# EDGAR Filing Document

**Accession Number:** 0000819673
**File Stem:** 0001752724-23-001006
**Filing Date:** 2023-1
**Character Count:** 138531
**Document Hash:** 7587367f7bfdddf67559f86d15cb3c4f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001752724-23-001006.hdr.sgml**: 20230112

**ACCESSION NUMBER**: 0001752724-23-001006

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 3

**CONFORMED PERIOD OF REPORT**: 20221031

**FILED AS OF DATE**: 20230112

**DATE AS OF CHANGE**: 20230112

**EFFECTIVENESS DATE**: 20230112

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERIES TRUST VIII
- **CENTRAL INDEX KEY:** 0000819673
- **IRS NUMBER:** 000000000
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-05262
- **FILM NUMBER:** 23525341

**BUSINESS ADDRESS:**
- **STREET 1:** 111 HUNTINGTON AVENUE
- **STREET 2:** 21ST FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02119
- **BUSINESS PHONE:** 18006372929

**MAIL ADDRESS:**
- **STREET 1:** 111 HUNTINGTON AVENUE
- **STREET 2:** 21ST FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02119

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS STRATEGIC INCOME FUND
- **DATE OF NAME CHANGE:** 19940910

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS INCOME & OPPORTUNITY FUND /
- **DATE OF NAME CHANGE:** 19931006

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS INCOME & OPPORTUNITY FUND
- **DATE OF NAME CHANGE:** 19930408

## Series and Classes Contracts Data

### MFS Global Growth Fund (Series ID: S000002490)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006697 | A            | MWOFX           |
| C000006698 | R4           | MWOJX           |
| C000006699 | B            | MWOBX           |
| C000006700 | C            | MWOCX           |
| C000006701 | I            | MWOIX           |
| C000006703 | R1           | MWOGX           |
| C000006705 | R2           | MGWRX           |
| C000006706 | R3           | MWOHX           |
| C000126358 | R6           | MWOKX           |

### MFS Income Fund (Series ID: S000002491)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006707 | A            | MFIOX           |
| C000006708 | B            | MIOBX           |
| C000006709 | C            | MIOCX           |
| C000006710 | I            | MFIIX           |
| C000200511 | R6           | MFIWX           |

## Internal

```

REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM

To the Board of Trustees of MFS Series Trust VIII and the
Shareholders of MFS Global Growth Fund:

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

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

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

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

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

This report is intended solely for the information and
use of management, the Board of Trustees of MFS Series
Trust VIII 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
December 15, 2022

```

## Internal

```

Report of Independent Registered Public Accounting Firm

To the Shareholders and
Board of Trustees of MFS Series Trust VIII

In planning and performing our audit of the financial statements of MFS Income
Fund (the "Fund") (one of the series constituting MFS Series Trust VIII (the
"Trust")) as of and for the year ended October 31, 2022, 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 directors 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
company'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 October 31, 2022.

This report is intended solely for the information and use of management and the
Board of Trustees of MFS Series Trust VIII 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
December 15, 2022

```

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

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0000819673

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

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

**Item A.1.a - Report for period ending:** 2022-10-31

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

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

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

- **Item B.1.b - Investment Company Act file number:** 811-05262

- **Item B.1.c - CIK:** 0000819673

- **Item B.1.d - LEI:** 549300ZKMTEJERBQYC98

- **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):** 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 record

**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 record

**Location books Record: 3**

- **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 record

**Location books Record: 4**

- **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 agency record

**Location books Record: 5**

- **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: 6**

- **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: 7**

- **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: 8**

- **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: 9**

- **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: 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):** 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 record

**Location books Record: 12**

- **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: 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:** 2

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

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

**Chief compliance officer Record: 1**

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

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

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

- **d. City:** Boston

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

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

- **g. Zip code:** 02199

- **h. Telephone number:** XXXXXX

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

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

**CCO employer Record: 1**

- **i. Name of the person:** —

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

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

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

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

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

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

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

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

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

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

### Item B.16. Principal underwriters.

**Principal underwriter Record: 1**

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

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

- **iii. CRD number:** 000031052

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

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

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

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

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

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

**Public accountant Record: 1**

- **a. Full Name:** ERNST & YOUNG LLP

- **b. PCAOB Number:** 42

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

- **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:** N/A

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

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

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

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

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

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

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

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

## Part C: Additional Questions for Management Investment Companies

### Management Investment Record: 1 - MFS Global Growth Fund

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

- **a. Full Name of the Fund:** MFS Global Growth Fund

- **b. Series identification number, if any:** S000002490

- **c. LEI:** FH7IZII72KKF0EQUQ796

- **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 R6                | C000126358                                | MWOKX                        |
|                           2 | Class A                 | C000006697                                | MWOFX                        |
|                           3 | Class R1                | C000006703                                | MWOGX                        |
|                           4 | Class R4                | C000006698                                | MWOJX                        |
|                           5 | Class B                 | C000006699                                | MWOBX                        |
|                           6 | Class C                 | C000006700                                | MWOCX                        |
|                           7 | Class R2                | C000006705                                | MGWRX                        |
|                           8 | Class I                 | C000006701                                | MWOIX                        |
|                           9 | Class R3                | C000006706                                | MWOHX                        |

**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:** $1,636,904.15

- **g. Provide the net income from securities lending activities:** $2,640.65

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

- Rule 18f-4(c)(2) (17 CFR 270.18f-4(c)(2))

**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.**

**Pricing Services Record: 1**

- **i. Full name:** Refinitiv U.S. Holdings Inc.

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

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

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

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

**Pricing Services Record: 2**

- **i. Full name:** IHS Markit

- **ii. LEI, if any, or provide and describe other identifying number:** 549300HLPTRASHS0E726

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

**Pricing Services Record: 3**

- **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

- **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:** EUROCLEAR

- **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: 2**

- **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: 3**

- **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: 4**

- **i. Full name:** JPMorgan Chase Bank NA

- **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: 5**

- **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: 6**

- **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: 7**

- **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: 8**

- **i. Full name:** JPMorgan Chase Bank NA

- **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: 9**

- **i. Full name:** JPMorgan Chase Bank NA

- **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:** UBS Switzerland AG

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

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

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

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

**Custodians Record: 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:** 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: 13**

- **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: 14**

- **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)

- **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.**

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

**Brokers Record: 1**

- **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:** $5,416.12

**Brokers Record: 2**

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

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

- **iii. CRD number:** 000019714

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,674.61

**Brokers Record: 3**

- **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:** $8,677.89

**Brokers Record: 4**

- **i. Full name of broker:** Berenberg Capital Markets LLC

- **ii. SEC file number:** 8-68821

- **iii. CRD number:** 000156757

- **iv. LEI, if any:** 5493007EG0CYRKKG9L11

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,705.69

**Brokers Record: 5**

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

- **ii. SEC file number:** 8-00422

- **iii. CRD number:** 000000816

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $3,593.35

**Brokers Record: 6**

- **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:** $3,593.73

**Brokers Record: 7**

- **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:** $4,459.78

**Brokers Record: 8**

- **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:** $1,744.58

**Brokers Record: 9**

- **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:** $4,374.28

**Brokers Record: 10**

- **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:** $1,580.06

**Aggregate Commission:** $50,061.25

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

| Name                             | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| J.P. Morgan Securities LLC       | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $1,020,768.96             |
| State Street Global Markets, LLC | 8-69862           |    000285852 | 549300FDEDF5ORXCMQ56 | MA      | US        | $57,185.43                |
| Bradesco Securities, Inc.        | 8-52806           |    000104347 | 5493005BOEQJY4OBZP25 | NY      | US        | $271,248.28               |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $1,349,202.67

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

- **Item C.19.a - Fund's monthly average net assets:** $750,206,423.84

**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?** 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:** The Bank of Nova Scotia

  - **Line Institutions Record: 2 Name of institution:** BMO Bank of Montreal Chicago Branch

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

  - **Line Institutions Record: 4 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 5 Name of institution:** Goldman Sachs Bank USA

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

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

  - **Line Institutions Record: 8 Name of institution:** Wells Fargo Bank, N.A.

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

  - **Line Institutions Record: 10 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 11 Name of institution:** PNC BANK, NATIONAL ASSOCIATION

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

  - **Line Institutions Record: 13 Name of institution:** The Toronto-Dominion Bank NY Branch

  - **Line Institutions Record: 14 Name of institution:** HSBC Bank USA, 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 Value Series                                                     | 811-8326          |
| MFS Commodity Strategy Fund                                          | 811-4253          |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Growth Allocation Fund                                           | 811-4492          |
| MFS Lifetime 2045 Fund                                               | 811-2178          |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-5078          |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-5785          |
| MFS Income Fund                                                      | 811-5262          |
| MFS Mid Cap Value Fund                                               | 811-7992          |
| MFS Blended Research Core Equity Portfolio                           | 811-3732          |
| MFS Low Volatility Equity Fund                                       | 811-4777          |
| MFS Corporate Bond Fund                                              | 811-2464          |
| MFS Government Securities Fund                                       | 811-3327          |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS High Yield Pooled Portfolio                                      | 811-2794          |
| MFS Aggressive Growth Allocation Fund                                | 811-4492          |
| MFS California Municipal Bond Fund                                   | 811-4096          |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS International Diversification Fund                               | 811-4492          |
| MFS International Large Cap Value Fund                               | 811-4492          |
| MFS SPECIAL VALUE TRUST                                              | 811-5912          |
| MFS Emerging Markets Equity Research Fund                            | 811-3090          |
| MFS Global Governments Portfolio                                     | 811-3732          |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-2594          |
| MFS Value Fund                                                       | 811-4777          |
| MFS New Discovery Series                                             | 811-8326          |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Maryland Municipal Bond Fund                                     | 811-4096          |
| MFS Emerging Markets Equity Portfolio                                | 811-3732          |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-0203          |
| MFS Blended Research Growth Equity Fund                              | 811-4492          |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-3732          |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Lifetime 2055 Fund                                               | 811-2178          |
| MFS Global Growth Portfolio                                          | 811-3732          |
| MFS Global Tactical Allocation Portfolio                             | 811-3732          |
| MFS Global Equity Series                                             | 811-8326          |
| MFS Massachusetts Municipal Bond Fund                                | 811-4096          |
| MFS Low Volatility Global Equity Fund                                | 811-4777          |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS U.S. Government Money Market Portfolio                           | 811-3732          |
| MFS North Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Equity Income Fund                                               | 811-3090          |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Utilities Fund                                                   | 811-6102          |
| MFS Utilities Series                                                 | 811-8326          |
| MFS Alabama Municipal Bond Fund                                      | 811-4096          |
| MFS Global Total Return Fund                                         | 811-6102          |
| MFS Emerging Markets Debt Fund                                       | 811-4492          |
| MFS Lifetime 2035 Fund                                               | 811-2178          |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Lifetime 2025 Fund                                               | 811-2178          |
| MFS Global High Yield Fund                                           | 811-2794          |
| MFS Municipal High Income Fund                                       | 811-2794          |
| MFS International Growth Fund                                        | 811-4492          |
| MFS Lifetime 2040 Fund                                               | 811-2178          |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Total Return Bond Fund                                           | 811-2464          |
| MFS South Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Emerging Markets Equity Fund                                     | 811-4492          |
| MFS Municipal Intermediate Fund                                      | 811-4096          |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Municipal Limited Maturity Fund                                  | 811-2464          |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Moderate Allocation Fund                                         | 811-4492          |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-0859          |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS New York Municipal Bond Fund                                     | 811-4096          |
| MFS Mid Cap Growth Fund                                              | 811-2594          |
| MFS High Yield Portfolio                                             | 811-3732          |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Global Opportunistic Bond Fund                                   | 811-4492          |
| MFS Lifetime 2020 Fund                                               | 811-2178          |
| MFS Blended Research International Equity Fund                       | 811-2594          |
| MFS Global New Discovery Fund                                        | 811-2594          |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Research Series                                                  | 811-8326          |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Growth Fund                                                      | 811-4775          |
| MFS Arkansas Municipal Bond Fund                                     | 811-4096          |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-4492          |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Intrinsic Value Fund                                             | 811-3090          |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Inflation-Adjusted Bond Fund                                     | 811-2464          |
| MFS U.S. Government Cash Reserve Fund                                | 811-4777          |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Corporate Bond Portfolio                                         | 811-3732          |
| MFS Government Securities Portfolio                                  | 811-3732          |
| MFS Research International Portfolio                                 | 811-3732          |
| MFS Global Real Estate Fund                                          | 811-3327          |
| MFS Core Equity Portfolio                                            | 811-3732          |
| MFS Prudent Investor Fund                                            | 811-2032          |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-4492          |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Virginia Municipal Bond Fund                                     | 811-4096          |
| MFS MUNICIPAL INCOME TRUST                                           | 811-4841          |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS International Growth Portfolio                                   | 811-3732          |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Blended Research Value Equity Fund                               | 811-4492          |
| MFS Total Return Bond Series                                         | 811-8326          |
| MFS Total Return Fund                                                | 811-2031          |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Lifetime 2060 Fund                                               | 811-2178          |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Core Equity Fund                                                 | 811-4777          |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-3732          |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Growth Series                                                    | 811-8326          |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Conservative Allocation Fund                                     | 811-4492          |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Lifetime Income Fund                                             | 811-2178          |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS New Discovery Fund                                               | 811-4777          |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Investors Trust Series                                           | 811-8326          |
| MFS International New Discovery Fund                                 | 811-2031          |
| MFS International Intrinsic Value Fund                               | 811-4492          |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Diversified Income Fund                                          | 811-3327          |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-5754          |
| MFS Technology Portfolio                                             | 811-3732          |
| MFS Income Portfolio                                                 | 811-3732          |
| MFS Managed Wealth Fund                                              | 811-4492          |
| MFS U.S. Government Money Market Fund                                | 811-2594          |
| MFS Limited Maturity Fund                                            | 811-2464          |
| MFS Blended Research Core Equity Fund                                | 811-7992          |
| MFS Lifetime 2050 Fund                                               | 811-2178          |
| MFS Lifetime 2065 Fund                                               | 811-2178          |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Blended Research Small Cap Equity Fund                           | 811-4492          |
| MFS Global Research Portfolio                                        | 811-3732          |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS High Income Fund                                                 | 811-2794          |
| MFS Municipal Income Fund                                            | 811-4096          |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-4096          |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-4992          |
| MFS Mid Cap Growth Series                                            | 811-8326          |
| MFS Research International Fund                                      | 811-4777          |
| MFS West Virginia Municipal Bond Fund                                | 811-4096          |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-5440          |
| MFS Global Alternative Strategy Fund                                 | 811-4253          |
| MFS Research Fund                                                    | 811-2031          |
| MFS Mississippi Municipal Bond Fund                                  | 811-4096          |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Total Return Series                                              | 811-8326          |
| MFS New Discovery Value Fund                                         | 811-3327          |
| MFS Technology Fund                                                  | 811-4777          |
| MFS Georgia Municipal Bond Fund                                      | 811-4096          |
| MFS International Equity Fund                                        | 811-6174          |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Lifetime 2030 Fund                                               | 811-2178          |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |

- **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?** $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 California Municipal Bond Fund                 | 811-4096          |
| MFS SPECIAL VALUE TRUST                            | 811-5912          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-5785          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Lifetime 2020 Fund                             | 811-2178          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Value Series                                   | 811-8326          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Value Fund                                     | 811-4777          |
| MFS Research Fund                                  | 811-2031          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Income Fund                                    | 811-5262          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-5078          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-4992          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Growth Fund                                    | 811-4775          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Research International Fund                    | 811-4777          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS INTERMEDIATE INCOME TRUST                      | 811-5440          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Global Equity Fund                             | 811-06102         |
| MFS MUNICIPAL INCOME TRUST                         | 811-4841          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS New Discovery Fund                             | 811-4777          |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-0203          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Total Return Series                            | 811-8326          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Utilities Series                               | 811-8326          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Research Series                                | 811-8326          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Prudent Investor Fund                          | 811-2032          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-5754          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-0859          |
| MFS Growth Series                                  | 811-8326          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS High Income Fund                               | 811-2794          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Technology Fund                                | 811-4777          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| 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?** $200,000,000.00

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

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, National Association

- **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 MUNICIPAL TRUST                     | 811-4992          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS INTERMEDIATE INCOME TRUST                      | 811-5440          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Value Fund                                     | 811-4777          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Research International Fund                    | 811-4777          |
| MFS Prudent Investor Fund                          | 811-2032          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS Value Series                                   | 811-8326          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS SPECIAL VALUE TRUST                            | 811-5912          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Global Equity Fund                             | 811-06102         |
| MFS International Growth Fund                      | 811-4492          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Research Series                                | 811-8326          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Income Fund                                    | 811-5262          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-5754          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS MUNICIPAL INCOME TRUST                         | 811-4841          |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-5785          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Growth Series                                  | 811-8326          |
| MFS International Diversification Fund             | 811-4492          |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-0203          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Research Fund                                  | 811-2031          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Technology Fund                                | 811-4777          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Global Equity Series                           | 811-8326          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS High Income Fund                               | 811-2794          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Utilities Series                               | 811-8326          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-5078          |
| MFS Global High Yield Fund                         | 811-2794          |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-0859          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Lifetime 2020 Fund                             | 811-2178          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Total Return Series                            | 811-8326          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Municipal High Income Fund                     | 811-2794          |

- **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 Income Fund

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

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

- **b. Series identification number, if any:** S000002491

- **c. LEI:** 549300CMHH5VFQUEB049

- **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?:** 5

- **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                 | C000006707                                | MFIOX                        |
|                           2 | Class I                 | C000006710                                | MFIIX                        |
|                           3 | Class B                 | C000006708                                | MIOBX                        |
|                           4 | Class C                 | C000006709                                | MIOCX                        |
|                           5 | Class R6                | C000200511                                | MFIWX                        |

**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:** $0.00

- **g. Provide the net income from securities lending activities:** $0.00

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

- Rule 18f-4(c)(2) (17 CFR 270.18f-4(c)(2))

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

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

- 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:** 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.**

**Pricing Services Record: 1**

- **i. Full name:** IHS Markit

- **ii. LEI, if any, or provide and describe other identifying number:** 549300HLPTRASHS0E726

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

**Pricing Services Record: 2**

- **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: 3**

- **i. Full name:** Refinitiv U.S. Holdings Inc.

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

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

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

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

**Pricing Services Record: 4**

- **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

- **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))

**Custodians Record: 2**

- **i. Full name:** Euroclear

- **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)

- **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.**

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

**Brokers Record: 1**

- **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:** $45,513.33

**Aggregate Commission:** $45,513.33

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

| Name                          | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Wells Fargo Securities, LLC   | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $110,086,964.23           |
| Goldman Sachs & Co. LLC       | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $126,190,785.67           |
| Deutsche Bank Securities Inc. | 8-17822           |    000002525 | 9J6MBOOO7BECTDTUZW19 | NY      | US        | $70,310,583.33            |
| BNP Paribas Securities Corp.  | 8-32682           |    000015794 | RCNB6OTYUAMMP879YW96 | NY      | US        | $101,613,607.54           |
| BofA Securities, Inc.         | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $186,880,425.35           |
| HSBC Securities (USA) Inc.    | 8-41562           |    000019585 | CYYGQCGNHMHPSMRL3R97 | NY      | US        | $56,261,155.80            |
| Morgan Stanley & Co. LLC      | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $132,027,038.36           |
| J.P. Morgan Securities LLC    | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $256,804,467.47           |
| Citigroup Global Markets Inc. | 8-08177           |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $212,205,746.04           |
| Barclays Capital, Inc.        | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $54,784,242.66            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $1,528,676,139.22

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

- **Item C.19.a - Fund's monthly average net assets:** $879,689,598.41

**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?** Committed

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

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

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

  - **Line Institutions Record: 2 Name of institution:** The Bank of Nova Scotia

  - **Line Institutions Record: 3 Name of institution:** The Toronto-Dominion Bank NY Branch

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

  - **Line Institutions Record: 5 Name of institution:** PNC BANK, NATIONAL ASSOCIATION

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

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

  - **Line Institutions Record: 8 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 9 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 10 Name of institution:** BMO Bank of Montreal Chicago Branch

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

  - **Line Institutions Record: 12 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 13 Name of institution:** Wells Fargo Bank, N.A.

  - **Line Institutions Record: 14 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 Maryland Municipal Bond Fund                                     | 811-4096          |
| MFS Global Growth Portfolio                                          | 811-3732          |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-4777          |
| MFS Equity Income Fund                                               | 811-3090          |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Aggressive Growth Allocation Fund                                | 811-4492          |
| MFS Growth Series                                                    | 811-8326          |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS New Discovery Fund                                               | 811-4777          |
| MFS Research Series                                                  | 811-8326          |
| MFS Research Fund                                                    | 811-2031          |
| MFS North Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-4492          |
| MFS Commodity Strategy Fund                                          | 811-4253          |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS California Municipal Bond Fund                                   | 811-4096          |
| MFS Blended Research Mid Cap Equity Fund                             | 811-4492          |
| MFS Total Return Bond Fund                                           | 811-2464          |
| MFS New York Municipal Bond Fund                                     | 811-4096          |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Global Real Estate Fund                                          | 811-3327          |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS High Yield Portfolio                                             | 811-3732          |
| MFS Inflation-Adjusted Bond Fund                                     | 811-2464          |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS International Intrinsic Value Fund                               | 811-4492          |
| MFS International Large Cap Value Fund                               | 811-4492          |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Lifetime 2065 Fund                                               | 811-2178          |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Limited Maturity Fund                                            | 811-2464          |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Managed Wealth Fund                                              | 811-4492          |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Total Return Bond Series                                         | 811-8326          |
| MFS Investors Trust Series                                           | 811-8326          |
| MFS Growth Fund                                                      | 811-4775          |
| MFS Research International Fund                                      | 811-4777          |
| MFS Mississippi Municipal Bond Fund                                  | 811-4096          |
| MFS Global Opportunistic Bond Fund                                   | 811-4492          |
| MFS International Diversification Fund                               | 811-4492          |
| MFS Arkansas Municipal Bond Fund                                     | 811-4096          |
| MFS New Discovery Value Fund                                         | 811-3327          |
| MFS Municipal Limited Maturity Fund                                  | 811-2464          |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Municipal Income Fund                                            | 811-4096          |
| MFS Global Total Return Fund                                         | 811-6102          |
| MFS Core Equity Fund                                                 | 811-4777          |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Low Volatility Global Equity Fund                                | 811-4777          |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-5440          |
| MFS Utilities Series                                                 | 811-8326          |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-5785          |
| MFS Technology Portfolio                                             | 811-3732          |
| MFS Lifetime 2025 Fund                                               | 811-2178          |
| MFS Emerging Markets Equity Research Fund                            | 811-3090          |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-2594          |
| MFS Blended Research Core Equity Fund                                | 811-7992          |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Blended Research Core Equity Portfolio                           | 811-3732          |
| MFS International Equity Fund                                        | 811-6174          |
| MFS Lifetime Income Fund                                             | 811-2178          |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Mid Cap Growth Series                                            | 811-8326          |
| MFS Lifetime 2040 Fund                                               | 811-2178          |
| MFS Corporate Bond Fund                                              | 811-2464          |
| MFS New Discovery Series                                             | 811-8326          |
| MFS High Income Fund                                                 | 811-2794          |
| MFS International Intrinsic Value Portfolio                          | 811-3732          |
| MFS Prudent Investor Fund                                            | 811-2032          |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Emerging Markets Debt Fund                                       | 811-4492          |
| MFS Georgia Municipal Bond Fund                                      | 811-4096          |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-5754          |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Mid Cap Value Fund                                               | 811-7992          |
| MFS Municipal High Income Fund                                       | 811-2794          |
| MFS Utilities Fund                                                   | 811-6102          |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-3732          |
| MFS Lifetime 2035 Fund                                               | 811-2178          |
| MFS High Yield Pooled Portfolio                                      | 811-2794          |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Core Equity Portfolio                                            | 811-3732          |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Massachusetts Municipal Bond Fund                                | 811-4096          |
| MFS Lifetime 2055 Fund                                               | 811-2178          |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Blended Research International Equity Fund                       | 811-2594          |
| MFS Global Research Portfolio                                        | 811-3732          |
| MFS Global Governments Portfolio                                     | 811-3732          |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-5078          |
| MFS Emerging Markets Equity Portfolio                                | 811-3732          |
| MFS U.S. Government Cash Reserve Fund                                | 811-4777          |
| MFS Total Return Series                                              | 811-8326          |
| MFS International Growth Portfolio                                   | 811-3732          |
| MFS West Virginia Municipal Bond Fund                                | 811-4096          |
| MFS Lifetime 2020 Fund                                               | 811-2178          |
| MFS U.S. Government Money Market Portfolio                           | 811-3732          |
| MFS International Growth Fund                                        | 811-4492          |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Income Portfolio                                                 | 811-3732          |
| MFS Total Return Fund                                                | 811-2031          |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-0203          |
| MFS Intrinsic Value Fund                                             | 811-3090          |
| MFS Virginia Municipal Bond Fund                                     | 811-4096          |
| MFS Municipal Intermediate Fund                                      | 811-4096          |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-4096          |
| MFS Blended Research Small Cap Equity Fund                           | 811-4492          |
| MFS Global Equity Series                                             | 811-8326          |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS International New Discovery Fund                                 | 811-2031          |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-2594          |
| MFS Global Alternative Strategy Fund                                 | 811-4253          |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-4841          |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Value Series                                                     | 811-8326          |
| MFS Lifetime 2050 Fund                                               | 811-2178          |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Diversified Income Fund                                          | 811-3327          |
| MFS Moderate Allocation Fund                                         | 811-4492          |
| MFS Government Securities Fund                                       | 811-3327          |
| MFS South Carolina Municipal Bond Fund                               | 811-4096          |
| MFS SPECIAL VALUE TRUST                                              | 811-5912          |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Lifetime 2060 Fund                                               | 811-2178          |
| MFS Blended Research Growth Equity Fund                              | 811-4492          |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Growth Allocation Fund                                           | 811-4492          |
| MFS Mid Cap Growth Fund                                              | 811-2594          |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-0859          |
| MFS Emerging Markets Equity Fund                                     | 811-4492          |
| MFS Value Fund                                                       | 811-4777          |
| MFS Research International Portfolio                                 | 811-3732          |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Alabama Municipal Bond Fund                                      | 811-4096          |
| MFS Global Tactical Allocation Portfolio                             | 811-3732          |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Blended Research Value Equity Fund                               | 811-4492          |
| MFS Global High Yield Fund                                           | 811-2794          |
| MFS Lifetime 2030 Fund                                               | 811-2178          |
| MFS Lifetime 2045 Fund                                               | 811-2178          |
| MFS Technology Fund                                                  | 811-4777          |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Government Securities Portfolio                                  | 811-3732          |
| MFS Global Growth Fund                                               | 811-5262          |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Global New Discovery Fund                                        | 811-2594          |
| MFS Corporate Bond Portfolio                                         | 811-3732          |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-4992          |
| MFS Conservative Allocation Fund                                     | 811-4492          |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |

- **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, National Association

- **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 Core Equity Fund              | 811-7992          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-0203          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Lifetime 2020 Fund                             | 811-2178          |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-5078          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS International Diversification Fund             | 811-4492          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Growth Series                                  | 811-8326          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-5754          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-4992          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Research International Fund                    | 811-4777          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Value Fund                                     | 811-4777          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS MUNICIPAL INCOME TRUST                         | 811-4841          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS International Growth Fund                      | 811-4492          |
| MFS INTERMEDIATE INCOME TRUST                      | 811-5440          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-5785          |
| MFS Value Series                                   | 811-8326          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Research Fund                                  | 811-2031          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Utilities Series                               | 811-8326          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS SPECIAL VALUE TRUST                            | 811-5912          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS High Income Fund                               | 811-2794          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Global Growth Fund                             | 811-5262          |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-0859          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Technology Fund                                | 811-4777          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Prudent Investor Fund                          | 811-2032          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Research Series                                | 811-8326          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Total Return Series                            | 811-8326          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |

- **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 Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Research Series                                | 811-8326          |
| MFS SPECIAL VALUE TRUST                            | 811-5912          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS High Income Fund                               | 811-2794          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Income Portfolio                               | 811-3732          |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-5754          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS International Growth Fund                      | 811-4492          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Municipal Income Fund                          | 811-4096          |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-0859          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Research International Fund                    | 811-4777          |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Technology Fund                                | 811-4777          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Utilities Series                               | 811-8326          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Diversified Income Fund                        | 811-3327          |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-0203          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Total Return Series                            | 811-8326          |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-5078          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Value Series                                   | 811-8326          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-5785          |
| MFS Prudent Investor Fund                          | 811-2032          |
| MFS Research Fund                                  | 811-2031          |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-4992          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Value Fund                                     | 811-4777          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Growth Series                                  | 811-8326          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Lifetime 2020 Fund                             | 811-2178          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS INTERMEDIATE INCOME TRUST                      | 811-5440          |
| MFS MUNICIPAL INCOME TRUST                         | 811-4841          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Research International Portfolio               | 811-3732          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS International Diversification 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 VIII

**Date:** 2023-01-12

**Signature:** Kasey Phillips

**Title:** Assistant Treasurer