021
Other fiduciary accounts, non-managed assets$0102
Memoranda
Custody and safekeeping accounts, non-managed assets$360,270,000132
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$36,419,00096
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,758,097,00054
Managed Assets ($)$4,435,583,00053
Personal trust and agency accounts, managed assets$1,148,266,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$82,886,00087
Employee benefit-defined benefit accounts, managed assets$508,758,00028
Other employee benefit and retirement-related accounts, managed assets$475,777,00037
Corporate trust and agency accounts, managed assets$139,242,00014
Investment management and investment advisory agency accounts, managed assets$1,702,472,00051
Foundation and endowment trust and agency accounts, managed assets$378,182,00044
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$469,921,00033
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,322,514,00042
Personal trust and agency accounts, non-managed assets$43,623,000122
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$304,967,00072
Employee benefit-defined benefit accounts, non-managed Assets$658,908,00035
Other retirement accounts, non-managed assets$44,837,00087
Corporate trust and agency accounts, non-managed assets$5,051,534,00015
Investment management and advisory agency accounts, non-managed assets$11,291,00096
Foundation and endowment trust and agency accounts, non-managed assets$207,354,00021
Other fiduciary accounts, non-managed assets$0106
Memoranda
Custody and safekeeping accounts, non-managed assets$400,941,000124
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$36,674,00096
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,846,987,00057
Managed Assets ($)$4,093,064,00054
Personal trust and agency accounts, managed assets$1,066,063,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$76,614,00087
Employee benefit-defined benefit accounts, managed assets$495,983,00027
Other employee benefit and retirement-related accounts, managed assets$423,261,00037
Corporate trust and agency accounts, managed assets$122,023,00014
Investment management and investment advisory agency accounts, managed assets$1,558,098,00051
Foundation and endowment trust and agency accounts, managed assets$350,579,00045
Other fiduciary accounts, managed assets$443,00096
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$417,437,00033
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,753,923,00044
Personal trust and agency accounts, non-managed assets$52,634,000110
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$285,950,00078
Employee benefit-defined benefit accounts, non-managed Assets$638,553,00036
Other retirement accounts, non-managed assets$39,006,00093
Corporate trust and agency accounts, non-managed assets$3,541,441,00019
Investment management and advisory agency accounts, non-managed assets$8,789,000107
Foundation and endowment trust and agency accounts, non-managed assets$187,550,00021
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$2,188,854,00071
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$30,872,000102
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,946,934,00056
Managed Assets ($)$4,186,470,00053
Personal trust and agency accounts, managed assets$1,112,018,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$86,280,00084
Employee benefit-defined benefit accounts, managed assets$524,934,00026
Other employee benefit and retirement-related accounts, managed assets$421,442,00036
Corporate trust and agency accounts, managed assets$123,345,00013
Investment management and investment advisory agency accounts, managed assets$1,568,063,00051
Foundation and endowment trust and agency accounts, managed assets$350,388,00044
Other fiduciary accounts, managed assets$0236
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$412,100,00033
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$4,760,464,00044
Personal trust and agency accounts, non-managed assets$68,230,000100
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$258,645,00082
Employee benefit-defined benefit accounts, non-managed Assets$638,500,00036
Other retirement accounts, non-managed assets$41,759,00098
Corporate trust and agency accounts, non-managed assets$3,553,969,00019
Investment management and advisory agency accounts, non-managed assets$15,658,00093
Foundation and endowment trust and agency accounts, non-managed assets$183,703,00022
Other fiduciary accounts, non-managed assets$0197
Memoranda
Custody and safekeeping accounts, non-managed assets$2,207,573,00072
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$33,624,000120
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,505,890,00056
Managed Assets ($)$3,996,715,00053
Personal trust and agency accounts, managed assets$1,082,488,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$83,696,00082
Employee benefit-defined benefit accounts, managed assets$497,643,00027
Other employee benefit and retirement-related accounts, managed assets$397,719,00036
Corporate trust and agency accounts, managed assets$120,007,00013
Investment management and investment advisory agency accounts, managed assets$1,558,227,00051
Foundation and endowment trust and agency accounts, managed assets$256,935,00051
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$388,952,00034
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,509,175,00044
Personal trust and agency accounts, non-managed assets$61,956,00099
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$261,084,00079
Employee benefit-defined benefit accounts, non-managed Assets$617,065,00037
Other retirement accounts, non-managed assets$40,458,00091
Corporate trust and agency accounts, non-managed assets$3,517,597,00016
Investment management and advisory agency accounts, non-managed assets$10,110,00094
Foundation and endowment trust and agency accounts, non-managed assets$905,000118
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$2,325,446,00071
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$32,383,000107
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,339,476,00058
Managed Assets ($)$3,846,110,00054
Personal trust and agency accounts, managed assets$1,063,174,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$83,032,00081
Employee benefit-defined benefit accounts, managed assets$485,019,00028
Other employee benefit and retirement-related accounts, managed assets$367,304,00038
Corporate trust and agency accounts, managed assets$116,872,00014
Investment management and investment advisory agency accounts, managed assets$1,496,442,00051
Foundation and endowment trust and agency accounts, managed assets$234,267,00052
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$363,984,00034
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,493,366,00044
Personal trust and agency accounts, non-managed assets$61,331,00099
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$215,533,00083
Employee benefit-defined benefit accounts, non-managed Assets$641,832,00037
Other retirement accounts, non-managed assets$36,188,00096
Corporate trust and agency accounts, non-managed assets$3,527,671,00016
Investment management and advisory agency accounts, non-managed assets$9,959,00091
Foundation and endowment trust and agency accounts, non-managed assets$852,000119
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$2,636,955,00069
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$32,974,000106
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,279,590,00058
Managed Assets ($)$3,756,157,00054
Personal trust and agency accounts, managed assets$1,071,758,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$80,861,00084
Employee benefit-defined benefit accounts, managed assets$489,988,00028
Other employee benefit and retirement-related accounts, managed assets$358,090,00038
Corporate trust and agency accounts, managed assets$117,227,00014
Investment management and investment advisory agency accounts, managed assets$1,404,072,00054
Foundation and endowment trust and agency accounts, managed assets$234,161,00052
Other fiduciary accounts, managed assets$0115
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$356,579,00033
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,523,433,00044
Personal trust and agency accounts, non-managed assets$70,967,00092
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$258,835,00076
Employee benefit-defined benefit accounts, non-managed Assets$616,673,00037
Other retirement accounts, non-managed assets$32,462,000101
Corporate trust and agency accounts, non-managed assets$3,530,371,00016
Investment management and advisory agency accounts, non-managed assets$13,191,00085
Foundation and endowment trust and agency accounts, non-managed assets$934,000121
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$2,687,610,00069
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$32,462,000107
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,003,824,00053
Managed Assets ($)$3,641,486,00054
Personal trust and agency accounts, managed assets$1,047,783,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$77,344,00085
Employee benefit-defined benefit accounts, managed assets$466,471,00029
Other employee benefit and retirement-related accounts, managed assets$347,769,00037
Corporate trust and agency accounts, managed assets$127,207,00013
Investment management and investment advisory agency accounts, managed assets$1,403,585,00052
Foundation and endowment trust and agency accounts, managed assets$171,327,00057
Other fiduciary accounts, managed assets$0239
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$346,354,00032
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$5,362,338,00042
Personal trust and agency accounts, non-managed assets$68,496,00093
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$254,938,00077
Employee benefit-defined benefit accounts, non-managed Assets$591,531,00037
Other retirement accounts, non-managed assets$30,550,000112
Corporate trust and agency accounts, non-managed assets$4,405,321,00015
Investment management and advisory agency accounts, non-managed assets$10,703,000111
Foundation and endowment trust and agency accounts, non-managed assets$799,000144
Other fiduciary accounts, non-managed assets$0202
Memoranda
Custody and safekeeping accounts, non-managed assets$2,614,154,00069
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$30,550,000127
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,432,809,00052
Managed Assets ($)$3,631,700,00052
Personal trust and agency accounts, managed assets$1,051,940,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$78,202,00089
Employee benefit-defined benefit accounts, managed assets$459,285,00028
Other employee benefit and retirement-related accounts, managed assets$344,241,00037
Corporate trust and agency accounts, managed assets$124,444,00012
Investment management and investment advisory agency accounts, managed assets$1,395,805,00052
Foundation and endowment trust and agency accounts, managed assets$177,783,00055
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$342,836,00033
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,801,109,00041
Personal trust and agency accounts, non-managed assets$69,503,00088
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$255,288,00078
Employee benefit-defined benefit accounts, non-managed Assets$593,813,00038
Other retirement accounts, non-managed assets$32,313,00096
Corporate trust and agency accounts, non-managed assets$4,835,168,00015
Investment management and advisory agency accounts, non-managed assets$12,951,00086
Foundation and endowment trust and agency accounts, non-managed assets$2,073,00099
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$2,837,809,00066
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$32,313,000100
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,324,613,00052
Managed Assets ($)$3,541,834,00052
Personal trust and agency accounts, managed assets$1,034,765,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$74,672,00090
Employee benefit-defined benefit accounts, managed assets$438,228,00027
Other employee benefit and retirement-related accounts, managed assets$325,931,00037
Corporate trust and agency accounts, managed assets$112,253,00013
Investment management and investment advisory agency accounts, managed assets$1,362,724,00052
Foundation and endowment trust and agency accounts, managed assets$193,261,00053
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$0319
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,782,779,00042
Personal trust and agency accounts, non-managed assets$67,735,00091
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$232,414,00082
Employee benefit-defined benefit accounts, non-managed Assets$552,216,00038
Other retirement accounts, non-managed assets$30,663,00093
Corporate trust and agency accounts, non-managed assets$4,885,442,00015
Investment management and advisory agency accounts, non-managed assets$13,560,00080
Foundation and endowment trust and agency accounts, non-managed assets$749,000113
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$3,589,057,00061
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$0323
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,397,555,00052
Managed Assets ($)$3,564,792,00052
Personal trust and agency accounts, managed assets$1,074,286,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$76,606,00092
Employee benefit-defined benefit accounts, managed assets$447,360,00026
Other employee benefit and retirement-related accounts, managed assets$327,878,00037
Corporate trust and agency accounts, managed assets$109,341,00013
Investment management and investment advisory agency accounts, managed assets$1,309,133,00052
Foundation and endowment trust and agency accounts, managed assets$220,188,00051
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$326,499,00032
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,832,763,00042
Personal trust and agency accounts, non-managed assets$80,828,00085
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$238,901,00082
Employee benefit-defined benefit accounts, non-managed Assets$565,317,00038
Other retirement accounts, non-managed assets$31,269,00096
Corporate trust and agency accounts, non-managed assets$4,900,539,00015
Investment management and advisory agency accounts, non-managed assets$15,100,00076
Foundation and endowment trust and agency accounts, non-managed assets$809,000111
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$3,779,130,00062
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$31,269,00097
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,026,545,00052
Managed Assets ($)$3,433,035,00052
Personal trust and agency accounts, managed assets$1,043,602,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$81,932,00077
Employee benefit-defined benefit accounts, managed assets$420,645,00025
Other employee benefit and retirement-related accounts, managed assets$320,668,00035
Corporate trust and agency accounts, managed assets$98,062,00012
Investment management and investment advisory agency accounts, managed assets$1,258,517,00054
Foundation and endowment trust and agency accounts, managed assets$209,609,00050
Other fiduciary accounts, managed assets$0230
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$319,401,00029
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$5,593,510,00042
Personal trust and agency accounts, non-managed assets$79,186,00085
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$212,937,00086
Employee benefit-defined benefit accounts, non-managed Assets$522,403,00038
Other retirement accounts, non-managed assets$30,430,000102
Corporate trust and agency accounts, non-managed assets$4,732,663,00017
Investment management and advisory agency accounts, non-managed assets$15,142,00091
Foundation and endowment trust and agency accounts, non-managed assets$749,000139
Other fiduciary accounts, non-managed assets$0219
Memoranda
Custody and safekeeping accounts, non-managed assets$3,743,132,00059
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$30,430,000114
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,728,431,00054
Managed Assets ($)$3,306,124,00055
Personal trust and agency accounts, managed assets$974,823,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$78,061,00081
Employee benefit-defined benefit accounts, managed assets$406,707,00026
Other employee benefit and retirement-related accounts, managed assets$298,975,00038
Corporate trust and agency accounts, managed assets$96,685,00013
Investment management and investment advisory agency accounts, managed assets$1,218,860,00055
Foundation and endowment trust and agency accounts, managed assets$232,013,00045
Other fiduciary accounts, managed assets$0105
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$297,893,00034
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,422,307,00043
Personal trust and agency accounts, non-managed assets$74,718,00080
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$186,328,00090
Employee benefit-defined benefit accounts, non-managed Assets$499,127,00040
Other retirement accounts, non-managed assets$27,438,00096
Corporate trust and agency accounts, non-managed assets$4,621,231,00016
Investment management and advisory agency accounts, non-managed assets$12,787,00072
Foundation and endowment trust and agency accounts, non-managed assets$678,000113
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$3,781,170,00062
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$49,688,00071
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,262,211,00055
Managed Assets ($)$3,445,582,00059
Personal trust and agency accounts, managed assets$1,029,705,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$85,677,00081
Employee benefit-defined benefit accounts, managed assets$443,168,00027
Other employee benefit and retirement-related accounts, managed assets$312,551,00041
Corporate trust and agency accounts, managed assets$96,730,00012
Investment management and investment advisory agency accounts, managed assets$1,249,439,00057
Foundation and endowment trust and agency accounts, managed assets$228,312,00048
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$311,246,00037
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,816,629,00044
Personal trust and agency accounts, non-managed assets$52,202,00095
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$218,994,00087
Employee benefit-defined benefit accounts, non-managed Assets$538,945,00042
Other retirement accounts, non-managed assets$29,182,00099
Corporate trust and agency accounts, non-managed assets$4,965,912,00017
Investment management and advisory agency accounts, non-managed assets$10,589,00075
Foundation and endowment trust and agency accounts, non-managed assets$805,000109
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$3,827,168,00061
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$29,182,00096
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,385,051,00053
Managed Assets ($)$3,509,658,00056
Personal trust and agency accounts, managed assets$1,070,667,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$85,698,00082
Employee benefit-defined benefit accounts, managed assets$446,024,00027
Other employee benefit and retirement-related accounts, managed assets$311,879,00039
Corporate trust and agency accounts, managed assets$95,573,00013
Investment management and investment advisory agency accounts, managed assets$1,256,617,00055
Foundation and endowment trust and agency accounts, managed assets$243,200,00047
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$310,565,00035
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,875,393,00044
Personal trust and agency accounts, non-managed assets$52,439,00098
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$221,787,00089
Employee benefit-defined benefit accounts, non-managed Assets$548,974,00041
Other retirement accounts, non-managed assets$31,249,00097
Corporate trust and agency accounts, non-managed assets$5,011,058,00017
Investment management and advisory agency accounts, non-managed assets$9,148,00074
Foundation and endowment trust and agency accounts, non-managed assets$738,000107
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$3,618,364,00061
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$31,248,00094
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,500,130,00053
Managed Assets ($)$3,461,679,00057
Personal trust and agency accounts, managed assets$1,041,169,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$95,832,00075
Employee benefit-defined benefit accounts, managed assets$434,679,00028
Other employee benefit and retirement-related accounts, managed assets$307,474,00039
Corporate trust and agency accounts, managed assets$96,966,00016
Investment management and investment advisory agency accounts, managed assets$1,271,438,00055
Foundation and endowment trust and agency accounts, managed assets$214,121,00046
Other fiduciary accounts, managed assets$0255
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$305,717,00034
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$6,038,451,00043
Personal trust and agency accounts, non-managed assets$53,240,000101
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$194,045,00095
Employee benefit-defined benefit accounts, non-managed Assets$528,417,00042
Other retirement accounts, non-managed assets$28,130,000116
Corporate trust and agency accounts, non-managed assets$5,071,746,00017
Investment management and advisory agency accounts, non-managed assets$16,481,00071
Foundation and endowment trust and agency accounts, non-managed assets$146,392,00019
Other fiduciary accounts, non-managed assets$0232
Memoranda
Custody and safekeeping accounts, non-managed assets$3,512,603,00062
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$31,448,000111
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,468,294,00053
Managed Assets ($)$3,358,121,00056
Personal trust and agency accounts, managed assets$1,006,199,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$96,902,00072
Employee benefit-defined benefit accounts, managed assets$415,845,00028
Other employee benefit and retirement-related accounts, managed assets$301,471,00036
Corporate trust and agency accounts, managed assets$102,178,00014
Investment management and investment advisory agency accounts, managed assets$1,225,728,00054
Foundation and endowment trust and agency accounts, managed assets$209,798,00048
Other fiduciary accounts, managed assets$0117
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$299,812,00032
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,110,173,00042
Personal trust and agency accounts, non-managed assets$50,832,00097
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$180,675,00095
Employee benefit-defined benefit accounts, non-managed Assets$512,876,00041
Other retirement accounts, non-managed assets$26,476,000105
Corporate trust and agency accounts, non-managed assets$5,191,045,00017
Investment management and advisory agency accounts, non-managed assets$13,980,00061
Foundation and endowment trust and agency accounts, non-managed assets$134,289,00019
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$3,621,024,00060
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$26,476,000100
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,233,528,00053
Managed Assets ($)$3,269,825,00054
Personal trust and agency accounts, managed assets$966,971,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$120,552,00060
Employee benefit-defined benefit accounts, managed assets$387,437,00029
Other employee benefit and retirement-related accounts, managed assets$286,338,00036
Corporate trust and agency accounts, managed assets$102,624,00014
Investment management and investment advisory agency accounts, managed assets$1,189,446,00055
Foundation and endowment trust and agency accounts, managed assets$216,457,00043
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$284,791,00031
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,963,703,00041
Personal trust and agency accounts, non-managed assets$51,788,00098
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$145,715,00098
Employee benefit-defined benefit accounts, non-managed Assets$470,276,00041
Other retirement accounts, non-managed assets$23,281,000109
Corporate trust and agency accounts, non-managed assets$5,133,489,00017
Investment management and advisory agency accounts, non-managed assets$11,093,00064
Foundation and endowment trust and agency accounts, non-managed assets$128,061,00018
Other fiduciary accounts, non-managed assets$0110
Memoranda
Custody and safekeeping accounts, non-managed assets$3,277,309,00063
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$23,281,000110
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,570,081,00053
Managed Assets ($)$3,437,182,00054
Personal trust and agency accounts, managed assets$1,028,302,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$128,193,00060
Employee benefit-defined benefit accounts, managed assets$415,836,00029
Other employee benefit and retirement-related accounts, managed assets$306,290,00036
Corporate trust and agency accounts, managed assets$101,538,00014
Investment management and investment advisory agency accounts, managed assets$1,276,990,00051
Foundation and endowment trust and agency accounts, managed assets$180,033,00047
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$304,626,00029
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,132,899,00041
Personal trust and agency accounts, non-managed assets$58,343,00093
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$151,900,00098
Employee benefit-defined benefit accounts, non-managed Assets$494,902,00040
Other retirement accounts, non-managed assets$24,450,000105
Corporate trust and agency accounts, non-managed assets$5,254,413,00017
Investment management and advisory agency accounts, non-managed assets$12,913,00058
Foundation and endowment trust and agency accounts, non-managed assets$135,978,00021
Other fiduciary accounts, non-managed assets$0113
Memoranda
Custody and safekeeping accounts, non-managed assets$3,258,588,00065
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$24,450,000106
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,924,834,00056
Managed Assets ($)$3,065,927,00059
Personal trust and agency accounts, managed assets$1,037,495,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$125,798,00062
Employee benefit-defined benefit accounts, managed assets$405,913,00031
Other employee benefit and retirement-related accounts, managed assets$2,412,000596
Corporate trust and agency accounts, managed assets$96,571,00014
Investment management and investment advisory agency accounts, managed assets$1,185,265,00055
Foundation and endowment trust and agency accounts, managed assets$212,473,00043
Other fiduciary accounts, managed assets$0258
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$297,950,00032
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$5,858,907,00044
Personal trust and agency accounts, non-managed assets$58,277,00098
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$143,952,00098
Employee benefit-defined benefit accounts, non-managed Assets$477,273,00039
Other retirement accounts, non-managed assets$0806
Corporate trust and agency accounts, non-managed assets$5,179,405,00018
Investment management and advisory agency accounts, non-managed assets$0351
Foundation and endowment trust and agency accounts, non-managed assets$0190
Other fiduciary accounts, non-managed assets$0221
Memoranda
Custody and safekeeping accounts, non-managed assets$2,933,455,00066
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$22,294,000162
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,302,790,00057
Managed Assets ($)$3,282,534,00059
Personal trust and agency accounts, managed assets$1,001,019,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$100,884,00073
Employee benefit-defined benefit accounts, managed assets$399,676,00032
Other employee benefit and retirement-related accounts, managed assets$289,194,00037
Corporate trust and agency accounts, managed assets$124,148,00013
Investment management and investment advisory agency accounts, managed assets$1,367,613,00055
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,020,256,00043
Personal trust and agency accounts, non-managed assets$82,130,00089
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$131,118,00097
Employee benefit-defined benefit accounts, non-managed Assets$471,117,00041
Other retirement accounts, non-managed assets$23,460,000106
Corporate trust and agency accounts, non-managed assets$5,312,431,00018
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$0116
Memoranda
Custody and safekeeping accounts, non-managed assets$3,026,890,00068
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,390,452,00058
Managed Assets ($)$3,122,200,00059
Personal trust and agency accounts, managed assets$929,204,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$97,043,00068
Employee benefit-defined benefit accounts, managed assets$367,455,00034
Other employee benefit and retirement-related accounts, managed assets$262,984,00040
Corporate trust and agency accounts, managed assets$123,869,00014
Investment management and investment advisory agency accounts, managed assets$1,341,645,00058
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,268,252,00042
Personal trust and agency accounts, non-managed assets$73,211,00091
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$124,697,00099
Employee benefit-defined benefit accounts, non-managed Assets$424,181,00041
Other retirement accounts, non-managed assets$22,030,000109
Corporate trust and agency accounts, non-managed assets$5,612,820,00018
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$11,313,00063
Memoranda
Custody and safekeeping accounts, non-managed assets$3,138,657,00068
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,264,191,00055
Managed Assets ($)$2,948,252,00059
Personal trust and agency accounts, managed assets$875,343,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$94,499,00068
Employee benefit-defined benefit accounts, managed assets$335,957,00033
Other employee benefit and retirement-related accounts, managed assets$239,655,00040
Corporate trust and agency accounts, managed assets$100,937,00016
Investment management and investment advisory agency accounts, managed assets$1,301,762,00059
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$99,000106
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,315,939,00041
Personal trust and agency accounts, non-managed assets$69,642,00090
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$123,801,00095
Employee benefit-defined benefit accounts, non-managed Assets$451,524,00037
Other retirement accounts, non-managed assets$27,914,00088
Corporate trust and agency accounts, non-managed assets$5,643,058,00018
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$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$2,930,902,00072
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,943,993,00057
Managed Assets ($)$3,118,099,00059
Personal trust and agency accounts, managed assets$954,568,00056
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$102,047,00068
Employee benefit-defined benefit accounts, managed assets$360,463,00031
Other employee benefit and retirement-related accounts, managed assets$253,342,00039
Corporate trust and agency accounts, managed assets$101,053,00020
Investment management and investment advisory agency accounts, managed assets$1,346,525,00060
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$101,000229
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,825,894,00042
Personal trust and agency accounts, non-managed assets$72,444,00098
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$220,514,00077
Employee benefit-defined benefit accounts, non-managed Assets$458,236,00042
Other retirement accounts, non-managed assets$31,451,000109
Corporate trust and agency accounts, non-managed assets$6,033,172,00019
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$10,077,00082
Memoranda
Custody and safekeeping accounts, non-managed assets$2,455,734,00074
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,339,069,00058
Managed Assets ($)$3,374,296,00059
Personal trust and agency accounts, managed assets$1,078,206,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$118,049,00063
Employee benefit-defined benefit accounts, managed assets$399,690,00031
Other employee benefit and retirement-related accounts, managed assets$285,159,00041
Corporate trust and agency accounts, managed assets$77,720,00020
Investment management and investment advisory agency accounts, managed assets$1,410,195,00060
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$5,277,00068
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,964,773,00042
Personal trust and agency accounts, non-managed assets$85,819,00092
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$241,639,00077
Employee benefit-defined benefit accounts, non-managed Assets$532,286,00043
Other retirement accounts, non-managed assets$37,184,00089
Corporate trust and agency accounts, non-managed assets$6,058,110,00019
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$9,735,00067
Memoranda
Custody and safekeeping accounts, non-managed assets$2,310,199,00076
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,756,824,00062
Managed Assets ($)$3,564,030,00061
Personal trust and agency accounts, managed assets$1,142,593,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$141,459,00056
Employee benefit-defined benefit accounts, managed assets$412,392,00033
Other employee benefit and retirement-related accounts, managed assets$305,703,00041
Corporate trust and agency accounts, managed assets$78,539,00022
Investment management and investment advisory agency accounts, managed assets$1,478,990,00064
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$4,354,00069
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,192,794,00046
Personal trust and agency accounts, non-managed assets$90,608,00093
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,120,877,00040
Employee benefit-defined benefit accounts, non-managed Assets$597,157,00044
Other retirement accounts, non-managed assets$36,769,00092
Corporate trust and agency accounts, non-managed assets$5,337,672,00021
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$9,711,00072
Memoranda
Custody and safekeeping accounts, non-managed assets$2,198,351,00082
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$10,912,091,00057
Managed Assets ($)$3,681,798,00059
Personal trust and agency accounts, managed assets$1,175,008,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$142,227,00054
Employee benefit-defined benefit accounts, managed assets$438,269,00030
Other employee benefit and retirement-related accounts, managed assets$300,291,00039
Corporate trust and agency accounts, managed assets$79,811,00018
Investment management and investment advisory agency accounts, managed assets$1,541,867,00062
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$4,325,00078
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,230,293,00045
Personal trust and agency accounts, non-managed assets$94,908,00089
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,109,061,00040
Employee benefit-defined benefit accounts, non-managed Assets$617,235,00043
Other retirement accounts, non-managed assets$36,699,00091
Corporate trust and agency accounts, non-managed assets$5,353,654,00020
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$18,736,00068
Memoranda
Custody and safekeeping accounts, non-managed assets$2,102,402,00084
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$1,881,889,000123
Managed Assets ($)$1,236,767,000112
Personal trust and agency accounts, managed assets$283,731,000150
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$69,959,000109
Employee benefit-defined benefit accounts, managed assets$328,515,00039
Other employee benefit and retirement-related accounts, managed assets$87,402,00096
Corporate trust and agency accounts, managed assets$1,000260
Investment management and investment advisory agency accounts, managed assets$466,984,000106
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$175,000228
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$645,122,000120
Personal trust and agency accounts, non-managed assets$5,334,000389
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,074,000284
Employee benefit-defined benefit accounts, non-managed Assets$616,046,00044
Other retirement accounts, non-managed assets$8,668,000297
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$0258
Memoranda
Custody and safekeeping accounts, non-managed assets$1,573,144,00091
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$1,894,969,000124
Managed Assets ($)$1,251,114,000112
Personal trust and agency accounts, managed assets$285,410,000152
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$72,114,000105
Employee benefit-defined benefit accounts, managed assets$333,543,00040
Other employee benefit and retirement-related accounts, managed assets$92,166,00093
Corporate trust and agency accounts, managed assets$1,000100
Investment management and investment advisory agency accounts, managed assets$467,707,000108
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$173,000106
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$643,855,000118
Personal trust and agency accounts, non-managed assets$4,813,000250
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,460,000219
Employee benefit-defined benefit accounts, non-managed Assets$615,882,00045
Other retirement accounts, non-managed assets$8,700,000184
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$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$1,587,494,00091
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$1,859,242,000130
Managed Assets ($)$1,221,707,000117
Personal trust and agency accounts, managed assets$295,936,000149
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$54,048,000125
Employee benefit-defined benefit accounts, managed assets$329,368,00040
Other employee benefit and retirement-related accounts, managed assets$92,406,00091
Corporate trust and agency accounts, managed assets$22,00097
Investment management and investment advisory agency accounts, managed assets$449,758,000112
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$169,000104
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$637,535,000127
Personal trust and agency accounts, non-managed assets$4,763,000255
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$31,254,000193
Employee benefit-defined benefit accounts, non-managed Assets$592,870,00046
Other retirement accounts, non-managed assets$8,648,000192
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$0124
Memoranda
Custody and safekeeping accounts, non-managed assets$1,517,702,00095
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$1,788,014,000131
Managed Assets ($)$1,162,365,000122
Personal trust and agency accounts, managed assets$284,668,000149
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$52,121,000128
Employee benefit-defined benefit accounts, managed assets$318,786,00042
Other employee benefit and retirement-related accounts, managed assets$90,514,00087
Corporate trust and agency accounts, managed assets$1,933,00064
Investment management and investment advisory agency accounts, managed assets$414,178,000118
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$165,000106
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$625,649,000128
Personal trust and agency accounts, non-managed assets$4,625,000255
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$29,416,000192
Employee benefit-defined benefit accounts, non-managed Assets$583,044,00046
Other retirement accounts, non-managed assets$8,564,000189
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$0120
Memoranda
Custody and safekeeping accounts, non-managed assets$1,514,078,00096
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$1,758,719,000130
Managed Assets ($)$1,138,394,000120
Personal trust and agency accounts, managed assets$285,428,000151
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$49,512,000141
Employee benefit-defined benefit accounts, managed assets$314,652,00042
Other employee benefit and retirement-related accounts, managed assets$93,237,00087
Corporate trust and agency accounts, managed assets$1,932,000136
Investment management and investment advisory agency accounts, managed assets$393,472,000120
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$161,000218
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$620,325,000125
Personal trust and agency accounts, non-managed assets$5,219,000385
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$29,578,000222
Employee benefit-defined benefit accounts, non-managed Assets$576,949,00045
Other retirement accounts, non-managed assets$8,579,000297
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$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$1,416,712,00099
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$1,718,011,000135
Managed Assets ($)$1,118,479,000123
Personal trust and agency accounts, managed assets$319,265,000139
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$54,460,000122
Employee benefit-defined benefit accounts, managed assets$303,414,00046
Other employee benefit and retirement-related accounts, managed assets$81,732,00099
Corporate trust and agency accounts, managed assets$1,932,00069
Investment management and investment advisory agency accounts, managed assets$357,521,000128
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$155,000107
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$599,532,000125
Personal trust and agency accounts, non-managed assets$4,076,000257
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$27,635,000189
Employee benefit-defined benefit accounts, non-managed Assets$559,209,00046
Other retirement accounts, non-managed assets$8,612,000195
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$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$1,270,585,000100
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$1,548,757,000146
Managed Assets ($)$978,051,000131
Personal trust and agency accounts, managed assets$298,571,000151
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$35,133,000151
Employee benefit-defined benefit accounts, managed assets$204,938,00056
Other employee benefit and retirement-related accounts, managed assets$78,039,000104
Corporate trust and agency accounts, managed assets$1,934,00076
Investment management and investment advisory agency accounts, managed assets$358,983,000127
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$453,000100
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$570,706,000132
Personal trust and agency accounts, non-managed assets$3,897,000260
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$26,701,000191
Employee benefit-defined benefit accounts, non-managed Assets$531,311,00051
Other retirement accounts, non-managed assets$8,797,000193
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$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$1,259,322,000100
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$1,600,275,000145
Managed Assets ($)$1,026,887,000127
Personal trust and agency accounts, managed assets$307,133,000149
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$60,187,000120
Employee benefit-defined benefit accounts, managed assets$209,949,00056
Other employee benefit and retirement-related accounts, managed assets$79,452,00097
Corporate trust and agency accounts, managed assets$1,933,00079
Investment management and investment advisory agency accounts, managed assets$367,766,000126
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$467,000107
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$573,388,000132
Personal trust and agency accounts, non-managed assets$3,869,000264
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$27,003,000198
Employee benefit-defined benefit accounts, non-managed Assets$538,576,00051
Other retirement accounts, non-managed assets$3,940,000243
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$0127
Memoranda
Custody and safekeeping accounts, non-managed assets$1,299,715,00098
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$1,553,337,000143
Managed Assets ($)$995,116,000129
Personal trust and agency accounts, managed assets$300,021,000149
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$58,117,000128
Employee benefit-defined benefit accounts, managed assets$201,221,00059
Other employee benefit and retirement-related accounts, managed assets$78,746,00091
Corporate trust and agency accounts, managed assets$1,933,000146
Investment management and investment advisory agency accounts, managed assets$354,618,000127
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$460,000200
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$558,221,000132
Personal trust and agency accounts, non-managed assets$3,611,000433
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$26,126,000232
Employee benefit-defined benefit accounts, non-managed Assets$524,527,00050
Other retirement accounts, non-managed assets$3,957,000428
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$0271
Memoranda
Custody and safekeeping accounts, non-managed assets$1,379,111,00091
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$1,527,643,000144
Managed Assets ($)$974,455,000125
Personal trust and agency accounts, managed assets$283,754,000150
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$60,196,000118
Employee benefit-defined benefit accounts, managed assets$183,571,00058
Other employee benefit and retirement-related accounts, managed assets$82,495,00085
Corporate trust and agency accounts, managed assets$1,932,00081
Investment management and investment advisory agency accounts, managed assets$362,052,000118
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$455,000107
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$553,188,000135
Personal trust and agency accounts, non-managed assets$3,616,000257
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$25,800,000201
Employee benefit-defined benefit accounts, non-managed Assets$519,779,00050
Other retirement accounts, non-managed assets$3,993,000242
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$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$1,410,185,00091
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$1,487,421,000140
Managed Assets ($)$954,786,000123
Personal trust and agency accounts, managed assets$279,079,000149
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$58,552,000120
Employee benefit-defined benefit accounts, managed assets$186,117,00057
Other employee benefit and retirement-related accounts, managed assets$81,096,00083
Corporate trust and agency accounts, managed assets$1,935,00080
Investment management and investment advisory agency accounts, managed assets$347,559,000116
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$448,000111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$532,635,000130
Personal trust and agency accounts, non-managed assets$3,482,000268
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$23,655,000204
Employee benefit-defined benefit accounts, non-managed Assets$502,824,00047
Other retirement accounts, non-managed assets$2,674,000266
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$0135
Memoranda
Custody and safekeeping accounts, non-managed assets$1,362,918,00091
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$1,470,777,000146
Managed Assets ($)$948,005,000127
Personal trust and agency accounts, managed assets$272,714,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$57,429,000125
Employee benefit-defined benefit accounts, managed assets$184,897,00061
Other employee benefit and retirement-related accounts, managed assets$81,593,00089
Corporate trust and agency accounts, managed assets$1,934,00081
Investment management and investment advisory agency accounts, managed assets$348,992,000118
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$446,000108
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$522,772,000137
Personal trust and agency accounts, non-managed assets$3,518,000267
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$23,777,000206
Employee benefit-defined benefit accounts, non-managed Assets$492,960,00050
Other retirement accounts, non-managed assets$2,517,000268
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$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$1,311,149,00096
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$1,504,013,000146
Managed Assets ($)$972,970,000123
Personal trust and agency accounts, managed assets$271,026,000158
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$58,004,000129
Employee benefit-defined benefit accounts, managed assets$189,666,00060
Other employee benefit and retirement-related accounts, managed assets$84,845,00091
Corporate trust and agency accounts, managed assets$1,937,000148
Investment management and investment advisory agency accounts, managed assets$367,004,000109
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$488,000198
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$531,043,000139
Personal trust and agency accounts, non-managed assets$934,000624
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$23,826,000239
Employee benefit-defined benefit accounts, non-managed Assets$500,870,00049
Other retirement accounts, non-managed assets$5,413,000369
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$0281
Memoranda
Custody and safekeeping accounts, non-managed assets$1,353,133,00098
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$1,441,732,000149
Managed Assets ($)$932,108,000129
Personal trust and agency accounts, managed assets$258,826,000159
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$55,985,000124
Employee benefit-defined benefit accounts, managed assets$178,240,00060
Other employee benefit and retirement-related accounts, managed assets$84,161,00085
Corporate trust and agency accounts, managed assets$1,937,00073
Investment management and investment advisory agency accounts, managed assets$352,572,000110
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$387,000102
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$509,624,000141
Personal trust and agency accounts, non-managed assets$1,883,000280
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$21,485,000208
Employee benefit-defined benefit accounts, non-managed Assets$476,841,00050
Other retirement accounts, non-managed assets$9,415,000181
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$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$1,331,307,000103
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$1,455,899,000147
Managed Assets ($)$930,733,000126
Personal trust and agency accounts, managed assets$262,635,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$63,672,000114
Employee benefit-defined benefit accounts, managed assets$170,950,00060
Other employee benefit and retirement-related accounts, managed assets$84,801,00083
Corporate trust and agency accounts, managed assets$1,937,00072
Investment management and investment advisory agency accounts, managed assets$346,738,000112
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$525,166,000140
Personal trust and agency accounts, non-managed assets$1,876,000291
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$21,172,000208
Employee benefit-defined benefit accounts, non-managed Assets$494,162,00050
Other retirement accounts, non-managed assets$7,956,000200
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$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$1,605,201,00096
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$1,397,275,000151
Managed Assets ($)$938,487,000126
Personal trust and agency accounts, managed assets$257,928,000162
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$63,462,000118
Employee benefit-defined benefit accounts, managed assets$175,427,00062
Other employee benefit and retirement-related accounts, managed assets$88,855,00081
Corporate trust and agency accounts, managed assets$1,937,00071
Investment management and investment advisory agency accounts, managed assets$350,446,000109
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$432,000103
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$458,788,000142
Personal trust and agency accounts, non-managed assets$1,860,000292
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$21,776,000211
Employee benefit-defined benefit accounts, non-managed Assets$426,945,00054
Other retirement accounts, non-managed assets$8,207,000200
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$0133
Memoranda
Custody and safekeeping accounts, non-managed assets$1,474,297,00098
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$1,360,677,000158
Managed Assets ($)$922,282,000132
Personal trust and agency accounts, managed assets$247,212,000173
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$64,205,000125
Employee benefit-defined benefit accounts, managed assets$173,790,00064
Other employee benefit and retirement-related accounts, managed assets$90,476,00080
Corporate trust and agency accounts, managed assets$1,936,000155
Investment management and investment advisory agency accounts, managed assets$344,663,000112
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$438,395,000152
Personal trust and agency accounts, non-managed assets$1,842,000534
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$20,670,000254
Employee benefit-defined benefit accounts, non-managed Assets$409,355,00059
Other retirement accounts, non-managed assets$6,528,000342
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$0284
Memoranda
Custody and safekeeping accounts, non-managed assets$2,170,046,00091
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$1,306,804,000162
Managed Assets ($)$889,530,000138
Personal trust and agency accounts, managed assets$232,906,000185
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$60,553,000128
Employee benefit-defined benefit accounts, managed assets$160,161,00065
Other employee benefit and retirement-related accounts, managed assets$83,165,00086
Corporate trust and agency accounts, managed assets$1,936,00084
Investment management and investment advisory agency accounts, managed assets$350,455,000114
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$354,000126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$417,274,000157
Personal trust and agency accounts, non-managed assets$1,756,000300
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$18,976,000226
Employee benefit-defined benefit accounts, non-managed Assets$389,442,00057
Other retirement accounts, non-managed assets$7,100,000213
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$0151
Memoranda
Custody and safekeeping accounts, non-managed assets$2,031,380,00092
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$1,283,247,000166
Managed Assets ($)$873,121,000138
Personal trust and agency accounts, managed assets$228,744,000189
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$62,170,000125
Employee benefit-defined benefit accounts, managed assets$145,868,00065
Other employee benefit and retirement-related accounts, managed assets$79,381,00092
Corporate trust and agency accounts, managed assets$1,945,00088
Investment management and investment advisory agency accounts, managed assets$354,659,000112
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$354,000132
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$410,126,000159
Personal trust and agency accounts, non-managed assets$1,107,000327
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$20,565,000221
Employee benefit-defined benefit accounts, non-managed Assets$381,268,00057
Other retirement accounts, non-managed assets$7,186,000217
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$0159
Memoranda
Custody and safekeeping accounts, non-managed assets$1,974,067,00093
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$1,183,085,000171
Managed Assets ($)$808,497,000146
Personal trust and agency accounts, managed assets$211,149,000197
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$58,365,000133
Employee benefit-defined benefit accounts, managed assets$132,499,00065
Other employee benefit and retirement-related accounts, managed assets$72,536,00094
Corporate trust and agency accounts, managed assets$1,945,00090
Investment management and investment advisory agency accounts, managed assets$331,722,000111
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$281,000139
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$374,588,000166
Personal trust and agency accounts, non-managed assets$1,807,000320
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$17,029,000232
Employee benefit-defined benefit accounts, non-managed Assets$350,562,00058
Other retirement accounts, non-managed assets$5,190,000234
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$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$2,109,995,00094
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$1,185,694,000171
Managed Assets ($)$806,063,000145
Personal trust and agency accounts, managed assets$215,420,000194
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$59,640,000134
Employee benefit-defined benefit accounts, managed assets$137,116,00063
Other employee benefit and retirement-related accounts, managed assets$71,858,00096
Corporate trust and agency accounts, managed assets$1,945,000181
Investment management and investment advisory agency accounts, managed assets$319,800,000112
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$284,000253
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$379,631,000169
Personal trust and agency accounts, non-managed assets$1,193,000625
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$17,618,000269
Employee benefit-defined benefit accounts, non-managed Assets$354,942,00058
Other retirement accounts, non-managed assets$5,878,000332
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$0299
Memoranda
Custody and safekeeping accounts, non-managed assets$2,591,411,00084
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
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$1,282,938,000154
Managed Assets ($)$833,579,000140
Personal trust and agency accounts, managed assets$213,674,000192
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$66,149,000131
Employee benefit-defined benefit accounts, managed assets$135,446,00073
Other employee benefit and retirement-related accounts, managed assets$80,012,00094
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$338,298,000105
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$449,359,000146
Personal trust and agency accounts, non-managed assets$1,400,000577
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$22,742,000218
Employee benefit-defined benefit accounts, non-managed Assets$417,489,00053
Other retirement accounts, non-managed assets$7,728,000288
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$0295
Memoranda
Custody and safekeeping accounts, non-managed assets$3,284,873,00071
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