RCONJ262: Fiduciary and Related Assets:individual Retirement Accounts, Health Savings Accounts, and Other Similar Accounts - Number of Non-managed Accounts
RCONJ262 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, 427 banks reported it; the median nonzero value was 29.50. The largest value reported for Q2 2026 was 6,428,401, by Edward Jones Trust Company.
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 RCONJ262 sits on the call report
| Code | RCONJ262 (prefix RCON, item J262) |
|---|---|
| Prefix RCON | Domestic offices. Banks without foreign offices (FFIEC 041 and 051 filers) report their whole balance sheet in RCON items. |
| Schedule | RC-T, Fiduciary and Related Services |
| Reported on | FFIEC 041, FFIEC 051 |
| 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 |
|---|---|---|
| RCFDJ262 | The consolidated bank, domestic and foreign offices, reported by FFIEC 031 filers (banks with foreign offices) | 44 |
Largest reported values, Q2 2026
| Bank | Headquarters | RCONJ262 |
|---|---|---|
| Edward Jones Trust Company | Saint Louis, MO | 6,428,401 |
| Fidelity Personal Trust Company, F.S.B. | Boston, MA | 5,110,667 |
| The Private Trust Company, N.A. | Cleveland, OH | 4,987,971 |
| Capital Bank and Trust Company | Irvine, CA | 3,757,131 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | 587,117 |
| TIAA Trust, N.A. | Charlotte, NC | 460,292 |
| SEI Private Trust Company | Oaks, PA | 358,518 |
| BOKF, N.A. | Tulsa, OK | 350,752 |
| Centennial Bank | Conway, AR | 45,494 |
| Vanguard National Trust Company, N.A. | Malvern, PA | 40,772 |
Related
All codes on Schedule RC-T · All call report schedules · Find the code for a loan type · What a call report is