# EDGAR Filing Document

**Accession Number:** 0000063067
**File Stem:** 0001752724-25-214932
**Filing Date:** 2025-9
**Character Count:** 29694
**Document Hash:** d28d1664ed05158b170b274752d78dec
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001752724-25-214932.hdr.sgml**: 20250912

**ACCESSION NUMBER**: 0001752724-25-214932

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250912

**DATE AS OF CHANGE**: 20250912

**EFFECTIVENESS DATE**: 20250912

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERIES TRUST XVI
- **CENTRAL INDEX KEY:** 0000063067

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-02032
- **FILM NUMBER:** 251310515

**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 GROWTH OPPORTUNITIES FUND
- **DATE OF NAME CHANGE:** 19940304

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS CAPITAL DEVELOPMENT FUND
- **DATE OF NAME CHANGE:** 19930408

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MASSACHUSETT MFS CAPITAL DEVELOPMENT FUND
- **DATE OF NAME CHANGE:** 19921015

## Series and Classes Contracts Data

### MFS Prudent Investor Fund (Series ID: S000059884)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000195901 | A            | FPPAX           |
| C000195903 | B            | FPPDX           |
| C000195904 | C            | FPPEX           |
| C000195905 | I            | FPPJX           |
| C000195906 | R1           | FPPRX           |
| C000195907 | R2           | FPPSX           |
| C000195908 | R3           | FPPQX           |
| C000195909 | R4           | FPPUX           |
| C000195910 | R6           | FPPVX           |

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

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0000063067

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

**Series ID Record:1**
- **Series ID:** S000059884

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

**Item A.1.a - Report for period ending:** 2025-06-30

**Item A.1.b - Does this report cover a period of less than 12 months?:** Yes

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

- **Item B.1.a - Full name of Registrant:** MFS Series Trust XVI

- **Item B.1.b - Investment Company Act file number:** 811-02032

- **Item B.1.c - CIK:** 0000063067

- **Item B.1.d - LEI:** 5493008WCCG2JFMV6Z59

- **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):** 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: 2**

- **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: 3**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16177863000

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

**Location books Record: 4**

- **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: 5**

- **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

**Location books Record: 6**

- **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: 7**

- **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: 8**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 18008994766

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

**Location books Record: 9**

- **a. Name of person (e.g., a custodian of records):** 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: 10**

- **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: 11**

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

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

- **c. City:** New York

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

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

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

- **g. Telephone number:** 12128551000

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

**Location books Record: 12**

- **a. Name of person (e.g., a custodian of records):** 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: 13**

- **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: 14**

- **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

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

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

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

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

### Item B.6 - Organization

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

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

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

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

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

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

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

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

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

### Item B.8 - Directors

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

### 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?** —

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

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

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

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

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

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

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

### Item B.16. Principal underwriters.

**Principal underwriter Record: 1**

- **i. Full name:** MFS FUND DISTRIBUTORS, INC.

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

- **iii. CRD number:** 000031052

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

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

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

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

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

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

**Public accountant Record: 1**

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

- **b. PCAOB Number:** 34

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

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

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

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

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

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

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

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

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

- **Item B.23 - Did the Registrant pay any dividend or make any distribution required to be accompanied by a written statement?:** No

## Part C: Additional Questions for Management Investment Companies

### Management Investment Record: 1 - MFS Prudent Investor Fund

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

- **a. Full Name of the Fund:** MFS Prudent Investor Fund

- **b. Series identification number, if any:** S000059884

- **c. LEI:** 549300GL4THNMBUGZH54

- **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 B                 | C000195903                                | FPPDX                        |
|                           2 | Class R2                | C000195907                                | FPPSX                        |
|                           3 | Class C                 | C000195904                                | FPPEX                        |
|                           4 | Class R6                | C000195910                                | FPPVX                        |
|                           5 | Class R4                | C000195909                                | FPPUX                        |
|                           6 | Class R3                | C000195908                                | FPPQX                        |
|                           7 | Class I                 | C000195905                                | FPPJX                        |
|                           8 | Class A                 | C000195901                                | FPPAX                        |
|                           9 | Class R1                | C000195906                                | FPPRX                        |

**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 Bank N.A.

- **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:** —

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

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

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

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

- Rule 32a-4 (17 CFR 270.32a-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:** 84-1316

- **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.**

No Pricing Services reported.

**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.

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** MASSACHUSETTS FINANCIAL SERVICES

- **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.**

No Brokers reported.

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

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

- **Item C.19.a - Fund's monthly average net assets:** $0.00

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

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

- **c. Did the Fund engage in interfund borrowing?** 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

- [ ] 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 XVI

**Date:** 2025-09-10

**Signature:** James Byrne

**Title:** Assistant Treasurer