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Introduction
Search Trust Institutions
Explanatory Notes
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NUMBER OF TRUST INSTITUTIONS BY CLASS OF INSTITUTION
PERSONAL AND EMPLOYEE BENEFIT TRUST ACTIVITIES
| A-1 |
Recap of Personal and Employee Benefit Trust Activity by Class of Institution |
|
A-2 |
Asset Distribution by Type of Account
| A-3
| Institutions with Trust Assets (Dollar Amounts in Percents)
| A-4
| Trust Assets by Size of Trust Institution
| A-5
| Trust Assets by Asset Category, Last 3 Years
| A-6
| Trust Assets by Type of Account, Last 3 Years
| A-7
| Trust Assets by State
| A-8
| 100 Largest FDIC, FRB and OCC Trust Institutions by Total Discretionary Assets
| A-9
| 15 Largest OTS Trust Institutions by Total Discretionary Assets
COLLECTIVE INVESTMENT FUNDS
| B-1
| Recap - by Class of Institution
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| B-2-A
| Recap - by Type ("Classification") of Fund
| B-2-B
| Recap - by Type of Investment
Recaps by Individual Type of Collective Investment Fund:
| B-2-C
| Personal Trust Funds
| B-2-D
| Employee Benefit Funds
| B-2-E
| Keogh (HR-10) Funds
| B-2-F
| Charitable Trust Funds
| B-2-G
| All Other Collective Investment Funds
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|
|
| B-3
| 15 Largest Collective Investment Fund Operations, by Assets (Grouped by Institution)
15 Largest Collective Investment Funds, by Assets, (Grouped by Type of Investment):
| B-4
| Equity Funds
| B-5
| Diversified Balanced Funds
| B-6
| Fixed Income Funds
| B-7
| Municipal Bond Funds
| B-8
| Real Estate Equity Funds
| B-9
| Short Term Investment Funds
| B-10
| Mortgage Funds
| B-11
| Foreign Equity Funds
| B-12
| Foreign Fixed Income Funds
| B-13
| Index Equity Funds
| B-14
| Index Fixed Income Funds
| B-15
| All Other Collective Investment Funds
CORPORATE TRUST ACTIVITIES
| C-1(A-B)
| Recap of Corporate Trust Activities
| C-2
| 15 Largest Corporate and Tax Exempt Securities Trusteeships
| C-3
| 15 Largest Stock or Bond Transfer Agent or Registrar
| C-4
| 15 Largest Mutual Fund Transfer Agents
AFFILIATED INVESTMENT ADVISORS
| D-1
| Summary of Reporting Affiliated Investment Advisors
| D-2
| 10 Largest Reporting Affiliated Investment Advisors
FIDUCIARY INCOME
Dollar Amount Aggregates for Institutions Filing Schedule E:
| E-1
| All Institutions
| E-2
| Banks and Thrifts
| E-3
| Non-Deposit Trust Companies
Peer Group Aggregates for Banks and Thrifts Filing Schedule E: Dollar Amounts
| E-4
| by Asset Size Group
| E-5
| by Income Size Group
Percentages of Total Fiduciary Income
| E-6
| by Asset Size Group
| E-7
| by Income Size Group
Peer Group Aggregates for Non-Deposit Trust Companies Filing Schedule E: Dollar Amounts
| E-8
| by Asset Size Group
| E-9
| by Income Size Group
Percentages of Total Fiduciary Income-
| E-10
| by Asset Size Group
| E-11
| by Income Size Group
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