STOCK TITAN

Marathon Bancorp (MBBC) 401(k) Plan Trust Holds 193,211 Shares (6.57%)

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G

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

  • None.

Negative

  • None.

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.

Filing type Schedule 13G Beneficial ownership disclosure
Shares beneficially owned 193,211 shares Amount reported by Marathon Bank 401(k) Plan Trust
Percent of class 6.57% Ownership percentage as stated in Item 4
CUSIP 565759206 Common Stock CUSIP included on the form
Record date/reference date 06/30/2025 Date shown near header of the excerpt
Schedule 13G regulatory
"Schedule 13G disclosure showing beneficial ownership"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Amount beneficially owned: 193,211"
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 regulatory
"Shared Dispositive Power 193,211.00"

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

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FAQ

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

The trust reports beneficial ownership of 193,211 shares, representing 6.57% of Marathon Bancorp's common stock as of 06/30/2025. The filing lists shared voting and dispositive power held through the trustee.

Who is the trustee reporting the Marathon Bank 401(k) Plan Trust holding?

The trustee is Community Bank of Pleasant Hill, dba First Trust of MidAmerica, located at the address shown in the filing. The signature block is by Gerald Lau as trustee representative dated 07/01/2026.

Does the Schedule 13G show sole voting power for these shares?

No. The filing states 0 shares of sole voting power and 193,211 shares of shared voting power, indicating the plan's voting authority is exercised jointly or through the trustee structure.

Is the filing an acquisition or a passive ownership disclosure?

This is a Schedule 13G disclosure of beneficial ownership by an employee benefit plan; the filing reports holdings rather than describing a purchase, and it does not state intent to buy or sell in the excerpt.





565759206

(CUSIP Number)
06/30/2025

(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