RCFDJ262: Fiduciary and Related Assets:individual Retirement Accounts, Health Savings Accounts, and Other Similar Accounts - Number of Non-managed Accounts
RCFDJ262 is the call report code for fiduciary and related assets:individual retirement accounts, health savings accounts, and other similar accounts - number of non-managed accounts, reported on Schedule RC-T, Fiduciary and Related Services. For Q2 2026, 44 banks reported it; the median nonzero value was 139. The largest value reported for Q2 2026 was 1,313,425, by UMB Bank, N.A.
Definition
FFIEC031 RC-T 13 col D - Report the market value and number of Individual Retirement Accounts, Health Savings Accounts, and other similar accounts included in Schedule RC-T, items 5.c and 11. Other similar accounts include Roth IRAs, Coverdell Education Savings Accounts, and Archer Medical Savings Accounts. Exclude Keogh Plan accounts. Other similar accounts include Roth IRAs, Coverdell Education Savings Accounts, and Archer Medical Savings Accounts. Exclude accounts not offered through your trust department or fiduciary business unit.
Source: Federal Reserve Micro Data Reference Manual (MDRM). The FFIEC call report instructions remain the authority on how to report the item.
Where RCFDJ262 sits on the call report
| Code | RCFDJ262 (prefix RCFD, item J262) |
|---|---|
| Prefix RCFD | The consolidated bank, domestic and foreign offices, reported by FFIEC 031 filers (banks with foreign offices). |
| Schedule | RC-T, Fiduciary and Related Services |
| Reported on | FFIEC 031 |
| Value | Count or number, as of the quarter end |
| In the MDRM since | 2009 |
The same item under other prefixes
Item J262 is also reported under these codes. Which banks file each one depends on the form they file.
| Code | Meaning of the prefix | Banks reporting |
|---|---|---|
| RCONJ262 | Domestic offices. Banks without foreign offices (FFIEC 041 and 051 filers) report their whole balance sheet in RCON items | 427 |
Largest reported values, Q2 2026
| Bank | Headquarters | RCFDJ262 |
|---|---|---|
| UMB Bank, N.A. | Kansas City, MO | 1,313,425 |
| State Street Bank and Trust Company | Boston, MA | 1,121,272 |
| The Bank of New York Mellon | New York, NY | 682,157 |
| Charles Schwab Trust Bank | Westlake, TX | 343,096 |
| U.S. Bank N.A. | Cincinnati, OH | 311,710 |
| JPMorgan Chase Bank, N.A. | Columbus, OH | 55,925 |
| BNY Mellon, N.A. | Pittsburgh, PA | 4,346 |
| Bank of America, N.A. | Charlotte, NC | 917 |
| Citibank, N.A. | Sioux Falls, SD | 608 |
| City National Bank | Los Angeles, CA | 583 |
Related
All codes on Schedule RC-T · All call report schedules · Find the code for a loan type · What a call report is