Home > Winter Park National Bank > Collective Investment & Common Trust Funds
Winter Park National Bank, Collective Investment & Common Trust Funds
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,482 |
| Fiduciary power exercised | $0 | 1,128 |
| Fiduciary or related activity | $0 | 1,058 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | $0 | 94 |
| Domestic Equity | $0 | 62 |
| International/Global Equity | $0 | 62 |
| Stock/Bond Blend | $0 | 60 |
| Taxable Bond | $0 | 33 |
| Municipal Bond | $0 | 50 |
| Short-term Investments/Money Market | $0 | 19 |
| Specialty/Other | $0 | 16 |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | $0 | 60 |
| Domestic Equality | $0 | 62 |
| International/Global Equity | $0 | 58 |
| Stock/Bond Blend | $0 | 60 |
| Taxable Bond | $0 | 33 |
| Municipal Bond | $0 | 50 |
| Short-term Investments/Money Market | $0 | 10 |
| Specialty/Other | $0 | 16 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,485 |
| Fiduciary power exercised | $0 | 1,127 |
| Fiduciary or related activity | $0 | 1,071 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,477 |
| Fiduciary power exercised | $0 | 1,118 |
| Fiduciary or related activity | $0 | 1,073 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,519 |
| Fiduciary power exercised | $0 | 1,140 |
| Fiduciary or related activity | $0 | 1,085 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,536 |
| Fiduciary power exercised | $0 | 1,156 |
| Fiduciary or related activity | $0 | 1,094 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,538 |
| Fiduciary power exercised | $0 | 1,157 |
| Fiduciary or related activity | $0 | 1,097 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,509 |
| Fiduciary power exercised | $0 | 1,125 |
| Fiduciary or related activity | $0 | 1,066 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,515 |
| Fiduciary power exercised | $0 | 1,130 |
| Fiduciary or related activity | $0 | 1,072 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,529 |
| Fiduciary power exercised | $0 | 1,136 |
| Fiduciary or related activity | $0 | 1,082 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | $0 | 46 |
| Domestic Equity | $0 | 20 |
| International/Global Equity | $0 | 16 |
| Stock/Bond Blend | $0 | 17 |
| Taxable Bond | $0 | 21 |
| Municipal Bond | $0 | 7 |
| Short-term Investments/Money Market | $0 | 9 |
| Specialty/Other | $0 | 14 |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | $0 | 46 |
| Domestic Equality | $0 | 20 |
| International/Global Equity | $0 | 16 |
| Stock/Bond Blend | $0 | 17 |
| Taxable Bond | $0 | 21 |
| Municipal Bond | $0 | 7 |
| Short-term Investments/Money Market | $0 | 9 |
| Specialty/Other | $0 | 14 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,552 |
| Fiduciary power exercised | $0 | 1,156 |
| Fiduciary or related activity | $0 | 1,101 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,564 |
| Fiduciary power exercised | $0 | 1,161 |
| Fiduciary or related activity | $0 | 1,108 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,574 |
| Fiduciary power exercised | $0 | 1,168 |
| Fiduciary or related activity | $0 | 1,114 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,579 |
| Fiduciary power exercised | $0 | 1,171 |
| Fiduciary or related activity | $0 | 1,117 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | $0 | 51 |
| Domestic Equity | $0 | 21 |
| International/Global Equity | $0 | 16 |
| Stock/Bond Blend | $0 | 18 |
| Taxable Bond | $0 | 20 |
| Municipal Bond | $0 | 9 |
| Short-term Investments/Money Market | $0 | 9 |
| Specialty/Other | $0 | 15 |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | $0 | 51 |
| Domestic Equality | $0 | 21 |
| International/Global Equity | $0 | 16 |
| Stock/Bond Blend | $0 | 18 |
| Taxable Bond | $0 | 20 |
| Municipal Bond | $0 | 9 |
| Short-term Investments/Money Market | $0 | 9 |
| Specialty/Other | $0 | 15 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,597 |
| Fiduciary power exercised | $0 | 1,188 |
| Fiduciary or related activity | $0 | 1,133 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,610 |
| Fiduciary power exercised | $0 | 1,198 |
| Fiduciary or related activity | $0 | 1,142 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,620 |
| Fiduciary power exercised | $0 | 1,206 |
| Fiduciary or related activity | $0 | 1,146 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,628 |
| Fiduciary power exercised | $0 | 1,208 |
| Fiduciary or related activity | $0 | 1,148 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | $0 | 50 |
| Domestic Equity | $0 | 19 |
| International/Global Equity | $0 | 15 |
| Stock/Bond Blend | $0 | 15 |
| Taxable Bond | $0 | 18 |
| Municipal Bond | $0 | 11 |
| Short-term Investments/Money Market | $0 | 9 |
| Specialty/Other | $0 | 17 |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | $0 | 50 |
| Domestic Equality | $0 | 19 |
| International/Global Equity | $0 | 15 |
| Stock/Bond Blend | $0 | 15 |
| Taxable Bond | $0 | 18 |
| Municipal Bond | $0 | 11 |
| Short-term Investments/Money Market | $0 | 9 |
| Specialty/Other | $0 | 17 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,648 |
| Fiduciary power exercised | $0 | 1,228 |
| Fiduciary or related activity | $0 | 1,167 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,657 |
| Fiduciary power exercised | $0 | 1,234 |
| Fiduciary or related activity | $0 | 1,176 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,675 |
| Fiduciary power exercised | $0 | 1,248 |
| Fiduciary or related activity | $0 | 1,187 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,686 |
| Fiduciary power exercised | $0 | 1,261 |
| Fiduciary or related activity | $0 | 1,197 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | $0 | 56 |
| Domestic Equity | $0 | 22 |
| International/Global Equity | $0 | 16 |
| Stock/Bond Blend | $0 | 18 |
| Taxable Bond | $0 | 20 |
| Municipal Bond | $0 | 10 |
| Short-term Investments/Money Market | $0 | 8 |
| Specialty/Other | $0 | 16 |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | $0 | 55 |
| Domestic Equality | $0 | 21 |
| International/Global Equity | $0 | 16 |
| Stock/Bond Blend | $0 | 18 |
| Taxable Bond | $0 | 20 |
| Municipal Bond | $0 | 9 |
| Short-term Investments/Money Market | $0 | 8 |
| Specialty/Other | $0 | 16 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,697 |
| Fiduciary power exercised | $0 | 1,272 |
| Fiduciary or related activity | $0 | 1,206 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,715 |
| Fiduciary power exercised | $0 | 1,278 |
| Fiduciary or related activity | $0 | 1,212 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,725 |
| Fiduciary power exercised | $0 | 1,283 |
| Fiduciary or related activity | $0 | 1,216 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,747 |
| Fiduciary power exercised | $0 | 1,294 |
| Fiduciary or related activity | $0 | 1,226 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | $0 | 62 |
| Domestic Equity | $0 | 41 |
| International/Global Equity | $0 | 23 |
| Stock/Bond Blend | $0 | 34 |
| Taxable Bond | $0 | 36 |
| Municipal Bond | $0 | 22 |
| Short-term Investments/Money Market | $0 | 10 |
| Specialty/Other | $0 | 28 |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | $0 | 62 |
| Domestic Equality | $0 | 41 |
| International/Global Equity | $0 | 23 |
| Stock/Bond Blend | $0 | 33 |
| Taxable Bond | $0 | 36 |
| Municipal Bond | $0 | 21 |
| Short-term Investments/Money Market | $0 | 10 |
| Specialty/Other | $0 | 28 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,762 |
| Fiduciary power exercised | $0 | 1,315 |
| Fiduciary or related activity | $0 | 1,245 |
| Fiduciary and related assets | ||
| Total collective investment funds and common trust funds | ||
| Total Number of Collective Investment Funds and Common Trust Funds | NA | NA |
| Domestic Equity | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |
| Total market value of collective investment funds and common trust funds | ||
| Total Market Value of Collective Investment Fund and Common Trust Funds | NA | NA |
| Domestic Equality | NA | NA |
| International/Global Equity | NA | NA |
| Stock/Bond Blend | NA | NA |
| Taxable Bond | NA | NA |
| Municipal Bond | NA | NA |
| Short-term Investments/Money Market | NA | NA |
| Specialty/Other | NA | NA |