# EDGAR Filing Document

**Accession Number:** 0000719269
**File Stem:** 0001752724-23-054243
**Filing Date:** 2023-3
**Character Count:** 1142500
**Document Hash:** 4a0461f8ee09596126a9c42745f40bd3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001752724-23-054243.hdr.sgml**: 20230314

**ACCESSION NUMBER**: 0001752724-23-054243

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230314

**DATE AS OF CHANGE**: 20230314

**EFFECTIVENESS DATE**: 20230314

**FILER**: 

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

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-03732
- **FILM NUMBER:** 23729274

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

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

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

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

## Series and Classes Contracts Data

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

## Internal

**REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM**

To the Board of Trustees of and the Shareholders of MFS Variable Insurance Trust II:

In planning and performing our audits of the financial statements of MFS Variable Insurance Trust II (the "Funds"), including the MFS Corporate Bond Portfolio, MFS Blended Research Core Equity Portfolio, MFS Emerging Markets Equity Portfolio, MFS International Intrinsic Value Portfolio, MFS International Growth Portfolio, MFS Government Securities Portfolio, MFS High Yield Portfolio, MFS Massachusetts Investors Growth Stock Portfolio, MFS U.S. Government Money Market Portfolio, MFS Research International Portfolio, MFS Global Research Portfolio, MFS Core Equity Portfolio, MFS Income Portfolio, MFS Technology Portfolio, MFS Global Growth Portfolio, MFS Global Governments Portfolio, and MFS Global Tactical Allocation Portfolio, as of and for the year ended December 31, 2022, 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 December 31, 2022.

------

This report is intended solely for the information and use of management, the Board of Trustees of MFS Variable Insurance Trust II 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

February 15, 2023

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

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0000719269

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

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

**Item A.1.a - Report for period ending:** 2022-12-31

**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 VARIABLE INSURANCE TRUST II

- **Item B.1.b - Investment Company Act file number:** 811-03732

- **Item B.1.c - CIK:** 0000719269

- **Item B.1.d - LEI:** LQOFLJQP174GQBC84T87

- **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):** 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: 3**

- **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: 4**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 5**

- **a. Name of person (e.g., a custodian of records):** TerraNua 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: 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):** 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: 11**

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

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

- **c. City:** New York

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

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

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

- **g. Telephone number:** 212-855-1000

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

**Location books Record: 12**

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

- **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:** 17

- **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, 811-04492, 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, 811-02594, 811-04775, 811-05822, 811-02794, 811-05912, 811-07992 |
| Peter D. Jones       | No                      | 811-05912, 811-04775, 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, 811-02594, 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, 811-02594, 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, 811-05567, 811-04775 |
| Michael W. Roberge   | Yes                     | 811-03327, 811-05785, 811-04975, 811-05822, 811-03090, 811-05440, 811-02594, 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, 811-06174, 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, 811-02594, 811-02464, 811-21780, 811-22033, 811-05262, 811-05822, 811-05785, 811-05567, 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, 811-03090, 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, 811-02594, 811-02464, 811-04975, 811-04253, 811-06102, 811-08879, 811-04775 |
| 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, 811-02594, 811-21780, 811-04841, 811-00859, 811-04492, 811-06174, 811-02464, 811-05567, 811-03327, 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, 811-03327, 811-04841, 811-05912, 811-05262, 811-04253, 811-04777, 811-02031, 811-03090, 811-02594, 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, 811-02594, 811-07992, 811-04775, 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, 811-04096, 811-04841, 811-00859, 811-05785, 811-08879, 811-02594, 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?:** Yes

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

**CCO employer Record: 1**

- **i. Name of the person:** —

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

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

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

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

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

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

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

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

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

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

### Item B.16. Principal underwriters.

**Principal underwriter Record: 1**

- **i. Full name:** MFS Fund Distributors, Inc.

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

- **iii. CRD number:** 000031052

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

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

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

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

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

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

**Public accountant Record: 1**

- **a. Full Name:** Deloitte & Touche LLP

- **b. PCAOB Number:** 34

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

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

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

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

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

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

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

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

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

## Part C: Additional Questions for Management Investment Companies

### Management Investment Record: 1 - MFS Global Governments Portfolio

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

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

- **b. Series identification number, if any:** S000002659

- **c. LEI:** 6UIE5ULN0F0W22N47U94

- **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?:** 2

- **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 | Initial Class           | C000007287                                | N/A                          |
|                           2 | Service Class           | C000007288                                | N/A                          |

**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

- [ ] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** Yes

**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

**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:** State Street Bank and Trust Company

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

- **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

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** Refinitiv US SEF LLC

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

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

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

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

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** 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: 2**

- **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: 3**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

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

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

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

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

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

**Custodians Record: 4**

- **i. Full name:** 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: 5**

- **i. Full name:** Skandinaviska Enskilda Banken A/S

- **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: 6**

- **i. Full name:** Standard Chartered Bank (Makati City, Metro Manila, PH, 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: 7**

- **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: 8**

- **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: 9**

- **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: 10**

- **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: 11**

- **i. Full name:** Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex

- **ii. LEI, if any:** 2SFFM4FUIE05S37WFU55

- **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:** 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: 13**

- **i. Full name:** Standard Chartered Bank (Jakarta, Jakarta, ID, Branch)

- **ii. LEI, if any:** 254900XJQ7BKPSDXNP74

- **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:** 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: 15**

- **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: 16**

- **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: 17**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s. (Bratislava, Bratislavsky, SK, Branch)

- **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: 18**

- **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: 19**

- **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: 20**

- **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: 21**

- **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: 22**

- **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: 23**

- **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: 24**

- **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: 25**

- **i. Full name:** Landsbankinn hf.

- **ii. LEI, if any:** 549300TLZPT6JELDWM92

- **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:** BNP Paribas Securities Services (Athens, Attica, GR, Branch)

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** Standard Chartered Bank Malaysia Berhad

- **ii. LEI, if any:** 549300JTJBG2QBI8KD48

- **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:** 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: 29**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 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:** 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: 33**

- **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: 34**

- **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: 35**

- **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: 36**

- **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: 37**

- **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: 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:** 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: 40**

- **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: 41**

- **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: 42**

- **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: 43**

- **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: 44**

- **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)

- **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.

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** 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:** $6,430.85

**Aggregate Commission:** $6,430.85

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

| Name                                  | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Mizuho Securities USA LLC             | 8-37710           |    000019647 | 7TK5RJIZDFROZCA6XF66 | NY      | US        | $16,564,903.77            |
| Barclays Capital Inc.                 | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $20,505,461.85            |
| BofA Securities, Inc.                 | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $11,238,810.31            |
| BNY Mellon Capital Markets, LLC       | 8-35255           |    000017454 | VJW2DOOHGDT6PR0ZRO63 | NY      | US        | $13,533,865.00            |
| Nomura Securities International, Inc. | 8-15255           |    000004297 | OXTKY6Q8X53C9ILVV871 | NY      | US        | $11,746,775.63            |
| J.P. Morgan Securities LLC            | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $12,617,499.76            |
| Morgan Stanley & Co. LLC              | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $10,541,028.48            |
| MUFG Securities Americas Inc.         | 8-43026           |    000019685 | K5HU16E3LMSVCCJJJ255 | NY      | US        | $13,717,958.77            |
| BMO Capital Markets Corp.             | 8-34344           |    000016686 | RUC0QBLBRPRCU4W1NE59 | NY      | US        | $10,378,004.50            |
| Goldman Sachs & Co. LLC               | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $23,628,497.96            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $238,779,173.94

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

- **Item C.19.a - Fund's monthly average net assets:** $104,090,405.49

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

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

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

**Line of Credit details Record: 1**

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

- **ii. What size is the line of credit?** $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 Equity Fund                             | 811-06102         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Value Fund                                     | 811-04777         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Value Series                                   | 811-08326         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Research Series                                | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Research Fund                                  | 811-02031         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Technology Fund                                | 811-04777         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS International Diversification Fund             | 811-03090         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS High Income Fund                               | 811-02794         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Total Return Series                            | 811-08326         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Utilities Series                               | 811-08326         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Research International Fund                    | 811-04777         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Growth Series                                  | 811-08326         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Income Fund                                    | 811-05262         |
| MFS Total Return Fund                              | 811-02031         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Global Equity Series                           | 811-08326         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Global Tactical Allocation 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?** 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   |
|:---|:---|
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Utilities Series                               | 811-08326         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Research International Fund                    | 811-04777         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Global Equity Series                           | 811-08326         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS High Income Fund                               | 811-02794         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Research Series                                | 811-08326         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Research Fund                                  | 811-02031         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Total Return Series                            | 811-08326         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS International Equity Fund                      | 811-06174         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Income Fund                                    | 811-05262         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Value Fund                                     | 811-04777         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Total Return Fund                              | 811-02031         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Value Series                                   | 811-08326         |
| MFS Growth Series                                  | 811-08326         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Technology 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?** Committed

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

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

  - **Line Institutions Record: 1 Name of institution:** The Toronto-Dominion Bank NY Branch

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

  - **Line Institutions Record: 3 Name of institution:** The Bank of Nova Scotia

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

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

  - **Line Institutions Record: 6 Name of institution:** BMO Bank of Montreal Chicago Branch

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

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

  - **Line Institutions Record: 11 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 12 Name of institution:** Wells Fargo Bank, N.A.

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

  - **Line Institutions Record: 14 Name of institution:** HSBC Bank USA, N.A.

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

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

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Income Fund                                                      | 811-05262         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Value Series                                                     | 811-08326         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Value Fund                                                       | 811-04777         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Research Series                                                  | 811-08326         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Prudent Investor Fund                                            | 811-02032         |

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

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

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

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

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

### Management Investment Record: 2 - MFS Income Portfolio

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

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

- **b. Series identification number, if any:** S000002649

- **c. LEI:** 549300MSY482GK1K5V19

- **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?:** 2

- **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 | Service Class           | C000007268                                | N/A                          |
|                           2 | Initial Class           | C000007267                                | N/A                          |

**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

- [ ] 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

**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:** State Street Bank and Trust Company

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

- **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

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

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

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

Did the Fund rely on the following rules?

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

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

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

- 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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** Refinitiv US SEF LLC

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

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

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

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

- **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 (Makati City, Metro Manila, PH, 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:** 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: 3**

- **i. Full name:** Skandinaviska Enskilda Banken A/S

- **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: 4**

- **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: 5**

- **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: 6**

- **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: 7**

- **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: 8**

- **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: 9**

- **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: 10**

- **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: 11**

- **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: 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:** 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: 14**

- **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: 15**

- **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: 16**

- **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: 17**

- **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: 18**

- **i. Full name:** Standard Chartered Bank Malaysia Berhad

- **ii. LEI, if any:** 549300JTJBG2QBI8KD48

- **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:** 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: 20**

- **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: 21**

- **i. Full name:** Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex

- **ii. LEI, if any:** 2SFFM4FUIE05S37WFU55

- **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:** 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: 23**

- **i. Full name:** Standard Chartered Bank (Jakarta, Jakarta, ID, Branch)

- **ii. LEI, if any:** 254900XJQ7BKPSDXNP74

- **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:** 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: 25**

- **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: 26**

- **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: 27**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **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: 28**

- **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: 29**

- **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: 30**

- **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: 31**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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 Securities Services

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 34**

- **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: 35**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s. (Bratislava, Bratislavsky, SK, Branch)

- **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: 36**

- **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.

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** 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:** $2,019.43

**Aggregate Commission:** $2,019.43

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

| Name                            | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Natwest Markets Securities Inc. | 8-37135           |    000011707 | ZE2ZWJ5BTIQJ8M0C6K34 | CT      | US        | $1,959,812.42             |
| RBC Capital Markets, LLC        | 8-45411           |    000031194 | 549300LCO2FLSSVFFR64 | NY      | US        | $1,721,827.12             |
| Goldman Sachs & Co. LLC         | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $2,155,507.07             |
| BNP Paribas Securities Corp.    | 8-32682           |    000015794 | RCNB6OTYUAMMP879YW96 | NY      | US        | $2,256,451.44             |
| J.P. Morgan Securities LLC      | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $6,909,557.98             |
| BofA Securities, Inc.           | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $3,488,717.59             |
| Barclays Capital Inc.           | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $2,001,227.04             |
| HSBC Securities (USA) Inc.      | 8-41562           |    000019585 | CYYGQCGNHMHPSMRL3R97 | NY      | US        | $1,601,626.63             |
| Wells Fargo Securities, LLC     | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $2,634,213.34             |
| Citigroup Global Markets Inc.   | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $3,043,134.07             |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $35,959,942.00

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

- **Item C.19.a - Fund's monthly average net assets:** $34,656,900.86

**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 MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Utilities Series                               | 811-08326         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Research Series                                | 811-08326         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Global Growth Fund                             | 811-05262         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Value Series                                   | 811-08326         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Global Equity Series                           | 811-08326         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Growth Series                                  | 811-08326         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Total Return Series                            | 811-08326         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Research Fund                                  | 811-02031         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS International Equity Fund                      | 811-06174         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Value Fund                                     | 811-04777         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Income Fund                                    | 811-05262         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Research International Fund                    | 811-04777         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS High Income Fund                               | 811-02794         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Technology Fund                                | 811-04777         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Conservative Allocation Portfolio              | 811-08879         |

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Total Return Series                            | 811-08326         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Global Equity Series                           | 811-08326         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Growth Series                                  | 811-08326         |
| MFS Income Fund                                    | 811-05262         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Value Fund                                     | 811-04777         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Research International Fund                    | 811-04777         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Utilities Series                               | 811-08326         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Value Series                                   | 811-08326         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Research International Portfolio               | 811-03732         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS International Diversification Fund             | 811-03090         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Research Fund                                  | 811-02031         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS High Income Fund                               | 811-02794         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Growth Fund                                    | 811-04775         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Technology Fund                                | 811-04777         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Corporate Bond Portfolio                       | 811-03732         |

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

  - **Line Institutions Record: 2 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 3 Name of institution:** The Bank of Nova Scotia

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

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

  - **Line Institutions Record: 6 Name of institution:** Wells Fargo Bank, N.A.

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

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

  - **Line Institutions Record: 9 Name of institution:** BMO Bank of Montreal Chicago Branch

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

  - **Line Institutions Record: 11 Name of institution:** The Toronto-Dominion Bank NY Branch

  - **Line Institutions Record: 12 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 13 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 14 Name of institution:** Royal Bank of Canada

- **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 Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Research Series                                                  | 811-08326         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS International Diversification Fund                               | 811-03090         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Total Return Series                                              | 811-08326         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS High Income Fund                                                 | 811-02794         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Value Series                                                     | 811-08326         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Investment Funds - Global Concentrated Equity 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 Core Equity Portfolio

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

- **a. Full Name of the Fund:** MFS Blended Research Core Equity Portfolio

- **b. Series identification number, if any:** S000002640

- **c. LEI:** ZCOYJZAD5NXTIUNHME34

- **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?:** 2

- **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 | Initial Class           | C000007249                                | N/A                          |
|                           2 | Service Class           | C000007250                                | N/A                          |

**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

- [ ] 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

**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:** State Street Bank and Trust Company

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

- **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

- **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 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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** Refinitiv US SEF LLC

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

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

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

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

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** 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: 2**

- **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: 3**

- **i. Full name:** Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex

- **ii. LEI, if any:** 2SFFM4FUIE05S37WFU55

- **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:** 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: 5**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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, 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: 7**

- **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: 8**

- **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: 9**

- **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: 10**

- **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: 11**

- **i. Full name:** Standard Chartered Bank (Makati City, Metro Manila, PH, 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: 12**

- **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: 13**

- **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: 14**

- **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: 15**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s. (Bratislava, Bratislavsky, SK, Branch)

- **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: 16**

- **i. Full name:** Skandinaviska Enskilda Banken A/S

- **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: 17**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 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:** 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: 21**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **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: 22**

- **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: 23**

- **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: 24**

- **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: 25**

- **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: 26**

- **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: 27**

- **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: 28**

- **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: 29**

- **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)

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** $453.81

**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:** $7,803.79

**Brokers Record: 3**

- **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:** $822.97

**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:** $18,374.09

**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:** $26,072.22

**Brokers Record: 6**

- **i. Full name of broker:** Virtu Americas LLC

- **ii. SEC file number:** 8-68193

- **iii. CRD number:** 000149823

- **iv. LEI, if any:** 549300RA02N3BNSWBV74

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $453.07

**Brokers Record: 7**

- **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:** $5,556.54

**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:** $649.00

**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:** $11,899.33

**Brokers Record: 10**

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

- **ii. SEC file number:** 8-422

- **iii. CRD number:** 000000816

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,090.96

**Aggregate Commission:** $74,157.05

- **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:** $449,038,938.80

**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 Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Utilities Series                               | 811-08326         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Total Return Series                            | 811-08326         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Growth Series                                  | 811-08326         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Value Fund                                     | 811-04777         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Research International Fund                    | 811-04777         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Technology Fund                                | 811-04777         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Value Series                                   | 811-08326         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS High Income Fund                               | 811-02794         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Income Fund                                    | 811-05262         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS New Discovery Series                           | 811-08326         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Research Fund                                  | 811-02031         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Research Series                                | 811-08326         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |

- **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 Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Research Series                                | 811-08326         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS International Diversification Fund             | 811-03090         |
| MFS High Income Fund                               | 811-02794         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Research Fund                                  | 811-02031         |
| MFS Value Series                                   | 811-08326         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Utilities Series                               | 811-08326         |
| MFS Research International Portfolio               | 811-03732         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Income Fund                                    | 811-05262         |
| MFS Growth Fund                                    | 811-04775         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Research International Fund                    | 811-04777         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Growth Series                                  | 811-08326         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Value Fund                                     | 811-04777         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Investors Trust Series                         | 811-08326         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Total Return Series                            | 811-08326         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS California 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?** 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:** PNC Bank, National Association

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

  - **Line Institutions Record: 3 Name of institution:** Deutsche Bank AG, NY Branch

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

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

  - **Line Institutions Record: 6 Name of institution:** HSBC Bank USA, N.A.

  - **Line Institutions Record: 7 Name of institution:** Goldman Sachs Bank USA

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

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

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

  - **Line Institutions Record: 11 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 12 Name of institution:** Citibank, N.A.

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

  - **Line Institutions Record: 14 Name of institution:** The Toronto-Dominion Bank NY 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 North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Research International Fund                                      | 811-04777         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Value Series                                                     | 811-08326         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Growth Series                                                    | 811-08326         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Research Series                                                  | 811-08326         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |

- **v. Did the Fund draw on the line of credit this period?** —

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

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

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

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

### Management Investment Record: 4 - MFS Global Research Portfolio

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

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

- **b. Series identification number, if any:** S000002647

- **c. LEI:** XKBCUO7TCHBPQ5RIYO53

- **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?:** 2

- **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 | Initial Class           | C000007263                                | N/A                          |
|                           2 | Service Class           | C000007264                                | N/A                          |

**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

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

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

- **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:** $129,400.24

- **g. Provide the net income from securities lending activities:** $728.00

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

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

- 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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** Refinitiv US SEF LLC

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

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

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

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

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** Skandinaviska Enskilda Banken A/S

- **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: 2**

- **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: 3**

- **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: 4**

- **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: 5**

- **i. Full name:** Standard Chartered Bank (Jakarta, Jakarta, ID, Branch)

- **ii. LEI, if any:** 254900XJQ7BKPSDXNP74

- **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:** 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: 7**

- **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: 8**

- **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: 9**

- **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: 10**

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

- **ii. LEI, if any:** 549300QJEO1B92LSHZ06

- **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:** 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: 12**

- **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: 13**

- **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: 14**

- **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: 15**

- **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: 16**

- **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: 17**

- **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: 18**

- **i. Full name:** Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex

- **ii. LEI, if any:** 2SFFM4FUIE05S37WFU55

- **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:** 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: 20**

- **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: 21**

- **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: 22**

- **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: 23**

- **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: 24**

- **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: 25**

- **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: 26**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s. (Bratislava, Bratislavsky, SK, Branch)

- **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: 27**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 29**

- **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: 30**

- **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: 31**

- **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: 32**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 34**

- **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: 35**

- **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: 36**

- **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: 37**

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

- **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: 38**

- **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: 39**

- **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: 40**

- **i. Full name:** Standard Chartered Bank (Makati City, Metro Manila, PH, 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: 41**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **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: 42**

- **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: 43**

- **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: 44**

- **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: 45**

- **i. Full name:** Standard Chartered Bank Malaysia Berhad

- **ii. LEI, if any:** 549300JTJBG2QBI8KD48

- **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:** 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: 47**

- **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)

- **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.

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** 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:** $347.34

**Brokers Record: 2**

- **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:** $766.85

**Brokers Record: 3**

- **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:** $859.64

**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:** $1,702.27

**Brokers Record: 5**

- **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:** $303.40

**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:** $508.34

**Brokers Record: 7**

- **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:** $1,113.85

**Brokers Record: 8**

- **i. Full name of broker:** Exane, Inc.

- **ii. SEC file number:** 8-49569

- **iii. CRD number:** 000041784

- **iv. LEI, if any:** 6SDWK6FV8H98XAGSYS75

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $343.60

**Brokers Record: 9**

- **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:** $356.14

**Brokers Record: 10**

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

- **ii. SEC file number:** 8-422

- **iii. CRD number:** 000000816

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $538.27

**Aggregate Commission:** $8,521.80

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $274,200.01

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

- **Item C.19.a - Fund's monthly average net assets:** $82,395,347.29

**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 Research International Fund                    | 811-04777         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Income Fund                                    | 811-05262         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS New Discovery Series                           | 811-08326         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Value Fund                                     | 811-04777         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Growth Series                                  | 811-08326         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Research Series                                | 811-08326         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Technology Fund                                | 811-04777         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Research Fund                                  | 811-02031         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS High Income Fund                               | 811-02794         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS International Growth Fund                      | 811-04492         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Utilities Series                               | 811-08326         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Value Series                                   | 811-08326         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Total Return Series                            | 811-08326         |
| MFS Commodity Strategy Fund                        | 811-04492         |

- **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 Lifetime 2025 Fund                             | 811-21780         |
| MFS Research International Fund                    | 811-04777         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Growth Series                                  | 811-08326         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Technology Fund                                | 811-04777         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Value Fund                                     | 811-04777         |
| MFS Value Series                                   | 811-08326         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Income Fund                                    | 811-05262         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Total Return Series                            | 811-08326         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Research Fund                                  | 811-02031         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS High Income Fund                               | 811-02794         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Utilities Series                               | 811-08326         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Research Series                                | 811-08326         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |

- **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:** The Bank of Nova Scotia

  - **Line Institutions Record: 3 Name of institution:** HSBC Bank USA, N.A.

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

  - **Line Institutions Record: 5 Name of institution:** Canadian Imperial Bank of Commerce

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

  - **Line Institutions Record: 7 Name of institution:** The Toronto-Dominion Bank NY Branch

  - **Line Institutions Record: 8 Name of institution:** BMO Bank of Montreal Chicago Branch

  - **Line Institutions Record: 9 Name of institution:** Deutsche Bank AG, NY Branch

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

  - **Line Institutions Record: 11 Name of institution:** PNC Bank, National Association

  - **Line Institutions Record: 12 Name of institution:** Wells Fargo Bank, N.A.

  - **Line Institutions Record: 13 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 14 Name of institution:** Bank of America, 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 Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Research Series                                                  | 811-08326         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Value Series                                                     | 811-08326         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Income Fund                                                      | 811-05262         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Research International Fund                                      | 811-04777         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Growth Series                                                    | 811-08326         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Total Return Series                                              | 811-08326         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Global Total Return 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: 5 - MFS U.S. Government Money Market Portfolio

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

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

- **b. Series identification number, if any:** S000002643

- **c. LEI:** 6281G1890F5ADRR1GL16

- **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?:** 2

- **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 | Initial Class           | C000007255                                | N/A                          |
|                           2 | Service Class           | C000007256                                | N/A                          |

**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 (17 CFR 270.18f-4)

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** Refinitiv US SEF LLC

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

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

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

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

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** 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: 2**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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 ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| BNY Mellon Capital Markets, LLC                                | 8-35255           |    000017454 | VJW2DOOHGDT6PR0ZRO63 | NY      | US        | $424,019,628.75           |
| Pershing LLC                                                   | 8-17574           |    000007560 | ZI8Q1A8EI8LQFJNM0D94 | NJ      | US        | $30,441,595.50            |
| BofA Securities, Inc.                                          | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $6,655,264,518.51         |
| J.P. Morgan Securities LLC                                     | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $6,886,075,752.36         |
| UBS Securities LLC                                             | 8-22651           |    000007654 | T6FIZBDPKLYJKFCRVK44 | NY      | US        | $222,218,740.37           |
| Morgan Stanley & Co. LLC                                       | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $25,416,587.59            |
| Barclays Capital Inc.                                          | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $442,809,215.83           |
| Industrial and Commercial Bank of China Financial Services LLC | 8-66471           |    000131487 | 5493003O0P1GJ0O8CI80 | NY      | US        | $309,004,399.43           |
| Nomura Securities International, Inc.                          | 8-15255           |    000004297 | OXTKY6Q8X53C9ILVV871 | NY      | US        | $82,952,107.42            |
| Citigroup Global Markets Inc.                                  | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $110,800,432.76           |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $15,196,100,691.51

- **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:** $257,135,115.79

**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 Lifetime 2040 Fund                             | 811-21780         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Value Fund                                     | 811-04777         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Utilities Series                               | 811-08326         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Technology Fund                                | 811-04777         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Research Fund                                  | 811-02031         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS High Income Fund                               | 811-02794         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Income Fund                                    | 811-05262         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Research International Fund                    | 811-04777         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Global Equity Series                           | 811-08326         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Growth Series                                  | 811-08326         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Total Return Series                            | 811-08326         |
| MFS International Diversification Fund             | 811-03090         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Value 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?** $200,000,000.00

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

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

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

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

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Technology Fund                                | 811-04777         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Utilities Series                               | 811-08326         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Income Fund                                    | 811-05262         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Growth Fund                                    | 811-04775         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Value Series                                   | 811-08326         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS High Income Fund                               | 811-02794         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Research International Fund                    | 811-04777         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Growth Series                                  | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Research Fund                                  | 811-02031         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Total Return Series                            | 811-08326         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Value Fund                                     | 811-04777         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |

- **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:** Canadian Imperial Bank of Commerce

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

  - **Line Institutions Record: 3 Name of institution:** Wells Fargo Bank, N.A.

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

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

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

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

  - **Line Institutions Record: 8 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 9 Name of institution:** The Toronto-Dominion Bank NY Branch

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

  - **Line Institutions Record: 11 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 12 Name of institution:** HSBC Bank USA, N.A.

  - **Line Institutions Record: 13 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 14 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 High Yield Portfolio                                             | 811-03732         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Value Series                                                     | 811-08326         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Research Series                                                  | 811-08326         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Investors Trust Series                                           | 811-08326         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Value Fund                                                       | 811-04777         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-02594         |

- **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: 6 - MFS International Intrinsic Value Portfolio

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

- **a. Full Name of the Fund:** MFS International Intrinsic Value Portfolio

- **b. Series identification number, if any:** S000002638

- **c. LEI:** R8FUCFNPB06NBDV4PQ02

- **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?:** 2

- **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 | Service Class           | C000007246                                | N/A                          |
|                           2 | Initial Class           | C000007245                                | N/A                          |

**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

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

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

- **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:** $2,507,685.59

- **g. Provide the net income from securities lending activities:** $16,585.00

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

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

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

- 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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** Refinitiv US SEF LLC

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

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

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

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

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** 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: 2**

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

- **ii. LEI, if any:** 549300QJEO1B92LSHZ06

- **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:** 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: 4**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 6**

- **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: 7**

- **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: 8**

- **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: 9**

- **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: 10**

- **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: 11**

- **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: 12**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 14**

- **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: 15**

- **i. Full name:** Standard Chartered Bank Malaysia Berhad

- **ii. LEI, if any:** 549300JTJBG2QBI8KD48

- **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:** 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: 17**

- **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: 18**

- **i. Full name:** Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex

- **ii. LEI, if any:** 2SFFM4FUIE05S37WFU55

- **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:** 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: 20**

- **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: 21**

- **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: 22**

- **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: 23**

- **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: 24**

- **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: 25**

- **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: 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:** 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: 28**

- **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: 29**

- **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: 30**

- **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: 31**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **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: 32**

- **i. Full name:** Standard Chartered Bank (Makati City, Metro Manila, PH, 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: 33**

- **i. Full name:** Skandinaviska Enskilda Banken A/S

- **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: 34**

- **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: 35**

- **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: 36**

- **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)

- **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.

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** 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:** $18,553.29

**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:** $21,080.38

**Brokers Record: 3**

- **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:** $15,225.87

**Brokers Record: 4**

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

- **ii. SEC file number:** 8-422

- **iii. CRD number:** 000000816

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $15,875.46

**Brokers Record: 5**

- **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:** $23,362.75

**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:** $32,869.66

**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:** $16,389.62

**Brokers Record: 8**

- **i. Full name of broker:** J.P. Morgan Securities LLC

- **ii. SEC file number:** 8-35008

- **iii. CRD number:** 000000079

- **iv. LEI, if any:** ZBUT11V806EZRVTWT807

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $26,169.94

**Brokers Record: 9**

- **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:** $23,610.45

**Brokers Record: 10**

- **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:** $40,234.20

**Aggregate Commission:** $276,849.97

**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        | $6,112,381.50             |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $6,112,381.50

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

- **Item C.19.a - Fund's monthly average net assets:** $1,347,157,731.50

**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 Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS International Growth Fund                      | 811-04492         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Total Return Series                            | 811-08326         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Income Portfolio                               | 811-03732         |
| MFS High Income Fund                               | 811-02794         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Value Fund                                     | 811-04777         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Value Series                                   | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Research International Fund                    | 811-04777         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Growth Series                                  | 811-08326         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Technology Fund                                | 811-04777         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Income Fund                                    | 811-05262         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Research Series                                | 811-08326         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Utilities Series                               | 811-08326         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Research Fund                                  | 811-02031         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Government Securities Portfolio                | 811-03732         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Lifetime 2035 Fund                             | 811-21780         |

- **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:** Royal Bank of Canada

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

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

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

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

  - **Line Institutions Record: 6 Name of institution:** PNC Bank, National Association

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

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

  - **Line Institutions Record: 9 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 10 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 11 Name of institution:** HSBC Bank USA, N.A.

  - **Line Institutions Record: 12 Name of institution:** The Toronto-Dominion Bank NY Branch

  - **Line Institutions Record: 13 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 14 Name of institution:** Goldman Sachs Bank USA

- **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 Equity Income Fund                       | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Total Return Series                                              | 811-08326         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Research Series                                                  | 811-08326         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Value Series                                                     | 811-08326         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Growth Series                                                    | 811-08326         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Research Fund                                                    | 811-02031         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS New Discovery Series                                             | 811-08326         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Value Fund                                                       | 811-04777         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Global Total Return Fund                                         | 811-06102         |

- **v. Did the Fund draw on the line of credit this period?** —

**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 Global Governments Portfolio                   | 811-03732         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Research Fund                                  | 811-02031         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Equity Income Fund                             | 811-03090         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Value Fund                                     | 811-04777         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Income Fund                                    | 811-05262         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Growth Series                                  | 811-08326         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS High Income Fund                               | 811-02794         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Utilities Series                               | 811-08326         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Research International Fund                    | 811-04777         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Total Return Series                            | 811-08326         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Technology Fund                                | 811-04777         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Global Equity Series                           | 811-08326         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Value Series                                   | 811-08326         |
| MFS Total Return Bond Fund                         | 811-02464         |

- **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: 7 - MFS Global Growth Portfolio

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

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

- **b. Series identification number, if any:** S000002660

- **c. LEI:** BR98BSGE2PP2ZH8LRR06

- **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?:** 2

- **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 | Service Class           | C000007290                                | N/A                          |
|                           2 | Initial Class           | C000007289                                | N/A                          |

**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

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

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

- **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:** $12,082.26

- **g. Provide the net income from securities lending activities:** $35.00

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

Did the Fund rely on the following rules?

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

- Rule 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))

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

**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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** Refinitiv US SEF LLC

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

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

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

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

- **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 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: 2**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 4**

- **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: 5**

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

- **ii. LEI, if any:** 549300QJEO1B92LSHZ06

- **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:** 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: 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:** 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: 10**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **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: 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:** BNP Paribas Securities Services (Athens, Attica, GR, Branch)

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 14**

- **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: 15**

- **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: 16**

- **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: 17**

- **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: 18**

- **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: 19**

- **i. Full name:** Skandinaviska Enskilda Banken A/S

- **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: 20**

- **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: 21**

- **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: 22**

- **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: 23**

- **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: 24**

- **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: 25**

- **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: 26**

- **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: 27**

- **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: 28**

- **i. Full name:** Standard Chartered Bank Malaysia Berhad

- **ii. LEI, if any:** 549300JTJBG2QBI8KD48

- **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 (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: 30**

- **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: 31**

- **i. Full name:** Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex

- **ii. LEI, if any:** 2SFFM4FUIE05S37WFU55

- **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:** 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: 33**

- **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: 34**

- **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: 35**

- **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: 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:** 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: 38**

- **i. Full name:** Standard Chartered Bank (Makati City, Metro Manila, PH, 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: 39**

- **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: 40**

- **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: 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:** 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)

- **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.

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** Credit Suisse Securities (USA) LLC

- **ii. SEC file number:** 8-422

- **iii. CRD number:** 000000816

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $218.32

**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:** $388.13

**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:** $403.42

**Brokers Record: 4**

- **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:** $377.37

**Brokers Record: 5**

- **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:** $129.97

**Brokers Record: 6**

- **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:** $120.55

**Brokers Record: 7**

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

- **ii. SEC file number:** 8-17574

- **iii. CRD number:** 000007560

- **iv. LEI, if any:** ZI8Q1A8EI8LQFJNM0D94

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $157.38

**Brokers Record: 8**

- **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:** $292.54

**Brokers Record: 9**

- **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:** $263.79

**Brokers Record: 10**

- **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:** $143.33

**Aggregate Commission:** $3,298.55

- **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:** $51,576,874.38

**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?** 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:** Wells Fargo Bank, N.A.

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

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

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

  - **Line Institutions Record: 5 Name of institution:** Canadian Imperial Bank of Commerce

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

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

  - **Line Institutions Record: 8 Name of institution:** BMO Bank of Montreal Chicago Branch

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

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

  - **Line Institutions Record: 11 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 12 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 13 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 14 Name of institution:** Goldman Sachs Bank USA

- **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 Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Value Series                                                     | 811-08326         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Research Series                                                  | 811-08326         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Technology Fund                                                  | 811-04777         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Meridian Funds - European Value Fund                             | N/A               |

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

**Line of Credit details Record: 2**

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

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

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

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, 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 Technology Portfolio                           | 811-03732         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Growth Series                                  | 811-08326         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Research International Fund                    | 811-04777         |
| MFS Value Fund                                     | 811-04777         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Research Series                                | 811-08326         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Income Fund                                    | 811-05262         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Value Series                                   | 811-08326         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS New Discovery Series                           | 811-08326         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS High Income Fund                               | 811-02794         |
| MFS Research Fund                                  | 811-02031         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Global Equity Series                           | 811-08326         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Total Return Series                            | 811-08326         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Utilities Series                               | 811-08326         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS International Growth Fund                      | 811-04492         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Technology Fund                                | 811-04777         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |

- **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 Prudent Investor Fund                          | 811-02032         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Value Series                                   | 811-08326         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Total Return Series                            | 811-08326         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Research Series                                | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS International Equity Fund                      | 811-06174         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Growth Series                                  | 811-08326         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Income Fund                                    | 811-05262         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Technology Fund                                | 811-04777         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS New Discovery Series                           | 811-08326         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS High Income Fund                               | 811-02794         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Research Fund                                  | 811-02031         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Utilities Series                               | 811-08326         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Total Return Bond Series                       | 811-08326         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Research International Fund                    | 811-04777         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Value Fund                                     | 811-04777         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |

- **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: 8 - MFS International Growth Portfolio

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

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

- **b. Series identification number, if any:** S000002637

- **c. LEI:** 8UVRTCWHDB4PB6VBAF77

- **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?:** 2

- **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 | Service Class           | C000007244                                | N/A                          |
|                           2 | Initial Class           | C000007243                                | N/A                          |

**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

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

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

- **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:** $125,376.70

- **g. Provide the net income from securities lending activities:** $1,140.00

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

Did the Fund rely on the following rules?

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

- 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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** Refinitiv US SEF LLC

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

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

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

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

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** 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: 2**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 4**

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

- **ii. LEI, if any:** 549300QJEO1B92LSHZ06

- **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 (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: 6**

- **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: 7**

- **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: 8**

- **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: 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:** 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: 11**

- **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: 12**

- **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: 13**

- **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: 14**

- **i. Full name:** Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex

- **ii. LEI, if any:** 2SFFM4FUIE05S37WFU55

- **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:** 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: 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:** BNP Paribas Securities Services

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 19**

- **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: 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:** 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: 22**

- **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: 23**

- **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: 24**

- **i. Full name:** Standard Chartered Bank Malaysia Berhad

- **ii. LEI, if any:** 549300JTJBG2QBI8KD48

- **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 A/S

- **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:** Standard Chartered Bank (Makati City, Metro Manila, PH, 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: 27**

- **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: 28**

- **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: 29**

- **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: 30**

- **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: 31**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **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: 32**

- **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: 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:** 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: 35**

- **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: 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:** 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: 38**

- **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: 39**

- **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: 40**

- **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: 41**

- **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)

- **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.

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** Berenberg Capital Markets LLC

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

- **iii. CRD number:** 000156757

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $718.49

**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:** $1,398.83

**Brokers Record: 3**

- **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:** $585.98

**Brokers Record: 4**

- **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:** $690.55

**Brokers Record: 5**

- **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:** $1,686.00

**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:** $2,188.22

**Brokers Record: 7**

- **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:** $2,015.86

**Brokers Record: 8**

- **i. Full name of broker:** J.P. Morgan Securities LLC

- **ii. SEC file number:** 8-35008

- **iii. CRD number:** 000000079

- **iv. LEI, if any:** ZBUT11V806EZRVTWT807

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,347.00

**Brokers Record: 9**

- **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:** $871.99

**Brokers Record: 10**

- **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:** $2,672.93

**Aggregate Commission:** $19,015.08

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $1,381,105.81

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

- **Item C.19.a - Fund's monthly average net assets:** $188,187,445.75

**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 Global Growth Fund                             | 811-05262         |
| MFS Total Return Fund                              | 811-02031         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Income Portfolio                               | 811-03732         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Technology Fund                                | 811-04777         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Utilities Series                               | 811-08326         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Research International Fund                    | 811-04777         |
| MFS Growth Series                                  | 811-08326         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Value Fund                                     | 811-04777         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS International Diversification Fund             | 811-03090         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Income Fund                                    | 811-05262         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Value Series                                   | 811-08326         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Total Return Series                            | 811-08326         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS High Income Fund                               | 811-02794         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Research Series                                | 811-08326         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Research Fund                                  | 811-02031         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |

- **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:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 2 Name of institution:** Royal Bank of Canada

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

  - **Line Institutions Record: 4 Name of institution:** The Toronto-Dominion Bank NY Branch

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

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

  - **Line Institutions Record: 7 Name of institution:** State Street Bank and Trust Company

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

  - **Line Institutions Record: 9 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 10 Name of institution:** The Bank of Nova Scotia

  - **Line Institutions Record: 11 Name of institution:** Wells Fargo Bank, N.A.

  - **Line Institutions Record: 12 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 13 Name of institution:** BMO Bank of Montreal Chicago Branch

  - **Line Institutions Record: 14 Name of institution:** Bank of America, 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 Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS International Equity Fund                                        | 811-06174         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Research Series                                                  | 811-08326         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Value Series                                                     | 811-08326         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |

- **v. Did the Fund draw on the line of credit this period?** —

**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 New Discovery Value Fund                       | 811-03327         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Value Series                                   | 811-08326         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Technology Fund                                | 811-04777         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Research Fund                                  | 811-02031         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Research International Fund                    | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Research Series                                | 811-08326         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS High Income Fund                               | 811-02794         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Growth Series                                  | 811-08326         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Utilities Series                               | 811-08326         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Total Return Series                            | 811-08326         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Income Fund                                    | 811-05262         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Value Fund                                     | 811-04777         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |

- **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: 9 - MFS Emerging Markets Equity Portfolio

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

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

- **b. Series identification number, if any:** S000002658

- **c. LEI:** 0ZF3BKK2HYOQKNENVD39

- **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?:** 2

- **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 | Service Class           | C000007286                                | N/A                          |
|                           2 | Initial Class           | C000007285                                | N/A                          |

**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

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

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

- **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:** $196.62

- **g. Provide the net income from securities lending activities:** $19.00

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

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

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

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

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

**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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** Refinitiv US SEF LLC

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

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

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

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

- **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 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: 2**

- **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: 3**

- **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: 4**

- **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: 5**

- **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: 6**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** BNP Paribas Securities Services

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 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:** 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: 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:** 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: 13**

- **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: 14**

- **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: 15**

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

- **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: 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 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: 18**

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

- **ii. LEI, if any:** 549300QJEO1B92LSHZ06

- **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:** 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: 20**

- **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: 21**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **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: 22**

- **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: 23**

- **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: 24**

- **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: 25**

- **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: 26**

- **i. Full name:** Skandinaviska Enskilda Banken A/S

- **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: 27**

- **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: 28**

- **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: 29**

- **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: 30**

- **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: 31**

- **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: 32**

- **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: 33**

- **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: 34**

- **i. Full name:** Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex

- **ii. LEI, if any:** 2SFFM4FUIE05S37WFU55

- **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:** Standard Chartered Bank (Jakarta, Jakarta, ID, Branch)

- **ii. LEI, if any:** 254900XJQ7BKPSDXNP74

- **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:** 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: 37**

- **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: 38**

- **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: 39**

- **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: 40**

- **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: 41**

- **i. Full name:** Standard Chartered Bank Malaysia Berhad

- **ii. LEI, if any:** 549300JTJBG2QBI8KD48

- **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:** 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: 43**

- **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: 44**

- **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: 45**

- **i. Full name:** Standard Chartered Bank (Makati City, Metro Manila, PH, 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: 46**

- **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: 47**

- **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: 48**

- **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)

- **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.

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** 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:** $778.41

**Brokers Record: 2**

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

- **ii. SEC file number:** 8-422

- **iii. CRD number:** 000000816

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,557.51

**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:** $2,915.73

**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:** $5,117.62

**Brokers Record: 5**

- **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:** $3,192.40

**Brokers Record: 6**

- **i. Full name of broker:** Itau International Securities Inc.

- **ii. SEC file number:** 8-67674

- **iii. CRD number:** 000144769

- **iv. LEI, if any:** 54930086LDFU8Z86AH91

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $826.63

**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:** $1,772.28

**Brokers Record: 8**

- **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:** $2,649.65

**Brokers Record: 9**

- **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:** $713.53

**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:** $5,291.87

**Aggregate Commission:** $28,637.14

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

| Name                       | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Bradesco Securities, Inc.  | 8-52806           |    000104347 | 5493005BOEQJY4OBZP25 | NY      | US        | $41,900.22                |
| HSBC Securities (USA) Inc. | 8-41562           |    000019585 | CYYGQCGNHMHPSMRL3R97 | NY      | US        | $25,120.01                |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $67,020.23

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

- **Item C.19.a - Fund's monthly average net assets:** $37,307,684.23

**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 Lifetime 2020 Fund                             | 811-21780         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Growth Series                                  | 811-08326         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Global Equity Series                           | 811-08326         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Income Fund                                    | 811-05262         |
| MFS Research International Portfolio               | 811-03732         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Value Fund                                     | 811-04777         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Value Series                                   | 811-08326         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS High Income Fund                               | 811-02794         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Utilities Series                               | 811-08326         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Research Fund                                  | 811-02031         |
| MFS International Equity Fund                      | 811-06174         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Total Return Series                            | 811-08326         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Technology Fund                                | 811-04777         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Research Series                                | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Research International Fund                    | 811-04777         |

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

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

  - **Line Institutions Record: 5 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 6 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 7 Name of institution:** BMO Bank of Montreal Chicago Branch

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

  - **Line Institutions Record: 9 Name of institution:** HSBC Bank USA, N.A.

  - **Line Institutions Record: 10 Name of institution:** Wells Fargo Bank, N.A.

  - **Line Institutions Record: 11 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 12 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 13 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 14 Name of institution:** PNC Bank, National Association

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

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

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Research Series                                                  | 811-08326         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Growth Series                                                    | 811-08326         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Value Series                                                     | 811-08326         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Equity Income Fund                                               | 811-03090         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |

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

**Line of Credit details Record: 3**

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

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

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

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

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

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

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Value Fund                                     | 811-04777         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Value Series                                   | 811-08326         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Research Fund                                  | 811-02031         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Utilities Series                               | 811-08326         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Research International Fund                    | 811-04777         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS High Income Fund                               | 811-02794         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS International Equity Fund                      | 811-06174         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Total Return Series                            | 811-08326         |
| MFS Technology Fund                                | 811-04777         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Research Series                                | 811-08326         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Growth Series                                  | 811-08326         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Income Fund                                    | 811-05262         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS International Growth Fund                      | 811-04492         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS High Yield Portfolio                           | 811-03732         |

- **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: 10 - MFS Corporate Bond Portfolio

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

- **a. Full Name of the Fund:** MFS Corporate Bond Portfolio

- **b. Series identification number, if any:** S000002634

- **c. LEI:** 549300EBTH38BN20LW52

- **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?:** 2

- **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 | Initial Class           | C000007237                                | N/A                          |
|                           2 | Service Class           | C000007238                                | N/A                          |

**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

- [ ] 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

**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:** State Street Bank and Trust Company

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

- **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

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

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

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

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

- 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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** Refinitiv US SEF LLC

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

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

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

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

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** 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: 2**

- **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: 3**

- **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: 4**

- **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: 5**

- **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: 6**

- **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: 7**

- **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: 8**

- **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: 9**

- **i. Full name:** Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex

- **ii. LEI, if any:** 2SFFM4FUIE05S37WFU55

- **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:** Skandinaviska Enskilda Banken A/S

- **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: 11**

- **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: 12**

- **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: 13**

- **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: 14**

- **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: 15**

- **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: 16**

- **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: 17**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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 Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **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: 19**

- **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: 20**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 22**

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** 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:** $10,627.64

**Aggregate Commission:** $10,627.64

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

| Name                               | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Citigroup Global Markets Inc.      | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $24,446,948.52            |
| Credit Suisse Securities (USA) LLC | 8-422             |    000000816 | 1V8Y6QCX6YMJ2OELII46 | NY      | US        | $7,087,278.00             |
| BofA Securities, Inc.              | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $39,210,709.80            |
| BNP Paribas Securities Corp.       | 8-32682           |    000015794 | RCNB6OTYUAMMP879YW96 | NY      | US        | $7,336,575.05             |
| MarketAxess Corporation            | 8-50727           |    000044542 | GPSMMRI21JE7ZCVYF972 | NY      | US        | $7,202,117.85             |
| Goldman Sachs & Co. LLC            | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $27,969,580.85            |
| Morgan Stanley & Co. LLC           | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $17,450,874.50            |
| Barclays Capital Inc.              | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $20,507,946.98            |
| Wells Fargo Securities, LLC        | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $11,212,807.87            |
| J.P. Morgan Securities LLC         | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $16,948,660.35            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $238,078,554.15

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

- **Item C.19.a - Fund's monthly average net assets:** $173,266,280.48

**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 Global Growth Portfolio                        | 811-03732         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Research Fund                                  | 811-02031         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Value Series                                   | 811-08326         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Research International Fund                    | 811-04777         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Growth Series                                  | 811-08326         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Income Fund                                    | 811-05262         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Utilities Series                               | 811-08326         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Value Fund                                     | 811-04777         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Research Series                                | 811-08326         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Total Return Series                            | 811-08326         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS High Income Fund                               | 811-02794         |
| MFS Intrinsic Value Fund                           | 811-03090         |

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Research Fund                                  | 811-02031         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Technology Fund                                | 811-04777         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Total Return Series                            | 811-08326         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Research Series                                | 811-08326         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Technology Portfolio                           | 811-03732         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Utilities Series                               | 811-08326         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Income Fund                                    | 811-05262         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Value Fund                                     | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Research International Fund                    | 811-04777         |
| MFS Growth Series                                  | 811-08326         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS High Income Fund                               | 811-02794         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Value Series                                   | 811-08326         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research International Equity Fund     | 811-02594         |

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

**Line of Credit details Record: 3**

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

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

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

  - **Line Institutions Record: 1 Name of institution:** The Toronto-Dominion Bank NY Branch

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

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

  - **Line Institutions Record: 4 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 5 Name of institution:** The Bank of Nova Scotia

  - **Line Institutions Record: 6 Name of institution:** Royal Bank of Canada

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

  - **Line Institutions Record: 8 Name of institution:** BMO Bank of Montreal Chicago Branch

  - **Line Institutions Record: 9 Name of institution:** Wells Fargo Bank, N.A.

  - **Line Institutions Record: 10 Name of institution:** State Street Bank and Trust Company

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

  - **Line Institutions Record: 12 Name of institution:** HSBC Bank USA, N.A.

  - **Line Institutions Record: 13 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 14 Name of institution:** PNC Bank, National Association

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

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

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Growth Series                                                    | 811-08326         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Research Series                                                  | 811-08326         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Value Series                                                     | 811-08326         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Research Fund                                                    | 811-02031         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS International Large Cap Value Fund                               | 811-04492         |

- **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: 11 - MFS High Yield Portfolio

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

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

- **b. Series identification number, if any:** S000002636

- **c. LEI:** ZJO44YL9IRHSPRALW090

- **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?:** 2

- **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 | Service Class           | C000007242                                | N/A                          |
|                           2 | Initial Class           | C000007241                                | N/A                          |

**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

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

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

- **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:** $784.00

- **g. Provide the net income from securities lending activities:** $39.00

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

**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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** Refinitiv US SEF LLC

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

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

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

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

- **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:** BNP Paribas Securities Services

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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 (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: 3**

- **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: 4**

- **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: 5**

- **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: 6**

- **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: 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:** 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: 9**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **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: 10**

- **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: 11**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** Skandinaviska Enskilda Banken A/S

- **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: 13**

- **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: 14**

- **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: 15**

- **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: 16**

- **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: 17**

- **i. Full name:** Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex

- **ii. LEI, if any:** 2SFFM4FUIE05S37WFU55

- **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:** 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: 19**

- **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: 20**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s. (Bratislava, Bratislavsky, SK, Branch)

- **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: 21**

- **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: 22**

- **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: 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:** Standard Chartered Bank (Makati City, Metro Manila, PH, 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: 25**

- **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: 26**

- **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: 27**

- **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: 28**

- **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: 29**

- **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: 30**

- **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: 31**

- **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)

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** 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:** $2,330.17

**Brokers Record: 2**

- **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:** $6.13

**Brokers Record: 3**

- **i. Full name of broker:** Peel Hunt LLP

- **ii. SEC file number:** 8-68845

- **iii. CRD number:** 000157321

- **iv. LEI, if any:** 5493007DWN0R4YBM4C84

- **vii. Gross commissions paid by the Fund for the reporting period:** $39.76

**Aggregate Commission:** $2,376.06

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

| Name                               | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Citigroup Global Markets Inc.      | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $16,916,445.48            |
| Credit Suisse Securities (USA) LLC | 8-422             |    000000816 | 1V8Y6QCX6YMJ2OELII46 | NY      | US        | $8,527,504.34             |
| Barclays Capital Inc.              | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $14,484,590.26            |
| J.P. Morgan Securities LLC         | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $18,878,604.91            |
| Goldman Sachs & Co. LLC            | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $22,829,129.74            |
| Morgan Stanley & Co. LLC           | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $6,470,619.64             |
| BofA Securities, Inc.              | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $25,854,170.34            |
| MarketAxess Corporation            | 8-50727           |    000044542 | GPSMMRI21JE7ZCVYF972 | NY      | US        | $5,118,075.09             |
| Wells Fargo Securities, LLC        | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $8,821,192.00             |
| Jefferies LLC                      | 8-15074           |    000002347 | 58PU97L1C0WSRCWADL48 | NY      | US        | $9,269,649.86             |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $176,029,338.05

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

- **Item C.19.a - Fund's monthly average net assets:** $283,939,668.26

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

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

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

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** 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:** The Bank of Nova Scotia

  - **Line Institutions Record: 3 Name of institution:** Deutsche Bank AG, NY Branch

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

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

  - **Line Institutions Record: 6 Name of institution:** HSBC Bank USA, N.A.

  - **Line Institutions Record: 7 Name of institution:** BMO Bank of Montreal Chicago Branch

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

  - **Line Institutions Record: 9 Name of institution:** JPMorgan Chase Bank, N.A.

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

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

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

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

  - **Line Institutions Record: 14 Name of institution:** Citibank, N.A.

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

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

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS New Discovery Series                                             | 811-08326         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Total Return Series                                              | 811-08326         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Research Series                                                  | 811-08326         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Value Fund                                                       | 811-04777         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Growth Fund                                                      | 811-04775         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Research International Fund                                      | 811-04777         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Income Fund                                                      | 811-05262         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Value Series                                                     | 811-08326         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Growth Series                                  | 811-08326         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Value Series                                   | 811-08326         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Research International Fund                    | 811-04777         |
| MFS Total Return Series                            | 811-08326         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Research International Portfolio               | 811-03732         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Income Fund                                    | 811-05262         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS High Income Fund                               | 811-02794         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Research Series                                | 811-08326         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Utilities Series                               | 811-08326         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Global Equity Series                           | 811-08326         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Value Fund                                     | 811-04777         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Research Fund                                  | 811-02031         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Income Portfolio                               | 811-03732         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Municipal Income 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?** $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 Blended Research International Equity Fund     | 811-02594         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Total Return Series                            | 811-08326         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Utilities Series                               | 811-08326         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Growth Series                                  | 811-08326         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Global Equity Series                           | 811-08326         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS High Income Fund                               | 811-02794         |
| MFS Research International Fund                    | 811-04777         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Research Fund                                  | 811-02031         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Income Fund                                    | 811-05262         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Value Fund                                     | 811-04777         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Technology Fund                                | 811-04777         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Research Series                                | 811-08326         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Value Series                                   | 811-08326         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Lifetime 2040 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

**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: 12 - MFS Research International Portfolio

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

- **a. Full Name of the Fund:** MFS Research International Portfolio

- **b. Series identification number, if any:** S000002646

- **c. LEI:** X2VCGKUPS3KBELF38X91

- **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?:** 2

- **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 | Initial Class           | C000007261                                | N/A                          |
|                           2 | Service Class           | C000007262                                | N/A                          |

**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

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

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

- **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:** $956,323.79

- **g. Provide the net income from securities lending activities:** $8,147.00

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

Did the Fund rely on the following rules?

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

- 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))

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

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

- 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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** Refinitiv US SEF LLC

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

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

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

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

- **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 (Jakarta, Jakarta, ID, Branch)

- **ii. LEI, if any:** 254900XJQ7BKPSDXNP74

- **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:** Standard Chartered Bank (Makati City, Metro Manila, PH, 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: 3**

- **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: 4**

- **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: 5**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 7**

- **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: 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 (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: 10**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 12**

- **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: 13**

- **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: 14**

- **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: 15**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **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: 16**

- **i. Full name:** Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex

- **ii. LEI, if any:** 2SFFM4FUIE05S37WFU55

- **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:** 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: 18**

- **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: 19**

- **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: 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:** 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: 23**

- **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: 24**

- **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: 25**

- **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: 26**

- **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: 27**

- **i. Full name:** Standard Chartered Bank Malaysia Berhad

- **ii. LEI, if any:** 549300JTJBG2QBI8KD48

- **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:** Standard Chartered Bank (Taiwan) Limited

- **ii. LEI, if any:** 549300QJEO1B92LSHZ06

- **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:** 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: 30**

- **i. Full name:** Skandinaviska Enskilda Banken A/S

- **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: 31**

- **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: 32**

- **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: 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:** 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: 35**

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

- **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: 36**

- **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: 37**

- **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: 38**

- **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: 39**

- **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: 40**

- **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: 41**

- **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: 42**

- **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: 43**

- **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)

- **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.

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** $6,919.18

**Brokers Record: 2**

- **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:** $9,069.98

**Brokers Record: 3**

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

- **ii. SEC file number:** 8-422

- **iii. CRD number:** 000000816

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $3,742.57

**Brokers Record: 4**

- **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:** $5,816.56

**Brokers Record: 5**

- **i. Full name of broker:** Macquarie Capital (USA) Inc.

- **ii. SEC file number:** 8-47198

- **iii. CRD number:** 000036368

- **iv. LEI, if any:** 549300670K07JRB5UQ40

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,308.51

**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:** $6,551.40

**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:** $7,795.83

**Brokers Record: 8**

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

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

- **iii. CRD number:** 000002347

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $8,877.88

**Brokers Record: 9**

- **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:** $11,703.83

**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:** $20,875.86

**Aggregate Commission:** $94,517.87

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

| Name                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Goldman Sachs & Co. LLC  | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $159,007.80               |
| Morgan Stanley & Co. LLC | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $184,818.79               |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $1,471,659.17

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

- **Item C.19.a - Fund's monthly average net assets:** $378,010,930.96

**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:** Wells Fargo Bank, N.A.

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

  - **Line Institutions Record: 4 Name of institution:** Deutsche Bank AG, NY Branch

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

  - **Line Institutions Record: 6 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 7 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 8 Name of institution:** The Bank of Nova Scotia

  - **Line Institutions Record: 9 Name of institution:** JPMorgan Chase Bank, N.A.

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

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

  - **Line Institutions Record: 12 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 13 Name of institution:** HSBC Bank USA, N.A.

  - **Line Institutions Record: 14 Name of institution:** The Toronto-Dominion Bank NY 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. Value Fund                                 | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Research Series                                                  | 811-08326         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Income Fund                                                      | 811-05262         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS International Growth Fund                                        | 811-04492         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Value Series                                                     | 811-08326         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Research International Fund                                      | 811-04777         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |

- **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 Lifetime 2035 Fund                             | 811-21780         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Research Series                                | 811-08326         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Value Series                                   | 811-08326         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Research Fund                                  | 811-02031         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Income Fund                                    | 811-05262         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Research International Fund                    | 811-04777         |
| MFS Total Return Series                            | 811-08326         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Utilities Series                               | 811-08326         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Growth Series                                  | 811-08326         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Technology Fund                                | 811-04777         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Value Fund                                     | 811-04777         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS High Income Fund                               | 811-02794         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Government Securities Portfolio                | 811-03732         |

- **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 International Intrinsic Value Fund             | 811-04492         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS High Income Fund                               | 811-02794         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Growth Fund                                    | 811-04775         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Technology Fund                                | 811-04777         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Total Return Series                            | 811-08326         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Utilities Series                               | 811-08326         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Value Series                                   | 811-08326         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Value Fund                                     | 811-04777         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Growth Series                                  | 811-08326         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Research Fund                                  | 811-02031         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS International Diversification Fund             | 811-03090         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Research International Fund                    | 811-04777         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Income Fund                                    | 811-05262         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Research Series                                | 811-08326         |
| MFS Commodity Strategy Fund                        | 811-04492         |

- **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: 13 - MFS Government Securities Portfolio

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

- **a. Full Name of the Fund:** MFS Government Securities Portfolio

- **b. Series identification number, if any:** S000002635

- **c. LEI:** TC07MNDC26S0HMWGJ177

- **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?:** 2

- **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 | Initial Class           | C000007239                                | N/A                          |
|                           2 | Service Class           | C000007240                                | N/A                          |

**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

- [ ] 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

**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:** State Street Bank and Trust Company

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

- **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

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

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

**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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** Refinitiv US SEF LLC

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

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

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

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

- **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:** 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: 2**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **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:** 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: 4**

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** 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:** $33,577.49

**Aggregate Commission:** $33,577.49

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

| Name                               | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| BofA Securities, Inc.              | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $378,918,062.94           |
| Wells Fargo Securities, LLC        | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $50,773,118.61            |
| Citigroup Global Markets Inc.      | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $194,788,020.04           |
| J.P. Morgan Securities LLC         | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $192,053,492.88           |
| BMO Capital Markets Corp.          | 8-34344           |    000016686 | RUC0QBLBRPRCU4W1NE59 | NY      | US        | $6,744,732.52             |
| Credit Suisse Securities (USA) LLC | 8-422             |    000000816 | 1V8Y6QCX6YMJ2OELII46 | NY      | US        | $83,321,362.14            |
| Morgan Stanley & Co. LLC           | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $136,166,220.98           |
| BNY Mellon Capital Markets, LLC    | 8-35255           |    000017454 | VJW2DOOHGDT6PR0ZRO63 | NY      | US        | $17,113,312.84            |
| Barclays Capital Inc.              | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $70,308,455.31            |
| Goldman Sachs & Co. LLC            | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $280,232,206.30           |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $1,426,794,784.11

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

- **Item C.19.a - Fund's monthly average net assets:** $362,587,559.48

**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:** BMO Bank of Montreal Chicago Branch

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

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

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

  - **Line Institutions Record: 7 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 8 Name of institution:** PNC Bank, National Association

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

  - **Line Institutions Record: 10 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 11 Name of institution:** The Bank of Nova Scotia

  - **Line Institutions Record: 12 Name of institution:** Bank of America, N.A.

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

  - **Line Institutions Record: 14 Name of institution:** Deutsche Bank AG, NY 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 High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Growth Series                                                    | 811-08326         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Value Series                                                     | 811-08326         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Research Series                                                  | 811-08326         |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Growth Fund                                                      | 811-04775         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Research International Fund                                      | 811-04777         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Total Return Series                                              | 811-08326         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Research Fund                                                    | 811-02031         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Total Return Fund                                                | 811-02031         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS New Discovery Series                                             | 811-08326         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Income Fund                                                      | 811-05262         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Investment Funds - Blended Research Global 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?** $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 HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Income Fund                                    | 811-05262         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Value Series                                   | 811-08326         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Total Return Series                            | 811-08326         |
| MFS Utilities Fund                                 | 811-06102         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Technology Fund                                | 811-04777         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Utilities Series                               | 811-08326         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Research International Fund                    | 811-04777         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Value Fund                                     | 811-04777         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Growth Series                                  | 811-08326         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Total Return Fund                              | 811-02031         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Research Fund                                  | 811-02031         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS High Income Fund                               | 811-02794         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Research Series                                | 811-08326         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Lifetime 2020 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?** 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 Core Equity Fund                               | 811-04777         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Global Equity Series                           | 811-08326         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Value Fund                                     | 811-04777         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Research Fund                                  | 811-02031         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Total Return Series                            | 811-08326         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS New Discovery Series                           | 811-08326         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Income Fund                                    | 811-05262         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Research Series                                | 811-08326         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS High Income Fund                               | 811-02794         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Value Series                                   | 811-08326         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Research International Fund                    | 811-04777         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Growth Series                                  | 811-08326         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Utilities Series                               | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Technology Fund                                | 811-04777         |
| MFS Global Growth Fund                             | 811-05262         |

- **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: 14 - MFS Core Equity Portfolio

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

- **a. Full Name of the Fund:** MFS Core Equity Portfolio

- **b. Series identification number, if any:** S000002656

- **c. LEI:** KO6HG4DMBNBZ3YTS6017

- **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?:** 2

- **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 | Initial Class           | C000007281                                | N/A                          |
|                           2 | Service Class           | C000007282                                | N/A                          |

**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

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

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

- **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:** $95,988.61

- **g. Provide the net income from securities lending activities:** $627.00

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

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

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

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

**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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** Refinitiv US SEF LLC

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

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

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

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

- **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:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

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

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

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

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

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

**Custodians Record: 2**

- **i. Full name:** 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: 3**

- **i. Full name:** Standard Chartered Bank (Makati City, Metro Manila, PH, 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: 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:** 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: 6**

- **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: 7**

- **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: 8**

- **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: 9**

- **i. Full name:** Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex

- **ii. LEI, if any:** 2SFFM4FUIE05S37WFU55

- **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:** 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: 11**

- **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: 12**

- **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: 13**

- **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: 14**

- **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: 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:** 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: 17**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** Standard Chartered Bank Malaysia Berhad

- **ii. LEI, if any:** 549300JTJBG2QBI8KD48

- **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:** 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: 20**

- **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: 21**

- **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: 22**

- **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: 23**

- **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: 24**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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

- **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:** 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: 27**

- **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: 28**

- **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: 29**

- **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: 30**

- **i. Full name:** Skandinaviska Enskilda Banken A/S

- **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)

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** $2,630.62

**Brokers Record: 2**

- **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:** $1,402.10

**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:** $3,972.74

**Brokers Record: 4**

- **i. Full name of broker:** KeyBanc Capital Markets Inc.

- **ii. SEC file number:** 8-30177

- **iii. CRD number:** 000000566

- **iv. LEI, if any:** 2EQWV0180Z211YVAD813

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,112.20

**Brokers Record: 5**

- **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:** $3,645.49

**Brokers Record: 6**

- **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:** $1,902.86

**Brokers Record: 7**

- **i. Full name of broker:** National Financial Services LLC

- **ii. SEC file number:** 8-26740

- **iii. CRD number:** 000013041

- **iv. LEI, if any:** 549300JRHF1MHHWUAW04

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,024.63

**Brokers Record: 8**

- **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:** $1,275.79

**Brokers Record: 9**

- **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:** $2,064.84

**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:** $3,699.08

**Aggregate Commission:** $28,078.50

**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        | $725,653.29               |
| BTIG, LLC                  | 8-65473           |    000122225 | 549300GTG9PL6WO3EC51 | CA      | US        | $133,760.00               |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $859,413.29

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

- **Item C.19.a - Fund's monthly average net assets:** $241,244,441.31

**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 Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Total Return Fund                              | 811-02031         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Technology Fund                                | 811-04777         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Growth Series                                  | 811-08326         |
| MFS Total Return Series                            | 811-08326         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Value Series                                   | 811-08326         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Research International Fund                    | 811-04777         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Income Fund                                    | 811-05262         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Value Fund                                     | 811-04777         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Utilities Series                               | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS High Income Fund                               | 811-02794         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Research Fund                                  | 811-02031         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Global Equity Series                           | 811-08326         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Research Series                                | 811-08326         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |

- **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 INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Research Fund                                  | 811-02031         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Total Return Series                            | 811-08326         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Income Fund                                    | 811-05262         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Growth Series                                  | 811-08326         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Research International Fund                    | 811-04777         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Utilities Series                               | 811-08326         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Research Series                                | 811-08326         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS High Income Fund                               | 811-02794         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Value Fund                                     | 811-04777         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS New Discovery Series                           | 811-08326         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Value Series                                   | 811-08326         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Growth Fund                                    | 811-04775         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Research International Portfolio               | 811-03732         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Technology Fund                                | 811-04777         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Growth Allocation Portfolio                    | 811-08879         |

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

**Line of Credit details Record: 3**

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

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

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

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

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

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

  - **Line Institutions Record: 4 Name of institution:** The Toronto-Dominion Bank NY Branch

  - **Line Institutions Record: 5 Name of institution:** The Bank of Nova Scotia

  - **Line Institutions Record: 6 Name of institution:** BMO Bank of Montreal Chicago Branch

  - **Line Institutions Record: 7 Name of institution:** State Street Bank and Trust Company

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

  - **Line Institutions Record: 9 Name of institution:** Deutsche Bank AG, NY Branch

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

  - **Line Institutions Record: 11 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 12 Name of institution:** Wells Fargo Bank, N.A.

  - **Line Institutions Record: 13 Name of institution:** PNC Bank, National Association

  - **Line Institutions Record: 14 Name of institution:** Royal Bank of Canada

- **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 Equity Fund                                               | 811-06102         |
| MFS Value Series                                                     | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Research International Portfolio                                 | 811-03732         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Income Fund                                                      | 811-05262         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Value Fund                                                       | 811-04777         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Research Series                                                  | 811-08326         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Research International Fund                                      | 811-04777         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Growth Series                                                    | 811-08326         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS International Diversification Fund                               | 811-03090         |

- **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: 15 - MFS Global Tactical Allocation Portfolio

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

- **a. Full Name of the Fund:** MFS Global Tactical Allocation Portfolio

- **b. Series identification number, if any:** S000002661

- **c. LEI:** LQZ5VNZ5VYP9RGH88M14

- **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?:** 2

- **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 | Service Class           | C000007292                                | N/A                          |
|                           2 | Initial Class           | C000007291                                | N/A                          |

**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

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

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

- **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:** $368,429.87

- **g. Provide the net income from securities lending activities:** $3,283.00

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

Did the Fund rely on the following rules?

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

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

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

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

- 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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** PricingDirect Inc.

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

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

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

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

**Pricing Services Record: 3**

- **i. Full name:** Refinitiv US SEF LLC

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

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

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

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

- **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:** 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: 2**

- **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: 3**

- **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: 4**

- **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: 5**

- **i. Full name:** Standard Chartered Bank Malaysia Berhad

- **ii. LEI, if any:** 549300JTJBG2QBI8KD48

- **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 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: 7**

- **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: 8**

- **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: 9**

- **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: 10**

- **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: 11**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** Standard Chartered Bank (Jakarta, Jakarta, ID, Branch)

- **ii. LEI, if any:** 254900XJQ7BKPSDXNP74

- **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:** BNP Paribas Securities Services (Athens, Attica, GR, Branch)

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 15**

- **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: 16**

- **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: 17**

- **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: 18**

- **i. Full name:** Landsbankinn hf.

- **ii. LEI, if any:** 549300TLZPT6JELDWM92

- **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:** 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: 20**

- **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: 21**

- **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: 22**

- **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: 23**

- **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: 24**

- **i. Full name:** Skandinaviska Enskilda Banken A/S

- **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: 25**

- **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: 26**

- **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: 27**

- **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: 28**

- **i. Full name:** Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex

- **ii. LEI, if any:** 2SFFM4FUIE05S37WFU55

- **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:** UniCredit Bank Czech Republic and Slovakia, a.s. (Bratislava, Bratislavsky, SK, Branch)

- **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: 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:** Standard Chartered Bank (Makati City, Metro Manila, PH, 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:** 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: 33**

- **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: 34**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **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: 35**

- **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: 36**

- **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: 37**

- **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: 38**

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

- **ii. LEI, if any:** 549300QJEO1B92LSHZ06

- **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:** 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: 40**

- **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: 41**

- **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: 42**

- **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: 43**

- **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: 44**

- **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: 45**

- **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: 46**

- **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: 47**

- **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: 48**

- **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)

- **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.

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** 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:** $88,886.04

**Brokers Record: 2**

- **i. Full name of broker:** Exane, Inc.

- **ii. SEC file number:** 8-49569

- **iii. CRD number:** 000041784

- **iv. LEI, if any:** 6SDWK6FV8H98XAGSYS75

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $400.90

**Brokers Record: 3**

- **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:** $813.15

**Brokers Record: 4**

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

- **ii. SEC file number:** 8-422

- **iii. CRD number:** 000000816

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $843.15

**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:** $322,450.69

**Brokers Record: 6**

- **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:** $1,673.13

**Brokers Record: 7**

- **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:** $1,286.97

**Brokers Record: 8**

- **i. Full name of broker:** J.P. Morgan Securities LLC

- **ii. SEC file number:** 8-35008

- **iii. CRD number:** 000000079

- **iv. LEI, if any:** ZBUT11V806EZRVTWT807

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $3,949.27

**Brokers Record: 9**

- **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:** $2,489.55

**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:** $4,530.05

**Aggregate Commission:** $429,836.27

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

| Name                                  | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Deutsche Bank Securities Inc.         | 8-17822           |    000002525 | 9J6MBOOO7BECTDTUZW19 | NY      | US        | $34,085,738.40            |
| Citigroup Global Markets Inc.         | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $122,212,390.36           |
| HSBC Securities (USA) Inc.            | 8-41562           |    000019585 | CYYGQCGNHMHPSMRL3R97 | NY      | US        | $30,965,885.76            |
| Nomura Securities International, Inc. | 8-15255           |    000004297 | OXTKY6Q8X53C9ILVV871 | NY      | US        | $27,292,788.37            |
| BNP Paribas Securities Corp.          | 8-32682           |    000015794 | RCNB6OTYUAMMP879YW96 | NY      | US        | $31,903,972.17            |
| Goldman Sachs & Co. LLC               | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $94,087,592.23            |
| J.P. Morgan Securities LLC            | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $57,361,134.09            |
| BofA Securities, Inc.                 | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $2,514,559,496.93         |
| Mizuho Securities USA LLC             | 8-37710           |    000019647 | 7TK5RJIZDFROZCA6XF66 | NY      | US        | $38,406,797.39            |
| Barclays Capital Inc.                 | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $69,830,229.21            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $3,238,838,498.69

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

- **Item C.19.a - Fund's monthly average net assets:** $450,984,710.27

**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:** Canadian Imperial Bank of Commerce

  - **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:** BMO Bank of Montreal Chicago Branch

  - **Line Institutions Record: 5 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 6 Name of institution:** Wells Fargo Bank, N.A.

  - **Line Institutions Record: 7 Name of institution:** The Toronto-Dominion Bank NY Branch

  - **Line Institutions Record: 8 Name of institution:** The Bank of Nova Scotia

  - **Line Institutions Record: 9 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 10 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 11 Name of institution:** HSBC Bank USA, N.A.

  - **Line Institutions Record: 12 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 13 Name of institution:** PNC Bank, National Association

  - **Line Institutions Record: 14 Name of institution:** Royal Bank of Canada

- **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 Equity Fund                                               | 811-06102         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Value Fund                                                       | 811-04777         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Research Series                                                  | 811-08326         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Technology Fund                                                  | 811-04777         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Value Series                                                     | 811-08326         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Total Return 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?** $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 Municipal High Income Fund                     | 811-02794         |
| MFS Growth Fund                                    | 811-04775         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Utilities Series                               | 811-08326         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Growth Series                                  | 811-08326         |
| MFS Value Series                                   | 811-08326         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS International Equity Fund                      | 811-06174         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Research Series                                | 811-08326         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Research Fund                                  | 811-02031         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Income Fund                                    | 811-05262         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Research International Fund                    | 811-04777         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Income Portfolio                               | 811-03732         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Total Return Series                            | 811-08326         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS High Income Fund                               | 811-02794         |
| MFS Value Fund                                     | 811-04777         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Technology Fund                                | 811-04777         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Institutional Money Market Portfolio           | 811-22033         |

- **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 Prudent Investor Fund                          | 811-02032         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Growth Series                                  | 811-08326         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Value Fund                                     | 811-04777         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS High Income Fund                               | 811-02794         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Growth Fund                                    | 811-04775         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Total Return Series                            | 811-08326         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Income Fund                                    | 811-05262         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Utilities Series                               | 811-08326         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Technology Fund                                | 811-04777         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Research Fund                                  | 811-02031         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Research International Fund                    | 811-04777         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Value Series                                   | 811-08326         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Lifetime 2065 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

**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: 16 - MFS Technology Portfolio

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

- **a. Full Name of the Fund:** MFS Technology Portfolio

- **b. Series identification number, if any:** S000002651

- **c. LEI:** 1HKSSRG627MYX0LD4M13

- **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?:** 2

- **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 | Initial Class           | C000007271                                | N/A                          |
|                           2 | Service Class           | C000007272                                | N/A                          |

**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

- [ ] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** Yes

**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:** State Street Bank and Trust Company

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

- **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:** $23,697.09

- **g. Provide the net income from securities lending activities:** $198.00

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** Refinitiv US SEF LLC

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

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

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

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

- **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 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: 2**

- **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: 3**

- **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: 4**

- **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: 5**

- **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: 6**

- **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: 7**

- **i. Full name:** Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex

- **ii. LEI, if any:** 2SFFM4FUIE05S37WFU55

- **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:** 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: 9**

- **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: 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:** 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: 12**

- **i. Full name:** Standard Chartered Bank Malaysia Berhad

- **ii. LEI, if any:** 549300JTJBG2QBI8KD48

- **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, 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: 14**

- **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: 15**

- **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: 16**

- **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: 17**

- **i. Full name:** Skandinaviska Enskilda Banken A/S

- **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: 18**

- **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: 19**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **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: 20**

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

- **ii. LEI, if any:** 549300QJEO1B92LSHZ06

- **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:** 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: 22**

- **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: 23**

- **i. Full name:** Standard Chartered Bank (Makati City, Metro Manila, PH, 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: 24**

- **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: 25**

- **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: 26**

- **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: 27**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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, 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: 29**

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

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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 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: 31**

- **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: 32**

- **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: 33**

- **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: 34**

- **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)

- **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.

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

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

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

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

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** KeyBanc Capital Markets Inc.

- **ii. SEC file number:** 8-30177

- **iii. CRD number:** 000000566

- **iv. LEI, if any:** 2EQWV0180Z211YVAD813

- **v. State, if applicable:** OH

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $225.86

**Brokers Record: 2**

- **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:** $337.68

**Brokers Record: 3**

- **i. Full name of broker:** Fidelity Brokerage Services LLC

- **ii. SEC file number:** 8-23292

- **iii. CRD number:** 000007784

- **iv. LEI, if any:** 549300OQFQ4NFIOD5695

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $335.26

**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:** $1,912.05

**Brokers Record: 5**

- **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:** $264.67

**Brokers Record: 6**

- **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:** $779.39

**Brokers Record: 7**

- **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:** $1,290.68

**Brokers Record: 8**

- **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:** $878.94

**Brokers Record: 9**

- **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:** $1,395.81

**Brokers Record: 10**

- **i. Full name of broker:** National Financial Services LLC

- **ii. SEC file number:** 8-26740

- **iii. CRD number:** 000013041

- **iv. LEI, if any:** 549300JRHF1MHHWUAW04

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $565.66

**Aggregate Commission:** $9,573.96

**Item C.17.a. Principal transaction counterparties.**

| Name                    | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Goldman Sachs & Co. LLC | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $146,811.00               |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $146,811.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $108,831,574.79

**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 Value Fund                                     | 811-04777         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Research International Fund                    | 811-04777         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Research Fund                                  | 811-02031         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Utilities Series                               | 811-08326         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Total Return Series                            | 811-08326         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Income Fund                                    | 811-05262         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Research Series                                | 811-08326         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Growth Fund                                    | 811-04775         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Value Series                                   | 811-08326         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS High Income Fund                               | 811-02794         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Technology Fund                                | 811-04777         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS International Equity Fund                      | 811-06174         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Growth Series                                  | 811-08326         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Lifetime 2055 Fund                             | 811-21780         |

- **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:** The Bank of Nova Scotia

  - **Line Institutions Record: 3 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 4 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 5 Name of institution:** PNC Bank, National Association

  - **Line Institutions Record: 6 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 7 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 8 Name of institution:** Wells Fargo Bank, N.A.

  - **Line Institutions Record: 9 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 10 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 11 Name of institution:** BMO Bank of Montreal Chicago Branch

  - **Line Institutions Record: 12 Name of institution:** The Toronto-Dominion Bank NY Branch

  - **Line Institutions Record: 13 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 14 Name of institution:** HSBC Bank USA, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Income Fund                                                      | 811-05262         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Total Return Series                                              | 811-08326         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Growth Series                                                    | 811-08326         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Research Series                                                  | 811-08326         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Research Fund                                                    | 811-02031         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Value Series                                                     | 811-08326         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |

- **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 Prudent Investor Fund                          | 811-02032         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Research Fund                                  | 811-02031         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Research Series                                | 811-08326         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Value Fund                                     | 811-04777         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Research International Portfolio               | 811-03732         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Growth Series                                  | 811-08326         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS International Growth Fund                      | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Total Return Series                            | 811-08326         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Research International Fund                    | 811-04777         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Utilities Series                               | 811-08326         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Technology Fund                                | 811-04777         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS High Income Fund                               | 811-02794         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Income Fund                                    | 811-05262         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS New Discovery Series                           | 811-08326         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Value Series                                   | 811-08326         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Blended Research International Equity Fund     | 811-02594         |

- **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: 17 - MFS Massachusetts Investors Growth Stock Portfolio

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Massachusetts Investors Growth Stock Portfolio

- **b. Series identification number, if any:** S000002639

- **c. LEI:** NMQQ5ZEM63SHX6QF6Y78

- **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?:** 2

- **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 | Initial Class           | C000007247                                | N/A                          |
|                           2 | Service Class           | C000007248                                | N/A                          |

**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

- [ ] 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

**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:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **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

- **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 12d1-1 (17 CFR 270.12d1-1)

- Rule 17a-7 (17 CFR 270.17a-7)

- 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

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** Refinitiv US SEF LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 549300WQWDPFSMQ8I087

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **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:** Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex

- **ii. LEI, if any:** 2SFFM4FUIE05S37WFU55

- **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:** 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: 3**

- **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: 4**

- **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: 5**

- **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: 6**

- **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: 7**

- **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: 8**

- **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: 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:** 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: 11**

- **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: 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:** 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: 14**

- **i. Full name:** BNP Paribas Securities Services

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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 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: 16**

- **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: 17**

- **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: 18**

- **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: 19**

- **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: 20**

- **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: 21**

- **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: 22**

- **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: 23**

- **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: 24**

- **i. Full name:** BNP Paribas Securities Services (Athens, Attica, GR, Branch)

- **ii. LEI, if any:** 549300WCGB70D06XZS54

- **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:** 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: 26**

- **i. Full name:** Skandinaviska Enskilda Banken A/S

- **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: 27**

- **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: 28**

- **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: 29**

- **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: 30**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **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: 31**

- **i. Full name:** Standard Chartered Bank Malaysia Berhad

- **ii. LEI, if any:** 549300JTJBG2QBI8KD48

- **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:** 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: 33**

- **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: 34**

- **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: 35**

- **i. Full name:** Standard Chartered Bank (Makati City, Metro Manila, PH, 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: 36**

- **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)

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. LEI, if any:** 084-01316

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** $5,977.87

**Brokers Record: 2**

- **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:** $1,703.53

**Brokers Record: 3**

- **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:** $2,906.56

**Brokers Record: 4**

- **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:** $1,415.98

**Brokers Record: 5**

- **i. Full name of broker:** Credit Suisse Securities (USA) LLC

- **ii. SEC file number:** 8-422

- **iii. CRD number:** 000000816

- **iv. LEI, if any:** 1V8Y6QCX6YMJ2OELII46

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,322.95

**Brokers Record: 6**

- **i. Full name of broker:** National Bank of Canada Financial Inc.

- **ii. SEC file number:** 8-39947

- **iii. CRD number:** 000022698

- **iv. LEI, if any:** 549300K66TF1ST7A3V76

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,681.50

**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:** $2,182.57

**Brokers Record: 8**

- **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:** $7,421.54

**Brokers Record: 9**

- **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:** $3,618.07

**Brokers Record: 10**

- **i. Full name of broker:** Exane, Inc.

- **ii. SEC file number:** 8-49569

- **iii. CRD number:** 000041784

- **iv. LEI, if any:** 6SDWK6FV8H98XAGSYS75

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,352.91

**Aggregate Commission:** $38,115.86

- **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:** $978,083,565.37

**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 Blended Research Emerging Markets Equity Fund | 811-02594         |
| MFS Blended Research Small Cap Equity Fund        | 811-04492         |
| MFS Low Volatility Equity Fund                    | 811-04777         |
| MFS Blended Research Growth Equity Fund           | 811-04492         |
| MFS Mississippi Municipal Bond Fund               | 811-04096         |
| MFS International Growth Fund                     | 811-04492         |
| MFS Research Series                               | 811-08326         |
| MFS Blended Research Mid Cap Equity Fund          | 811-04492         |
| MFS Global High Yield Fund                        | 811-02794         |
| MFS Pennsylvania Municipal Bond Fund              | 811-04096         |
| MFS North Carolina Municipal Bond Fund            | 811-04096         |
| MFS U.S. Government Money Market Fund             | 811-02594         |
| MFS Alabama Municipal Bond Fund                   | 811-04096         |
| MFS Managed Wealth Fund                           | 811-04492         |
| MFS Blended Research International Equity Fund    | 811-02594         |
| MFS Total Return Fund                             | 811-02031         |
| MFS Government Securities Portfolio               | 811-03732         |
| MFS Corporate Bond Portfolio                      | 811-03732         |
| MFS Moderate Allocation Fund                      | 811-04492         |
| MFS High Yield Portfolio                          | 811-03732         |
| MFS Utilities Series                              | 811-08326         |
| MFS New York Municipal Bond Fund                  | 811-04096         |
| MFS HIGH INCOME MUNICIPAL TRUST                   | 811-05754         |
| MFS Value Series                                  | 811-08326         |
| MFS Global Equity Series                          | 811-08326         |
| MFS Conservative Allocation Portfolio             | 811-08879         |
| MFS Technology Portfolio                          | 811-03732         |
| MFS International Diversification Fund            | 811-03090         |
| MFS Municipal Income Fund                         | 811-04096         |
| MFS New Discovery Value Portfolio                 | 811-08879         |
| MFS Research Fund                                 | 811-02031         |
| MFS International Growth Portfolio                | 811-03732         |
| MFS Low Volatility Global Equity Fund             | 811-04777         |
| MFS Equity Income Fund                            | 811-03090         |
| MFS Lifetime 2060 Fund                            | 811-21780         |
| MFS Blended Research Value Equity Fund            | 811-04492         |
| MFS Growth Fund                                   | 811-04775         |
| MFS Research International Fund                   | 811-04777         |
| MFS South Carolina Municipal Bond Fund            | 811-04096         |
| MFS Intrinsic Value Fund                          | 811-03090         |
| MFS Limited Maturity Portfolio                    | 811-08879         |
| MFS High Yield Pooled Portfolio                   | 811-02794         |
| MFS International Intrinsic Value Portfolio       | 811-03732         |
| MFS Technology Fund                               | 811-04777         |
| MFS Core Bond Fund                                | 811-21780         |
| MFS Mid Cap Value Portfolio                       | 811-08879         |
| MFS Lifetime 2055 Fund                            | 811-21780         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND         | 811-00859         |
| MFS Limited Maturity Fund                         | 811-02464         |
| MFS Global Tactical Allocation Portfolio          | 811-03732         |
| MFS Blended Research Small Cap Equity Portfolio   | 811-08879         |
| MFS U.S. Government Cash Reserve Fund             | 811-04777         |
| MFS International Intrinsic Value Fund            | 811-04492         |
| MFS Conservative Allocation Fund                  | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST              | 811-05785         |
| MFS Lifetime 2030 Fund                            | 811-21780         |
| MFS Lifetime 2020 Fund                            | 811-21780         |
| MFS Global New Discovery Fund                     | 811-02594         |
| MFS Global Real Estate Fund                       | 811-03327         |
| MFS Virginia Municipal Bond Fund                  | 811-04096         |
| MFS New Discovery Fund                            | 811-04777         |
| MFS Total Return Bond Series                      | 811-08326         |
| MFS Diversified Income Fund                       | 811-03327         |
| MFS Core Equity Portfolio                         | 811-06174         |
| MFS Moderate Allocation Portfolio                 | 811-08879         |
| MFS Global Governments Portfolio                  | 811-03732         |
| MFS Global Alternative Strategy Fund              | 811-04253         |
| MIT MASSACHUSETTS INVESTORS TRUST                 | 811-00203         |
| MFS U.S. Government Money Market Portfolio        | 811-03732         |
| MFS Income Fund                                   | 811-05262         |
| MFS Global Growth Fund                            | 811-05262         |
| MFS Core Equity Fund                              | 811-04777         |
| MFS Global Equity Fund                            | 811-06102         |
| MFS California Municipal Bond Fund                | 811-04096         |
| MFS Value Fund                                    | 811-04777         |
| MFS Global Opportunistic Bond Fund                | 811-04492         |
| MFS International Large Cap Value Fund            | 811-04492         |
| MFS Lifetime 2045 Fund                            | 811-21780         |
| MFS Global Research Portfolio                     | 811-03732         |
| MFS Emerging Markets Debt Fund                    | 811-04492         |
| MFS Investors Trust Series                        | 811-08326         |
| MFS Research International Portfolio              | 811-03732         |
| MFS Municipal Limited Maturity Fund               | 811-02464         |
| MFS Utilities Fund                                | 811-06102         |
| MFS Emerging Markets Debt Local Currency Fund     | 811-04492         |
| MFS Lifetime 2035 Fund                            | 811-21780         |
| MFS New Discovery Series                          | 811-08326         |
| MFS GOVERNMENT MARKETS INCOME TRUST               | 811-05078         |
| MFS Commodity Strategy Fund                       | 811-04492         |
| MFS MUNICIPAL INCOME TRUST                        | 811-04841         |
| MFS Growth Allocation Portfolio                   | 811-08879         |
| MFS International Equity Fund                     | 811-06174         |
| MFS Institutional Money Market Portfolio          | 811-22033         |
| MFS Prudent Investor Fund                         | 811-02032         |
| MFS Lifetime 2065 Fund                            | 811-21780         |
| MFS International New Discovery Fund              | 811-02031         |
| MFS Lifetime 2050 Fund                            | 811-21780         |
| MFS Aggressive Growth Allocation Fund             | 811-04492         |
| MFS Lifetime 2025 Fund                            | 811-21780         |
| MFS Emerging Markets Equity Research Fund         | 811-03090         |
| MFS Total Return Series                           | 811-08326         |
| MFS Government Securities Fund                    | 811-03327         |
| MFS New Discovery Value Fund                      | 811-03327         |
| MFS Global Real Estate Portfolio                  | 811-08879         |
| MFS Municipal High Income Fund                    | 811-02794         |
| MFS Emerging Markets Equity Fund                  | 811-04492         |
| MFS Growth Series                                 | 811-08326         |
| MFS Corporate Bond Fund                           | 811-02464         |
| MFS Total Return Bond Fund                        | 811-02464         |
| MFS Inflation-Adjusted Bond Fund                  | 811-02464         |
| MFS Mid Cap Growth Fund                           | 811-02594         |
| MFS Lifetime 2040 Fund                            | 811-21780         |
| MFS Mid Cap Value Fund                            | 811-07992         |
| MFS Blended Research Core Equity Portfolio        | 811-03732         |
| MFS Georgia Municipal Bond Fund                   | 811-04096         |
| MFS HIGH YIELD MUNICIPAL TRUST                    | 811-04992         |
| MFS Lifetime Income Fund                          | 811-21780         |
| MFS Maryland Municipal Bond Fund                  | 811-04096         |
| MFS West Virginia Municipal Bond Fund             | 811-04096         |
| MFS Income Portfolio                              | 811-03732         |
| MFS Global Growth Portfolio                       | 811-03732         |
| MFS High Income Fund                              | 811-02794         |
| MFS Arkansas Municipal Bond Fund                  | 811-04096         |
| MFS Emerging Markets Equity Portfolio             | 811-03732         |
| MFS Global Total Return Fund                      | 811-06102         |
| MFS Mid Cap Growth Series                         | 811-08326         |
| MFS Massachusetts Municipal Bond Fund             | 811-04096         |
| MFS INTERMEDIATE INCOME TRUST                     | 811-05440         |
| MFS Inflation-Adjusted Bond Portfolio             | 811-08879         |
| MFS SPECIAL VALUE TRUST                           | 811-05912         |
| MFS Growth Allocation Fund                        | 811-04492         |
| MFS Municipal Intermediate Fund                   | 811-04096         |
| MFS Blended Research Core Equity Fund             | 811-07992         |

- **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:** Bank of America, N.A.

  - **Line Institutions Record: 2 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 3 Name of institution:** Wells Fargo Bank, N.A.

  - **Line Institutions Record: 4 Name of institution:** PNC Bank, National Association

  - **Line Institutions Record: 5 Name of institution:** HSBC Bank USA, N.A.

  - **Line Institutions Record: 6 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 7 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 8 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 9 Name of institution:** BMO Bank of Montreal Chicago Branch

  - **Line Institutions Record: 10 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 11 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 12 Name of institution:** The Bank of Nova Scotia

  - **Line Institutions Record: 13 Name of institution:** The Toronto-Dominion Bank NY Branch

  - **Line Institutions Record: 14 Name of institution:** Citibank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Research Series                                                  | 811-08326         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Research Fund                                                    | 811-02031         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Value Series                                                     | 811-08326         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Growth Series                                                    | 811-08326         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Blended Research International Equity Fund                       | 811-02594         |

- **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 Government Securities Portfolio               | 811-03732         |
| MFS Core Equity Portfolio                         | 811-06174         |
| MFS U.S. Government Cash Reserve Fund             | 811-04777         |
| MFS Blended Research Core Equity Portfolio        | 811-03732         |
| MFS Blended Research Growth Equity Fund           | 811-04492         |
| MFS Blended Research Small Cap Equity Fund        | 811-04492         |
| MFS Commodity Strategy Fund                       | 811-04492         |
| MFS International Intrinsic Value Fund            | 811-04492         |
| MFS Utilities Series                              | 811-08326         |
| MFS Massachusetts Municipal Bond Fund             | 811-04096         |
| MFS International Large Cap Value Fund            | 811-04492         |
| MFS Lifetime 2065 Fund                            | 811-21780         |
| MFS Research International Portfolio              | 811-03732         |
| MFS Emerging Markets Debt Fund                    | 811-04492         |
| MFS Mid Cap Growth Series                         | 811-08326         |
| MFS Research International Fund                   | 811-04777         |
| MFS West Virginia Municipal Bond Fund             | 811-04096         |
| MFS Blended Research Value Equity Fund            | 811-04492         |
| MFS Low Volatility Equity Fund                    | 811-04777         |
| MFS Emerging Markets Equity Research Fund         | 811-03090         |
| MFS Global Total Return Fund                      | 811-06102         |
| MFS SPECIAL VALUE TRUST                           | 811-05912         |
| MFS U.S. Government Money Market Portfolio        | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund          | 811-04492         |
| MFS Core Equity Fund                              | 811-04777         |
| MFS Equity Income Fund                            | 811-03090         |
| MFS International Equity Fund                     | 811-06174         |
| MFS Intrinsic Value Fund                          | 811-03090         |
| MFS High Income Fund                              | 811-02794         |
| MFS Corporate Bond Fund                           | 811-02464         |
| MFS Global Growth Portfolio                       | 811-03732         |
| MFS New Discovery Value Portfolio                 | 811-08879         |
| MFS Global High Yield Fund                        | 811-02794         |
| MFS Lifetime 2060 Fund                            | 811-21780         |
| MFS Global Governments Portfolio                  | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                  | 811-02464         |
| MFS Global Research Portfolio                     | 811-03732         |
| MFS U.S. Government Money Market Fund             | 811-02594         |
| MFS Global Real Estate Fund                       | 811-03327         |
| MFS Blended Research Emerging Markets Equity Fund | 811-02594         |
| MFS Global Equity Fund                            | 811-06102         |
| MFS Global Tactical Allocation Portfolio          | 811-03732         |
| MFS Conservative Allocation Portfolio             | 811-08879         |
| MFS Total Return Series                           | 811-08326         |
| MFS New Discovery Value Fund                      | 811-03327         |
| MFS Alabama Municipal Bond Fund                   | 811-04096         |
| MFS Limited Maturity Fund                         | 811-02464         |
| MFS Lifetime 2040 Fund                            | 811-21780         |
| MFS Technology Portfolio                          | 811-03732         |
| MFS International Growth Fund                     | 811-04492         |
| MFS Lifetime 2055 Fund                            | 811-21780         |
| MFS International Growth Portfolio                | 811-03732         |
| MFS Research Series                               | 811-08326         |
| MFS Global Growth Fund                            | 811-05262         |
| MFS International Diversification Fund            | 811-03090         |
| MFS Municipal Income Fund                         | 811-04096         |
| MFS Global Real Estate Portfolio                  | 811-08879         |
| MFS Mid Cap Growth Fund                           | 811-02594         |
| MFS Utilities Fund                                | 811-06102         |
| MFS California Municipal Bond Fund                | 811-04096         |
| MFS Corporate Bond Portfolio                      | 811-03732         |
| MIT MASSACHUSETTS INVESTORS TRUST                 | 811-00203         |
| MFS Core Bond Fund                                | 811-21780         |
| MFS Emerging Markets Debt Local Currency Fund     | 811-04492         |
| MFS Limited Maturity Portfolio                    | 811-08879         |
| MFS Investors Trust Series                        | 811-08326         |
| MFS Mississippi Municipal Bond Fund               | 811-04096         |
| MFS Research Fund                                 | 811-02031         |
| MFS Government Securities Fund                    | 811-03327         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST              | 811-05785         |
| MFS Municipal High Income Fund                    | 811-02794         |
| MFS Virginia Municipal Bond Fund                  | 811-04096         |
| MFS Growth Fund                                   | 811-04775         |
| MFS Income Portfolio                              | 811-03732         |
| MFS High Yield Pooled Portfolio                   | 811-02794         |
| MFS Value Series                                  | 811-08326         |
| MFS New Discovery Series                          | 811-08326         |
| MFS Moderate Allocation Portfolio                 | 811-08879         |
| MFS Managed Wealth Fund                           | 811-04492         |
| MFS Income Fund                                   | 811-05262         |
| MFS Total Return Bond Fund                        | 811-02464         |
| MFS Global Alternative Strategy Fund              | 811-04253         |
| MFS Pennsylvania Municipal Bond Fund              | 811-04096         |
| MFS North Carolina Municipal Bond Fund            | 811-04096         |
| MFS Institutional Money Market Portfolio          | 811-22033         |
| MFS HIGH YIELD MUNICIPAL TRUST                    | 811-04992         |
| MFS South Carolina Municipal Bond Fund            | 811-04096         |
| MFS Growth Allocation Portfolio                   | 811-08879         |
| MFS Diversified Income Fund                       | 811-03327         |
| MFS Blended Research Core Equity Fund             | 811-07992         |
| MFS Lifetime 2020 Fund                            | 811-21780         |
| MFS Inflation-Adjusted Bond Portfolio             | 811-08879         |
| MFS Mid Cap Value Portfolio                       | 811-08879         |
| MFS Blended Research International Equity Fund    | 811-02594         |
| MFS Lifetime 2035 Fund                            | 811-21780         |
| MFS High Yield Portfolio                          | 811-03732         |
| MFS Municipal Limited Maturity Fund               | 811-02464         |
| MFS Georgia Municipal Bond Fund                   | 811-04096         |
| MFS Maryland Municipal Bond Fund                  | 811-04096         |
| MFS Global New Discovery Fund                     | 811-02594         |
| MFS Lifetime 2030 Fund                            | 811-21780         |
| MFS Emerging Markets Equity Portfolio             | 811-03732         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND         | 811-00859         |
| MFS Aggressive Growth Allocation Fund             | 811-04492         |
| MFS Lifetime Income Fund                          | 811-21780         |
| MFS Total Return Bond Series                      | 811-08326         |
| MFS New York Municipal Bond Fund                  | 811-04096         |
| MFS MUNICIPAL INCOME TRUST                        | 811-04841         |
| MFS Moderate Allocation Fund                      | 811-04492         |
| MFS Technology Fund                               | 811-04777         |
| MFS Arkansas Municipal Bond Fund                  | 811-04096         |
| MFS HIGH INCOME MUNICIPAL TRUST                   | 811-05754         |
| MFS Total Return Fund                             | 811-02031         |
| MFS Value Fund                                    | 811-04777         |
| MFS Prudent Investor Fund                         | 811-02032         |
| MFS International Intrinsic Value Portfolio       | 811-03732         |
| MFS Growth Series                                 | 811-08326         |
| MFS Lifetime 2045 Fund                            | 811-21780         |
| MFS International New Discovery Fund              | 811-02031         |
| MFS Global Equity Series                          | 811-08326         |
| MFS Lifetime 2025 Fund                            | 811-21780         |
| MFS Municipal Intermediate Fund                   | 811-04096         |
| MFS GOVERNMENT MARKETS INCOME TRUST               | 811-05078         |
| MFS Growth Allocation Fund                        | 811-04492         |
| MFS INTERMEDIATE INCOME TRUST                     | 811-05440         |
| MFS Blended Research Small Cap Equity Portfolio   | 811-08879         |
| MFS Lifetime 2050 Fund                            | 811-21780         |
| MFS Low Volatility Global Equity Fund             | 811-04777         |
| MFS New Discovery Fund                            | 811-04777         |
| MFS Mid Cap Value Fund                            | 811-07992         |
| MFS Conservative Allocation Fund                  | 811-04492         |
| MFS Global Opportunistic Bond Fund                | 811-04492         |
| MFS Emerging Markets Equity Fund                  | 811-04492         |

- **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 VARIABLE INSURANCE TRUST II

**Date:** 2023-03-08

**Signature:** Kasey Phillips

**Title:** Assistant Treasurer