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

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.

Insights

Corporate Governance Specialist

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.

Securities Compliance Analyst

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.

Key Figures

Filing type: Schedule 13G/A Shares beneficially owned: 216,071 shares Percent of class: 7.32% +3 more

6 metrics

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

Key Terms

Schedule 13G/A, ERISA, beneficially owned, shared dispositive power

4 terms

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"

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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 07/01/2026 - 05:22 PM Accepted by SEC EDGAR 07/01/2026 - 05:21 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Marathon Bancorp, Inc.

(Name of Issuer)

Common Stock, par value $0.01 per share

(Title of Class of Securities)

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

CUSIP Number(s): 565759206

1

Names of Reporting Persons

Marathon Bank 401(k) Plan Trust

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

WISCONSIN

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 216,071.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 216,071.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

216,071.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.32 %

12

Type of Reporting Person (See Instructions)

EP

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Marathon Bancorp, Inc.
(b)	Address of issuer's principal executive offices: 500 Scott Street, Wausau, Wisconsin 54403
Item 2.
(a)	Name of person filing: Marathon Bank 401(k) Plan Trust Trustee: Community Bank of Pleasant Hill, dba First Trust of MidAmerica
(b)	Address or principal business office or, if none, residence: 3500 N Village Dr. Suite 220 St. Joseph, Missouri 64506
(c)	Citizenship: Wisconsin
(d)	Title of class of securities: Common Stock, par value $0.01 per share
(e)	CUSIP No.: 565759206
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 216,071
(b)	Percent of class: 7.32%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 216,071
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 216,071
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group. The reporting person is an employee benefit plan subject to the provisions of the Employee Retirement Income Security Act of 1974, as amended.
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

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