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Wellington Trust Company, Total Fiduciary and Related Assets

2025-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Total fiduciary and related assets$71,511,236,00030
Managed Assets ($)$69,663,039,00015
Personal trust and agency accounts, managed assets$5,843,929,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,876,055,0004
Employee benefit-defined benefit accounts, managed assets$25,268,674,0005
Other employee benefit and retirement-related accounts, managed assets$4,901,434,00014
Corporate trust and agency accounts, managed assets$075
Investment management and investment advisory agency accounts, managed assets$0382
Foundation and endowment trust and agency accounts, managed assets$11,772,947,00010
Other fiduciary accounts, managed assets$0107
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0365
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,848,197,000103
Personal trust and agency accounts, non-managed assets$0306
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,848,197,00036
Employee benefit-defined benefit accounts, non-managed Assets$0114
Other retirement accounts, non-managed assets$0325
Corporate trust and agency accounts, non-managed assets$0117
Investment management and advisory agency accounts, non-managed assets$0199
Foundation and endowment trust and agency accounts, non-managed assets$0146
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$0383
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0314
2024-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0006
Fiduciary or related activity$1,0001
Total fiduciary and related assets$72,039,146,00029
Managed Assets ($)$70,172,043,00015
Personal trust and agency accounts, managed assets$6,041,022,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,365,027,0004
Employee benefit-defined benefit accounts, managed assets$25,953,825,0004
Other employee benefit and retirement-related accounts, managed assets$5,022,939,00013
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$0645
Foundation and endowment trust and agency accounts, managed assets$11,789,230,00010
Other fiduciary accounts, managed assets$0237
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0593
Investments of managed fiduciary accts in advised or sponsored mutual funds$047
Non-managed Assets ($)$1,867,103,000102
Personal trust and agency accounts, non-managed assets$0624
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,867,103,00036
Employee benefit-defined benefit accounts, non-managed Assets$0123
Other retirement accounts, non-managed assets$0608
Corporate trust and agency accounts, non-managed assets$0219
Investment management and advisory agency accounts, non-managed assets$0335
Foundation and endowment trust and agency accounts, non-managed assets$0200
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$0655
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0604
2024-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Total fiduciary and related assets$74,481,535,00029
Managed Assets ($)$72,634,008,00015
Personal trust and agency accounts, managed assets$6,206,049,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,406,324,0004
Employee benefit-defined benefit accounts, managed assets$27,422,499,0004
Other employee benefit and retirement-related accounts, managed assets$5,130,966,00014
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0382
Foundation and endowment trust and agency accounts, managed assets$12,468,170,00010
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0365
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,847,527,00099
Personal trust and agency accounts, non-managed assets$0308
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,847,527,00035
Employee benefit-defined benefit accounts, non-managed Assets$0121
Other retirement accounts, non-managed assets$0335
Corporate trust and agency accounts, non-managed assets$0111
Investment management and advisory agency accounts, non-managed assets$0203
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$0384
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0314
2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
Total fiduciary and related assets$71,639,694,00029
Managed Assets ($)$69,862,527,00016
Personal trust and agency accounts, managed assets$5,963,056,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,581,285,0004
Employee benefit-defined benefit accounts, managed assets$26,357,965,0004
Other employee benefit and retirement-related accounts, managed assets$4,821,490,00015
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$0458
Foundation and endowment trust and agency accounts, managed assets$12,138,731,00010
Other fiduciary accounts, managed assets$0154
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0435
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,777,167,000103
Personal trust and agency accounts, non-managed assets$0363
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,777,167,00034
Employee benefit-defined benefit accounts, non-managed Assets$0127
Other retirement accounts, non-managed assets$0388
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$0248
Foundation and endowment trust and agency accounts, non-managed assets$0169
Other fiduciary accounts, non-managed assets$0123
Memoranda
Custody and safekeeping accounts, non-managed assets$0454
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0376
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
Total fiduciary and related assets$72,397,708,00029
Managed Assets ($)$70,635,584,00015
Personal trust and agency accounts, managed assets$6,184,198,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,185,054,0004
Employee benefit-defined benefit accounts, managed assets$26,749,294,0004
Other employee benefit and retirement-related accounts, managed assets$4,696,182,00015
Corporate trust and agency accounts, managed assets$066
Investment management and investment advisory agency accounts, managed assets$0342
Foundation and endowment trust and agency accounts, managed assets$12,820,856,00010
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0367
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,762,124,000103
Personal trust and agency accounts, non-managed assets$0321
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,762,124,00034
Employee benefit-defined benefit accounts, non-managed Assets$0123
Other retirement accounts, non-managed assets$0334
Corporate trust and agency accounts, non-managed assets$0111
Investment management and advisory agency accounts, non-managed assets$0256
Foundation and endowment trust and agency accounts, non-managed assets$0195
Other fiduciary accounts, non-managed assets$092
Memoranda
Custody and safekeeping accounts, non-managed assets$0348
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0314
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Total fiduciary and related assets$69,308,436,00027
Managed Assets ($)$67,641,301,00015
Personal trust and agency accounts, managed assets$6,252,899,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$17,870,986,0004
Employee benefit-defined benefit accounts, managed assets$26,577,423,0003
Other employee benefit and retirement-related accounts, managed assets$4,375,652,00015
Corporate trust and agency accounts, managed assets$0182
Investment management and investment advisory agency accounts, managed assets$0612
Foundation and endowment trust and agency accounts, managed assets$12,564,341,00010
Other fiduciary accounts, managed assets$0236
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0594
Investments of managed fiduciary accts in advised or sponsored mutual funds$050
Non-managed Assets ($)$1,667,135,000100
Personal trust and agency accounts, non-managed assets$0630
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,667,135,00033
Employee benefit-defined benefit accounts, non-managed Assets$0140
Other retirement accounts, non-managed assets$0603
Corporate trust and agency accounts, non-managed assets$0227
Investment management and advisory agency accounts, non-managed assets$0392
Foundation and endowment trust and agency accounts, non-managed assets$0245
Other fiduciary accounts, non-managed assets$0179
Memoranda
Custody and safekeeping accounts, non-managed assets$0620
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0597
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Total fiduciary and related assets$62,604,131,00028
Managed Assets ($)$61,090,984,00016
Personal trust and agency accounts, managed assets$5,908,980,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,414,611,0004
Employee benefit-defined benefit accounts, managed assets$25,167,996,0003
Other employee benefit and retirement-related accounts, managed assets$1,515,829,00024
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0333
Foundation and endowment trust and agency accounts, managed assets$12,083,568,00010
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0360
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,513,147,000103
Personal trust and agency accounts, non-managed assets$0310
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,513,147,00035
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$0110
Investment management and advisory agency accounts, non-managed assets$0251
Foundation and endowment trust and agency accounts, non-managed assets$0192
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$0340
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0303
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Total fiduciary and related assets$64,925,355,00027
Managed Assets ($)$63,350,073,00016
Personal trust and agency accounts, managed assets$5,938,362,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$17,034,648,0004
Employee benefit-defined benefit accounts, managed assets$26,149,648,0003
Other employee benefit and retirement-related accounts, managed assets$1,560,686,00023
Corporate trust and agency accounts, managed assets$0119
Investment management and investment advisory agency accounts, managed assets$0399
Foundation and endowment trust and agency accounts, managed assets$12,666,729,00010
Other fiduciary accounts, managed assets$0152
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0428
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,575,282,00099
Personal trust and agency accounts, non-managed assets$0364
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,575,282,00036
Employee benefit-defined benefit accounts, non-managed Assets$0119
Other retirement accounts, non-managed assets$0379
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$0288
Foundation and endowment trust and agency accounts, non-managed assets$0207
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$0402
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0369
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$63,893,114,00028
Managed Assets ($)$62,401,560,00015
Personal trust and agency accounts, managed assets$5,752,529,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,156,934,0004
Employee benefit-defined benefit accounts, managed assets$26,244,651,0003
Other employee benefit and retirement-related accounts, managed assets$1,504,754,00024
Corporate trust and agency accounts, managed assets$069
Investment management and investment advisory agency accounts, managed assets$0341
Foundation and endowment trust and agency accounts, managed assets$12,742,692,0009
Other fiduciary accounts, managed assets$0106
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0325
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,491,554,000107
Personal trust and agency accounts, non-managed assets$0305
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,491,554,00036
Employee benefit-defined benefit accounts, non-managed Assets$0121
Other retirement accounts, non-managed assets$0296
Corporate trust and agency accounts, non-managed assets$099
Investment management and advisory agency accounts, non-managed assets$0209
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$0347
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0313
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$60,780,459,00030
Managed Assets ($)$59,373,940,00016
Personal trust and agency accounts, managed assets$5,353,333,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,082,648,0003
Employee benefit-defined benefit accounts, managed assets$25,238,300,0003
Other employee benefit and retirement-related accounts, managed assets$1,420,648,00024
Corporate trust and agency accounts, managed assets$0150
Investment management and investment advisory agency accounts, managed assets$0644
Foundation and endowment trust and agency accounts, managed assets$12,279,011,0009
Other fiduciary accounts, managed assets$0208
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0573
Investments of managed fiduciary accts in advised or sponsored mutual funds$051
Non-managed Assets ($)$1,406,519,000108
Personal trust and agency accounts, non-managed assets$0641
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,406,519,00041
Employee benefit-defined benefit accounts, non-managed Assets$0145
Other retirement accounts, non-managed assets$0587
Corporate trust and agency accounts, non-managed assets$0184
Investment management and advisory agency accounts, non-managed assets$0356
Foundation and endowment trust and agency accounts, non-managed assets$0205
Other fiduciary accounts, non-managed assets$0163
Memoranda
Custody and safekeeping accounts, non-managed assets$0643
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0641
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$56,581,694,00031
Managed Assets ($)$55,281,696,00015
Personal trust and agency accounts, managed assets$4,925,321,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$13,364,209,0003
Employee benefit-defined benefit accounts, managed assets$24,235,906,0003
Other employee benefit and retirement-related accounts, managed assets$1,552,674,00024
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0357
Foundation and endowment trust and agency accounts, managed assets$11,203,586,00010
Other fiduciary accounts, managed assets$0103
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0340
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,299,998,000109
Personal trust and agency accounts, non-managed assets$0308
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,299,998,00044
Employee benefit-defined benefit accounts, non-managed Assets$0126
Other retirement accounts, non-managed assets$0309
Corporate trust and agency accounts, non-managed assets$0106
Investment management and advisory agency accounts, non-managed assets$0210
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$091
Memoranda
Custody and safekeeping accounts, non-managed assets$0362
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0326