# EDGAR Filing Document

**Accession Number:** 0000719269
**File Stem:** 0000912938-23-000253
**Filing Date:** 2023-2
**Character Count:** 24986
**Document Hash:** b1ffa3b5f22d1c60f43a69fb58993c5b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000912938-23-000253.hdr.sgml**: 20230228

**ACCESSION NUMBER**: 0000912938-23-000253

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20230228

**DATE AS OF CHANGE**: 20230228

**EFFECTIVENESS DATE**: 20230228

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS VARIABLE INSURANCE TRUST II
- **CENTRAL INDEX KEY:** 0000719269
- **IRS NUMBER:** 046540044
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 002-83616
- **FILM NUMBER:** 23678788

**BUSINESS ADDRESS:**
- **STREET 1:** 111 HUNTINGTON AVENUE
- **STREET 2:** 21ST FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02199
- **BUSINESS PHONE:** 16179545839

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

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS SUN LIFE SERIES TRUST
- **DATE OF NAME CHANGE:** 19920703

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** COMPASS SERIES TRUST
- **DATE OF NAME CHANGE:** 19850325

## Series and Classes Contracts Data

### MFS Corporate Bond Portfolio (Series ID: S000002634)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007237 |
| Service Class | C000007238 |

---

### MFS Government Securities Portfolio (Series ID: S000002635)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007239 |
| Service Class | C000007240 |

---

### MFS High Yield Portfolio (Series ID: S000002636)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007241 |
| Service Class | C000007242 |

---

### MFS International Growth Portfolio (Series ID: S000002637)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007243 |
| Service Class | C000007244 |

---

### MFS International Intrinsic Value Portfolio (Series ID: S000002638)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007245 |
| Service Class | C000007246 |

---

### MFS Massachusetts Investors Growth Stock Portfolio (Series ID: S000002639)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007247 |
| Service Class | C000007248 |

---

### MFS Blended Research Core Equity Portfolio (Series ID: S000002640)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007249 |
| Service Class | C000007250 |

---

### MFS U.S. Government Money Market Portfolio (Series ID: S000002643)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007255 |
| Service Class | C000007256 |

---

### MFS Research International Portfolio (Series ID: S000002646)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007261 |
| Service Class | C000007262 |

---

### MFS Global Research Portfolio (Series ID: S000002647)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007263 |
| Service Class | C000007264 |

---

### MFS Income Portfolio (Series ID: S000002649)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007267 |
| Service Class | C000007268 |

---

### MFS Technology Portfolio (Series ID: S000002651)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007271 |
| Service Class | C000007272 |

---

### MFS Core Equity Portfolio (Series ID: S000002656)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007281 |
| Service Class | C000007282 |

---

### MFS Emerging Markets Equity Portfolio (Series ID: S000002658)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007285 |
| Service Class | C000007286 |

---

### MFS Global Governments Portfolio (Series ID: S000002659)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007287 |
| Service Class | C000007288 |

---

### MFS Global Growth Portfolio (Series ID: S000002660)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007289 |
| Service Class | C000007290 |

---

### MFS Global Tactical Allocation Portfolio (Series ID: S000002661)

---

|  |  |
|:---|:---|
| Class Name    | Class ID   |
| Initial Class | C000007291 |
| Service Class | C000007292 |

---

## Series and Classes Contracts Data

### MFS Corporate Bond Portfolio (Series ID: S000002634)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007237 | Initial Class |  |
| C000007238 | Service Class |  |

### MFS Government Securities Portfolio (Series ID: S000002635)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007239 | Initial Class |  |
| C000007240 | Service Class |  |

### MFS High Yield Portfolio (Series ID: S000002636)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007241 | Initial Class |  |
| C000007242 | Service Class |  |

### MFS International Growth Portfolio (Series ID: S000002637)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007243 | Initial Class |  |
| C000007244 | Service Class |  |

### MFS International Intrinsic Value Portfolio (Series ID: S000002638)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007245 | Initial Class |  |
| C000007246 | Service Class |  |

### MFS Massachusetts Investors Growth Stock Portfolio (Series ID: S000002639)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007247 | Initial Class |  |
| C000007248 | Service Class |  |

### MFS Blended Research Core Equity Portfolio (Series ID: S000002640)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007249 | Initial Class |  |
| C000007250 | Service Class |  |

### MFS U.S. Government Money Market Portfolio (Series ID: S000002643)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007255 | Initial Class |  |
| C000007256 | Service Class |  |

### MFS Research International Portfolio (Series ID: S000002646)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007261 | Initial Class |  |
| C000007262 | Service Class |  |

### MFS Global Research Portfolio (Series ID: S000002647)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007263 | Initial Class |  |
| C000007264 | Service Class |  |

### MFS Income Portfolio (Series ID: S000002649)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007267 | Initial Class |  |
| C000007268 | Service Class |  |

### MFS Technology Portfolio (Series ID: S000002651)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007271 | Initial Class |  |
| C000007272 | Service Class |  |

### MFS Core Equity Portfolio (Series ID: S000002656)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007281 | Initial Class |  |
| C000007282 | Service Class |  |

### MFS Emerging Markets Equity Portfolio (Series ID: S000002658)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007285 | Initial Class |  |
| C000007286 | Service Class |  |

### MFS Global Governments Portfolio (Series ID: S000002659)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007287 | Initial Class |  |
| C000007288 | Service Class |  |

### MFS Global Growth Portfolio (Series ID: S000002660)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007289 | Initial Class |  |
| C000007290 | Service Class |  |

### MFS Global Tactical Allocation Portfolio (Series ID: S000002661)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007291 | Initial Class |  |
| C000007292 | Service Class |  |

![](image0.jpg)

SUPPLEMENT TO THE STATEMENT OF ADDITIONAL INFORMATION

The date of this supplement is February 28, 2023.

For the MFS<sup>®</sup> Funds listed below:

------

---

| | |
|:---|:---|
| MFS<sup>®</sup> BLENDED RESEARCH<sup>®</sup> CORE EQUITY PORTFOLIO<br> MFS<sup>®</sup> CORE EQUITY PORTFOLIO<br> MFS<sup>®</sup> CORPORATE BOND PORTFOLIO<br> MFS<sup>®</sup> EMERGING MARKETS EQUITY PORTFOLIO<br> MFS<sup>®</sup> GLOBAL GOVERNMENTS PORTFOLIO<br> MFS<sup>®</sup> GLOBAL GROWTH PORTFOLIO<br> MFS<sup>®</sup> GLOBAL RESEARCH PORTFOLIO<br> MFS<sup>®</sup> GLOBAL TACTICAL ALLOCATION PORTFOLIO<br> MFS<sup>®</sup> GOVERNMENT SECURITIES PORTFOLIO | MFS<sup>®</sup> HIGH YIELD PORTFOLIO<br> MFS<sup>®</sup> INCOME PORTFOLIO<br> MFS<sup>®</sup> INTERNATIONAL GROWTH PORTFOLIO<br> MFS<sup>®</sup> INTERNATIONAL INTRINSIC VALUE PORTFOLIO<br> MFS<sup>®</sup> MASSACHUSETTS INVESTORS GROWTH STOCK PORTFOLIO<br> MFS<sup>®</sup> RESEARCH INTERNATIONAL PORTFOLIO<br> MFS<sup>®</sup> TECHNOLOGY PORTFOLIO<br> MFS<sup>®</sup> U.S. GOVERNMENT MONEY MARKET PORTFOLIO |

---

Effective immediately, the sub-sections entitled "Compensation," "Ownership of Fund Shares," and "Other Accounts" under the main heading entitled "APPENDIX D – PORTFOLIO MANAGER(S)" are hereby restated, with respect to MFS Corporate Bond Portfolio, MFS Research International Portfolio, and MFS Global Tactical Allocation Portfolio only, as follows:

Compensation<br>

MFS' philosophy is to align portfolio manager compensation with the goal to provide shareholders with long-term value through a collaborative investment process. Therefore, MFS uses long-term investment performance as well as contribution to the overall investment process and collaborative culture as key factors in determining portfolio manager compensation. In addition, MFS seeks to maintain total compensation programs that are competitive in the asset management industry in each geographic market where it has employees. MFS uses competitive compensation data to ensure that compensation practices are aligned with its goals of attracting, retaining, and motivating the highest-quality professionals.

MFS reviews portfolio manager compensation annually. In determining portfolio manager compensation, MFS uses quantitative means and qualitative means to help ensure a sustainable investment process. As of December 31, 2021, portfolio manager total cash compensation is a combination of base salary and performance bonus:<br>

*Base Salary* – Base salary generally represents a smaller percentage of portfolio manager total cash compensation than performance bonus.

*Performance Bonus* – Generally, the performance bonus represents more than a majority of portfolio manager total cash compensation.

With respect to each portfolio manager except Messrs. Nicholas Paul and David Shindler and Ms. Camille Humphries Lee, the performance bonus is based on a combination of quantitative and qualitative factors, generally with more weight given to the former and less weight given to the latter.

The quantitative portion is primarily based on the pre-tax performance of accounts managed by the portfolio manager over a range of fixed-length time periods, intended to provide the ability to assess performance over time periods consistent with a full market cycle and a strategy's investment horizon. The fixed-length time periods include the portfolio manager's full tenure on each fund and, when available, 10-, 5-, and 3-year periods. For portfolio managers who have served for less than three years, shorter-term periods, including the one-year period, will also be considered, as will performance in previous roles, if any, held at the firm. Emphasis is generally placed on longer performance periods when multiple performance periods are available. Performance is evaluated across the full set of strategies and portfolios managed by a given portfolio manager, relative to appropriate peer group universes and/or representative indices ("benchmarks"). As of December 31, 2021, the following benchmarks were used to measure the following portfolio managers' performance for the following Funds, unless otherwise indicated:

1050405 1 VIT2-SAI-COMBINED-SUP-I-022823

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---

| | | |
|:---|:---|:---|
| &nbsp;&nbsp; **Fund** | &nbsp;&nbsp; **Portfolio Manager** | &nbsp;&nbsp; **Benchmark(s)** |
| &nbsp;&nbsp; MFS Corporate Bond Portfolio | &nbsp;&nbsp; Alexander Mackey | &nbsp;&nbsp; Bloomberg U.S. Credit Index<br> Lipper Corporate Debt Funds BBB-Rated<br> Morningstar US Insurance Corporate Bond Funds |
| &nbsp;&nbsp; MFS Corporate Bond Portfolio | &nbsp;&nbsp; John Mitchell<sup>1</sup> | &nbsp;&nbsp; Bloomberg U.S. Credit Index<br> Morningstar US Insurance Corporate Bond Funds |
| &nbsp;&nbsp; MFS Global Tactical Allocation Portfolio | &nbsp;&nbsp; Pilar Gomez-Bravo | &nbsp;&nbsp; Bloomberg Global Aggregate Index USD Hedged |
| &nbsp;&nbsp; MFS Global Tactical Allocation Portfolio | &nbsp;&nbsp; Steven Gorham | &nbsp;&nbsp; MSCI World Index (net div) |
| &nbsp;&nbsp; MFS Global Tactical Allocation Portfolio | &nbsp;&nbsp; Andy Li | &nbsp;&nbsp; Bloomberg Global Aggregate Credit Index |
| &nbsp;&nbsp; MFS Global Tactical Allocation Portfolio | &nbsp;&nbsp; John Mitchell<sup>1</sup> | &nbsp;&nbsp; Bloomberg Global Aggregate Credit Index |
| &nbsp;&nbsp; MFS Global Tactical Allocation Portfolio | &nbsp;&nbsp; Johnathan Munko | &nbsp;&nbsp; MSCI World Index (net div) |
| &nbsp;&nbsp; MFS Global Tactical Allocation Portfolio | &nbsp;&nbsp; Benjamin Nastou | &nbsp;&nbsp; MSCI World Index (net div)<br> Bloomberg Global Aggregate Index USD Hedged<br> Lipper Mixed-Asset Target Allocation Conservative Funds<br> Morningstar US Insurance World Allocation Funds |
| &nbsp;&nbsp; MFS Global Tactical Allocation Portfolio | &nbsp;&nbsp; Jonathan Sage | &nbsp;&nbsp; MSCI All Country World High Dividend Yield Index (net div)<br> Lipper Global Large-Cap Core Funds<br> Lipper Global Equity Income Funds<br> Morningstar Global Equity Income Funds |
| &nbsp;&nbsp; MFS Global Tactical Allocation Portfolio | &nbsp;&nbsp; Natalie Shapiro | &nbsp;&nbsp; MSCI World Index (net div)<br> Bloomberg Global Aggregate Index USD Hedged<br> Lipper Mixed-Asset Target Allocation Conservative Funds<br> Morningstar US Insurance World Allocation Funds |
| &nbsp;&nbsp; MFS Global Tactical Allocation Portfolio | &nbsp;&nbsp; Erich Shigley | &nbsp;&nbsp; MSCI World Index (net div)<br> Bloomberg Global Aggregate Index Hedged<br> Lipper Mixed-Asset Target Allocation Conservative Funds<br> Morningstar US Insurance World Allocation Funds |
| &nbsp;&nbsp; MFS Global Tactical Allocation Portfolio | &nbsp;&nbsp; Robert Spector | &nbsp;&nbsp; Bloomberg Global Aggregate Index |
| &nbsp;&nbsp; MFS Global Tactical Allocation Portfolio | &nbsp;&nbsp; Erik Weisman | &nbsp;&nbsp; Bloomberg Global Aggregate Index |

---

<sup>1</sup> Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of January 20, 2023.

Benchmarks may include versions and components of indices, custom indices, and linked indices that combine performance of different indices for different portions of the time period, where appropriate.<br>

The qualitative portion is based on the results of an annual internal peer review process (where portfolio managers are evaluated by other portfolio managers, analysts, and traders) and management's assessment of overall portfolio manager contribution to the MFS investment process and the client experience (distinct from fund and other account performance).<br>

The performance bonus is generally a combination of cash and a deferred cash award. A deferred cash award is issued for a cash value and becomes payable over a three-year vesting period if the portfolio manager remains in the continuous employ of MFS or its affiliates. During the vesting period, the value of the unfunded deferred cash award will fluctuate as though the portfolio manager had invested the cash value of the award in an MFS Fund(s) selected by the portfolio manager.<br>

With respect to Mr. Nicholas Paul and Ms. Camille Humphries Lee, the performance bonus is based on the results of an annual internal peer review process (conducted by other portfolio managers, analysts, traders, and non-investment personnel) and management's assessment of overall portfolio manager contribution to the client experience, the investment process and overall performance (distinct from fund and other account performance). The performance bonus is generally a combination of cash and a deferred cash award. A deferred cash award is issued for a cash value and becomes payable over a three-year vesting period if the portfolio manager remains in the continuous employ of MFS or its affiliates. During the vesting period, the value of the unfunded deferred cash award will fluctuate as though the portfolio manager had invested the cash value of the award in an MFS Fund(s) selected by the portfolio manager.<br>

With respect to Mr. David Shindler, his compensation reflects his broader role within MFS as Co-Chief Investment Officer-Equity-Europe in addition to being a portfolio manager. His performance bonus is based on a combination of quantitative and qualitative factors, generally with more weight given to the former and less weight given to the latter. The quantitative portion is based on the pre-tax performance of accounts managed by Mr. Shindler over a range of fixed-length time periods and overall group investment performance and business performance metrics. The qualitative portion is based on the results of an annual internal review process conducted by the Chief Investment Officer which takes into account his broad leadership responsibilities. This performance bonus is generally a combination of cash and a deferred cash award. A deferred cash award is issued for a cash value and becomes payable over a three-year vesting period if the portfolio manager remains in the continuous employ of MFS or its affiliates. During the vesting period, the value of the unfunded deferred cash award will fluctuate as though the portfolio manager had invested the cash value of the award in an MFS Fund(s) selected by the portfolio manager.

*MFS Equity Plan –* Portfolio managers also typically benefit from the opportunity to participate in the MFS Equity Plan. Equity interests are awarded by management, on a discretionary basis, taking into account tenure at MFS, contribution to the investment process, and other factors.

Finally, portfolio managers also participate in benefit plans (including a defined contribution plan and health and other insurance plans) and programs available generally to other employees of MFS. The percentage such benefits represent of any portfolio manager's compensation depends upon the length of the individual's tenure at MFS and salary level, as well as other factors.

1050405 2 &nbsp;&nbsp;&nbsp;&nbsp; VIT2-SAI-COMBINED-SUP-I-022823

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#### Ownership of Fund Shares
Because the Fund serves as an underlying investment vehicle for Contracts, the portfolio managers are not eligible to invest directly in the Fund. Therefore, no portfolio manager owned shares of the Fund as of January 31, 2023.

#### Other Accounts

**In addition to the Fund, each portfolio manager of the Fund is named as a portfolio manager of certain other accounts managed or sub-advised by MFS or an affiliate. Wholly-owned subsidiaries of registered investment companies are not considered separate accounts for purposes of number of accounts and total assets managed. The number and assets of these accounts were as follows as of the Fund's fiscal year ended December 31, 2021, unless otherwise indicated:

---

| | | | | |
|:---|:---|:---|:---|:---|
| Fund | Portfolio Manager | Category of Accounts Managed | Number of Accounts | Total Assets |
| MFS Corporate Bond Portfolio | Alexander Mackey | Registered Investment Companies<sup>3</sup> | 18 | $41.2 billion |
|  |  | Other Pooled Investment Vehicles | 5 | $2.6 billion |
|  |  | Other Accounts | 5 | $438.3 million |
|  | John Mitchell<sup>1</sup> | Registered Investment Companies<sup>3</sup> | 8 | $10.5 billion |
|  |  | Other Pooled Investment Vehicles | 9 | $2.9 billion |
|  |  | Other Accounts | 8 | $1.2 billion |

---

**

1050405 3 VIT2-SAI-COMBINED-SUP-I-022823

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| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Fund** | **Fund** | **Portfolio Manager** | **Category of Accounts Managed** | **Number of Accounts** | **Total Assets** |
| MFS Global Tactical Allocation Portfolio | MFS Global Tactical Allocation Portfolio | Andy Li | Registered Investment Companies<sup>3</sup> | 5 | $4.3 billion |
|  |  |  | Other Pooled Investment Vehicles | 8 | $3.0 billion |
|  |  |  | Other Accounts | 5 | $1.1 billion |
|  |  | Ben Nastou | Registered Investment Companies<sup>3</sup> | 3 | $1.6 billion |
|  |  |  | Other Pooled Investment Vehicles | 0 | Not Applicable |
|  |  |  | Other Accounts | 0 | Not Applicable |
|  |  | David Shindler<sup>2</sup> | Registered Investment Companies<sup>3</sup> | 4 | $10.0 billion |
|  |  |  | Other Pooled Investment Vehicles | 8 | $3.0 billion |
|  |  |  | Other Accounts | 35 | $17.0 billion |
|  |  | Erich Shigley | Registered Investment Companies<sup>3</sup> | 2 | $715.9 million |
|  |  |  | Other Pooled Investment Vehicles | 0 | Not Applicable |
|  |  |  | Other Accounts | 0 | Not Applicable |
|  |  | Erik Weisman | Registered Investment Companies<sup>3</sup> | 8 | $7.3 billion |
|  |  |  | Other Pooled Investment Vehicles | 7 | $3.1 billion |
|  |  |  | Other Accounts | 4 | $1.0 billion |
|  |  | John Mitchell<sup>1</sup> | Registered Investment Companies<sup>3</sup> | 8 | $10.5 billion |
|  |  |  | Other Pooled Investment Vehicles | 9 | $2.9 billion |
|  |  |  | Other Accounts | 8 | $1.2 billion |
|  |  | Johnathan Munko | Registered Investment Companies<sup>3</sup> | 6 | $15.2 billion |
|  |  |  | Other Pooled Investment Vehicles | 6 | $3.0 billion |
|  |  |  | Other Accounts | 17 | $13.1 billion |
|  |  | Jonathan Sage | Registered Investment Companies<sup>3</sup> | 24 | $24.9 billion |
|  |  |  | Other Pooled Investment Vehicles | 15 | $4.0 billion |
|  |  |  | Other Accounts | 29 | $9.3 billion |
|  |  | Natalie Shapiro | Registered Investment Companies<sup>3</sup> | 22 | $31.8 billion |
|  |  |  | Other Pooled Investment Vehicles | 13 | $987.3 million |
|  |  |  | Other Accounts | 0 | Not Applicable |
|  |  | Pilar Gomez-Bravo | Registered Investment Companies<sup>3</sup> | 5 | $4.3 billion |
|  |  |  | Other Pooled Investment Vehicles | 8 | $3.0 billion |
|  |  |  | Other Accounts | 5 | $1.1 billion |
|  |  | Robert Spector | Registered Investment Companies<sup>3</sup> | 7 | $4.6 billion |
|  |  |  | Other Pooled Investment Vehicles | 12 | $5.3 billion |
|  |  |  | Other Accounts | 49 | $3.0 billion |
|  |  | Steven Gorham | Registered Investment Companies<sup>3</sup> | 8 | $23.1 billion |
|  |  |  | Other Pooled Investment Vehicles | 7 | $3.1 billion |
|  |  |  | Other Accounts | 17 | $13.1 billion |
| MFS Research International Portfolio | MFS Research International Portfolio | Camille Humphries Lee | Registered Investment Companies<sup>3</sup> | 6 | $62.7 billion |
|  |  |  | Other Pooled Investment Vehicles | 3 | $361.3 million |
|  |  |  | Other Accounts | 2 | $288.9 million |
|  |  | Nicholas Paul<sup>1</sup> | Registered Investment Companies<sup>3</sup> | 6 | $54.4 billion |
|  |  |  | Other Pooled Investment Vehicles | 3 | $304.9 million |
|  |  |  | Other Accounts | 3 | $250.8 million |
| <sup>1</sup> | Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of January 31, 2023. | Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of January 31, 2023. | Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of January 31, 2023. | Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of January 31, 2023. |  |
| <sup>2</sup> | Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of January 31, 2022. | Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of January 31, 2022. | Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of January 31, 2022. | Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of January 31, 2022. |  |
| <sup>3</sup> | Includes the Fund. | Includes the Fund. | Includes the Fund. | Includes the Fund. |  |

---

Advisory fees were not based upon performance of any of the accounts identified in the table above.

1050405 4 &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; VIT2-SAI-COMBINED-SUP-I-022823

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