# EDGAR Filing Document

**Accession Number:** 0000225604
**File Stem:** 0002071691-26-007736
**Filing Date:** 2026-4
**Character Count:** 231730
**Document Hash:** 7a5bce328826aea9df50d73e8c5fb932
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002071691-26-007736.hdr.sgml**: 20260414

**ACCESSION NUMBER**: 0002071691-26-007736

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 3

**CONFORMED PERIOD OF REPORT**: 20260131

**FILED AS OF DATE**: 20260414

**DATE AS OF CHANGE**: 20260414

**EFFECTIVENESS DATE**: 20260414

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERIES TRUST III
- **CENTRAL INDEX KEY:** 0000225604

**ORGANIZATION NAME:**
- **EIN:** 046414785
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0131

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-02794
- **FILM NUMBER:** 26860357

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

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

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS SERIES TRUST III /MA
- **DATE OF NAME CHANGE:** 19940411

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

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MASSACHUSETTS FINANCIAL HIGH INCOME TRUST
- **DATE OF NAME CHANGE:** 19920703

## Series and Classes Contracts Data

### MFS High Income Fund (Series ID: S000002427)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006471 | A            | MHITX           |
| C000006472 | R4           | MHIJX           |
| C000006476 | B            | MHIBX           |
| C000006477 | C            | MHICX           |
| C000006478 | I            | MHIIX           |
| C000006480 | R1           | MHIGX           |
| C000006482 | R2           | MIHRX           |
| C000006483 | R3           | MHIHX           |
| C000116932 | R6           | MHIKX           |

### MFS Global High Yield Fund (Series ID: S000002428)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006484 | A            | MHOAX           |
| C000006485 | B            | MHOBX           |
| C000006486 | C            | MHOCX           |
| C000006487 | I            | MHOIX           |
| C000064677 | R1           | MHORX           |
| C000064678 | R2           | MHOSX           |
| C000064679 | R3           | MHOTX           |
| C000064680 | R4           | MHOUX           |
| C000064681 | R6           | MHOVX           |

### MFS Municipal High Income Fund (Series ID: S000002429)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006488 | A            | MMHYX           |
| C000006489 | B            | MMHBX           |
| C000006490 | C            | MMHCX           |
| C000103072 | I            | MMIIX           |
| C000191232 | R6           | MMHKX           |

### MFS High Yield Pooled Portfolio (Series ID: S000038262)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000118060 | Fund Shares  | HYPPX           |

## Internal

```

Report of Independent Registered Public Accounting Firm

To the Shareholders of MFS Municipal High Income Fund and Board of Trustees of
MFS Series Trust III

In planning and performing our audit of the financial statements of MFS
Municipal High Income Fund (the Fund) (one of the funds constituting MFS
Series Trust III (the Trust)) as of and for the year ended January 31, 2026,
in accordance with the standards of the Public Company Accounting Oversight
Board (United States) (PCAOB), we considered the Trust's internal control over
financial reporting, including controls over safeguarding securities, as a
basis for designing our auditing procedures for the purpose of expressing our
opinion on the financial statements and to comply with the requirements of
Form N-CEN, but not for the purpose of expressing an opinion on the
effectiveness of the Trust's internal control over financial reporting.
Accordingly, we express no such opinion.

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

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

A deficiency in internal control over financial reporting exists when the
design or operation of a control does not allow management or employees, in
the normal course of performing their assigned functions, to prevent or detect
misstatements on a timely basis. A material weakness is a deficiency, or a
combination of deficiencies, in internal control over financial reporting,
such that there is a reasonable possibility that a material misstatement of
the Fund'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 January 31,
2026.

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

/s/ Ernst & Young LLP

Boston, Massachusetts

March 18, 2026

```

## Internal

```

REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM

To the Board of Trustees of MFS Series Trust III and the Shareholders of MFS
Global High Yield Fund, MFS High Yield Pooled Portfolio and MFS High Income
Fund:

In planning and performing our audits of the financial statements of MFS
Global High Yield Fund, MFS High Yield Pooled Portfolio and MFS High Income
Fund (collectively the "Funds") (each a series of MFS Series Trust III), as
of and for the year ended January 31, 2026, in accordance with the standards
of the Public Company Accounting Oversight Board (United States) (PCAOB), we
considered the Funds' internal control over financial reporting, including
controls over safeguarding securities, as a basis for designing our auditing
procedures for the purpose of expressing our opinions on the financial
statements and to comply with the requirements of Form N-CEN, but not for the
purpose of expressing an opinion on the effectiveness of the Funds' internal
control over financial reporting. Accordingly, we express no such opinion.

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

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

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

Our consideration of the Funds' 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 Funds' internal control over financial reporting
and its operations, including controls for safeguarding securities, that we
consider to be a material weakness, as defined above, as of January 31, 2026.

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

/s/ Deloitte & Touche LLP
Boston, Massachusetts

March 18, 2026

```

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

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0000225604

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

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

**Item A.1.a - Report for period ending:** 2026-01-31

**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 III

- **Item B.1.b - Investment Company Act file number:** 811-02794

- **Item B.1.c - CIK:** 0000225604

- **Item B.1.d - LEI:** 549300V6TTODTL97GD50

- **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):** Massachusetts Financial Services Company

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16179545000

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

**Location books Record: 2**

- **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: 3**

- **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: 4**

- **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: 5**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16179517000

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

**Location books Record: 6**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16179545000

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

**Location books Record: 7**

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

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

- **c. City:** New York

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

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

- **f. Zip code and zip code extension, or foreign postal code:** 10179

- **g. Telephone number:** 12122706000

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

**Location books Record: 8**

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

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

- **c. City:** Kansas City

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

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

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

- **g. Telephone number:** 18164351000

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

**Location books Record: 9**

- **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: 10**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16179545000

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

**Location books Record: 11**

- **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: 12**

- **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: 13**

- **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

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

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

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

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

### Item B.6 - Organization

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

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

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

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

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

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

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

- **Item B.6.i - Total number of Series:** 4

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

### Item B.8 - Directors

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

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

**Chief compliance officer Record: 1**

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

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

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

- **d. City:** Boston

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

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

- **g. Zip code:** 02199

- **h. Telephone number:** XXXXXX

- **i. Has the chief compliance officer changed since the last filing?:** No

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

**CCO employer Record: 1**

- **i. Name of the person:** —

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

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

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

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

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

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

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

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

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

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

### Item B.16. Principal underwriters.

**Principal underwriter Record: 1**

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

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

- **iii. CRD number:** 000031052

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

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

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

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

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

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

**Public accountant Record: 1**

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

- **b. PCAOB Number:** 34

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

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

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

**Public accountant Record: 2**

- **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

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

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

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

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

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

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

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

## Part C: Additional Questions for Management Investment Companies

### Management Investment Record: 1 - MFS Municipal High Income Fund

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

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

- **b. Series identification number, if any:** S000002429

- **c. LEI:** ONQWW5HXR3GSM1QTA655

- **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 R6                | C000191232                                | MMHKX                        |
|                           2 | Class B                 | C000006489                                | MMHBX                        |
|                           3 | Class C                 | C000006490                                | MMHCX                        |
|                           4 | Class A                 | C000006488                                | MMHYX                        |
|                           5 | Class I                 | C000103072                                | MMIIX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

- **a. Is the Fund authorized to engage in securities lending transactions?** No

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

- **i. Full name:** MFS SERVICE CENTER, INC.

- **ii. SEC file number:** 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:** LSEG

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

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

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

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

**Pricing Services Record: 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:** S&P Global Inc.

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

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

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

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

**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))

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

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

| Name                        | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Loop Capital Markets LLC    | 8-50140           |    000043098 | 254900FPPM2WN90D4786 | IL      | US        | $207,685,801.40           |
| Wells Fargo Securities, LLC | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $69,727,299.34            |
| D.A. Davidson & Co.         | 8-02399           |    000000199 | 549300094RQ5A7DYLF51 | MT      | US        | $69,845,435.77            |
| J.P. Morgan Securities LLC  | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $175,156,251.75           |
| Morgan Stanley & Co. LLC    | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $114,370,617.00           |
| RBC Capital Markets, LLC    | 8-45411           |    000031194 | 549300LCO2FLSSVFFR64 | NY      | US        | $110,804,109.34           |
| BofA Securities, Inc.       | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $141,730,890.10           |
| Barclays Capital, Inc.      | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $70,567,143.70            |
| Jefferies LLC               | 8-15074           |    000002347 | 58PU97L1C0WSRCWADL48 | NY      | US        | $103,504,808.70           |
| B. C. Ziegler and Company   | 8-00094           |    000000061 | 549300NLEOFP92P38Q71 | IL      | US        | $141,030,367.20           |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $1,617,609,897.78

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

- **Item C.19.a - Fund's monthly average net assets:** $4,982,560,951.49

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

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

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

**Line of Credit details Record: 1**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 2**

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

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

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

  - **Line Institutions Record: 1 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 2 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 3 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 4 Name of institution:** Bank of America, N.A.

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

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

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

  - **Line Institutions Record: 8 Name of institution:** State Street Bank and Trust Company

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

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

  - **Line Institutions Record: 11 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 12 Name of institution:** The Bank of Nova Scotia, Houston Branch

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

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

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

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

- **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 High Income Fund

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

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

- **b. Series identification number, if any:** S000002427

- **c. LEI:** DMVGFZCV67YA34LSI126

- **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 R2                | C000006482                                | MIHRX                        |
|                           2 | Class R1                | C000006480                                | MHIGX                        |
|                           3 | Class I                 | C000006478                                | MHIIX                        |
|                           4 | Class A                 | C000006471                                | MHITX                        |
|                           5 | Class C                 | C000006477                                | MHICX                        |
|                           6 | Class R6                | C000116932                                | MHIKX                        |
|                           7 | Class R4                | C000006472                                | MHIJX                        |
|                           8 | Class B                 | C000006476                                | MHIBX                        |
|                           9 | Class R3                | C000006483                                | MHIHX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

- **a. Is the Fund authorized to engage in securities lending transactions?** No

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

**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:** LSEG

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

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

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

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

**Pricing Services Record: 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:** S&P Global Inc.

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

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

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

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

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

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

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

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

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

**Custodians Record: 3**

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

- **i. Full name of broker:** 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:** $16,191.00

**Brokers Record: 2**

- **i. Full name of broker:** Jane Street Execution Services, LLC

- **ii. SEC file number:** 8-69254

- **iii. CRD number:** 000167280

- **iv. LEI, if any:** 549300HXJLXCPDWAH070

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $7,850.00

**Aggregate Commission:** $24,041.00

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

| Name                          | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Morgan Stanley & Co. LLC      | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $111,345,356.19           |
| Barclays Capital, Inc.        | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $68,968,204.35            |
| J.P. Morgan Securities LLC    | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $272,606,015.09           |
| Goldman Sachs & Co. LLC       | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $220,600,472.73           |
| Wells Fargo Securities, LLC   | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $108,734,057.86           |
| RBC Capital Markets, LLC      | 8-45411           |    000031194 | 549300LCO2FLSSVFFR64 | NY      | US        | $52,193,551.65            |
| UBS Securities LLC            | 8-22651           |    000007654 | T6FIZBDPKLYJKFCRVK44 | NY      | US        | $55,874,521.58            |
| Citigroup Global Markets Inc. | 8-08177           |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $150,555,446.82           |
| Jefferies LLC                 | 8-15074           |    000002347 | 58PU97L1C0WSRCWADL48 | NY      | US        | $67,148,173.79            |
| BofA Securities, Inc.         | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $161,471,968.95           |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $1,711,743,799.81

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

- **Item C.19.a - Fund's monthly average net assets:** $1,941,228,699.26

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

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

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

**Line of Credit details Record: 1**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 2**

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

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

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

  - **Line Institutions Record: 1 Name of institution:** The Bank of Nova Scotia, Houston Branch

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

  - **Line Institutions Record: 3 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 4 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 5 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 6 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 7 Name of institution:** Canadian Imperial Bank of Commerce

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

  - **Line Institutions Record: 9 Name of institution:** Wells Fargo Bank, National Association

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

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

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

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

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

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

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

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

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

### Management Investment Record: 3 - MFS High Yield Pooled Portfolio

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

- **a. Full Name of the Fund:** MFS High Yield Pooled Portfolio

- **b. Series identification number, if any:** S000038262

- **c. LEI:** 549300B758U8480GXX22

- **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?:** 1

- **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 Fund Shares       | C000118060                                | HYPPX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

- **a. Is the Fund authorized to engage in securities lending transactions?** No

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

- **a. Did the Fund have an expense limitation arrangement?** No

- **b. Were any expenses reduced or waived?** No

- **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:** S&P Global Inc.

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

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

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

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

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

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

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

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

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

**Pricing Services Record: 3**

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

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

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

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

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

**Pricing Services Record: 4**

- **i. Full name:** LSEG

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

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

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

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

- **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 Bank

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

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

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

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

**Custodians Record: 3**

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

- **i. Full name of broker:** 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:** $4,925.43

**Brokers Record: 2**

- **i. Full name of broker:** Flow Traders B.V.

- **ii. SEC file number:** N/A

- **iii. CRD number:** N/A

- **iv. LEI, if any:** 549300CLJI9XDH12XV51

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,210.00

**Aggregate Commission:** $7,135.43

**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        | $30,437,348.84            |
| UBS Securities LLC                  | 8-22651           |    000007654 | T6FIZBDPKLYJKFCRVK44 | NY      | US        | $16,332,631.88            |
| Barclays Capital, Inc.              | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $19,363,550.18            |
| Morgan Stanley & Co. LLC            | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $35,703,260.02            |
| Jane Street Execution Services, LLC | 8-69254           |    000167280 | 549300HXJLXCPDWAH070 | NY      | US        | $15,592,698.23            |
| Jefferies LLC                       | 8-15074           |    000002347 | 58PU97L1C0WSRCWADL48 | NY      | US        | $26,047,256.21            |
| Citigroup Global Markets Inc.       | 8-08177           |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $45,640,897.78            |
| BofA Securities, Inc.               | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $47,321,781.21            |
| J.P. Morgan Securities LLC          | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $82,261,575.51            |
| Goldman Sachs & Co. LLC             | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $65,943,826.23            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $521,433,835.27

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

- **Item C.19.a - Fund's monthly average net assets:** $555,644,669.81

**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, Houston Branch

  - **Line Institutions Record: 2 Name of institution:** HSBC Bank USA, National Association

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

  - **Line Institutions Record: 4 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 5 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 6 Name of institution:** The Toronto-Dominion Bank, New York Branch

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

  - **Line Institutions Record: 8 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 9 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 10 Name of institution:** Goldman Sachs Bank USA

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

  - **Line Institutions Record: 12 Name of institution:** Bank of Montreal, Chicago Branch

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

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

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

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

**Line of Credit details Record: 2**

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

- **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, N.A.

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

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

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

- **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: 4 - MFS Global High Yield Fund

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

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

- **b. Series identification number, if any:** S000002428

- **c. LEI:** IAJ1R15XQSLN6MYDI525

- **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 R2                | C000064678                                | MHOSX                        |
|                           2 | Class I                 | C000006487                                | MHOIX                        |
|                           3 | Class B                 | C000006485                                | MHOBX                        |
|                           4 | Class C                 | C000006486                                | MHOCX                        |
|                           5 | Class R6                | C000064681                                | MHOVX                        |
|                           6 | Class R3                | C000064679                                | MHOTX                        |
|                           7 | Class A                 | C000006484                                | MHOAX                        |
|                           8 | Class R1                | C000064677                                | MHORX                        |
|                           9 | Class R4                | C000064680                                | MHOUX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

- **a. Is the Fund authorized to engage in securities lending transactions?** No

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

- **i. Full name:** MFS SERVICE CENTER, INC.

- **ii. SEC file number:** 84-1316

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

- **i. Full name:** LSEG

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

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

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

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

**Pricing Services Record: 3**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

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

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

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

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

**Pricing Services Record: 4**

- **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

- **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:** 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:** Euroclear Bank

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

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

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

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

**Custodians Record: 4**

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

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

| Name                                | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| BofA Securities, Inc.               | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $7,796,066.34             |
| Goldman Sachs & Co. LLC             | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $5,780,888.00             |
| BNP Paribas Securities Corp.        | 8-32682           |    000015794 | RCNB6OTYUAMMP879YW96 | NY      | US        | $5,868,455.88             |
| Barclays Capital, Inc.              | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $3,052,068.52             |
| J.P. Morgan Securities LLC          | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $10,714,726.41            |
| Citigroup Global Markets Inc.       | 8-08177           |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $3,776,508.49             |
| Morgan Stanley & Co. LLC            | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $4,737,246.17             |
| HSBC Securities (USA) Inc.          | 8-41562           |    000019585 | CYYGQCGNHMHPSMRL3R97 | NY      | US        | $7,565,759.37             |
| Jane Street Execution Services, LLC | 8-69254           |    000167280 | 549300HXJLXCPDWAH070 | NY      | US        | $4,081,001.08             |
| Deutsche Bank Securities Inc.       | 8-17822           |    000002525 | 9J6MBOOO7BECTDTUZW19 | NY      | US        | $9,084,832.26             |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $72,086,155.51

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

- **Item C.19.a - Fund's monthly average net assets:** $188,504,598.21

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

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

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

**Line of Credit details Record: 1**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 3**

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

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

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

  - **Line Institutions Record: 1 Name of institution:** The Bank of Nova Scotia, Houston Branch

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

  - **Line Institutions Record: 3 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 4 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 5 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 6 Name of institution:** Goldman Sachs Bank USA

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

  - **Line Institutions Record: 8 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 9 Name of institution:** State Street Bank and Trust Company

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

  - **Line Institutions Record: 11 Name of institution:** Canadian Imperial Bank of Commerce

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

- **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

- [ ] 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 III

**Date:** 2026-04-10

**Signature:** James Byrne

**Title:** Assistant Treasurer