# EDGAR Filing Document

**Accession Number:** 0000356349
**File Stem:** 0002071691-26-009456
**Filing Date:** 2026-5
**Character Count:** 212013
**Document Hash:** dbe378a2dbced30dbfdad7a7df8ea3ba
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002071691-26-009456.hdr.sgml**: 20260514

**ACCESSION NUMBER**: 0002071691-26-009456

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 3

**CONFORMED PERIOD OF REPORT**: 20260228

**FILED AS OF DATE**: 20260514

**DATE AS OF CHANGE**: 20260514

**EFFECTIVENESS DATE**: 20260514

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERIES TRUST XIII
- **CENTRAL INDEX KEY:** 0000356349

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-03327
- **FILM NUMBER:** 26977253

**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

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS GOVERNMENT SECURITIES FUND
- **DATE OF NAME CHANGE:** 19930408

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS GOVERNMENT GUARANTEED SECURITIES TRUST
- **DATE OF NAME CHANGE:** 19910522

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WORKING CAPITAL TRUST
- **DATE OF NAME CHANGE:** 19840529

## Series and Classes Contracts Data

### MFS Government Securities Fund (Series ID: S000000693)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000002006 | I            | MGSIX           |
| C000002007 | A            | MFGSX           |
| C000002008 | R4           | MFGJX           |
| C000002012 | B            | MFGBX           |
| C000002013 | C            | MFGDX           |
| C000002015 | R1           | MFGGX           |
| C000002017 | R2           | MGVSX           |
| C000002018 | R3           | MFGHX           |
| C000117927 | R6           | MFGKX           |

### MFS Diversified Income Fund (Series ID: S000012219)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000033358 | A            | DIFAX           |
| C000033359 | C            | DIFCX           |
| C000033360 | I            | DIFIX           |
| C000068409 | R1           | DIFDX           |
| C000068410 | R2           | DIFEX           |
| C000068411 | R3           | DIFFX           |
| C000068412 | R4           | DIFGX           |
| C000117928 | R6           | DIFHX           |

### MFS New Discovery Value Fund (Series ID: S000032712)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000100956 | A            | NDVAX           |
| C000100957 | B            | NDVBX           |
| C000100958 | C            | NDVCX           |
| C000100959 | I            | NDVIX           |
| C000100960 | R1           | NDVRX           |
| C000100961 | R2           | NDVSX           |
| C000100962 | R3           | NDVTX           |
| C000100963 | R4           | NDVUX           |
| C000117930 | R6           | NDVVX           |

## Internal

```

REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM

To the Board of Trustees of MFS Series Trust XIII and the Shareholders of MFS
Government Securities Fund:

In planning and performing our audit of the financial statements of MFS
Government Securities Fund as of and for the year ended February 28, 2026, in
accordance with the standards of the Public Company Accounting Oversight Board
(United States) (PCAOB), 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
opinions 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
the 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 PCAOB. 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 February 28, 2026.

This report is intended solely for the information and use of management, the
Board of Trustees of MFS Series Trust III 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

April 15, 2026

```

## Internal

```

Report of Independent Registered Public Accounting Firm

To the Shareholders of MFS Diversified Income Fund and MFS New Discovery Value
and the Board of Trustees of MFS Series Trust XIII

In planning and performing our audits of the financial statements of MFS
Diversified Income Fund and MFS New Discovery Value (the Funds) (two of the
series constituting MFS Series Trust XIII (the Trust)) as of and for the year
ended February 28, 2026, in accordance with the standards of the Public
Company Accounting Oversight Board (United States) (PCAOB), we considered the
Trust'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 Trust's internal control
over financial reporting. Accordingly, we express no such opinion.

The management of the Trust 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 company'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 U.S.
generally accepted accounting principles. A company'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 company; (2)
provide reasonable assurance that transactions are recorded as necessary to
permit preparation of financial statements in accordance with U.S. generally
accepted accounting principles, and that receipts and expenditures of the
company are being made only in accordance with authorizations of management
and trustees of the company; and (3) provide reasonable assurance regarding
prevention or timely detection of unauthorized acquisition, use or disposition
of a company'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
the Trust's annual or interim financial statements will not be prevented or
detected on a timely basis.
Our consideration of the Trust'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 PCAOB. However, we
noted no deficiencies in the Trust's internal control over financial reporting
and its operation, including controls over safeguarding securities, that we
consider to be a material weakness as defined above as of February 28, 2026.

This report is intended solely for the information and use of management and
the Board of Trustees of MFS Series Trust I 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/ Ernst & Young LLP

Boston, Massachusetts

April 15, 2026

```

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

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0000356349

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

**Series ID Record:1**
- **Series ID:** S000032712

**Series ID Record:2**
- **Series ID:** S000000693

**Series ID Record:3**
- **Series ID:** S000012219

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

**Item A.1.a - Report for period ending:** 2026-02-28

**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:** MFS SERIES TRUST XIII

- **Item B.1.b - Investment Company Act file number:** 811-03327

- **Item B.1.c - CIK:** 0000356349

- **Item B.1.d - LEI:** 5493000SCRZM3WD72S74

- **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):** TerraNua U.S. Corp d.b.a. My Compliance Office

- **b. Street 1:** 535 5th Avenue, 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:** 18669512280

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

**Location books Record: 2**

- **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:** 16179545000

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

**Location books Record: 3**

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

- **b. Street 1:** 14711 NE 29th Place, 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:** 14258697649

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

**Location books Record: 4**

- **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:** 16179545000

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

**Location books Record: 5**

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

- **b. Street 1:** 702 King Farm Boulevard 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:** 13015560500

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

**Location books Record: 6**

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

- **b. Street 1:** 4555 Great America Parkway 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:** 16502586827

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

**Location books Record: 7**

- **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:** 18008994766

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

**Location books Record: 8**

- **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:** 12128551000

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

**Location books Record: 9**

- **a. Name of person (e.g., a custodian of records):** JPMorgan Chase Bank N.A.

- **b. Street 1:** 383 Madison Avenue

- **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:** 10179

- **g. Telephone number:** 12122706000

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

**Location books Record: 10**

- **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:** 16179545000

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

**Location books Record: 11**

- **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:** 17812380099

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

**Location books Record: 12**

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

- **b. Street 1:** Prudential Tower 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:** 16179517000

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

**Location books Record: 13**

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

- **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:** 18164351000

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

- **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:** 4

- **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                                                                                                                                                                                                                                                                                                                                     |
|:---|:---|:---|
| Darrell A. Williams  | No                      | 811-03327, 811-02032, 811-02794, 811-04253, 811-00203, 811-00859, 811-08326, 811-06102, 811-02594, 811-04841, 811-02031, 811-04777, 811-05262, 811-22033, 811-03090, 811-03732, 811-05754, 811-06174, 811-02464, 811-05912, 811-04975, 811-05785, 811-05567, 811-21780, 811-05078, 811-05822, 811-04775, 811-07992, 811-04992, 811-08879, 811-05440, 811-04492, 811-04096 |
| John P. Kavanaugh    | No                      | 811-03732, 811-06102, 811-02794, 811-02032, 811-05262, 811-07992, 811-00203, 811-03327, 811-04777, 811-22033, 811-04992, 811-08879, 811-05754, 811-02464, 811-04975, 811-03090, 811-02031, 811-05822, 811-00859, 811-05567, 811-05078, 811-05912, 811-21780, 811-04096, 811-02594, 811-05440, 811-04492, 811-04775, 811-06174, 811-04841, 811-05785, 811-08326, 811-04253 |
| James W. Kilman, Jr. | No                      | 811-06102, 811-21780, 811-04992, 811-02032, 811-02031, 811-05440, 811-05567, 811-02794, 811-03732, 811-04777, 811-06174, 811-04492, 811-03327, 811-04975, 811-05754, 811-03090, 811-05078, 811-07992, 811-05785, 811-08326, 811-05822, 811-05262, 811-04841, 811-04253, 811-02464, 811-08879, 811-04775, 811-05912, 811-04096, 811-00859, 811-00203, 811-22033, 811-02594 |
| John A. Caroselli    | No                      | 811-22033, 811-02794, 811-02032, 811-04253, 811-00203, 811-05567, 811-04992, 811-08879, 811-03327, 811-06102, 811-04777, 811-05785, 811-04775, 811-03732, 811-05912, 811-00859, 811-04096, 811-07992, 811-05822, 811-05262, 811-03090, 811-05754, 811-05078, 811-06174, 811-05440, 811-04841, 811-08326, 811-04492, 811-04975, 811-02031, 811-02594, 811-02464, 811-21780 |
| Steven E. Buller     | No                      | 811-05078, 811-04841, 811-03732, 811-05440, 811-02031, 811-04492, 811-08879, 811-21780, 811-05567, 811-04096, 811-05262, 811-03327, 811-03090, 811-06174, 811-04975, 811-22033, 811-04775, 811-02464, 811-05785, 811-05912, 811-00203, 811-02794, 811-05822, 811-00859, 811-05754, 811-02032, 811-08326, 811-04777, 811-07992, 811-06102, 811-04253, 811-04992, 811-02594 |
| Clarence Otis, Jr.   | No                      | 811-04975, 811-21780, 811-05078, 811-04253, 811-05754, 811-03327, 811-04492, 811-02464, 811-07992, 811-03090, 811-02594, 811-08326, 811-05822, 811-02031, 811-03732, 811-04777, 811-04841, 811-00203, 811-05262, 811-05785, 811-04096, 811-22033, 811-06102, 811-00859, 811-02032, 811-06174, 811-05912, 811-04775, 811-08879, 811-05567, 811-05440, 811-04992, 811-02794 |
| Paula E. Smith       | No                      | 811-05078, 811-05912, 811-02794, 811-06102, 811-03732, 811-07992, 811-04775, 811-04492, 811-04253, 811-06174, 811-04096, 811-05567, 811-04841, 811-05822, 811-03090, 811-00859, 811-02031, 811-02464, 811-22033, 811-05754, 811-04992, 811-04975, 811-03327, 811-00203, 811-05440, 811-02032, 811-21780, 811-05262, 811-04777, 811-02594, 811-08879, 811-08326, 811-05785 |
| Maureen R. Goldfarb  | No                      | 811-00859, 811-08879, 811-05754, 811-08326, 811-22033, 811-02794, 811-02031, 811-05078, 811-06102, 811-04492, 811-04253, 811-04777, 811-00203, 811-04992, 811-05785, 811-04841, 811-04975, 811-05567, 811-03090, 811-21780, 811-02464, 811-05440, 811-02032, 811-07992, 811-02594, 811-05262, 811-03327, 811-05912, 811-04775, 811-03732, 811-05822, 811-06174, 811-04096 |
| Peter D. Jones       | No                      | 811-00859, 811-22033, 811-02794, 811-08879, 811-07992, 811-05785, 811-03090, 811-03327, 811-06102, 811-21780, 811-05567, 811-04492, 811-04975, 811-02464, 811-04777, 811-03732, 811-00203, 811-08326, 811-04992, 811-05754, 811-05440, 811-05262, 811-04096, 811-02594, 811-02032, 811-04841, 811-04775, 811-05822, 811-05912, 811-06174, 811-02031, 811-04253, 811-05078 |
| Maryanne L. Roepke   | No                      | 811-05567, 811-00203, 811-00859, 811-21780, 811-04975, 811-04775, 811-04992, 811-03090, 811-08879, 811-04492, 811-05822, 811-05440, 811-04253, 811-02794, 811-02031, 811-05262, 811-06174, 811-05078, 811-04096, 811-05754, 811-06102, 811-07992, 811-05785, 811-02032, 811-02594, 811-04777, 811-22033, 811-03732, 811-04841, 811-08326, 811-05912, 811-02464, 811-03327 |
| Michael W. Roberge   | Yes                     | 811-06174, 811-07992, 811-02464, 811-02794, 811-21780, 811-05822, 811-00203, 811-04841, 811-04253, 811-22033, 811-05262, 811-03090, 811-03732, 811-02032, 811-08326, 811-05440, 811-02594, 811-04492, 811-05785, 811-02031, 811-04096, 811-05912, 811-05567, 811-04975, 811-03327, 811-05078, 811-06102, 811-05754, 811-08879, 811-00859, 811-04775, 811-04992, 811-04777 |

### 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?:** No

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:** ERNST & YOUNG LLP

- **b. PCAOB Number:** 42

- **c. LEI, if any:** 254900Y3CIB1KF938C31

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

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

**Public accountant Record: 2**

- **a. Full Name:** DELOITTE & TOUCHE LLP

- **b. PCAOB Number:** 34

- **c. LEI, if any:** 254900WYZPGQGKV3RF07

- **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 - MFS New Discovery Value Fund

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

- **a. Full Name of the Fund:** MFS New Discovery Value Fund

- **b. Series identification number, if any:** S000032712

- **c. LEI:** LRMRW30Z8FYTIFW1W860

- **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?:** 0

**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 R4                | C000100963                                | NDVUX                        |
|                           2 | Class R3                | C000100962                                | NDVTX                        |
|                           3 | Class I                 | C000100959                                | NDVIX                        |
|                           4 | Class A                 | C000100956                                | NDVAX                        |
|                           5 | Class B                 | C000100957                                | NDVBX                        |
|                           6 | Class R6                | C000117930                                | NDVVX                        |
|                           7 | Class R1                | C000100960                                | NDVRX                        |
|                           8 | Class R2                | C000100961                                | NDVSX                        |
|                           9 | Class C                 | C000100958                                | NDVCX                        |

**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

- **b. Did the Fund lend any of its securities during the reporting period?** Yes

  - **i. If yes, during the reporting period, did any borrower fail to return the loaned securities by the contractual deadline with the result that:**

    - **1. The Fund (or it securities lending agent) liquidated collateral pledged to secure the loaned securities?** No

    - **2. The Fund was otherwise adversely impacted?** No

**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:** Goldman Sachs Bank USA

- **ii. LEI, if any:** KD3XUN7C6T14HNAYLU02

- **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

**e. Types of payments made to one or more securities lending agents and cash collateral managers (check all that apply):**

- [x] Revenue sharing split

- [ ] Fee-based revenue split (other than administrative fee)

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $18,450,003.80

- **g. Provide the net income from securities lending activities:** $247,667.00

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

Did the Fund rely on the following rules?

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

- Rule 17a-7 (17 CFR 270.17a-7)

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

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

**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:** 084-1316

- **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:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **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:** 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

- **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:** 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: 2**

- **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: 3**

- **i. Full name:** Deutsche Bank Aktiengesellschaft

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **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:** Skandinaviska Enskilda Banken AB (Copenhagen, Hovedstaden, DK, Branch)

- **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: 5**

- **i. Full name:** Standard Chartered Bank (Johannesburg, Gauteng, ZA, Branch)

- **ii. LEI, if any:** RILFO74KP1CM8P6PCT96

- **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:** UniCredit Bank Austria AG

- **ii. LEI, if any:** D1HEB8VEU6D9M8ZUXG17

- **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:** Citibank, National Association (Sao Paulo, Sao Paulo, BR, 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: 8**

- **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: 9**

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

- **ii. LEI, if any:** R0MUWSFPU8MPRO8K5P83

- **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:** 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: 11**

- **i. Full name:** Citibank Europe Public Limited Company

- **ii. LEI, if any:** N1FBEDJ5J41VKZLO2475

- **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:** 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: 13**

- **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: 14**

- **i. Full name:** BANCO CITI MEXICO S.A. INSTITUCION DE BANCA MULTIPLE, GRUPO FINANCIERO CITI MEXICO

- **ii. LEI, if any:** 529900H31AYI6WA1J534

- **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: 15**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Makati City, Metro Manila, PH, Branch)

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **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:** 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: 17**

- **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: 18**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Helsinki, Uusimaa, FI, Branch)

- **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: 19**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Oslo, Oslo, NO, Branch)

- **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: 20**

- **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: 21**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Amsterdam, Noord Holland, NL, Branch)

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **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:** 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: 23**

- **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: 24**

- **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: 25**

- **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: 26**

- **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)

**Custodians Record: 27**

- **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: 28**

- **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)

- **b. Was a custodian hired or terminated during the reporting period?** Yes

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

**Shareholder Servicing Agents Record: 1**

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

- **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:** 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:** $202,767.46

**Brokers Record: 2**

- **i. Full name of broker:** National Financial Services LLC

- **ii. SEC file number:** 8-26740

- **iii. CRD number:** 000013041

- **iv. LEI, if any:** 549300JRHF1MHHWUAW04

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $63,511.34

**Brokers Record: 3**

- **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:** $73,665.09

**Brokers Record: 4**

- **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:** $122,066.39

**Brokers Record: 5**

- **i. Full name of broker:** JonesTrading Institutional Services LLC

- **ii. SEC file number:** 8-26089

- **iii. CRD number:** 000006888

- **iv. LEI, if any:** 2138008JJ5PA8H5UIL69

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $92,798.49

**Brokers Record: 6**

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

- **ii. SEC file number:** 8-36747

- **iii. CRD number:** 000018476

- **iv. LEI, if any:** SUVUFHICNZMP2WKHG940

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $54,241.63

**Brokers Record: 7**

- **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:** $204,124.92

**Brokers Record: 8**

- **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:** $81,731.64

**Brokers Record: 9**

- **i. Full name of broker:** UBS Securities LLC

- **ii. SEC file number:** 8-22651

- **iii. CRD number:** 000007654

- **iv. LEI, if any:** T6FIZBDPKLYJKFCRVK44

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $88,115.71

**Brokers Record: 10**

- **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:** $59,735.67

**Aggregate Commission:** $1,274,163.87

**Item C.17.a. Principal transaction counterparties.**

| Name                       | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| BofA Securities, Inc.      | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $9,416,484.00             |
| J.P. Morgan Securities LLC | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $17,188,770.00            |
| Jefferies LLC              | 8-15074           |    000002347 | 58PU97L1C0WSRCWADL48 | NY      | US        | $28,745,892.00            |
| Barclays Capital Inc.      | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $13,034,767.00            |
| RBC Capital Markets, LLC   | 8-45411           |    000031194 | 549300LCO2FLSSVFFR64 | NY      | US        | $14,553,921.97            |
| BNY Capital Markets, LLC   | 8-35255           |    000017454 | VJW2DOOHGDT6PR0ZRO63 | NY      | US        | $11,007,019.00            |
| Morgan Stanley & Co. LLC   | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $32,406,281.00            |
| Goldman Sachs & Co. LLC    | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $13,657,830.00            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $140,010,964.97

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

- **Item C.19.a - Fund's monthly average net assets:** $2,778,173,663.53

**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 Global High Yield Fund                         | 811-02794         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Income Fund                                    | 811-05262         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Research International Fund                    | 811-04777         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Value Fund                                     | 811-04777         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Technology Fund                                | 811-04777         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Growth Series                                  | 811-08326         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Total Return Fund                              | 811-02031         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Value Series                                   | 811-08326         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Research Fund                                  | 811-02031         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS High Income Fund                               | 811-02794         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Utilities Series                               | 811-08326         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Total Return Series                            | 811-08326         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |

- **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 Yield Portfolio                           | 811-03732         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Research Series                                | 811-08326         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Research International Fund                    | 811-04777         |
| MFS Utilities Series                               | 811-08326         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS International Growth Fund                      | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Income Fund                                    | 811-05262         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Value Fund                                     | 811-04777         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS High Income Fund                               | 811-02794         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Total Return Series                            | 811-08326         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Growth Series                                  | 811-08326         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Income Portfolio                               | 811-03732         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Research Fund                                  | 811-02031         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Value Series                                   | 811-08326         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Research International Portfolio               | 811-03732         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Growth Fund                                    | 811-04775         |

- **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 Montreal, Chicago Branch

  - **Line Institutions Record: 2 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 3 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 4 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 5 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 6 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 7 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 8 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 9 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 10 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 11 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 12 Name of institution:** The Toronto-Dominion Bank, New York Branch

- **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 Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Research Series                                                  | 811-08326         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Value Fund                                                       | 811-04777         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| Massachusetts Investors Trust                                        | 811-00203         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Value Series                                                     | 811-08326         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS International Growth Portfolio                                   | 811-03732         |

- **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

### Management Investment Record: 2 - MFS Government Securities Fund

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

- **a. Full Name of the Fund:** MFS Government Securities Fund

- **b. Series identification number, if any:** S000000693

- **c. LEI:** UWWK6TDSOPDQSQMMEB12

- **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?:** 0

**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 R4                | C000002008                                | MFGJX                        |
|                           2 | Class A                 | C000002007                                | MFGSX                        |
|                           3 | Class R6                | C000117927                                | MFGKX                        |
|                           4 | Class R3                | C000002018                                | MFGHX                        |
|                           5 | Class I                 | C000002006                                | MGSIX                        |
|                           6 | Class R1                | C000002015                                | MFGGX                        |
|                           7 | Class B                 | C000002012                                | MFGBX                        |
|                           8 | Class C                 | C000002013                                | MFGDX                        |
|                           9 | Class R2                | C000002017                                | MGVSX                        |

**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?** 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 18f-4(f)(17 CFR 270.18f-4(f))

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

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

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

- Rule 18f-4 (17 CFR 270.18f-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:** 084-1316

- **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:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **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:** LSEG

- **ii. LEI, if any, or provide and describe other identifying number:** 2138007FV67QQ13CGJ43

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

- **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: 3**

- **i. Full name:** PricingDirect Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 549300WIC0TOJ7N7GD54

- **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: 4**

- **i. Full name:** S&P Global Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** Y6X4K52KMJMZE7I7MY94

- **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:** JPMorgan Chase Bank, National Association

- **ii. LEI, if any:** 7H6GLXDRUGQFU57RNE97

- **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))

- **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.

- **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

- **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:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-00129

- **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:** $1,288.80

**Brokers Record: 2**

- **i. Full name of broker:** Merrill Lynch, Pierce, Fenner & Smith Inc.

- **ii. SEC file number:** 8-07221

- **iii. CRD number:** 000007691

- **iv. LEI, if any:** 8NAV47T0Y26Q87Y0QP81

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $298,874.17

**Aggregate Commission:** $300,162.97

**Item C.17.a. Principal transaction counterparties.**

| Name                          | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| BofA Securities, Inc.         | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $967,655,449.95           |
| Mizuho Securities USA LLC     | 8-37710           |    000019647 | 7TK5RJIZDFROZCA6XF66 | NY      | US        | $1,177,928,420.84         |
| J.P. Morgan Securities LLC    | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $796,503,522.43           |
| RBC Capital Markets, LLC      | 8-45411           |    000031194 | 549300LCO2FLSSVFFR64 | NY      | US        | $103,722,978.63           |
| Wells Fargo Securities, LLC   | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $529,556,013.40           |
| Citigroup Global Markets Inc. | 8-08177           |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $584,934,705.48           |
| Barclays Capital, Inc.        | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $98,850,776.99            |
| TD SECURITIES (USA) LLC       | 8-36747           |    000018476 | SUVUFHICNZMP2WKHG940 | NY      | US        | $58,223,541.35            |
| Morgan Stanley & Co. LLC      | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $605,492,852.82           |
| Goldman Sachs & Co. LLC       | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $56,720,868.83            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $5,221,958,711.35

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $1,971,938,244.11

**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?** $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 Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS High Income Fund                               | 811-2794          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Technology Fund                                | 811-4777          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Growth Fund                                    | 811-4775          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Income Fund                                    | 811-5262          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Utilities Series                               | 811-8326          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Research International Fund                    | 811-4777          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Research International Portfolio               | 811-3732          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Total Return Series                            | 811-8326          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Research Series                                | 811-8326          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Value Fund                                     | 811-4777          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Research Fund                                  | 811-2031          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Income Portfolio                               | 811-3732          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Growth Series                                  | 811-8326          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Value Series                                   | 811-8326          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |

- **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?** 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 Montreal, Chicago Branch

  - **Line Institutions Record: 2 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 3 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 4 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 5 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 6 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 7 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 8 Name of institution:** HSBC Bank USA, National Association

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

  - **Line Institutions Record: 10 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 11 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 12 Name of institution:** Canadian Imperial Bank of Commerce

- **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 Growth Fund                                               | 811-5262          |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Mid Cap Value Fund                                               | 811-7992          |
| MFS Utilities Series                                                 | 811-8326          |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Municipal Intermediate Fund                                      | 811-4096          |
| MFS Massachusetts Municipal Bond Fund                                | 811-4096          |
| MFS Lifetime 2030 Fund                                               | 811-2178          |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Blended Research Core Equity Portfolio                           | 811-3732          |
| MFS Growth Fund                                                      | 811-4775          |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Total Return Bond Fund                                           | 811-2464          |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Municipal Income Fund                                            | 811-4096          |
| MFS Research International Fund                                      | 811-4777          |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Global Tactical Allocation Portfolio                             | 811-3732          |
| MFS Virginia Municipal Bond Fund                                     | 811-4096          |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Government Markets Income Trust                                  | 811-5078          |
| MFS Investors Trust Series                                           | 811-8326          |
| MFS Global Real Estate Fund                                          | 811-3327          |
| MFS Inflation-Adjusted Bond Fund                                     | 811-2464          |
| MFS Blended Research Value Equity Fund                               | 811-4492          |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Lifetime 2055 Fund                                               | 811-2178          |
| MFS Blended Research Mid Cap Equity Fund                             | 811-4492          |
| MFS Corporate Bond Fund                                              | 811-2464          |
| MFS Lifetime 2050 Fund                                               | 811-2178          |
| MFS Limited Maturity Fund                                            | 811-2464          |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-4492          |
| MFS Conservative Allocation Fund                                     | 811-4492          |
| MFS Growth Series                                                    | 811-8326          |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Global New Discovery Fund                                        | 811-2594          |
| MFS Emerging Markets Equity Portfolio                                | 811-3732          |
| MFS Lifetime Income Fund                                             | 811-2178          |
| MFS Maryland Municipal Bond Fund                                     | 811-4096          |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Intrinsic Value Fund                                             | 811-3090          |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Equity Income Fund                                               | 811-3090          |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Georgia Municipal Bond Fund                                      | 811-4096          |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS New Discovery Series                                             | 811-8326          |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-3732          |
| MFS International Intrinsic Value Portfolio                          | 811-3732          |
| MFS North Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Blended Research International Equity Fund                       | 811-2594          |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Global Governments Portfolio                                     | 811-3732          |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS California Municipal Bond Fund                                   | 811-4096          |
| MFS Lifetime 2040 Fund                                               | 811-2178          |
| MFS Global Equity Fund                                               | 811-6102          |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS South Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Diversified Income Fund                                          | 811-3327          |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Emerging Markets Equity Research Fund                            | 811-3090          |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Low Volatility Global Equity Fund                                | 811-4777          |
| MFS Lifetime 2035 Fund                                               | 811-2178          |
| MFS Utilities Fund                                                   | 811-6102          |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-2594          |
| MFS Moderate Allocation Fund                                         | 811-4492          |
| MFS New York Municipal Bond Fund                                     | 811-4096          |
| MFS West Virginia Municipal Bond Fund                                | 811-4096          |
| MFS International New Discovery Fund                                 | 811-2031          |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-4492          |
| MFS Intermediate Income Trust                                        | 811-5440          |
| MFS International Growth Fund                                        | 811-4492          |
| MFS Global Growth Portfolio                                          | 811-3732          |
| MFS Lifetime 2025 Fund                                               | 811-2178          |
| MFS Research Series                                                  | 811-8326          |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-4777          |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Value Fund                                                       | 811-4777          |
| MFS New Discovery Value Fund                                         | 811-3327          |
| MFS U.S. Government Money Market Fund                                | 811-2594          |
| MFS Government Securities Portfolio                                  | 811-3732          |
| MFS Research Fund                                                    | 811-2031          |
| MFS Total Return Fund                                                | 811-2031          |
| MFS Municipal Income Trust                                           | 811-4841          |
| MFS Global Total Return Fund                                         | 811-6102          |
| MFS Investment Grade Municipal Trust                                 | 811-5785          |
| MFS Technology Portfolio                                             | 811-3732          |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| Massachusetts Investors Trust                                        | 811-0203          |
| MFS New Discovery Fund                                               | 811-4777          |
| MFS Value Series                                                     | 811-8326          |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS U.S. Government Money Market Portfolio                           | 811-3732          |
| MFS Corporate Bond Portfolio                                         | 811-3732          |
| MFS Emerging Markets Debt Fund                                       | 811-4492          |
| MFS High Income Fund                                                 | 811-2794          |
| MFS Income Fund                                                      | 811-5262          |
| MFS Investment Funds - Global Value ex-Japan Fund                    | N/A               |
| MFS Commodity Strategy Fund                                          | 811-4253          |
| MFS Growth Allocation Fund                                           | 811-4492          |
| MFS Income Portfolio                                                 | 811-3732          |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS High Yield Municipal Trust                                       | 811-4992          |
| MFS Lifetime 2065 Fund                                               | 811-2178          |
| MFS Managed Wealth Fund                                              | 811-4492          |
| MFS High Yield Pooled Portfolio                                      | 811-2794          |
| MFS Municipal Limited Maturity Fund                                  | 811-2464          |
| MFS International Diversification Fund                               | 811-4492          |
| MFS International Growth Portfolio                                   | 811-3732          |
| MFS Global Research Portfolio                                        | 811-3732          |
| MFS Low Volatility Equity Fund                                       | 811-4777          |
| MFS International Intrinsic Value Fund                               | 811-4492          |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Global High Yield Fund                                           | 811-2794          |
| MFS Lifetime 2060 Fund                                               | 811-2178          |
| MFS Total Return Bond Series                                         | 811-8326          |
| MFS Core Equity Fund                                                 | 811-4777          |
| MFS Lifetime 2045 Fund                                               | 811-2178          |
| MFS Municipal High Income Fund                                       | 811-2794          |
| MFS Global Opportunistic Bond Fund                                   | 811-4492          |
| MFS Arkansas Municipal Bond Fund                                     | 811-4096          |
| MFS High Income Municipal Trust                                      | 811-5754          |
| MFS International Equity Fund                                        | 811-6174          |
| MFS Core Bond Fund                                                   | 811-2178          |
| MFS Global Equity Series                                             | 811-8326          |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Core Equity Portfolio                                            | 811-3732          |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Mississippi Municipal Bond Fund                                  | 811-4096          |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-4096          |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS High Yield Portfolio                                             | 811-3732          |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Emerging Markets Equity Fund                                     | 811-4492          |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Total Return Series                                              | 811-8326          |
| MFS Mid Cap Growth Series                                            | 811-8326          |
| MFS Blended Research Core Equity Fund                                | 811-7992          |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Global Alternative Strategy Fund                                 | 811-4253          |
| MFS International Large Cap Value Fund                               | 811-4492          |
| MFS Mid Cap Growth Fund                                              | 811-2594          |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-4492          |
| MFS Research International Portfolio                                 | 811-3732          |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Technology Fund                                                  | 811-4777          |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Aggressive Growth Allocation Fund                                | 811-4492          |
| Massachusetts Investors Growth Stock Fund                            | 811-0859          |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Alabama Municipal Bond Fund                                      | 811-4096          |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |

- **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?** 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 Emerging Markets Debt Fund                     | 811-4492          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Research International Fund                    | 811-4777          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Technology Fund                                | 811-4777          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS High Income Fund                               | 811-2794          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Total Return Series                            | 811-8326          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Growth Series                                  | 811-8326          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS Income Fund                                    | 811-5262          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Utilities Series                               | 811-8326          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Value Series                                   | 811-8326          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Research Series                                | 811-8326          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Value Fund                                     | 811-4777          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Research Fund                                  | 811-2031          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |

- **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

### Management Investment Record: 3 - MFS Diversified Income Fund

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

- **a. Full Name of the Fund:** MFS Diversified Income Fund

- **b. Series identification number, if any:** S000012219

- **c. LEI:** 7Z555RPCNKK7AVR16U38

- **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?:** 8

- **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?:** 0

**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 A                 | C000033358                                | DIFAX                        |
|                           2 | Class R2                | C000068410                                | DIFEX                        |
|                           3 | Class R1                | C000068409                                | DIFDX                        |
|                           4 | Class R6                | C000117928                                | DIFHX                        |
|                           5 | Class R3                | C000068411                                | DIFFX                        |
|                           6 | Class I                 | C000033360                                | DIFIX                        |
|                           7 | Class R4                | C000068412                                | DIFGX                        |
|                           8 | Class C                 | C000033359                                | DIFCX                        |

**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

- **b. Did the Fund lend any of its securities during the reporting period?** Yes

  - **i. If yes, during the reporting period, did any borrower fail to return the loaned securities by the contractual deadline with the result that:**

    - **1. The Fund (or it securities lending agent) liquidated collateral pledged to secure the loaned securities?** No

    - **2. The Fund was otherwise adversely impacted?** No

**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:** JPMorgan Chase and Co.

- **ii. LEI, if any:** 8I5DZWZKVSZI1NUHU748

- **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

**d. If a person providing cash collateral management services to the Fund in connection with the Fund's securities lending activities does not also serve as securities lending agent, provide the following information about each cash collateral manager:**

**Collateral Managers Record: 1**

- **i. Full name of cash collateral manager:** JPMorgan Investment Management, Inc.

- **ii. LEI, if any:** 549300W78QHV4XMM6K69

- **iii. Is the cash collateral manager an affiliated person, or an affiliated person of an affiliated person, of a securities lending agent retained by the Fund??** Yes

- **iv. Is the cash collateral manager an affiliated person of the Fund?** No

**e. Types of payments made to one or more securities lending agents and cash collateral managers (check all that apply):**

- [x] Revenue sharing split

- [ ] Fee-based revenue split (other than administrative fee)

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $3,256,585.26

- **g. Provide the net income from securities lending activities:** $20,935.38

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

Did the Fund rely on the following rules?

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

- Rule 12d1-4 (17 CFR 270.12d1-4)

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

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

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

- Rule 18f-4 (17 CFR 270.18f-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:** 084-1316

- **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:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **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:** LSEG

- **ii. LEI, if any, or provide and describe other identifying number:** 2138007FV67QQ13CGJ43

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

- **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: 3**

- **i. Full name:** S&P Global Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** Y6X4K52KMJMZE7I7MY94

- **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:** CACEIS Bank Spain, S.A.U.

- **ii. LEI, if any:** 95980020140005970915

- **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:** UniCredit Bank Austria AG

- **ii. LEI, if any:** D1HEB8VEU6D9M8ZUXG17

- **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:** 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: 4**

- **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: 5**

- **i. Full name:** The Standard Chartered Bank (Taiwan) Limited

- **ii. LEI, if any:** 549300QJEO1B92LSHZ06

- **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:** JP Morgan SA DTVM

- **ii. LEI, if any:** 5493001LS7J56NZZ3G07

- **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:** JPMorgan Chase Bank, N.A.

- **ii. LEI, if any:** 7H6GLXDRUGQFU57RNE97

- **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:** BNP Paribas

- **ii. LEI, if any:** R0MUWSFPU8MPRO8K5P83

- **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:** JPMorgan Chase Bank, N.A.

- **ii. LEI, if any:** 7H6GLXDRUGQFU57RNE97

- **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:** BNP Paribas

- **ii. LEI, if any:** R0MUWSFPU8MPRO8K5P83

- **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: 11**

- **i. Full name:** J.P. Morgan SE

- **ii. LEI, if any:** 549300ZK53CNGEEI6A29

- **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:** 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: 13**

- **i. Full name:** Banco Citi Mexico S.A.

- **ii. LEI, if any:** 529900H31AYI6WA1J534

- **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:** Standard Chartered Bank Korea Limited

- **ii. LEI, if any:** NUXTG47HHHM1K2L0SG39

- **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: 15**

- **i. Full name:** JPMorgan Chase Bank, National Association

- **ii. LEI, if any:** 7H6GLXDRUGQFU57RNE97

- **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: 16**

- **i. Full name:** DBS Bank Ltd

- **ii. LEI, if any:** ATUEL7OJR5057F2PV266

- **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: 17**

- **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: 18**

- **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: 19**

- **i. Full name:** Bank Handlowy w Warszawie SA

- **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: 20**

- **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: 21**

- **i. Full name:** Mizuho Bank, Ltd.

- **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: 22**

- **i. Full name:** J.P. Morgan SE

- **ii. LEI, if any:** 549300ZK53CNGEEI6A29

- **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:** Deutsche Bank AG

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **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:** Stanbic IBTC Bank Plc

- **ii. LEI, if any:** 029200098C3K8BI2D551

- **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: 25**

- **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: 26**

- **i. Full name:** Citibank NA

- **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: 27**

- **i. Full name:** JPMorgan Chase Bank, N.A.

- **ii. LEI, if any:** 7H6GLXDRUGQFU57RNE97

- **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: 28**

- **i. Full name:** PT Bank HSBC Indonesia

- **ii. LEI, if any:** 213800HW5IDIRLWH1203

- **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: 29**

- **i. Full name:** J.P. Morgan SE

- **ii. LEI, if any:** 549300ZK53CNGEEI6A29

- **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: 30**

- **i. Full name:** Deutsche Bank AG

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **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.

- **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

- **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:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-00129

- **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:** $28,127.68

**Brokers Record: 2**

- **i. Full name of broker:** Merrill Lynch, Pierce, Fenner & Smith Inc.

- **ii. SEC file number:** 8-07221

- **iii. CRD number:** 000007691

- **iv. LEI, if any:** 8NAV47T0Y26Q87Y0QP81

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $67,685.98

**Brokers Record: 3**

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

- **ii. SEC file number:** 8-08177

- **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:** $8,557.43

**Brokers Record: 4**

- **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:** $25,920.80

**Brokers Record: 5**

- **i. Full name of broker:** National Financial Services LLC

- **ii. SEC file number:** 8-26740

- **iii. CRD number:** 000013041

- **iv. LEI, if any:** 549300JRHF1MHHWUAW04

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $6,830.03

**Brokers Record: 6**

- **i. Full name of broker:** UBS Securities LLC

- **ii. SEC file number:** 8-22651

- **iii. CRD number:** 000007654

- **iv. LEI, if any:** T6FIZBDPKLYJKFCRVK44

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $21,661.62

**Brokers Record: 7**

- **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:** $27,418.39

**Brokers Record: 8**

- **i. Full name of broker:** Liquidnet, Inc.

- **ii. SEC file number:** 8-52461

- **iii. CRD number:** 000103987

- **iv. LEI, if any:** 213800HSKBBO1GCVRG79

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $4,678.78

**Brokers Record: 9**

- **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:** $5,510.11

**Brokers Record: 10**

- **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:** $38,982.54

**Aggregate Commission:** $254,476.98

**Item C.17.a. Principal transaction counterparties.**

| Name                          | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Citigroup Global Markets Inc. | 8-08177           |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $118,063,389.92           |
| J.P. Morgan Securities LLC    | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $136,848,578.56           |
| HSBC Securities (USA) Inc.    | 8-41562           |    000019585 | CYYGQCGNHMHPSMRL3R97 | NY      | US        | $41,815,266.99            |
| Goldman Sachs & Co. LLC       | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $69,952,175.96            |
| Barclays Capital, Inc.        | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $53,304,787.60            |
| Morgan Stanley & Co. LLC      | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $109,531,348.37           |
| BofA Securities, Inc.         | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $118,018,330.35           |
| Mizuho Securities USA LLC     | 8-37710           |    000019647 | 7TK5RJIZDFROZCA6XF66 | NY      | US        | $73,276,735.86            |
| Deutsche Bank Securities Inc. | 8-17822           |    000002525 | 9J6MBOOO7BECTDTUZW19 | NY      | US        | $28,154,379.61            |
| Wells Fargo Securities, LLC   | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $54,411,525.02            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $1,075,782,381.99

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

- **Item C.19.a - Fund's monthly average net assets:** $1,899,311,569.25

**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?** $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 Lifetime 2040 Fund                             | 811-2178          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Technology Fund                                | 811-4777          |
| MFS Value Fund                                     | 811-4777          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Income Fund                                    | 811-5262          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS High Income Fund                               | 811-2794          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Value Series                                   | 811-8326          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Research Series                                | 811-8326          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Utilities Series                               | 811-8326          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Total Return Series                            | 811-8326          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Research International Portfolio               | 811-3732          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Research Fund                                  | 811-2031          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Global Growth Portfolio                        | 811-3732          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Research International Fund                    | 811-4777          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Growth Series                                  | 811-8326          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |

- **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?** 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:** Royal Bank of Canada

  - **Line Institutions Record: 2 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 3 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 4 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 5 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 6 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 7 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 8 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 9 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 10 Name of institution:** HSBC Bank USA, National Association

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

  - **Line Institutions Record: 12 Name of institution:** Citibank, 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 Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-3732          |
| MFS High Income Municipal Trust                                      | 811-5754          |
| MFS Equity Income Fund                                               | 811-3090          |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-4777          |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Blended Research Core Equity Fund                                | 811-7992          |
| MFS Total Return Bond Series                                         | 811-8326          |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Alabama Municipal Bond Fund                                      | 811-4096          |
| MFS Mid Cap Growth Series                                            | 811-8326          |
| MFS Managed Wealth Fund                                              | 811-4492          |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Moderate Allocation Fund                                         | 811-4492          |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Lifetime 2025 Fund                                               | 811-2178          |
| MFS Municipal Intermediate Fund                                      | 811-4096          |
| MFS Emerging Markets Equity Fund                                     | 811-4492          |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Global Opportunistic Bond Fund                                   | 811-4492          |
| MFS Global Growth Fund                                               | 811-5262          |
| MFS International Large Cap Value Fund                               | 811-4492          |
| MFS Global New Discovery Fund                                        | 811-2594          |
| MFS Conservative Allocation Fund                                     | 811-4492          |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Lifetime 2030 Fund                                               | 811-2178          |
| MFS Emerging Markets Equity Research Fund                            | 811-3090          |
| MFS International Intrinsic Value Fund                               | 811-4492          |
| MFS Research International Fund                                      | 811-4777          |
| MFS Growth Fund                                                      | 811-4775          |
| MFS International New Discovery Fund                                 | 811-2031          |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS New York Municipal Bond Fund                                     | 811-4096          |
| MFS Core Equity Portfolio                                            | 811-3732          |
| MFS Global Governments Portfolio                                     | 811-3732          |
| MFS Lifetime 2045 Fund                                               | 811-2178          |
| MFS International Diversification Fund                               | 811-4492          |
| MFS Virginia Municipal Bond Fund                                     | 811-4096          |
| MFS North Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Low Volatility Global Equity Fund                                | 811-4777          |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-4096          |
| MFS New Discovery Fund                                               | 811-4777          |
| MFS High Income Fund                                                 | 811-2794          |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS California Municipal Bond Fund                                   | 811-4096          |
| MFS Blended Research Core Equity Portfolio                           | 811-3732          |
| MFS Massachusetts Municipal Bond Fund                                | 811-4096          |
| MFS U.S. Government Cash Reserve Fund                                | 811-4777          |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-3732          |
| MFS Global Growth Portfolio                                          | 811-3732          |
| MFS International Equity Fund                                        | 811-6174          |
| MFS Research International Portfolio                                 | 811-3732          |
| MFS Emerging Markets Debt Fund                                       | 811-4492          |
| MFS Global Research Portfolio                                        | 811-3732          |
| MFS Global Total Return Fund                                         | 811-6102          |
| MFS Maryland Municipal Bond Fund                                     | 811-4096          |
| MFS International Growth Portfolio                                   | 811-3732          |
| MFS Lifetime 2055 Fund                                               | 811-2178          |
| MFS Municipal High Income Fund                                       | 811-2794          |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Intermediate Income Trust                                        | 811-5440          |
| MFS Limited Maturity Fund                                            | 811-2464          |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-4492          |
| MFS Lifetime 2035 Fund                                               | 811-2178          |
| MFS Corporate Bond Portfolio                                         | 811-3732          |
| MFS Investors Trust Series                                           | 811-8326          |
| MFS Investment Funds - Global Value ex-Japan Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Core Bond Fund                                                   | 811-2178          |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-2594          |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| Massachusetts Investors Trust                                        | 811-0203          |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Blended Research International Equity Fund                       | 811-2594          |
| MFS Global Tactical Allocation Portfolio                             | 811-3732          |
| MFS Government Securities Fund                                       | 811-3327          |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Georgia Municipal Bond Fund                                      | 811-4096          |
| MFS Investment Grade Municipal Trust                                 | 811-5785          |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Total Return Fund                                                | 811-2031          |
| MFS Aggressive Growth Allocation Fund                                | 811-4492          |
| MFS Emerging Markets Equity Portfolio                                | 811-3732          |
| MFS Blended Research Small Cap Equity Fund                           | 811-4492          |
| MFS Income Fund                                                      | 811-5262          |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Mid Cap Value Fund                                               | 811-7992          |
| MFS Total Return Series                                              | 811-8326          |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Core Equity Fund                                                 | 811-4777          |
| MFS Income Portfolio                                                 | 811-3732          |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Mid Cap Growth Fund                                              | 811-2594          |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Corporate Bond Fund                                              | 811-2464          |
| MFS Inflation-Adjusted Bond Fund                                     | 811-2464          |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS U.S. Government Money Market Portfolio                           | 811-3732          |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Global Real Estate Fund                                          | 811-3327          |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Government Markets Income Trust                                  | 811-5078          |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Value Series                                                     | 811-8326          |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS International Growth Fund                                        | 811-4492          |
| MFS South Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Growth Series                                                    | 811-8326          |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS New Discovery Series                                             | 811-8326          |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-2594          |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| Massachusetts Investors Growth Stock Fund                            | 811-0859          |
| MFS Arkansas Municipal Bond Fund                                     | 811-4096          |
| MFS Global Equity Series                                             | 811-8326          |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Global Equity Fund                                               | 811-6102          |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Mississippi Municipal Bond Fund                                  | 811-4096          |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Technology Fund                                                  | 811-4777          |
| MFS Lifetime 2060 Fund                                               | 811-2178          |
| MFS Government Securities Portfolio                                  | 811-3732          |
| MFS Blended Research Value Equity Fund                               | 811-4492          |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-4492          |
| MFS Lifetime 2040 Fund                                               | 811-2178          |
| MFS Value Fund                                                       | 811-4777          |
| MFS Lifetime Income Fund                                             | 811-2178          |
| MFS Commodity Strategy Fund                                          | 811-4253          |
| MFS Technology Portfolio                                             | 811-3732          |
| MFS Utilities Fund                                                   | 811-6102          |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Global Alternative Strategy Fund                                 | 811-4253          |
| MFS High Yield Portfolio                                             | 811-3732          |
| MFS Municipal Income Trust                                           | 811-4841          |
| MFS High Yield Municipal Trust                                       | 811-4992          |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-4492          |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-4096          |
| MFS Growth Allocation Fund                                           | 811-4492          |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Global High Yield Fund                                           | 811-2794          |
| MFS Research Series                                                  | 811-8326          |
| MFS High Yield Pooled Portfolio                                      | 811-2794          |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Utilities Series                                                 | 811-8326          |
| MFS Total Return Bond Fund                                           | 811-2464          |
| MFS New Discovery Value Fund                                         | 811-3327          |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Intrinsic Value Fund                                             | 811-3090          |
| MFS Municipal Income Fund                                            | 811-4096          |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Municipal Limited Maturity Fund                                  | 811-2464          |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Research Fund                                                    | 811-2031          |
| MFS Lifetime 2050 Fund                                               | 811-2178          |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Lifetime 2065 Fund                                               | 811-2178          |

- **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?** 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 Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Value Series                                   | 811-8326          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Total Return Series                            | 811-8326          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Research Fund                                  | 811-2031          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Income Portfolio                               | 811-3732          |
| MFS Research Series                                | 811-8326          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Growth Series                                  | 811-8326          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS High Income Fund                               | 811-2794          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Utilities Series                               | 811-8326          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Value Fund                                     | 811-4777          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Technology Fund                                | 811-4777          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Income Fund                                    | 811-5262          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Research International Fund                    | 811-4777          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Moderate Allocation Fund                       | 811-4492          |

- **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:** MFS SERIES TRUST XIII

**Date:** 2026-05-13

**Signature:** James Byrne

**Title:** Assistant Treasurer