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Wilmington Trust Company, Total Fiduciary and Related Assets

2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$111,962,032,00013
Managed Assets ($)$20,953,126,00020
Personal trust and agency accounts, managed assets$11,376,957,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$38,627,000123
Employee benefit-defined benefit accounts, managed assets$516,664,00026
Other employee benefit and retirement-related accounts, managed assets$158,367,00066
Corporate trust and agency accounts, managed assets$1,258,636,0004
Investment management and investment advisory agency accounts, managed assets$6,803,528,00022
Foundation and endowment trust and agency accounts, managed assets$416,447,00031
Other fiduciary accounts, managed assets$383,900,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$158,367,00054
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$91,008,906,00013
Personal trust and agency accounts, non-managed assets$17,629,521,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$24,366,437,00010
Employee benefit-defined benefit accounts, non-managed Assets$1,477,488,00027
Other retirement accounts, non-managed assets$405,336,00031
Corporate trust and agency accounts, non-managed assets$43,242,765,0007
Investment management and advisory agency accounts, non-managed assets$22,640,00052
Foundation and endowment trust and agency accounts, non-managed assets$3,077,131,0003
Other fiduciary accounts, non-managed assets$787,588,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$36,172,910,00026
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$27,140,000106
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$112,630,220,00013
Managed Assets ($)$22,030,189,00019
Personal trust and agency accounts, managed assets$11,312,504,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$45,109,000113
Employee benefit-defined benefit accounts, managed assets$511,348,00026
Other employee benefit and retirement-related accounts, managed assets$157,858,00064
Corporate trust and agency accounts, managed assets$1,190,383,0005
Investment management and investment advisory agency accounts, managed assets$7,916,603,00020
Foundation and endowment trust and agency accounts, managed assets$516,274,00028
Other fiduciary accounts, managed assets$380,110,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$157,858,00054
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$90,600,031,00013
Personal trust and agency accounts, non-managed assets$16,486,120,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$23,795,149,00010
Employee benefit-defined benefit accounts, non-managed Assets$1,455,370,00026
Other retirement accounts, non-managed assets$384,426,00030
Corporate trust and agency accounts, non-managed assets$44,522,806,0007
Investment management and advisory agency accounts, non-managed assets$11,327,00070
Foundation and endowment trust and agency accounts, non-managed assets$3,151,256,0003
Other fiduciary accounts, non-managed assets$793,577,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$36,619,429,00026
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$26,656,000108
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$112,243,887,00013
Managed Assets ($)$21,469,290,00020
Personal trust and agency accounts, managed assets$11,168,714,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$44,160,000124
Employee benefit-defined benefit accounts, managed assets$500,690,00027
Other employee benefit and retirement-related accounts, managed assets$157,809,00062
Corporate trust and agency accounts, managed assets$1,154,313,0006
Investment management and investment advisory agency accounts, managed assets$7,628,393,00021
Foundation and endowment trust and agency accounts, managed assets$434,335,00030
Other fiduciary accounts, managed assets$380,876,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$157,809,00052
Investments of managed fiduciary accts in advised or sponsored mutual funds$817,785,00024
Non-managed Assets ($)$90,774,597,00013
Personal trust and agency accounts, non-managed assets$16,215,380,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$24,658,140,00010
Employee benefit-defined benefit accounts, non-managed Assets$1,411,001,00026
Other retirement accounts, non-managed assets$89,703,00055
Corporate trust and agency accounts, non-managed assets$44,503,802,0008
Investment management and advisory agency accounts, non-managed assets$6,577,000137
Foundation and endowment trust and agency accounts, non-managed assets$3,005,375,0003
Other fiduciary accounts, non-managed assets$884,619,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$37,148,365,00026
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$25,505,000135
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$108,357,415,00013
Managed Assets ($)$21,841,516,00020
Personal trust and agency accounts, managed assets$10,972,150,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$44,825,000117
Employee benefit-defined benefit accounts, managed assets$489,013,00027
Other employee benefit and retirement-related accounts, managed assets$159,524,00061
Corporate trust and agency accounts, managed assets$1,057,934,0005
Investment management and investment advisory agency accounts, managed assets$8,296,597,00018
Foundation and endowment trust and agency accounts, managed assets$429,639,00030
Other fiduciary accounts, managed assets$391,834,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$159,524,00051
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$86,515,899,00013
Personal trust and agency accounts, non-managed assets$16,364,517,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$22,758,458,00010
Employee benefit-defined benefit accounts, non-managed Assets$1,299,711,00026
Other retirement accounts, non-managed assets$62,888,00064
Corporate trust and agency accounts, non-managed assets$42,526,644,0007
Investment management and advisory agency accounts, non-managed assets$8,527,00075
Foundation and endowment trust and agency accounts, non-managed assets$2,651,390,0003
Other fiduciary accounts, non-managed assets$843,764,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$37,593,506,00024
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$25,601,000105
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$102,927,731,00014
Managed Assets ($)$20,207,837,00020
Personal trust and agency accounts, managed assets$10,141,331,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$41,669,000117
Employee benefit-defined benefit accounts, managed assets$464,564,00025
Other employee benefit and retirement-related accounts, managed assets$150,103,00061
Corporate trust and agency accounts, managed assets$1,116,248,0004
Investment management and investment advisory agency accounts, managed assets$7,537,639,00018
Foundation and endowment trust and agency accounts, managed assets$374,231,00030
Other fiduciary accounts, managed assets$382,052,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$150,103,00048
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$82,719,894,00014
Personal trust and agency accounts, non-managed assets$15,719,167,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$21,200,515,00010
Employee benefit-defined benefit accounts, non-managed Assets$1,201,405,00026
Other retirement accounts, non-managed assets$55,607,00066
Corporate trust and agency accounts, non-managed assets$41,143,141,0009
Investment management and advisory agency accounts, non-managed assets$7,395,00076
Foundation and endowment trust and agency accounts, non-managed assets$2,552,618,0003
Other fiduciary accounts, non-managed assets$840,046,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$38,184,343,00024
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$26,254,00097
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$105,402,780,00014
Managed Assets ($)$20,912,712,00020
Personal trust and agency accounts, managed assets$10,956,593,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$43,046,000119
Employee benefit-defined benefit accounts, managed assets$479,065,00027
Other employee benefit and retirement-related accounts, managed assets$161,713,00055
Corporate trust and agency accounts, managed assets$897,427,0004
Investment management and investment advisory agency accounts, managed assets$7,529,363,00019
Foundation and endowment trust and agency accounts, managed assets$451,059,00029
Other fiduciary accounts, managed assets$394,446,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$161,713,00044
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$84,490,068,00014
Personal trust and agency accounts, non-managed assets$15,286,978,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$22,133,692,00010
Employee benefit-defined benefit accounts, non-managed Assets$1,275,613,00026
Other retirement accounts, non-managed assets$60,038,00062
Corporate trust and agency accounts, non-managed assets$41,991,561,0009
Investment management and advisory agency accounts, non-managed assets$7,399,00072
Foundation and endowment trust and agency accounts, non-managed assets$2,847,861,0004
Other fiduciary accounts, non-managed assets$886,926,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$40,827,133,00025
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$29,829,00087
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$104,653,861,00015
Managed Assets ($)$20,796,961,00021
Personal trust and agency accounts, managed assets$10,778,480,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$43,088,000122
Employee benefit-defined benefit accounts, managed assets$434,974,00030
Other employee benefit and retirement-related accounts, managed assets$159,284,00053
Corporate trust and agency accounts, managed assets$910,302,0006
Investment management and investment advisory agency accounts, managed assets$7,677,385,00020
Foundation and endowment trust and agency accounts, managed assets$399,284,00031
Other fiduciary accounts, managed assets$394,164,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$159,284,00045
Investments of managed fiduciary accts in advised or sponsored mutual funds$756,984,00028
Non-managed Assets ($)$83,856,900,00015
Personal trust and agency accounts, non-managed assets$16,281,310,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$20,918,879,00011
Employee benefit-defined benefit accounts, non-managed Assets$1,287,661,00027
Other retirement accounts, non-managed assets$47,496,00082
Corporate trust and agency accounts, non-managed assets$41,578,327,0009
Investment management and advisory agency accounts, non-managed assets$2,505,000176
Foundation and endowment trust and agency accounts, non-managed assets$2,872,784,0003
Other fiduciary accounts, non-managed assets$867,938,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$41,842,939,00026
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$29,808,000120
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$94,217,057,00016
Managed Assets ($)$20,064,800,00023
Personal trust and agency accounts, managed assets$10,574,783,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$43,789,000111
Employee benefit-defined benefit accounts, managed assets$370,763,00034
Other employee benefit and retirement-related accounts, managed assets$152,741,00058
Corporate trust and agency accounts, managed assets$900,736,0005
Investment management and investment advisory agency accounts, managed assets$7,613,245,00021
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$408,743,00021
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$74,152,257,00016
Personal trust and agency accounts, non-managed assets$8,141,866,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$19,389,269,00012
Employee benefit-defined benefit accounts, non-managed Assets$1,287,352,00029
Other retirement accounts, non-managed assets$62,847,00060
Corporate trust and agency accounts, non-managed assets$44,382,970,0009
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$887,953,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$49,435,121,00022
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$85,349,375,00016
Managed Assets ($)$16,767,451,00024
Personal trust and agency accounts, managed assets$9,239,963,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$38,786,000120
Employee benefit-defined benefit accounts, managed assets$332,303,00036
Other employee benefit and retirement-related accounts, managed assets$144,922,00056
Corporate trust and agency accounts, managed assets$722,986,0006
Investment management and investment advisory agency accounts, managed assets$5,892,599,00027
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$395,892,00021
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$68,581,924,00015
Personal trust and agency accounts, non-managed assets$7,050,167,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$17,268,245,00012
Employee benefit-defined benefit accounts, non-managed Assets$1,181,360,00027
Other retirement accounts, non-managed assets$55,581,00060
Corporate trust and agency accounts, non-managed assets$42,191,731,0009
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$834,840,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$47,906,212,00021
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$79,997,348,00016
Managed Assets ($)$15,994,187,00024
Personal trust and agency accounts, managed assets$8,802,449,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$36,011,000120
Employee benefit-defined benefit accounts, managed assets$319,114,00034
Other employee benefit and retirement-related accounts, managed assets$123,980,00061
Corporate trust and agency accounts, managed assets$644,027,0008
Investment management and investment advisory agency accounts, managed assets$5,656,115,00028
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$412,491,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$64,003,161,00015
Personal trust and agency accounts, non-managed assets$6,728,770,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,923,671,00011
Employee benefit-defined benefit accounts, non-managed Assets$1,022,163,00028
Other retirement accounts, non-managed assets$51,108,00060
Corporate trust and agency accounts, non-managed assets$40,528,502,0009
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$748,947,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$48,474,558,00021
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$86,496,664,00016
Managed Assets ($)$16,826,345,00025
Personal trust and agency accounts, managed assets$9,712,089,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$37,771,000130
Employee benefit-defined benefit accounts, managed assets$287,547,00036
Other employee benefit and retirement-related accounts, managed assets$130,571,00061
Corporate trust and agency accounts, managed assets$948,899,0005
Investment management and investment advisory agency accounts, managed assets$5,284,669,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$424,799,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$69,670,319,00014
Personal trust and agency accounts, non-managed assets$7,097,481,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,890,698,00012
Employee benefit-defined benefit accounts, non-managed Assets$1,058,593,00032
Other retirement accounts, non-managed assets$35,056,00098
Corporate trust and agency accounts, non-managed assets$45,831,154,0009
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$757,337,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$50,781,121,00022
Fiduciary accounts held in foreign offices, non-managed Assets$09
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$97,017,666,00016
Managed Assets ($)$19,905,176,00024
Personal trust and agency accounts, managed assets$11,283,702,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$42,020,000125
Employee benefit-defined benefit accounts, managed assets$324,173,00036
Other employee benefit and retirement-related accounts, managed assets$155,909,00059
Corporate trust and agency accounts, managed assets$922,117,0005
Investment management and investment advisory agency accounts, managed assets$7,005,031,00024
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$172,224,00025
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$77,112,490,00015
Personal trust and agency accounts, non-managed assets$8,070,739,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,930,619,00012
Employee benefit-defined benefit accounts, non-managed Assets$1,206,913,00031
Other retirement accounts, non-managed assets$39,456,00086
Corporate trust and agency accounts, non-managed assets$50,940,892,0009
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$923,871,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$53,928,003,00024
Fiduciary accounts held in foreign offices, non-managed Assets$09
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$104,677,422,00019
Managed Assets ($)$20,779,399,00025
Personal trust and agency accounts, managed assets$12,468,979,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$45,375,000127
Employee benefit-defined benefit accounts, managed assets$340,829,00037
Other employee benefit and retirement-related accounts, managed assets$173,201,00058
Corporate trust and agency accounts, managed assets$977,142,0005
Investment management and investment advisory agency accounts, managed assets$6,590,056,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$183,817,00026
Memoranda
Fiduciary accounts held in foreign offices, managed assets$011
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$83,898,023,00017
Personal trust and agency accounts, non-managed assets$8,205,610,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$17,005,958,00013
Employee benefit-defined benefit accounts, non-managed Assets$1,288,703,00033
Other retirement accounts, non-managed assets$38,381,00090
Corporate trust and agency accounts, non-managed assets$56,516,421,0009
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$842,950,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$55,479,206,00028
Fiduciary accounts held in foreign offices, non-managed Assets$010
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$107,016,523,00018
Managed Assets ($)$21,802,365,00023
Personal trust and agency accounts, managed assets$12,894,536,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$45,774,000126
Employee benefit-defined benefit accounts, managed assets$335,686,00036
Other employee benefit and retirement-related accounts, managed assets$167,491,00062
Corporate trust and agency accounts, managed assets$899,908,0004
Investment management and investment advisory agency accounts, managed assets$7,264,955,00026
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$194,015,00031
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$85,214,158,00017
Personal trust and agency accounts, non-managed assets$7,921,664,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$16,731,933,00013
Employee benefit-defined benefit accounts, non-managed Assets$1,265,878,00033
Other retirement accounts, non-managed assets$44,394,00080
Corporate trust and agency accounts, non-managed assets$58,317,120,0009
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$933,169,00021
Memoranda
Custody and safekeeping accounts, non-managed assets$56,541,394,00028
Fiduciary accounts held in foreign offices, non-managed Assets$010
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$105,774,908,00019
Managed Assets ($)$22,076,100,00024
Personal trust and agency accounts, managed assets$13,197,052,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$47,958,000136
Employee benefit-defined benefit accounts, managed assets$355,636,00036
Other employee benefit and retirement-related accounts, managed assets$180,712,00053
Corporate trust and agency accounts, managed assets$1,484,254,0004
Investment management and investment advisory agency accounts, managed assets$6,622,942,00029
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$187,546,00031
Memoranda
Fiduciary accounts held in foreign offices, managed assets$36,429,00012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$83,698,808,00017
Personal trust and agency accounts, non-managed assets$8,601,168,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$16,966,294,00012
Employee benefit-defined benefit accounts, non-managed Assets$1,314,384,00034
Other retirement accounts, non-managed assets$48,638,00084
Corporate trust and agency accounts, non-managed assets$56,073,820,0009
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$694,504,00024
Memoranda
Custody and safekeeping accounts, non-managed assets$58,851,930,00027
Fiduciary accounts held in foreign offices, non-managed Assets$313,938,00010
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$106,491,973,00019
Managed Assets ($)$21,222,962,00026
Personal trust and agency accounts, managed assets$12,455,696,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$60,342,000116
Employee benefit-defined benefit accounts, managed assets$354,060,00039
Other employee benefit and retirement-related accounts, managed assets$175,501,00056
Corporate trust and agency accounts, managed assets$1,377,295,0004
Investment management and investment advisory agency accounts, managed assets$6,595,347,00031
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$204,721,00032
Memoranda
Fiduciary accounts held in foreign offices, managed assets$39,787,00012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$85,269,011,00017
Personal trust and agency accounts, non-managed assets$8,607,770,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$17,051,595,00012
Employee benefit-defined benefit accounts, non-managed Assets$1,273,233,00034
Other retirement accounts, non-managed assets$51,984,00075
Corporate trust and agency accounts, non-managed assets$57,486,435,0009
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$797,994,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$57,013,526,00027
Fiduciary accounts held in foreign offices, non-managed Assets$333,186,00010
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$100,235,950,00019
Managed Assets ($)$20,596,762,00025
Personal trust and agency accounts, managed assets$12,342,245,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$58,407,000119
Employee benefit-defined benefit accounts, managed assets$408,769,00036
Other employee benefit and retirement-related accounts, managed assets$169,692,00059
Corporate trust and agency accounts, managed assets$1,311,364,0004
Investment management and investment advisory agency accounts, managed assets$6,101,096,00032
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$205,189,00031
Memoranda
Fiduciary accounts held in foreign offices, managed assets$48,185,00011
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$79,639,188,00017
Personal trust and agency accounts, non-managed assets$8,429,668,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$16,577,167,00012
Employee benefit-defined benefit accounts, non-managed Assets$1,177,389,00039
Other retirement accounts, non-managed assets$51,340,00078
Corporate trust and agency accounts, non-managed assets$52,626,244,0009
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$777,380,00024
Memoranda
Custody and safekeeping accounts, non-managed assets$56,709,553,00026
Fiduciary accounts held in foreign offices, non-managed Assets$337,293,00011
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$96,264,015,00019
Managed Assets ($)$20,896,326,00026
Personal trust and agency accounts, managed assets$11,949,055,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$73,176,000105
Employee benefit-defined benefit accounts, managed assets$394,177,00038
Other employee benefit and retirement-related accounts, managed assets$160,878,00058
Corporate trust and agency accounts, managed assets$1,382,536,0005
Investment management and investment advisory agency accounts, managed assets$6,742,930,00029
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$193,574,00030
Memoranda
Fiduciary accounts held in foreign offices, managed assets$47,089,00012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$75,367,689,00017
Personal trust and agency accounts, non-managed assets$8,613,332,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,973,661,00013
Employee benefit-defined benefit accounts, non-managed Assets$1,081,095,00039
Other retirement accounts, non-managed assets$52,042,00079
Corporate trust and agency accounts, non-managed assets$48,758,231,00010
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$889,328,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$52,133,434,00029
Fiduciary accounts held in foreign offices, non-managed Assets$404,628,00010
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$90,104,257,00019
Managed Assets ($)$20,661,251,00026
Personal trust and agency accounts, managed assets$11,996,404,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$76,772,000104
Employee benefit-defined benefit accounts, managed assets$405,530,00037
Other employee benefit and retirement-related accounts, managed assets$158,882,00058
Corporate trust and agency accounts, managed assets$1,223,093,0005
Investment management and investment advisory agency accounts, managed assets$6,632,083,00029
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$168,487,00029
Memoranda
Fiduciary accounts held in foreign offices, managed assets$46,085,00012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$69,443,006,00017
Personal trust and agency accounts, non-managed assets$8,217,152,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,777,622,00014
Employee benefit-defined benefit accounts, non-managed Assets$1,470,730,00034
Other retirement accounts, non-managed assets$47,281,00096
Corporate trust and agency accounts, non-managed assets$43,150,958,00011
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$779,263,00024
Memoranda
Custody and safekeeping accounts, non-managed assets$48,327,792,00029
Fiduciary accounts held in foreign offices, non-managed Assets$391,281,00010
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$83,133,132,00021
Managed Assets ($)$18,898,151,00026
Personal trust and agency accounts, managed assets$11,533,741,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$77,561,00093
Employee benefit-defined benefit accounts, managed assets$388,941,00040
Other employee benefit and retirement-related accounts, managed assets$150,686,00062
Corporate trust and agency accounts, managed assets$862,770,0007
Investment management and investment advisory agency accounts, managed assets$5,732,639,00031
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$151,813,00031
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$64,234,981,00018
Personal trust and agency accounts, non-managed assets$8,559,836,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,780,376,00014
Employee benefit-defined benefit accounts, non-managed Assets$1,503,728,00032
Other retirement accounts, non-managed assets$50,229,00088
Corporate trust and agency accounts, non-managed assets$38,603,575,00012
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$737,237,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$45,752,185,00031
Fiduciary accounts held in foreign offices, non-managed Assets$400,254,00010
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$76,233,567,00021
Managed Assets ($)$18,439,691,00025
Personal trust and agency accounts, managed assets$11,631,197,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$74,650,00099
Employee benefit-defined benefit accounts, managed assets$361,676,00043
Other employee benefit and retirement-related accounts, managed assets$144,371,00064
Corporate trust and agency accounts, managed assets$878,353,00010
Investment management and investment advisory agency accounts, managed assets$5,197,142,00032
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$152,302,00034
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$57,793,876,00018
Personal trust and agency accounts, non-managed assets$6,056,477,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,154,900,00014
Employee benefit-defined benefit accounts, non-managed Assets$1,510,549,00035
Other retirement accounts, non-managed assets$42,949,00098
Corporate trust and agency accounts, non-managed assets$35,299,723,00013
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$729,278,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$49,753,202,00031
Fiduciary accounts held in foreign offices, non-managed Assets$311,051,00010
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$76,415,266,00021
Managed Assets ($)$19,277,666,00025
Personal trust and agency accounts, managed assets$12,234,319,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$75,041,00097
Employee benefit-defined benefit accounts, managed assets$363,652,00042
Other employee benefit and retirement-related accounts, managed assets$145,629,00063
Corporate trust and agency accounts, managed assets$846,132,00010
Investment management and investment advisory agency accounts, managed assets$5,458,000,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$154,893,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$57,137,600,00018
Personal trust and agency accounts, non-managed assets$6,316,024,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,962,576,00014
Employee benefit-defined benefit accounts, non-managed Assets$1,508,922,00037
Other retirement accounts, non-managed assets$42,086,00098
Corporate trust and agency accounts, non-managed assets$34,580,252,00013
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$727,740,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$50,431,418,00031
Fiduciary accounts held in foreign offices, non-managed Assets$569,708,00010
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$74,361,799,00020
Managed Assets ($)$18,958,815,00026
Personal trust and agency accounts, managed assets$12,209,294,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$68,288,000110
Employee benefit-defined benefit accounts, managed assets$351,620,00043
Other employee benefit and retirement-related accounts, managed assets$138,395,00062
Corporate trust and agency accounts, managed assets$724,437,00012
Investment management and investment advisory agency accounts, managed assets$5,318,573,00031
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$148,208,00032
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$55,402,984,00019
Personal trust and agency accounts, non-managed assets$5,749,891,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,708,286,00013
Employee benefit-defined benefit accounts, non-managed Assets$1,442,461,00038
Other retirement accounts, non-managed assets$39,556,000108
Corporate trust and agency accounts, non-managed assets$34,746,878,00013
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$715,912,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$52,085,463,00029
Fiduciary accounts held in foreign offices, non-managed Assets$355,398,0009
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$74,061,835,00021
Managed Assets ($)$18,608,649,00026
Personal trust and agency accounts, managed assets$11,875,838,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$68,682,000106
Employee benefit-defined benefit accounts, managed assets$345,465,00043
Other employee benefit and retirement-related accounts, managed assets$136,216,00063
Corporate trust and agency accounts, managed assets$612,662,00013
Investment management and investment advisory agency accounts, managed assets$5,422,595,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$147,191,00030
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$55,453,186,00019
Personal trust and agency accounts, non-managed assets$5,655,977,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,400,949,00013
Employee benefit-defined benefit accounts, non-managed Assets$1,400,675,00038
Other retirement accounts, non-managed assets$38,266,00097
Corporate trust and agency accounts, non-managed assets$35,179,057,00013
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$778,262,00025
Memoranda
Custody and safekeeping accounts, non-managed assets$67,383,985,00025
Fiduciary accounts held in foreign offices, non-managed Assets$365,202,0009
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$72,703,036,00021
Managed Assets ($)$18,509,621,00026
Personal trust and agency accounts, managed assets$11,940,699,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$63,970,000113
Employee benefit-defined benefit accounts, managed assets$306,290,00043
Other employee benefit and retirement-related accounts, managed assets$132,118,00063
Corporate trust and agency accounts, managed assets$607,290,00011
Investment management and investment advisory agency accounts, managed assets$5,323,847,00031
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$135,407,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assets$9,763,00013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$54,193,415,00019
Personal trust and agency accounts, non-managed assets$5,607,652,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,522,123,00014
Employee benefit-defined benefit accounts, non-managed Assets$1,336,455,00036
Other retirement accounts, non-managed assets$36,006,00098
Corporate trust and agency accounts, non-managed assets$34,040,573,00013
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$650,606,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$49,689,225,00026
Fiduciary accounts held in foreign offices, non-managed Assets$255,202,0009
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$71,124,230,00022
Managed Assets ($)$18,958,389,00028
Personal trust and agency accounts, managed assets$12,031,964,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$57,750,000124
Employee benefit-defined benefit accounts, managed assets$303,250,00046
Other employee benefit and retirement-related accounts, managed assets$129,623,00067
Corporate trust and agency accounts, managed assets$590,261,00011
Investment management and investment advisory agency accounts, managed assets$5,709,589,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$135,952,00037
Memoranda
Fiduciary accounts held in foreign offices, managed assets$6,486,00013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$52,165,841,00018
Personal trust and agency accounts, non-managed assets$5,537,165,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,146,207,00013
Employee benefit-defined benefit accounts, non-managed Assets$1,290,876,00037
Other retirement accounts, non-managed assets$39,411,00097
Corporate trust and agency accounts, non-managed assets$32,401,949,00013
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$750,233,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$50,395,106,00027
Fiduciary accounts held in foreign offices, non-managed Assets$525,941,00010
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$71,411,078,00022
Managed Assets ($)$19,479,051,00027
Personal trust and agency accounts, managed assets$12,435,400,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$56,843,000132
Employee benefit-defined benefit accounts, managed assets$338,880,00047
Other employee benefit and retirement-related accounts, managed assets$130,591,00069
Corporate trust and agency accounts, managed assets$587,856,0009
Investment management and investment advisory agency accounts, managed assets$5,794,588,00029
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$134,893,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assets$1,572,00015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$51,932,027,00019
Personal trust and agency accounts, non-managed assets$5,302,888,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,591,349,00016
Employee benefit-defined benefit accounts, non-managed Assets$1,275,767,00037
Other retirement accounts, non-managed assets$37,907,000110
Corporate trust and agency accounts, non-managed assets$32,992,279,00013
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$731,837,00025
Memoranda
Custody and safekeeping accounts, non-managed assets$51,660,469,00028
Fiduciary accounts held in foreign offices, non-managed Assets$211,872,00012
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$67,348,970,00023
Managed Assets ($)$17,503,220,00028
Personal trust and agency accounts, managed assets$11,270,267,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$52,808,000129
Employee benefit-defined benefit accounts, managed assets$357,212,00044
Other employee benefit and retirement-related accounts, managed assets$121,323,00070
Corporate trust and agency accounts, managed assets$402,997,00012
Investment management and investment advisory agency accounts, managed assets$5,174,270,00032
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$124,343,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$49,845,750,00019
Personal trust and agency accounts, non-managed assets$4,947,438,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,754,895,00015
Employee benefit-defined benefit accounts, non-managed Assets$1,160,615,00037
Other retirement accounts, non-managed assets$32,657,000108
Corporate trust and agency accounts, non-managed assets$32,313,146,00012
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$636,999,00026
Memoranda
Custody and safekeeping accounts, non-managed assets$56,410,046,00028
Fiduciary accounts held in foreign offices, non-managed Assets$347,073,00010
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$66,715,958,00023
Managed Assets ($)$17,149,289,00028
Personal trust and agency accounts, managed assets$11,314,677,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$48,836,000135
Employee benefit-defined benefit accounts, managed assets$383,837,00043
Other employee benefit and retirement-related accounts, managed assets$126,552,00068
Corporate trust and agency accounts, managed assets$412,419,00011
Investment management and investment advisory agency accounts, managed assets$4,740,990,00032
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$121,978,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$49,566,669,00019
Personal trust and agency accounts, non-managed assets$4,845,446,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,398,473,00014
Employee benefit-defined benefit accounts, non-managed Assets$1,148,603,00037
Other retirement accounts, non-managed assets$32,120,000110
Corporate trust and agency accounts, non-managed assets$32,483,386,00012
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$658,641,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$64,229,028,00028
Fiduciary accounts held in foreign offices, non-managed Assets$681,621,00010
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$68,074,049,00021
Managed Assets ($)$18,358,981,00028
Personal trust and agency accounts, managed assets$11,596,179,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$50,157,000135
Employee benefit-defined benefit accounts, managed assets$390,539,00045
Other employee benefit and retirement-related accounts, managed assets$133,926,00065
Corporate trust and agency accounts, managed assets$1,134,566,0009
Investment management and investment advisory agency accounts, managed assets$4,927,163,00033
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$126,451,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$49,715,068,00019
Personal trust and agency accounts, non-managed assets$4,940,774,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,158,176,00014
Employee benefit-defined benefit accounts, non-managed Assets$1,109,485,00037
Other retirement accounts, non-managed assets$31,834,000110
Corporate trust and agency accounts, non-managed assets$32,688,387,00012
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$786,412,00025
Memoranda
Custody and safekeeping accounts, non-managed assets$64,935,532,00029
Fiduciary accounts held in foreign offices, non-managed Assets$312,080,00011
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$71,392,734,00021
Managed Assets ($)$18,667,208,00026
Personal trust and agency accounts, managed assets$11,662,308,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$58,227,000131
Employee benefit-defined benefit accounts, managed assets$377,006,00046
Other employee benefit and retirement-related accounts, managed assets$139,341,00066
Corporate trust and agency accounts, managed assets$1,182,927,0009
Investment management and investment advisory agency accounts, managed assets$5,127,547,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$119,852,00043
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$52,725,526,00019
Personal trust and agency accounts, non-managed assets$6,997,668,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,250,841,00015
Employee benefit-defined benefit accounts, non-managed Assets$1,091,311,00039
Other retirement accounts, non-managed assets$34,257,000124
Corporate trust and agency accounts, non-managed assets$33,821,169,00011
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,530,280,00021
Memoranda
Custody and safekeeping accounts, non-managed assets$64,687,338,00030
Fiduciary accounts held in foreign offices, non-managed Assets$203,839,00012
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$65,321,463,00021
Managed Assets ($)$17,035,919,00028
Personal trust and agency accounts, managed assets$10,790,072,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$68,181,000114
Employee benefit-defined benefit accounts, managed assets$366,448,00044
Other employee benefit and retirement-related accounts, managed assets$134,028,00065
Corporate trust and agency accounts, managed assets$404,174,00011
Investment management and investment advisory agency accounts, managed assets$5,154,278,00028
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$118,738,00043
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$48,285,544,00018
Personal trust and agency accounts, non-managed assets$5,984,309,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,131,968,00016
Employee benefit-defined benefit accounts, non-managed Assets$997,103,00038
Other retirement accounts, non-managed assets$33,910,000115
Corporate trust and agency accounts, non-managed assets$31,739,759,00011
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,398,495,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$59,218,501,00029
Fiduciary accounts held in foreign offices, non-managed Assets$621,348,0009
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$67,529,981,00021
Managed Assets ($)$16,905,542,00029
Personal trust and agency accounts, managed assets$10,511,992,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$74,379,000110
Employee benefit-defined benefit accounts, managed assets$356,963,00044
Other employee benefit and retirement-related accounts, managed assets$132,521,00068
Corporate trust and agency accounts, managed assets$361,062,00011
Investment management and investment advisory agency accounts, managed assets$5,355,833,00031
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$112,792,00046
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$50,624,439,00019
Personal trust and agency accounts, non-managed assets$5,834,531,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,507,223,00017
Employee benefit-defined benefit accounts, non-managed Assets$910,698,00042
Other retirement accounts, non-managed assets$33,541,000117
Corporate trust and agency accounts, non-managed assets$34,507,733,00011
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,830,713,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$59,658,456,00030
Fiduciary accounts held in foreign offices, non-managed Assets$598,491,0009
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$64,156,358,00021
Managed Assets ($)$16,184,290,00025
Personal trust and agency accounts, managed assets$10,251,413,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$74,594,000107
Employee benefit-defined benefit accounts, managed assets$334,068,00043
Other employee benefit and retirement-related accounts, managed assets$120,819,00071
Corporate trust and agency accounts, managed assets$359,858,0009
Investment management and investment advisory agency accounts, managed assets$4,940,331,00029
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$103,207,00046
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$47,972,068,00019
Personal trust and agency accounts, non-managed assets$5,484,403,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,593,002,00016
Employee benefit-defined benefit accounts, non-managed Assets$833,516,00044
Other retirement accounts, non-managed assets$34,464,000114
Corporate trust and agency accounts, non-managed assets$33,284,340,00010
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,742,343,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$56,874,166,00027
Fiduciary accounts held in foreign offices, non-managed Assets$368,716,00010
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$66,439,739,00021
Managed Assets ($)$16,729,931,00025
Personal trust and agency accounts, managed assets$10,732,222,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$76,928,000107
Employee benefit-defined benefit accounts, managed assets$329,525,00045
Other employee benefit and retirement-related accounts, managed assets$127,948,00067
Corporate trust and agency accounts, managed assets$356,807,00010
Investment management and investment advisory agency accounts, managed assets$4,998,322,00027
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$108,179,00049
Memoranda
Fiduciary accounts held in foreign offices, managed assets$017
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$49,709,808,00018
Personal trust and agency accounts, non-managed assets$5,531,478,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,892,351,00017
Employee benefit-defined benefit accounts, non-managed Assets$1,734,227,00033
Other retirement accounts, non-managed assets$35,651,000114
Corporate trust and agency accounts, non-managed assets$33,996,026,00011
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,520,075,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$53,763,015,00028
Fiduciary accounts held in foreign offices, non-managed Assets$119,145,00013
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$73,994,286,00020
Managed Assets ($)$19,780,695,00026
Personal trust and agency accounts, managed assets$13,664,878,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$185,291,00062
Employee benefit-defined benefit accounts, managed assets$425,515,00041
Other employee benefit and retirement-related accounts, managed assets$153,308,00064
Corporate trust and agency accounts, managed assets$347,428,00010
Investment management and investment advisory agency accounts, managed assets$4,876,829,00029
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$127,446,00046
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$54,213,591,00017
Personal trust and agency accounts, non-managed assets$5,079,567,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,261,482,00013
Employee benefit-defined benefit accounts, non-managed Assets$1,795,436,00031
Other retirement accounts, non-managed assets$38,850,000112
Corporate trust and agency accounts, non-managed assets$37,397,626,0008
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,640,630,00024
Memoranda
Custody and safekeeping accounts, non-managed assets$57,406,505,00022
Fiduciary accounts held in foreign offices, non-managed Assets$6,176,00014
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