# EDGAR Filing Document

**Accession Number:** 0000063091
**File Stem:** 0001752724-23-054257
**Filing Date:** 2023-3
**Character Count:** 84908
**Document Hash:** 2f69e6d9809014c407d2c5f28815cca8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001752724-23-054257.hdr.sgml**: 20230314

**ACCESSION NUMBER**: 0001752724-23-054257

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230314

**DATE AS OF CHANGE**: 20230314

**EFFECTIVENESS DATE**: 20230314

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MASSACHUSETTS INVESTORS TRUST
- **CENTRAL INDEX KEY:** 0000063091
- **IRS NUMBER:** 041590600
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-00203
- **FILM NUMBER:** 23729288

**BUSINESS ADDRESS:**
- **STREET 1:** 111 HUNTINGTON AVENUE
- **STREET 2:** 21ST FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02199
- **BUSINESS PHONE:** 18006372929

**MAIL ADDRESS:**
- **STREET 1:** 111 HUNTINGTON AVENUE
- **STREET 2:** 21ST FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02199

## Series and Classes Contracts Data

### Massachusetts Investors Trust (Series ID: S000000696)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000002037 | A            | MITTX           |
| C000002038 | R4           | MITDX           |
| C000002042 | B            | MITBX           |
| C000002043 | C            | MITCX           |
| C000002044 | I            | MITIX           |
| C000002046 | R1           | MITGX           |
| C000002048 | R2           | MIRTX           |
| C000002049 | R3           | MITHX           |
| C000113374 | R6           | MITJX           |

## Internal

**REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM**

To the Board of Trustees of and the Shareholders of Massachusetts Investors Trust:

In planning and performing our audit of the financial statements of Massachusetts Investors Trust (the "Fund") as of and for the year ended December 31, 2022, in accordance with the standards of the Public Company Accounting Oversight Board (United States), we considered the Fund's internal control over financial reporting, including controls over safeguarding securities, as a basis for designing our auditing procedures for the purpose of expressing our opinion on the financial statements and to comply with the requirements of Form N-CEN, but not for the purpose of expressing an opinion on the effectiveness of the Fund's internal control over financial reporting. Accordingly, we express no such opinion.

The management of the Fund is responsible for establishing and maintaining effective internal control over financial reporting. In fulfilling this responsibility, estimates and judgments by management are required to assess the expected benefits and related costs of controls. A fund's internal control over financial reporting is a process designed to provide reasonable assurance regarding the reliability of financial reporting and the preparation of financial statements for external purposes in accordance with generally accepted accounting principles. A fund's internal control over financial reporting includes those policies and procedures that (1) pertain to the maintenance of records that, in reasonable detail, accurately and fairly reflect the transactions and dispositions of the assets of the fund; (2) provide reasonable assurance that transactions are recorded as necessary to permit preparation of financial statements in accordance with generally accepted accounting principles, and that receipts and expenditures of the fund are being made only in accordance with authorizations of management of the fund and trustees of the trust; and (3) provide reasonable assurance regarding prevention or timely detection of unauthorized acquisition, use, or disposition of a fund's assets that could have a material effect on the financial statements.

Because of its inherent limitations, internal control over financial reporting may not prevent or detect misstatements. Also, projections of any evaluation of effectiveness to future periods are subject to the risk that controls may become inadequate because of changes in conditions or that the degree of compliance with the policies or procedures may deteriorate.

A deficiency in internal control over financial reporting exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent or detect misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control over financial reporting, such that there is a reasonable possibility that a material misstatement of a fund's annual or interim financial statements will not be prevented or detected on a timely basis.

Our consideration of the Fund's internal control over financial reporting was for the limited purpose described in the first paragraph and would not necessarily disclose all deficiencies in internal control that might be material weaknesses under standards established by the Public Company Accounting Oversight Board (United States). However, we noted no deficiencies in the Fund's internal control over financial reporting and its operations, including controls for safeguarding securities, that we consider to be a material weakness, as defined above, as of December 31, 2022.

------

This report is intended solely for the information and use of management, the Board of Trustees of Massachusetts Investors Trust and the Securities and Exchange Commission and is not intended to be and should not be used by anyone other than these specified parties.

/s/ Deloitte & Touche LLP

Boston, Massachusetts

February 15, 2023

# Form N-CEN: Annual Report for Registered Investment Companies

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0000063091

## N-CEN: Series/Class (Contract) Information

### N-CEN: Part A: General Information

**Item A.1.a - Report for period ending:** 2022-12-31

**Item A.1.b - Does this report cover a period of less than 12 months?:** No

## N-CEN: Part B: Information About the Registrant

- **Item B.1.a - Full name of Registrant:** MASSACHUSETTS INVESTORS TRUST

- **Item B.1.b - Investment Company Act file number:** 811-00203

- **Item B.1.c - CIK:** 0000063091

- **Item B.1.d - LEI:** AJBT5D8OO5U653H85K80

- **Item B.2.a - Street 1:** 111 HUNTINGTON AVENUE

- **Item B.2.b - City:** BOSTON

- **Item B.2.c - State:** MA

- **Item B.2.e - Zip Code:** 02199

- **Item B.2.f - Telephone:** 617-954-5000

- **Item B.2.g - Public Website:** www.mfs.com

### Item B.3 - Location of books and records

**Location books Record: 1**

- **a. Name of person (e.g., a custodian of records):** Ropes & Gray LLP

- **b. Street 1:** 800 Boylston Street

- **c. City:** Boston

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 02199-3600

- **g. Telephone number:** 617-951-7000

- **h. Briefly describe the books and records kept at this location:** Counsel Record

**Location books Record: 2**

- **a. Name of person (e.g., a custodian of records):** Micro Focus, LLC

- **b. Street 1:** 4555 Great America Parkway

- **Street 2:** Suite 400

- **c. City:** Santa Clara

- **d. State, if applicable:** CA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 95054-1243

- **g. Telephone number:** 650-258-6827

- **h. Briefly describe the books and records kept at this location:** Storage Vendor

**Location books Record: 3**

- **a. Name of person (e.g., a custodian of records):** SS&C Technologies, Inc.

- **b. Street 1:** 333 West 11th Street

- **c. City:** Kansas City

- **d. State, if applicable:** MO

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 64105

- **g. Telephone number:** 816-435-1000

- **h. Briefly describe the books and records kept at this location:** Technology Vendor

**Location books Record: 4**

- **a. Name of person (e.g., a custodian of records):** State Street Bank and Trust Company

- **b. Street 1:** 1 Lincoln Street

- **c. City:** Boston

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 02111-2900

- **g. Telephone number:** 617-786-3000

- **h. Briefly describe the books and records kept at this location:** Custody and Accounting Records

**Location books Record: 5**

- **a. Name of person (e.g., a custodian of records):** TerraNua Limited (New York, NY, US, Branch)

- **b. Street 1:** 535 5th Avenue

- **Street 2:** 4th Floor

- **c. City:** New York

- **d. State, if applicable:** NY

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 10017

- **g. Telephone number:** 866-951-2280

- **h. Briefly describe the books and records kept at this location:** Personal Trading System

**Location books Record: 6**

- **a. Name of person (e.g., a custodian of records):** MFS Service Center, Inc.

- **b. Street 1:** 111 Huntington Avenue

- **c. City:** Boston

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 02199

- **g. Telephone number:** 617-954-5000

- **h. Briefly describe the books and records kept at this location:** Transfer Agency Record

**Location books Record: 7**

- **a. Name of person (e.g., a custodian of records):** Icertis, Inc.

- **b. Street 1:** 14711 NE 29th Place

- **Street 2:** Suite 100

- **c. City:** Bellevue

- **d. State, if applicable:** WA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 98007

- **g. Telephone number:** 425-869-7649

- **h. Briefly describe the books and records kept at this location:** Contract Management System

**Location books Record: 8**

- **a. Name of person (e.g., a custodian of records):** Iron Mountain, Inc.

- **b. Street 1:** 1 Federal Street

- **c. City:** Boston

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 02110

- **g. Telephone number:** 800-899-4766

- **h. Briefly describe the books and records kept at this location:** Storage Vendor

**Location books Record: 9**

- **a. Name of person (e.g., a custodian of records):** Institutional Shareholder Services Inc.

- **b. Street 1:** 702 King Farm Boulevard

- **Street 2:** Suite 400

- **c. City:** Rockville

- **d. State, if applicable:** MD

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 20850-4045

- **g. Telephone number:** 301-556-0500

- **h. Briefly describe the books and records kept at this location:** Proxy Voting Administrator

**Location books Record: 10**

- **a. Name of person (e.g., a custodian of records):** Massachusetts Financial Services Company

- **b. Street 1:** 111 Huntington Avenue

- **c. City:** Boston

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 02199

- **g. Telephone number:** 617-954-5000

- **h. Briefly describe the books and records kept at this location:** Investment Adviser Record

**Location books Record: 11**

- **a. Name of person (e.g., a custodian of records):** The Depository Trust Company

- **b. Street 1:** 55 Water Street

- **c. City:** New York

- **d. State, if applicable:** NY

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 10041

- **g. Telephone number:** 212-855-1000

- **h. Briefly describe the books and records kept at this location:** Central Clearinghouse

**Location books Record: 12**

- **a. Name of person (e.g., a custodian of records):** Charles River Development

- **b. Street 1:** 700 District Avenue

- **c. City:** Burlington

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 01803

- **g. Telephone number:** 781-238-0099

- **h. Briefly describe the books and records kept at this location:** Investment related records

**Location books Record: 13**

- **a. Name of person (e.g., a custodian of records):** MFS Fund Distributors, Inc.

- **b. Street 1:** 111 Huntington Avenue

- **c. City:** Boston

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 02199

- **g. Telephone number:** 617-954-5000

- **h. Briefly describe the books and records kept at this location:** Principal Underwriter Record

- **Item B.4.a - Is this the first filing by the Registrant?:** No

- **Item B.4.b - Is this the last filing by the Registrant?:** No

- **Item B.5.a - Is the Registrant part of a family of investment companies?:** Yes

- **Item B.5.a.i - Full name of family of investment companies:** MFS Funds

### Item B.6 - Organization

- [x] a. Open-end management investment company registered under the Act on Form N-1A

- [ ] b. Closed-end management investment company registered under the Act on Form N-2

- [ ] c. Separate account offering variable annuity contracts which is registered under the Act as a management investment company on Form N-3

- [ ] d. Separate account offering variable annuity contracts which is registered under the Act as a unit investment trust on Form N-4

- [ ] e. Small business investment company registered under the Act on Form N-5

- [ ] f. Separate account offering variable insurance contracts which is registered under the Act as a unit investment trust on Form N-6

- [ ] g. Unit investment trust registered under the Act on Form N-8B-2

- **Item B.6.i - Total number of Series:** 1

- **Item B.7 - Is the Registrant the issuer of a class of securities registered under the Securities Act?:** Yes

### Item B.8 - Directors

| Name                 | Is Interested Person?   | Other Investment Company File Numbers                                                                                                                                                                                                                                                                                                                          |
|:---|:---|:---|
| Laurie J. Thomsen    | No                      | 811-06102, 811-05440, 811-03732, 811-04492, 811-04841, 811-00859, 811-06174, 811-22033, 811-04253, 811-04777, 811-02464, 811-05754, 811-08326, 811-05078, 811-05262, 811-04992, 811-05567, 811-21780, 811-04975, 811-02032, 811-02031, 811-03090, 811-04096, 811-03327, 811-08879, 811-05785, 811-02594, 811-04775, 811-05822, 811-02794, 811-05912, 811-07992 |
| Peter D. Jones       | No                      | 811-05912, 811-04775, 811-03732, 811-04777, 811-08326, 811-04492, 811-05822, 811-05440, 811-05078, 811-04253, 811-02464, 811-04992, 811-21780, 811-05567, 811-06102, 811-06174, 811-03327, 811-04975, 811-03090, 811-05262, 811-00859, 811-02031, 811-04841, 811-04096, 811-08879, 811-05754, 811-05785, 811-02032, 811-07992, 811-02594, 811-02794, 811-22033 |
| John P. Kavanaugh    | No                      | 811-05262, 811-04777, 811-02794, 811-05754, 811-08879, 811-06174, 811-02464, 811-05078, 811-22033, 811-06102, 811-04841, 811-05822, 811-05912, 811-02594, 811-05785, 811-03327, 811-08326, 811-02031, 811-04975, 811-04253, 811-04096, 811-02032, 811-07992, 811-03090, 811-04492, 811-00859, 811-05440, 811-04992, 811-21780, 811-03732, 811-05567, 811-04775 |
| Michael W. Roberge   | Yes                     | 811-03327, 811-05785, 811-04975, 811-05822, 811-03090, 811-05440, 811-02594, 811-05262, 811-04253, 811-02464, 811-02032, 811-05912, 811-22033, 811-21780, 811-04992, 811-04777, 811-04096, 811-07992, 811-02031, 811-04775, 811-02794, 811-08326, 811-08879, 811-03732, 811-06174, 811-04841, 811-05078, 811-00859, 811-05567, 811-06102, 811-05754, 811-04492 |
| Maryanne L. Roepke   | No                      | 811-08879, 811-04841, 811-06102, 811-04492, 811-04992, 811-08326, 811-02032, 811-05754, 811-04975, 811-02594, 811-02464, 811-21780, 811-22033, 811-05262, 811-05822, 811-05785, 811-05567, 811-03732, 811-02031, 811-04777, 811-04775, 811-06174, 811-03327, 811-05078, 811-07992, 811-05912, 811-00859, 811-05440, 811-04253, 811-03090, 811-02794, 811-04096 |
| Clarence Otis, Jr.   | No                      | 811-05078, 811-04841, 811-06174, 811-02031, 811-21780, 811-05754, 811-04096, 811-03327, 811-02032, 811-03732, 811-03090, 811-05567, 811-07992, 811-05440, 811-05785, 811-05262, 811-05912, 811-04492, 811-05822, 811-22033, 811-00859, 811-02794, 811-08326, 811-04777, 811-04992, 811-02594, 811-02464, 811-04975, 811-04253, 811-06102, 811-08879, 811-04775 |
| Maureen R. Goldfarb  | No                      | 811-02032, 811-05785, 811-06102, 811-03090, 811-07992, 811-04253, 811-05822, 811-05440, 811-04096, 811-08326, 811-04992, 811-22033, 811-04975, 811-05912, 811-04775, 811-05754, 811-05078, 811-02594, 811-21780, 811-04841, 811-00859, 811-04492, 811-06174, 811-02464, 811-05567, 811-03327, 811-03732, 811-08879, 811-02794, 811-04777, 811-02031, 811-05262 |
| James W. Kilman, Jr. | No                      | 811-22033, 811-08326, 811-05440, 811-02032, 811-05754, 811-04975, 811-06174, 811-02464, 811-05567, 811-04775, 811-04492, 811-07992, 811-00859, 811-08879, 811-21780, 811-05785, 811-04992, 811-04096, 811-03732, 811-03327, 811-04841, 811-05912, 811-05262, 811-04253, 811-04777, 811-02031, 811-03090, 811-02594, 811-05822, 811-05078, 811-06102, 811-02794 |
| Steven E. Buller     | No                      | 811-03327, 811-05822, 811-06102, 811-04992, 811-08326, 811-00859, 811-22033, 811-05440, 811-21780, 811-05754, 811-02794, 811-04777, 811-02032, 811-06174, 811-05262, 811-04975, 811-03090, 811-02594, 811-07992, 811-04775, 811-03732, 811-05078, 811-04492, 811-04841, 811-02464, 811-05567, 811-05785, 811-02031, 811-04096, 811-08879, 811-04253, 811-05912 |
| John A. Caroselli    | No                      | 811-08326, 811-04992, 811-04775, 811-05078, 811-04492, 811-02031, 811-06102, 811-21780, 811-05754, 811-05822, 811-22033, 811-07992, 811-05912, 811-02032, 811-04777, 811-04253, 811-03327, 811-06174, 811-03090, 811-05262, 811-02794, 811-03732, 811-04096, 811-04841, 811-00859, 811-05785, 811-08879, 811-02594, 811-05567, 811-05440, 811-02464, 811-04975 |

### Item B.9. Chief compliance officer.

**Chief compliance officer Record: 1**

- **a. Full Name:** Rosa E. Licea-Mailloux

- **b. CRD Number, if any:** N/A

- **c. Street Address 1:** 111 Huntington Avenue

- **d. City:** Boston

- **e. State, if applicable:** MA

- **f. Foreign country, if applicable:** US

- **g. Zip code:** 02199

- **h. Telephone number:** XXXXXX

- **i. Has the chief compliance officer changed since the last filing?:** Yes

If the chief compliance officer is compensated or employed by any person other than the Registrant, provide:

**CCO employer Record: 1**

- **i. Name of the person:** —

- **ii. Person’s IRS Employer Identification Number:** —

### Item B.10. Matters for security holder vote.

- **Were any matters submitted by the Registrant for its security holders’ vote during the reporting period?** No

- **Item B.11.a - Have there been any material legal proceedings?:** No

- **Item B.11.b - Has any proceeding previously reported been terminated?:** No

- **Item B.12.a - Were any claims with respect to the Registrant filed under a fidelity bond?:** No

- **Item B.13.a - Are the Registrant's officers or directors covered under any insurance policy?:** Yes

- **Item B.13.a.i - If yes, were any claims filed under the policy during the reporting period?:** No

- **Item B.14 - Did an affiliated person provide any form of financial support to the Registrant?:** No

- **Item B.15.a - Did the Registrant rely on any exemptive orders from the Commission?:** No

### Item B.16. Principal underwriters.

**Principal underwriter Record: 1**

- **i. Full name:** MFS Fund Distributors, Inc.

- **ii. SEC file number:** 8-45321

- **iii. CRD number:** 000031052

- **iv. LEI, if any:** N/A

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Is the principal underwriter an affiliated person...?:** Yes

- **b. Have any principal underwriters been hired or terminated during the reporting period?** No

### Item B.17. Independent public accountant.

**Public accountant Record: 1**

- **a. Full Name:** Deloitte & Touche LLP

- **b. PCAOB Number:** 34

- **c. LEI, if any:** N/A

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

- **f. Has the independent public accountant changed since the last filing?** No

- **Item B.18 - Did an independent public accountant's report on internal control note any material weaknesses?:** No

- **Item B.19 - Did an independent public accountant issue an opinion other than an unqualified opinion?:** No

- **Item B.20 - Have there been material changes in the method of valuation?:** No

- **Item B.21 - Have there been any changes in accounting principles or practices?:** No

- **Item B.22.a - Were any payments made to shareholders as a result of an error in calculating NAV?:** No

## Part C: Additional Questions for Management Investment Companies

### Management Investment Record: 1 - Massachusetts Investors Trust

**Item C.1. Background information.**

- **a. Full Name of the Fund:** Massachusetts Investors Trust

- **b. Series identification number, if any:** S000000696

- **c. LEI:** AJBT5D8OO5U653H85K80

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 9

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 3

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class R6                | C000113374                                | MITJX                        |
|                           2 | Class R2                | C000002048                                | MIRTX                        |
|                           3 | Class R1                | C000002046                                | MITGX                        |
|                           4 | Class B                 | C000002042                                | MITBX                        |
|                           5 | Class I                 | C000002044                                | MITIX                        |
|                           6 | Class R3                | C000002049                                | MITHX                        |
|                           7 | Class A                 | C000002037                                | MITTX                        |
|                           8 | Class C                 | C000002043                                | MITCX                        |
|                           9 | Class R4                | C000002038                                | MITDX                        |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [x] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** —

- **g. Provide the net income from securities lending activities:** —

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 32a-4 (17 CFR 270.32a-4)

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** Refinitiv US SEF LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 549300WQWDPFSMQ8I087

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** Skandinaviska Enskilda Banken AB

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 2**

- **i. Full name:** State Street Trust Company Canada

- **ii. LEI, if any:** 549300L71XG2CTQ2V827

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 3**

- **i. Full name:** State Street Bank International GmbH

- **ii. LEI, if any:** ZMHGNT7ZPKZ3UFZ8EO46

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 4**

- **i. Full name:** BNP Paribas Securities Services

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 5**

- **i. Full name:** Bank Handlowy w Warszawie Spolka Akcyjna

- **ii. LEI, if any:** XLEZHWWOI4HFQDGL4793

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 6**

- **i. Full name:** Citibank, National Association (Singapore, SG, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 7**

- **i. Full name:** Standard Chartered Bank Malaysia Berhad

- **ii. LEI, if any:** 549300JTJBG2QBI8KD48

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 8**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 9**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s.

- **ii. LEI, if any:** KR6LSKV3BTSJRD41IF75

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 10**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 11**

- **i. Full name:** Standard Chartered Bank (Thai) Public Company Limited

- **ii. LEI, if any:** 549300O1LQYCQ7G1IM57

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 12**

- **i. Full name:** BNP Paribas Securities Services (Athens, Attica, GR, Branch)

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 13**

- **i. Full name:** Skandinaviska Enskilda Banken A/S

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 14**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 15**

- **i. Full name:** UBS Switzerland AG

- **ii. LEI, if any:** 549300WOIFUSNYH0FL22

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 16**

- **i. Full name:** Euroclear Bank

- **ii. LEI, if any:** 549300OZ46BRLZ8Y6F65

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign securities depository - rule 17f-7 (17 CFR 270.17f-7)

**Custodians Record: 17**

- **i. Full name:** Intesa Sanpaolo S.p.A.

- **ii. LEI, if any:** 2W8N8UU78PMDQKZENC08

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 18**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Jung-gu, Seoul, KR, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 19**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Auckland, Auckland, NZ, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 20**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 21**

- **i. Full name:** Royal Bank of Canada

- **ii. LEI, if any:** ES7IP3U3RHIGC71XBU11

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 22**

- **i. Full name:** Mizuho Bank, Ltd. (Minato ku, Tokyo, JP, Branch)

- **ii. LEI, if any:** RB0PEZSDGCO3JS6CEU02

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 23**

- **i. Full name:** State Street Bank and Trust Company (Edinburgh, GB, Branch)

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 24**

- **i. Full name:** Bank Hapoalim B.M.

- **ii. LEI, if any:** B6ARUI4946ST4S7WOU88

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. LEI, if any:** 084-01316

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** Barclays Capital Inc.

- **ii. SEC file number:** 8-41342

- **iii. CRD number:** 000019714

- **iv. LEI, if any:** AC28XWWI3WIBK2824319

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $19,447.68

**Brokers Record: 2**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $15,225.45

**Brokers Record: 3**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $38,783.64

**Brokers Record: 4**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $19,172.67

**Brokers Record: 5**

- **i. Full name of broker:** BMO Capital Markets Corp.

- **ii. SEC file number:** 8-34344

- **iii. CRD number:** 000016686

- **iv. LEI, if any:** RUC0QBLBRPRCU4W1NE59

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $8,782.88

**Brokers Record: 6**

- **i. Full name of broker:** J.P. Morgan Securities LLC

- **ii. SEC file number:** 8-35008

- **iii. CRD number:** 000000079

- **iv. LEI, if any:** ZBUT11V806EZRVTWT807

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $14,624.57

**Brokers Record: 7**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $15,184.97

**Brokers Record: 8**

- **i. Full name of broker:** Cowen and Company, LLC

- **ii. SEC file number:** 8-22522

- **iii. CRD number:** 000007616

- **iv. LEI, if any:** 549300WR155U7DVMIW58

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $8,463.06

**Brokers Record: 9**

- **i. Full name of broker:** Credit Suisse Securities (USA) LLC

- **ii. SEC file number:** 8-422

- **iii. CRD number:** 000000816

- **iv. LEI, if any:** 1V8Y6QCX6YMJ2OELII46

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $9,360.52

**Brokers Record: 10**

- **i. Full name of broker:** Citigroup Global Markets Inc.

- **ii. SEC file number:** 8-8177

- **iii. CRD number:** 000007059

- **iv. LEI, if any:** MBNUM2BPBDO7JBLYG310

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $11,807.52

**Aggregate Commission:** $196,627.98

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $6,472,682,733.19

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Research Fund                                  | 811-02031         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS High Income Fund                               | 811-02794         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Research International Fund                    | 811-04777         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Income Fund                                    | 811-05262         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Total Return Series                            | 811-08326         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Value Series                                   | 811-08326         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Research Series                                | 811-08326         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Utilities Series                               | 811-08326         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Technology Fund                                | 811-04777         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Value Fund                                     | 811-04777         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Growth Series                                  | 811-08326         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS High Income Fund                               | 811-02794         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Value Series                                   | 811-08326         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Utilities Series                               | 811-08326         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Research Fund                                  | 811-02031         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Value Fund                                     | 811-04777         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Total Return Series                            | 811-08326         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Research International Fund                    | 811-04777         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Growth Series                                  | 811-08326         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Total Return Fund                              | 811-02031         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS New Discovery Series                           | 811-08326         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Income Fund                                    | 811-05262         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Technology Fund                                | 811-04777         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Research Series                                | 811-08326         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 2 Name of institution:** HSBC Bank USA, N.A.

  - **Line Institutions Record: 3 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 4 Name of institution:** The Toronto-Dominion Bank NY Branch

  - **Line Institutions Record: 5 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 6 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 7 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 8 Name of institution:** The Bank of Nova Scotia

  - **Line Institutions Record: 9 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 10 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 11 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 12 Name of institution:** PNC Bank, National Association

  - **Line Institutions Record: 13 Name of institution:** BMO Bank of Montreal Chicago Branch

  - **Line Institutions Record: 14 Name of institution:** Wells Fargo Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Income Fund                                                      | 811-05262         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Research Series                                                  | 811-08326         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Total Return Series                                              | 811-08326         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Value Series                                                     | 811-08326         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Growth Series                                                    | 811-08326         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Research International Fund                                      | 811-04777         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Global New Discovery Fund                                        | 811-02594         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

## N-CEN: Part G: Attachments

**Item G.1a. Attachments.**

Attachments applicable to all Registrants. All Registrants shall file the following attachments, as applicable, with the current report. Indicate the attachments filed with the current report by checking the applicable items below:

- [ ] i. Legal proceedings

- [ ] ii. Provision of financial support

- [x] iii. Independent public accountant's report on internal control (management investment companies other than small business investment companies only)

- [ ] iv. Change in accounting principles and practices

- [ ] v. Information required to be filed pursuant to exemptive orders

- [ ] vi. Other information required to be included as an attachment pursuant to Commission rules and regulations

## N-CEN: Signature

Pursuant to the requirements of the Investment Company Act of 1940, the Registrant has duly caused this report to a be signed on its behalf by the undersigned hereunto duly authorized.

**Registrant:** MASSACHUSETTS INVESTORS TRUST

**Date:** 2023-03-03

**Signature:** Kasey Phillips

**Title:** Assistant Treasurer