Marathon Bancorp (MBBC) 401(k) Plan Trust Holds 193,211 Shares (6.57%)
Rhea-AI Filing Summary
Marathon Bancorp, Inc. reports a Schedule 13G disclosure showing the Marathon Bank 401(k) Plan Trust beneficially owns 193,211 shares of Common Stock, representing 6.57% of the class as of 06/30/2025.
The filing lists shared voting and dispositive power over the 193,211 shares and identifies the trustee as Community Bank of Pleasant Hill, dba First Trust of MidAmerica. The schedule is signed by Gerald Lau as trustee representative.
Positive
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Negative
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Insights
Large plan holds a meaningful 193,211-share stake (6.57%).
The filing documents that the Marathon Bank 401(k) Plan Trust beneficially owns 193,211 shares with shared voting and dispositive power as of 06/30/2025. This level equals 6.57% of the class and is reportable under Schedule 13G.
Holder identity and trustee are disclosed; cash‑flow treatment and trading intent are not stated in the excerpt. Subsequent filings would be the source for changes in percent ownership.
Disclosure clarifies voting/dispositive authority through the trustee.
The schedule shows shared voting and shared dispositive powers for the 193,211 shares, indicating the trustee exercises voting influence for the employee benefit plan. The reporting person is an ERISA plan, per the filing text.
Governance impact depends on whether the plan votes at meetings; the filing does not state voting intentions or any arrangements with the issuer.
Key Figures
Key Terms
Schedule 13G regulatory
beneficially owned financial
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