STOCK TITAN

Marathon Bancorp (MBBC) 401(k) Plan Trust Reports 216,071 Shares (7.32%)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Marathon Bancorp, Inc. reported a Schedule 13G/A filing showing the Marathon Bank 401(k) Plan Trust beneficially owns 216,071 shares of Common Stock, representing 7.32% of the class as of 06/30/2026. The trust reports shared voting and dispositive power over those shares. The filing is signed by the trustee's authorized representative on 07/01/2026.

Positive

  • None.

Negative

  • None.

Insights

Employee benefit plan reports a meaningful passive stake in issuer.

The Marathon Bank 401(k) Plan Trust is disclosed as beneficial owner of 216,071 shares or 7.32% of the common stock as of 06/30/2026. The filing identifies the trustee and records shared voting and dispositive power, consistent with plan trustee arrangements under ERISA.

Implications depend on trustee action; the stake is large enough to appear on ownership registers but the filing shows no single-party sole control. Subsequent filings would show any change in voting posture or sales.

Schedule 13G/A disclosure aligns with passive investor reporting requirements.

The schedule identifies the reporting person as an ERISA-covered employee benefit plan and provides the required ownership breakdown: 0 shares sole power, 216,071 shared power. The form type and signatory block follow standard amendment practice.

Filing mechanics are routine: the amendment updates holdings as of 06/30/2026 and is signed 07/01/2026. Monitor future amendments for changes in percent ownership or voting classification.

Filing type Schedule 13G/A ownership amendment
Shares beneficially owned 216,071 shares as of 06/30/2026
Percent of class 7.32% as of 06/30/2026
Sole voting power 0 reported on Schedule 13G/A
Shared voting power 216,071 shares reported on Schedule 13G/A
Signature date 07/01/2026 filing signature by trustee representative
Schedule 13G/A regulatory
"Amendment No. 1 and header identifying the filing type"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
ERISA regulatory
"reporting person is an employee benefit plan subject to the Employee Retirement Income Security Act"
ERISA is a U.S. federal law that sets rules for private employer retirement and benefit plans, requiring plan managers to act in participants’ best interests, provide regular disclosures, and follow basic reporting and funding standards. For investors, ERISA matters because it shapes a company’s pension and benefit obligations, creates potential legal and financial liabilities, and influences how corporate assets tied to employee plans are governed—think of it as rules that keep a company’s employee savings pot transparent and responsibly managed.
beneficially owned financial
"Item 4(a) Amount beneficially owned: 216,071"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive power financial
"Shared dispositive power: 216,071"
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Learn about SEC filing dates





565759206

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Marathon Bank 401(k) Plan Trust
Signature:/s/ Gerald Lau
Name/Title:Gerald Lau, SVP, Community Bank of Pleasant Hill dba First Trust of MidAmerica, as Trustee
Date:07/01/2026

FAQ

What stake does the Marathon Bank 401(k) Plan Trust report in MBBC?

The plan trust reports beneficial ownership of 216,071 shares, equal to 7.32% of Marathon Bancorp's common stock as of 06/30/2026. The trust reports shared voting and dispositive power over those shares.

Who is the filing representative for the reported MBBC holdings?

The filing names the trustee as Community Bank of Pleasant Hill, dba First Trust of MidAmerica, with signature by Gerald Lau, SVP. The signature date on the amendment is 07/01/2026.

What form was filed to disclose this MBBC ownership and why?

A Schedule 13G/A amendment was filed to report beneficial ownership by an employee benefit plan under ERISA. This form discloses passive holdings and changes to previously reported positions.

Does the filing indicate sole voting control of the MBBC shares?

No. The filing reports 0 shares of sole voting power and 216,071 shares of shared voting power, indicating the trustee shares voting/dispositive authority rather than holding sole control.

Are the ownership percentages tied to a specific date in the MBBC filing?

Yes. The ownership figure of 216,071 shares and the 7.32% stake are reported as of 06/30/2026. The amendment carrying that as-of date is signed on 07/01/2026.