# EDGAR Filing Document

**Accession Number:** 0000063068
**File Stem:** 0001410368-25-023250
**Filing Date:** 2025-11
**Character Count:** 350960
**Document Hash:** f802e5157a5c273d04d643ed41b77133
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001410368-25-023250.hdr.sgml**: 20251114

**ACCESSION NUMBER**: 0001410368-25-023250

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 3

**CONFORMED PERIOD OF REPORT**: 20250831

**FILED AS OF DATE**: 20251114

**DATE AS OF CHANGE**: 20251114

**EFFECTIVENESS DATE**: 20251114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERIES TRUST IV
- **CENTRAL INDEX KEY:** 0000063068

**ORGANIZATION NAME:**
- **EIN:** 046382595
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-02594
- **FILM NUMBER:** 251482726

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

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

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS MUNICIPAL BOND FUND /MA/
- **DATE OF NAME CHANGE:** 19930910

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MASSACHUSETTS CASH MANAGEMENT TRUST
- **DATE OF NAME CHANGE:** 19920703

## Series and Classes Contracts Data

### MFS Mid Cap Growth Fund (Series ID: S000002434)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006504 | A            | OTCAX           |
| C000006505 | R4           | OTCJX           |
| C000006509 | B            | OTCBX           |
| C000006510 | C            | OTCCX           |
| C000006511 | I            | OTCIX           |
| C000006513 | R1           | OTCGX           |
| C000006515 | R2           | MCPRX           |
| C000006516 | R3           | OTCHX           |
| C000124428 | R6           | OTCKX           |

### MFS U.S. Government Money Market Fund (Series ID: S000002435)

| Class ID   | Class Name                           | Ticker Symbol   |
|:---|:---|:---|
| C000006517 | MFS U.S.Government Money Market Fund | MCMXX           |

### MFS Global New Discovery Fund (Series ID: S000035048)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000107817 | A            | GLNAX           |
| C000107818 | B            | GLNBX           |
| C000107819 | C            | GLNCX           |
| C000107820 | I            | GLNIX           |
| C000107821 | R1           | GLNJX           |
| C000107822 | R2           | GLNKX           |
| C000107823 | R3           | GLNLX           |
| C000107824 | R4           | GLNMX           |
| C000124429 | R6           | GLNNX           |

### MFS Blended Research Emerging Markets Equity Fund (Series ID: S000050655)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000159993 | A            | BRKAX           |
| C000159994 | B            | BRKBX           |
| C000159995 | C            | BRKCX           |
| C000159996 | I            | BRKIX           |
| C000159997 | R1           | BRKRX           |
| C000159998 | R2           | BRKSX           |
| C000159999 | R3           | BRKTX           |
| C000160000 | R4           | BRKUX           |
| C000160001 | R6           | BRKVX           |

### MFS Blended Research International Equity Fund (Series ID: S000050657)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000160011 | A            | BRXAX           |
| C000160012 | B            | BRXBX           |
| C000160013 | C            | BRXCX           |
| C000160014 | I            | BRXIX           |
| C000160015 | R1           | BRXRX           |
| C000160016 | R2           | BRXSX           |
| C000160017 | R3           | BRXTX           |
| C000160018 | R4           | BRXUX           |
| C000160019 | R6           | BRXVX           |

## Internal

Report of Independent Registered Public Accounting Firm

To the Shareholders of MFS Global New Discovery Fund, MFS Blended Research Emerging Markets Equity Fund and MFS Blended Research International Equity Fund and the Board of Trustees of MFS Series Trust IV

In planning and performing our audits of the financial statements of MFS Global New Discovery Fund, MFS Blended Research Emerging Markets Equity Fund, and MFS Blended Research International Equity Fund (the Funds) (three of the series constituting MFS Series Trust IV (the Trust)) as of and for the year ended August 31, 2025, in accordance with the standards of the Public Company Accounting Oversight Board (United States) (PCAOB), we considered the Trust's internal control over financial reporting, including controls over safeguarding securities, as a basis for designing our auditing procedures for the purpose of expressing our opinion on the financial statements and to comply with the requirements of Form N-CEN, but not for the purpose of expressing an opinion on the effectiveness of the Trust's internal control over financial reporting. Accordingly, we express no such opinion.

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

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

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

Our consideration of the Trust's internal control over financial reporting was for the limited purpose described in the first paragraph and would not necessarily disclose all deficiencies in internal control that might be material weaknesses under standards established by the PCAOB. However, we noted no deficiencies in the Trust's internal control over financial reporting and its operation, including controls over safeguarding securities, that we consider to be a material weakness as defined above as of August 31, 2025.

------

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

October 16, 2025

## Internal

**REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM**

To the Board of Trustees of MFS Series Trust IV and the Shareholders of MFS Mid Cap Growth Fund and MFS U.S. Government Money Market Fund:

In planning and performing our audits of the financial statements of MFS Mid Cap Growth Fund and MFS U.S. Government Money Market Fund (collectively the "Funds") (each a series of MFS Series Trust IV), as of and for the year ended August 31, 2025, in accordance with the standards of the Public Company Accounting Oversight Board (United States), 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 a 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 Public Company Accounting Oversight Board (United States). However, we noted no deficiencies in the Funds' internal control over financial reporting and their operations, including controls for safeguarding securities, that we consider to be a material weakness, as defined above, as of August 31, 2025.

------

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

October 16, 2025

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

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0000063068

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

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

**Item A.1.a - Report for period ending:** 2025-08-31

**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 IV

- **Item B.1.b - Investment Company Act file number:** 811-02594

- **Item B.1.c - CIK:** 0000063068

- **Item B.1.d - LEI:** 549300SSA281MOJG8J61

- **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):** Ropes & Gray LLP

- **b. Street 1:** 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:** 617-951-7000

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

**Location books Record: 2**

- **a. Name of person (e.g., a custodian of records):** Mycomplianceoffice Limited (New York, NY, US, Branch)

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

- **Street 2:** 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:** 866-951-2280

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

**Location books Record: 3**

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

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

- **Street 2:** 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:** 650-258-6827

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

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

- **Street 2:** 11th 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:** 10179

- **g. Telephone number:** 212-270-6000

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

**Location books Record: 5**

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

- **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:** 816-435-1000

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

**Location books Record: 6**

- **a. Name of person (e.g., a custodian of records):** 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:** 617-954-5000

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

**Location books Record: 7**

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

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

- **Street 2:** 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:** 425-869-7649

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

**Location books Record: 8**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 800-899-4766

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

**Location books Record: 9**

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

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

- **Street 2:** 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:** 301-556-0500

- **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):** State Street Bank and Trust Company

- **b. Street 1:** 1 Congress Street

- **Street 2:** Suite 1

- **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:** 02114

- **g. Telephone number:** 617-786-3000

- **h. Briefly describe the books and records kept at this location:** Custody and Accounting Records

**Location books Record: 11**

- **a. Name of person (e.g., a custodian of records):** Massachusetts Financial Services Company

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 617-954-5000

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

**Location books Record: 12**

- **a. Name of person (e.g., a custodian of records):** 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:** 212-855-1000

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

**Location books Record: 13**

- **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:** 781-238-0099

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

**Location books Record: 14**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 617-954-5000

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

- **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:** 5

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

### 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?** —

| Series Name   | Series ID   |
|:---|:---|
| N/A           | N/A         |

- **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

- **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:** 254900WYZPGQGKV3RF07

- **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:** 254900Y3CIB1KF938C31

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

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

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

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

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

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

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

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

## Part C: Additional Questions for Management Investment Companies

### Management Investment Record: 1 - MFS U.S. Government Money Market Fund

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

- **a. Full Name of the Fund:** MFS U.S. Government Money Market Fund

- **b. Series identification number, if any:** S000002435

- **c. LEI:** MQMNIX2D6ZVLO9HEKW73

- **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 | A                       | C000006517                                | MCMXX                        |

**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

- [x] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [ ] 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(c)(4) (17CFR 270.18f-4(c)(4))

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

- 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:** 084-01316

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **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:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

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

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

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

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

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **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 Company

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

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

| Name                                  | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Nomura Securities International, Inc. | 8-15255           |    000004297 | OXTKY6Q8X53C9ILVV871 | NY      | US        | $13,621,348.78            |
| Citigroup Global Markets Inc.         | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $193,170,965.40           |
| UBS Securities LLC                    | 8-22651           |    000007654 | T6FIZBDPKLYJKFCRVK44 | NY      | US        | $92,770,122.17            |
| BNY Capital Markets, LLC              | 8-35255           |    000017454 | VJW2DOOHGDT6PR0ZRO63 | NY      | US        | $607,653,982.64           |
| Goldman Sachs & Co. LLC               | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $12,320,905.15            |
| Morgan Stanley & Co. LLC              | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $48,563,278.15            |
| BofA Securities, Inc.                 | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $13,129,100,727.30        |
| J.P. Morgan Securities LLC            | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $73,394,069.13            |
| Barclays Capital Inc.                 | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $339,661,798.60           |
| BMO Capital Markets Corp.             | 8-34344           |    000016686 | RUC0QBLBRPRCU4W1NE59 | NY      | US        | $55,201,891.04            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $14,565,459,088.36

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

- **Item C.19.b - Money market fund's daily average net assets:** $368,707,223.32

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

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

  - **Line Institutions Record: 2 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 3 Name of institution:** The Toronto-Dominion Bank, New York Branch

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

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

  - **Line Institutions Record: 6 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 7 Name of institution:** The Bank of Nova Scotia, Houston Branch

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

  - **Line Institutions Record: 9 Name of institution:** HSBC Bank USA, National Association

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

  - **Line Institutions Record: 11 Name of institution:** Bank of Montreal, Chicago Branch

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

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

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

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

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

**Line of Credit details Record: 3**

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

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

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

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

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

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

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

- **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

### Management Investment Record: 2 - MFS Global New Discovery Fund

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

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

- **b. Series identification number, if any:** S000035048

- **c. LEI:** 5493003SLYU1HYL4ZY30

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 9

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class R6                | C000124429                                | GLNNX                        |
|                           2 | Class B                 | C000107818                                | GLNBX                        |
|                           3 | Class C                 | C000107819                                | GLNCX                        |
|                           4 | Class I                 | C000107820                                | GLNIX                        |
|                           5 | Class R2                | C000107822                                | GLNKX                        |
|                           6 | Class R3                | C000107823                                | GLNLX                        |
|                           7 | Class R4                | C000107824                                | GLNMX                        |
|                           8 | Class A                 | C000107817                                | GLNAX                        |
|                           9 | Class R1                | C000107821                                | GLNJX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

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

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

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

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

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** Goldman Sachs Bank USA

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

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

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

- [x] Revenue sharing split

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

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $24,722.31

- **g. Provide the net income from securities lending activities:** $1,440.00

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

Did the Fund rely on the following rules?

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

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

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

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

- 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:** 084-01316

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **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:** Bank Handlowy w Warszawie Spolka Akcyjna

- **ii. LEI, if any:** XLEZHWWOI4HFQDGL4793

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

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

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

**Custodians Record: 2**

- **i. Full name:** Skandinaviska Enskilda Banken AB

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

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

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

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

**Custodians Record: 3**

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

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

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

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

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

**Custodians Record: 4**

- **i. Full name:** BNP Paribas

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

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

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

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

**Custodians Record: 5**

- **i. Full name:** State Street Trust Company Canada

- **ii. LEI, if any:** 549300L71XG2CTQ2V827

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

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

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

**Custodians Record: 6**

- **i. Full name:** Citibank del Peru S.A.

- **ii. LEI, if any:** MYTK5NHHP1G8TVFGT193

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

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

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

**Custodians Record: 7**

- **i. Full name:** UniCredit Bank Austria AG

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

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

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

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

**Custodians Record: 8**

- **i. Full name:** Standard Chartered Bank (Thai) Public Company Limited

- **ii. LEI, if any:** 549300O1LQYCQ7G1IM57

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

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

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

**Custodians Record: 9**

- **i. Full name:** Citibank, National Association (Singapore, SG, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

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

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

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

**Custodians Record: 10**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Jung-gu, Seoul, KR, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 11**

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

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

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

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

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

**Custodians Record: 12**

- **i. Full name:** UBS Switzerland AG

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

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

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

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

**Custodians Record: 13**

- **i. Full name:** Ngan Hang Trach Nhiem Huu Han Mot Thanh Vien HSBC (Viet Nam)

- **ii. LEI, if any:** 213800H95OG9OHRT4Y78

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

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

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

**Custodians Record: 14**

- **i. Full name:** First Abu Dhabi Bank P.J.S.C.

- **ii. LEI, if any:** 2138002Y3WMK6RZS8H90

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

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

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

**Custodians Record: 15**

- **i. Full name:** Bank Hapoalim B.M.

- **ii. LEI, if any:** B6ARUI4946ST4S7WOU88

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

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

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

**Custodians Record: 16**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Taipei City, TW, Branch)

- **ii. LEI, if any:** 25490016G0WR60ANOK04

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

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

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

**Custodians Record: 17**

- **i. Full name:** Cititrust Colombia S A Sociedad Fiduciaria

- **ii. LEI, if any:** 549300242J3IJCOSGI49

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

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

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

**Custodians Record: 18**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 19**

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

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

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

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

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

**Custodians Record: 20**

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

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

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

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

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

**Custodians Record: 21**

- **i. Full name:** Deutsche Bank (Malaysia) Berhad

- **ii. LEI, if any:** 529900DLWFR8HK7DR278

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

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

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

**Custodians Record: 22**

- **i. Full name:** Joint Stock Company 'Commercial Bank CitiBank'

- **ii. LEI, if any:** CHSQDSVI1UI96Y2SW097

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

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

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

**Custodians Record: 23**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Copenhagen, Hovedstaden, DK, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

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

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

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

**Custodians Record: 24**

- **i. Full name:** Banco de Chile

- **ii. LEI, if any:** 8B4EZFY8IHJC44TT2K84

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

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

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

**Custodians Record: 25**

- **i. Full name:** Intesa Sanpaolo S.p.A.

- **ii. LEI, if any:** 2W8N8UU78PMDQKZENC08

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

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

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

**Custodians Record: 26**

- **i. Full name:** Citibank, National Association (Sao Paulo, Sao Paulo, BR, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

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

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

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

**Custodians Record: 27**

- **i. Full name:** HSBC Bank (China) Company Limited

- **ii. LEI, if any:** 2CZOJRADNJXBLT55G526

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

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

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

**Custodians Record: 28**

- **i. Full name:** Citibank, Anonim Sirketi

- **ii. LEI, if any:** CWZ8NZDH5SKY12Q4US31

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

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

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

**Custodians Record: 29**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 30**

- **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: 31**

- **i. Full name:** State Street Bank and Trust Company (Edinburgh, GB, Branch)

- **ii. LEI, if any:** 571474TGEMMWANRLN572

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

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

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

**Custodians Record: 32**

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

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

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

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

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

**Custodians Record: 33**

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

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

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

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

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

**Custodians Record: 34**

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

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

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

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

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

**Custodians Record: 35**

- **i. Full name:** Citibank Europe Public Limited Company (Bucharest, Bucharest, RO, Branch)

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

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

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

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

**Custodians Record: 36**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s.

- **ii. LEI, if any:** KR6LSKV3BTSJRD41IF75

- **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: 37**

- **i. Full name:** Citibank, National Association (Mumbai, Maharashtra, IN, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

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

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

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

**Custodians Record: 38**

- **i. Full name:** Mizuho Bank, Ltd. (Minato ku, Tokyo, JP, Branch)

- **ii. LEI, if any:** RB0PEZSDGCO3JS6CEU02

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

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

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

**Custodians Record: 39**

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

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

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

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

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

**Custodians Record: 40**

- **i. Full name:** Standard Chartered Bank (Hong Kong) Limited

- **ii. LEI, if any:** X5AV1MBDXGRPX5UGMX13

- **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: 41**

- **i. Full name:** State Street Bank International GmbH

- **ii. LEI, if any:** ZMHGNT7ZPKZ3UFZ8EO46

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

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

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

**Custodians Record: 42**

- **i. Full name:** UniCredit Bank Hungary Zrt.

- **ii. LEI, if any:** Y28RT6GGYJ696PMW8T44

- **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: 43**

- **i. Full name:** Stanbic IBTC Bank Ltd

- **ii. LEI, if any:** 549300NIVXF92ZIOVW61

- **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: 44**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Auckland, Auckland, NZ, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 45**

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

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

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

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

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

**Custodians Record: 46**

- **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: 47**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

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

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

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

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

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

- **i. Full name of broker:** 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:** $2,681.63

**Brokers Record: 2**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,105.36

**Brokers Record: 3**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,825.47

**Brokers Record: 4**

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

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

- **iii. CRD number:** 000006888

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $732.15

**Brokers Record: 5**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $877.08

**Brokers Record: 6**

- **i. Full name of broker:** BMO Capital Markets Corp.

- **ii. SEC file number:** 8-34344

- **iii. CRD number:** 000016686

- **iv. LEI, if any:** RUC0QBLBRPRCU4W1NE59

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $822.25

**Brokers Record: 7**

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

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

- **iii. CRD number:** 000007654

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $880.19

**Brokers Record: 8**

- **i. Full name of broker:** BNP Paribas Securities Corp.

- **ii. SEC file number:** 8-32682

- **iii. CRD number:** 000015794

- **iv. LEI, if any:** RCNB6OTYUAMMP879YW96

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $770.20

**Brokers Record: 9**

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

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

- **iii. CRD number:** 000019714

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,054.37

**Brokers Record: 10**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,360.83

**Aggregate Commission:** $18,563.05

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

| Name                       | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| J.P. Morgan Securities LLC | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $311,952.00               |
| Jefferies LLC              | 8-15074           |    000002347 | 58PU97L1C0WSRCWADL48 | NY      | US        | $221,593.00               |
| Goldman Sachs & Co. LLC    | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $249,749.00               |
| Morgan Stanley & Co. LLC   | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $35,178.00                |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $818,472.00

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

- **Item C.19.a - Fund's monthly average net assets:** $74,299,427.38

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

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

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

**Line of Credit details Record: 1**

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

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

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

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

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

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

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

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

- **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:** Royal Bank of Canada

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

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

  - **Line Institutions Record: 4 Name of institution:** HSBC Bank USA, National Association

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

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

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

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

  - **Line Institutions Record: 9 Name of institution:** The Bank of Nova Scotia, Houston Branch

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

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

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

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

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

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

### Management Investment Record: 3 - MFS Blended Research Emerging Markets Equity Fund

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

- **a. Full Name of the Fund:** MFS Blended Research Emerging Markets Equity Fund

- **b. Series identification number, if any:** S000050655

- **c. LEI:** 549300N4Y1QEM5QDU861

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 9

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class R4                | C000160000                                | BRKUX                        |
|                           2 | Class B                 | C000159994                                | BRKBX                        |
|                           3 | Class R6                | C000160001                                | BRKVX                        |
|                           4 | Class A                 | C000159993                                | BRKAX                        |
|                           5 | Class C                 | C000159995                                | BRKCX                        |
|                           6 | Class R2                | C000159998                                | BRKSX                        |
|                           7 | Class I                 | C000159996                                | BRKIX                        |
|                           8 | Class R3                | C000159999                                | BRKTX                        |
|                           9 | Class R1                | C000159997                                | BRKRX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

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

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

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

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

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** Goldman Sachs Bank USA

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

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

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

- [x] Revenue sharing split

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

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $36,017.91

- **g. Provide the net income from securities lending activities:** $2,024.00

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

- **ii. SEC file number:** 084-01316

- **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:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **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

- **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:** Citibank, Anonim Sirketi

- **ii. LEI, if any:** CWZ8NZDH5SKY12Q4US31

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

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

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

**Custodians Record: 2**

- **i. Full name:** Citibank del Peru S.A.

- **ii. LEI, if any:** MYTK5NHHP1G8TVFGT193

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

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

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

**Custodians Record: 3**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Taipei City, TW, Branch)

- **ii. LEI, if any:** 25490016G0WR60ANOK04

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

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

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

**Custodians Record: 4**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 5**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Ebene, Plaines Wilhems, MU, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 6**

- **i. Full name:** Intesa Sanpaolo S.p.A.

- **ii. LEI, if any:** 2W8N8UU78PMDQKZENC08

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

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

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

**Custodians Record: 7**

- **i. Full name:** Deutsche Bank (Malaysia) Berhad

- **ii. LEI, if any:** 529900DLWFR8HK7DR278

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

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

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

**Custodians Record: 8**

- **i. Full name:** State Street Bank and Trust Company (Edinburgh, GB, Branch)

- **ii. LEI, if any:** 571474TGEMMWANRLN572

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

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

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

**Custodians Record: 9**

- **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: 10**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Jakarta, Jakarta, ID, Branch)

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

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

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

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

**Custodians Record: 11**

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

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

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

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

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

**Custodians Record: 12**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s.

- **ii. LEI, if any:** KR6LSKV3BTSJRD41IF75

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

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

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

**Custodians Record: 13**

- **i. Full name:** 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: 14**

- **i. Full name:** UniCredit Bank Austria AG

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

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

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

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

**Custodians Record: 15**

- **i. Full name:** Mizuho Bank, Ltd. (Minato ku, Tokyo, JP, Branch)

- **ii. LEI, if any:** RB0PEZSDGCO3JS6CEU02

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

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

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

**Custodians Record: 16**

- **i. Full name:** Joint Stock Company 'Commercial Bank CitiBank'

- **ii. LEI, if any:** CHSQDSVI1UI96Y2SW097

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

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

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

**Custodians Record: 17**

- **i. Full name:** Citibank Maghreb S.A.

- **ii. LEI, if any:** 5493003FVWLMBFTISI11

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

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

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

**Custodians Record: 18**

- **i. Full name:** Skandinaviska Enskilda Banken AB

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

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

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

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

**Custodians Record: 19**

- **i. Full name:** HSBC Bank Middle East Limited (Doha, Ad Dawhah, QA, Branch)

- **ii. LEI, if any:** 549300F99IL9YJDWH369

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

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

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

**Custodians Record: 20**

- **i. Full name:** Standard Chartered Bank (Hong Kong) Limited

- **ii. LEI, if any:** X5AV1MBDXGRPX5UGMX13

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

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

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

**Custodians Record: 21**

- **i. Full name:** State Street Bank International GmbH

- **ii. LEI, if any:** ZMHGNT7ZPKZ3UFZ8EO46

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

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

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

**Custodians Record: 22**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 23**

- **i. Full name:** State Street Trust Company Canada

- **ii. LEI, if any:** 549300L71XG2CTQ2V827

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

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

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

**Custodians Record: 24**

- **i. Full name:** Bank Hapoalim B.M.

- **ii. LEI, if any:** B6ARUI4946ST4S7WOU88

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

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

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

**Custodians Record: 25**

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

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

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

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

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

**Custodians Record: 26**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

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

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

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

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

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 27**

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

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

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

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

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

**Custodians Record: 28**

- **i. Full name:** UBS Switzerland AG

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

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

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

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

**Custodians Record: 29**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Copenhagen, Hovedstaden, DK, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

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

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

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

**Custodians Record: 30**

- **i. Full name:** Citibank, National Association (Singapore, SG, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

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

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

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

**Custodians Record: 31**

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

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

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

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

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

**Custodians Record: 32**

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

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

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

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

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

**Custodians Record: 33**

- **i. Full name:** UniCredit Bank Hungary Zrt.

- **ii. LEI, if any:** Y28RT6GGYJ696PMW8T44

- **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: 34**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Jung-gu, Seoul, KR, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 35**

- **i. Full name:** AS SEB Pank

- **ii. LEI, if any:** 549300ND1MQ8SNNYMJ22

- **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: 36**

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

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

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

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

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

**Custodians Record: 37**

- **i. Full name:** BNP Paribas

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

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

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

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

**Custodians Record: 38**

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

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

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

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

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

**Custodians Record: 39**

- **i. Full name:** First Abu Dhabi Bank P.J.S.C.

- **ii. LEI, if any:** 2138002Y3WMK6RZS8H90

- **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: 40**

- **i. Full name:** Banco de Chile

- **ii. LEI, if any:** 8B4EZFY8IHJC44TT2K84

- **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: 41**

- **i. Full name:** Citibank, National Association (Mumbai, Maharashtra, IN, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

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

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

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

**Custodians Record: 42**

- **i. Full name:** Citibank, National Association (Sao Paulo, Sao Paulo, BR, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

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

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

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

**Custodians Record: 43**

- **i. Full name:** Standard Chartered Bank (Thai) Public Company Limited

- **ii. LEI, if any:** 549300O1LQYCQ7G1IM57

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

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

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

**Custodians Record: 44**

- **i. Full name:** Bank Handlowy w Warszawie Spolka Akcyjna

- **ii. LEI, if any:** XLEZHWWOI4HFQDGL4793

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

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

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

**Custodians Record: 45**

- **i. Full name:** HSBC Bank (China) Company Limited

- **ii. LEI, if any:** 2CZOJRADNJXBLT55G526

- **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: 46**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Auckland, Auckland, NZ, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 47**

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

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

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

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

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

**Custodians Record: 48**

- **i. Full name:** Cititrust Colombia S A Sociedad Fiduciaria

- **ii. LEI, if any:** 549300242J3IJCOSGI49

- **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: 49**

- **i. Full name:** First Abu Dhabi Bank P.J.S.C. (Kuwait City, Al Asimah, KW, Branch)

- **ii. LEI, if any:** 2138002Y3WMK6RZS8H90

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

- **i. Full name of broker:** CLSA Americas, LLC

- **ii. SEC file number:** 8-69166

- **iii. CRD number:** 000165533

- **iv. LEI, if any:** 213800M2DXATWY7JMS07

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $314.00

**Brokers Record: 2**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $13,243.04

**Brokers Record: 3**

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

- **ii. SEC file number:** 8-8177

- **iii. CRD number:** 000007059

- **iv. LEI, if any:** MBNUM2BPBDO7JBLYG310

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $7,496.09

**Brokers Record: 4**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $9,457.53

**Brokers Record: 5**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $15,937.42

**Brokers Record: 6**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $3,613.05

**Brokers Record: 7**

- **i. Full name of broker:** BTG Pactual US Capital, LLC

- **ii. SEC file number:** 8-68148

- **iii. CRD number:** 000149486

- **iv. LEI, if any:** 549300EUEDL5GKQW8U35

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $193.84

**Brokers Record: 8**

- **i. Full name of broker:** KB Securities Co., Ltd.

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

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

- **iv. LEI, if any:** 549300Q7SEZ32KPGBL06

- **vii. Gross commissions paid by the Fund for the reporting period:** $696.95

**Brokers Record: 9**

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

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

- **iii. CRD number:** 000007654

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $9,575.48

**Brokers Record: 10**

- **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:** $5,931.16

**Aggregate Commission:** $67,083.76

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

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

- **Item C.19.a - Fund's monthly average net assets:** $93,870,678.13

**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:** Citibank, N.A.

  - **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:** Wells Fargo Bank, National Association

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

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

  - **Line Institutions Record: 7 Name of institution:** Goldman Sachs Bank USA

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

  - **Line Institutions Record: 9 Name of institution:** The Bank of Nova Scotia, Houston Branch

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

  - **Line Institutions Record: 11 Name of institution:** State Street Bank and Trust Company

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

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

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

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

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

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

- **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 Mid Cap Growth Fund

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

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

- **b. Series identification number, if any:** S000002434

- **c. LEI:** XPX0WXKIO6CLKBLYF666

- **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 I                 | C000006511                                | OTCIX                        |
|                           2 | Class R3                | C000006516                                | OTCHX                        |
|                           3 | Class R2                | C000006515                                | MCPRX                        |
|                           4 | Class R1                | C000006513                                | OTCGX                        |
|                           5 | Class B                 | C000006509                                | OTCBX                        |
|                           6 | Class R4                | C000006505                                | OTCJX                        |
|                           7 | Class A                 | C000006504                                | OTCAX                        |
|                           8 | Class C                 | C000006510                                | OTCCX                        |
|                           9 | Class R6                | C000124428                                | OTCKX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

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

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

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

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

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** JPMorgan Chase Bank N.A.

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

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

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

**Collateral Managers Record: 1**

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

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

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

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

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

- [x] Revenue sharing split

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

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $30,909,073.54

- **g. Provide the net income from securities lending activities:** $276,512.97

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

Did the Fund rely on the following rules?

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

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

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

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

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

- 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:** 084-01316

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

- **i. Full name:** 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: 3**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **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, 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: 2**

- **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: 3**

- **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: 4**

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

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

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

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

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

- **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 Company

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

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

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

- **iii. CRD number:** 000007654

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $292,845.32

**Brokers Record: 2**

- **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:** $250,007.41

**Brokers Record: 3**

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

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

- **iii. CRD number:** 000006888

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $158,515.82

**Brokers Record: 4**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $290,204.30

**Brokers Record: 5**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $315,707.44

**Brokers Record: 6**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

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

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $293,299.63

**Brokers Record: 7**

- **i. Full name of broker:** CastleOak Securities, L.P.

- **ii. SEC file number:** 8-65786

- **iii. CRD number:** 000125334

- **iv. LEI, if any:** 549300MXL7C60HZ59S65

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $117,186.65

**Brokers Record: 8**

- **i. Full name of broker:** BMO Capital Markets Corp.

- **ii. SEC file number:** 8-34344

- **iii. CRD number:** 000016686

- **iv. LEI, if any:** RUC0QBLBRPRCU4W1NE59

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $139,499.21

**Brokers Record: 9**

- **i. Full name of broker:** Cowen Execution Services LLC

- **ii. SEC file number:** 8-46838

- **iii. CRD number:** 000035693

- **iv. LEI, if any:** 5493005RJDJD18OPUP27

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $122,196.47

**Brokers Record: 10**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $135,130.71

**Aggregate Commission:** $2,655,185.20

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

| Name                                          | SEC file number   | CRD number   | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|:---|:---|:---|:---|:---|
| Healthcare of Ontario Pension Plan Trust Fund | N/A               | N/A          | KRVONIXV1JBEY6WQ6092 |  |  | $899,098.37               |
| Goldman Sachs & Co. LLC                       | 8-00129           | 000000361    | FOR8UP27PHTHYVLBNG30 | NY      | US        | $60,697,971.00            |
| Bank of New York Mellon Corp.                 | N/A               | N/A          | WFLLPEPC7FZXENRZV188 | NY      | US        | $1,238,076.53             |
| BofA Securities, Inc.                         | 8-69787           | 000283942    | 549300HN4UKV1E2R3U73 | NY      | US        | $25,622,308.50            |
| Morgan Stanley & Co. LLC                      | 8-15869           | 000008209    | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $7,916,997.00             |
| J.P. Morgan Securities LLC                    | 8-35008           | 000000079    | ZBUT11V806EZRVTWT807 | NY      | US        | $19,632,036.44            |
| Jefferies LLC                                 | 8-15074           | 000002347    | 58PU97L1C0WSRCWADL48 | NY      | US        | $7,972,057.00             |
| Fidelity Brokerage Services LLC               | 8-23292           | 000007784    | 549300OQFQ4NFIOD5695 | RI      | US        | $700,633.80               |
| State Street Global Markets, LLC              | 8-69862           | 000285852    | 549300FDEDF5ORXCMQ56 | MA      | US        | $34,697,028.62            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $159,376,207.26

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

- **Item C.19.a - Fund's monthly average net assets:** $15,020,481,520.31

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

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

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

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

  - **Line Institutions Record: 1 Name of institution:** Royal Bank of Canada

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

  - **Line Institutions Record: 3 Name of institution:** The Bank of Nova Scotia, Houston Branch

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

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

  - **Line Institutions Record: 6 Name of institution:** Wells Fargo Bank, National Association

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

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

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

  - **Line Institutions Record: 10 Name of institution:** State Street Bank and Trust Company

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

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

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

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

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

- **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: 5 - MFS Blended Research International Equity Fund

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

- **a. Full Name of the Fund:** MFS Blended Research International Equity Fund

- **b. Series identification number, if any:** S000050657

- **c. LEI:** 5493006W0U1M8BQLTQ30

- **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 R3                | C000160017                                | BRXTX                        |
|                           2 | Class C                 | C000160013                                | BRXCX                        |
|                           3 | Class R2                | C000160016                                | BRXSX                        |
|                           4 | Class R1                | C000160015                                | BRXRX                        |
|                           5 | Class I                 | C000160014                                | BRXIX                        |
|                           6 | Class R6                | C000160019                                | BRXVX                        |
|                           7 | Class A                 | C000160011                                | BRXAX                        |
|                           8 | Class B                 | C000160012                                | BRXBX                        |
|                           9 | Class R4                | C000160018                                | BRXUX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

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

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

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

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

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** Goldman Sachs Bank USA

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

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

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

- [x] Revenue sharing split

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

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $1,895,516.20

- **g. Provide the net income from securities lending activities:** $15,506.00

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

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

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

- 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:** 084-01316

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **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:** Standard Chartered Bank (Johannesburg, Gauteng, ZA, Branch)

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

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

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

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

**Custodians Record: 2**

- **i. Full name:** Joint Stock Company 'Commercial Bank CitiBank'

- **ii. LEI, if any:** CHSQDSVI1UI96Y2SW097

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

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

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

**Custodians Record: 3**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Jakarta, Jakarta, ID, Branch)

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

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

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

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

**Custodians Record: 4**

- **i. Full name:** Standard Chartered Bank (Thai) Public Company Limited

- **ii. LEI, if any:** 549300O1LQYCQ7G1IM57

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

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

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

**Custodians Record: 5**

- **i. Full name:** Intesa Sanpaolo S.p.A.

- **ii. LEI, if any:** 2W8N8UU78PMDQKZENC08

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

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

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

**Custodians Record: 6**

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

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

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

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

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

**Custodians Record: 7**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Auckland, Auckland, NZ, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 8**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

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

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

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

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

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 9**

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

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

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

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

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

**Custodians Record: 10**

- **i. Full name:** Banco de Chile

- **ii. LEI, if any:** 8B4EZFY8IHJC44TT2K84

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

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

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

**Custodians Record: 11**

- **i. Full name:** Bank Hapoalim B.M.

- **ii. LEI, if any:** B6ARUI4946ST4S7WOU88

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

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

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

**Custodians Record: 12**

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

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

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

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

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

**Custodians Record: 13**

- **i. Full name:** Citibank del Peru S.A.

- **ii. LEI, if any:** MYTK5NHHP1G8TVFGT193

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

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

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

**Custodians Record: 14**

- **i. Full name:** BNP Paribas

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

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

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

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

**Custodians Record: 15**

- **i. Full name:** Citibank, National Association (Singapore, SG, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

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

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

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

**Custodians Record: 16**

- **i. Full name:** Citibank, National Association (Mumbai, Maharashtra, IN, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

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

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

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

**Custodians Record: 17**

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

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

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

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

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

**Custodians Record: 18**

- **i. Full name:** Skandinaviska Enskilda Banken AB

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

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

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

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

**Custodians Record: 19**

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

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

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

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

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

**Custodians Record: 20**

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

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

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

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

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

**Custodians Record: 21**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s.

- **ii. LEI, if any:** KR6LSKV3BTSJRD41IF75

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

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

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

**Custodians Record: 22**

- **i. Full name:** Mizuho Bank, Ltd. (Minato ku, Tokyo, JP, Branch)

- **ii. LEI, if any:** RB0PEZSDGCO3JS6CEU02

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

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

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

**Custodians Record: 23**

- **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: 24**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Jung-gu, Seoul, KR, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 25**

- **i. Full name:** Royal Bank of Canada

- **ii. LEI, if any:** ES7IP3U3RHIGC71XBU11

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

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

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

**Custodians Record: 26**

- **i. Full name:** First Abu Dhabi Bank P.J.S.C.

- **ii. LEI, if any:** 2138002Y3WMK6RZS8H90

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

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

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

**Custodians Record: 27**

- **i. Full name:** State Street Bank and Trust Company (Edinburgh, GB, Branch)

- **ii. LEI, if any:** 571474TGEMMWANRLN572

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

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

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

**Custodians Record: 28**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 29**

- **i. Full name:** Deutsche Bank (Malaysia) Berhad

- **ii. LEI, if any:** 529900DLWFR8HK7DR278

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

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

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

**Custodians Record: 30**

- **i. Full name:** UniCredit Bank Austria AG

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

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

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

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

**Custodians Record: 31**

- **i. Full name:** BNP Paribas (Athens, Attica, GR, Branch)

- **ii. LEI, if any:** R0MUWSFPU8MPRO8K5P83

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 32**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Taipei City, TW, Branch)

- **ii. LEI, if any:** 25490016G0WR60ANOK04

- **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: 33**

- **i. Full name:** Citibank, Anonim Sirketi

- **ii. LEI, if any:** CWZ8NZDH5SKY12Q4US31

- **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: 34**

- **i. Full name:** Standard Chartered Bank (Hong Kong) Limited

- **ii. LEI, if any:** X5AV1MBDXGRPX5UGMX13

- **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: 35**

- **i. Full name:** Citibank, National Association (Sao Paulo, Sao Paulo, BR, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 36**

- **i. Full name:** State Street Bank International GmbH

- **ii. LEI, if any:** ZMHGNT7ZPKZ3UFZ8EO46

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 37**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Copenhagen, Hovedstaden, DK, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 38**

- **i. Full name:** State Street Trust Company Canada

- **ii. LEI, if any:** 549300L71XG2CTQ2V827

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 39**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 40**

- **i. Full name:** UniCredit Bank Hungary Zrt.

- **ii. LEI, if any:** Y28RT6GGYJ696PMW8T44

- **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: 41**

- **i. Full name:** UBS Switzerland AG

- **ii. LEI, if any:** 549300WOIFUSNYH0FL22

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 42**

- **i. Full name:** Bank Handlowy w Warszawie Spolka Akcyjna

- **ii. LEI, if any:** XLEZHWWOI4HFQDGL4793

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

- **b. Was a custodian hired or terminated during the reporting period?** Yes

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $43,448.74

**Brokers Record: 2**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $58,834.35

**Brokers Record: 3**

- **i. Full name of broker:** Citigroup Global Markets Inc.

- **ii. SEC file number:** 8-8177

- **iii. CRD number:** 000007059

- **iv. LEI, if any:** MBNUM2BPBDO7JBLYG310

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $57,736.67

**Brokers Record: 4**

- **i. Full name of broker:** J.P. Morgan Securities LLC

- **ii. SEC file number:** 8-35008

- **iii. CRD number:** 000000079

- **iv. LEI, if any:** ZBUT11V806EZRVTWT807

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $100,547.00

**Brokers Record: 5**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $69,235.34

**Brokers Record: 6**

- **i. Full name of broker:** BNP Paribas Securities Corp.

- **ii. SEC file number:** 8-32682

- **iii. CRD number:** 000015794

- **iv. LEI, if any:** RCNB6OTYUAMMP879YW96

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $12,422.71

**Brokers Record: 7**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $50,395.68

**Brokers Record: 8**

- **i. Full name of broker:** CLSA Americas, LLC

- **ii. SEC file number:** 8-69166

- **iii. CRD number:** 000165533

- **iv. LEI, if any:** 213800M2DXATWY7JMS07

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $9,919.05

**Brokers Record: 9**

- **i. Full name of broker:** Nomura Securities International, Inc.

- **ii. SEC file number:** 8-15255

- **iii. CRD number:** 000004297

- **iv. LEI, if any:** OXTKY6Q8X53C9ILVV871

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $18,390.52

**Brokers Record: 10**

- **i. Full name of broker:** UBS Securities LLC

- **ii. SEC file number:** 8-22651

- **iii. CRD number:** 000007654

- **iv. LEI, if any:** T6FIZBDPKLYJKFCRVK44

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $71,632.83

**Aggregate Commission:** $521,412.01

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $933,930,703.86

**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                 | 811-03732         |
| MFS High Income Fund                               | 811-02794         |
| MFS Research International Fund                    | 811-04777         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Research Series                                | 811-08326         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Growth Series                                  | 811-08326         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Income Fund                                    | 811-05262         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Value Fund                                     | 811-04777         |
| MFS Research International Portfolio               | 811-03732         |
| MFS International Diversification Fund             | 811-04492         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Global Equity Series                           | 811-08326         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Research Fund                                  | 811-02031         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Total Return Series                            | 811-08326         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Utilities Series                               | 811-08326         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Value Series                                   | 811-08326         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS New Discovery Series                           | 811-08326         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Income Portfolio                               | 811-03732         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Global Research Portfolio                      | 811-03732         |

- **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:** State Street Bank and Trust Company

  - **Line Institutions Record: 2 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 3 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 4 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 5 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 6 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 7 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 8 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 9 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 10 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 11 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 12 Name of institution:** The Toronto-Dominion Bank, New York Branch

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| Massachusetts Investors Trust                                        | 811-00203         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Value Series                                                     | 811-08326         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS New Discovery value Fund                                         | 811-03327         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Research Series                                                  | 811-08326         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |

- **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 Research Series                                | 811-08326         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Income Portfolio                               | 811-03732         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Research International Fund                    | 811-04777         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Total Return Series                            | 811-08326         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Value Series                                   | 811-08326         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Technology Fund                                | 811-04777         |
| MFS Global High Yield Fund                         | 811-02794         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Growth Series                                  | 811-08326         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Income Fund                                    | 811-05262         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Utilities Series                               | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Value Fund                                     | 811-04777         |
| MFS High Income Fund                               | 811-02794         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Research Fund                                  | 811-02031         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS International Diversification Fund             | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

## N-CEN: Part G: Attachments

**Item G.1a. Attachments.**

Attachments applicable to all Registrants. All Registrants shall file the following attachments, as applicable, with the current report. Indicate the attachments filed with the current report by checking the applicable items below:

- [ ] i. Legal proceedings

- [ ] ii. Provision of financial support

- [x] iii. Independent public accountant's report on internal control (management investment companies other than small business investment companies only)

- [ ] iv. Change in accounting principles and practices

- [ ] v. Information required to be filed pursuant to exemptive orders

- [ ] vi. Other information required to be included as an attachment pursuant to Commission rules and regulations

## N-CEN: Signature

Pursuant to the requirements of the Investment Company Act of 1940, the Registrant has duly caused this report to a be signed on its behalf by the undersigned hereunto duly authorized.

**Registrant:** MFS SERIES TRUST IV

**Date:** 2025-11-14

**Signature:** Kasey Phillips

**Title:** Assistant Treasurer