# EDGAR Filing Document

**Accession Number:** 0000063075
**File Stem:** 0001752724-25-166995
**Filing Date:** 2025-7
**Character Count:** 227881
**Document Hash:** c553f32bc0312db62077aa636fc0c524
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001752724-25-166995.hdr.sgml**: 20250714

**ACCESSION NUMBER**: 0001752724-25-166995

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250430

**FILED AS OF DATE**: 20250714

**DATE AS OF CHANGE**: 20250714

**EFFECTIVENESS DATE**: 20250714

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERIES TRUST IX
- **CENTRAL INDEX KEY:** 0000063075

**ORGANIZATION NAME:**
- **EIN:** 042535629
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0430

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-02464
- **FILM NUMBER:** 251121285

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

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

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS SERIES TRUST IX /MA/
- **DATE OF NAME CHANGE:** 19951218

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS SERIES TRUST IX
- **DATE OF NAME CHANGE:** 19950207

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

## Series and Classes Contracts Data

### MFS Corporate Bond Fund (Series ID: S000002492)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006711 | A            | MFBFX           |
| C000006712 | R4           | MFBJX           |
| C000006716 | B            | MFBBX           |
| C000006717 | C            | MFBCX           |
| C000006718 | I            | MBDIX           |
| C000006720 | R1           | MFBGX           |
| C000006722 | R2           | MBRRX           |
| C000006723 | R3           | MFBHX           |
| C000070424 | R6           | MFBKX           |

### MFS Limited Maturity Fund (Series ID: S000002495)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006744 | I            | MQLIX           |
| C000006745 | A            | MQLFX           |
| C000006746 | R4           | MQLJX           |
| C000006750 | B            | MQLBX           |
| C000006751 | C            | MQLCX           |
| C000006753 | R1           | MQLGX           |
| C000006755 | R2           | MLMRX           |
| C000006756 | R3           | MQLHX           |
| C000119776 | R6           | MQLKX           |

### MFS Municipal Limited Maturity Fund (Series ID: S000002496)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006757 | A            | MTLFX           |
| C000006758 | B            | MTLBX           |
| C000006759 | C            | MTLCX           |
| C000092113 | I            | MTLIX           |
| C000195152 | R6           | MTLRX           |

### MFS Total Return Bond Fund (Series ID: S000002497)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006760 | A            | MRBFX           |
| C000006761 | R4           | MRBJX           |
| C000006765 | B            | MRBBX           |
| C000006766 | C            | MRBCX           |
| C000006767 | I            | MRBIX           |
| C000006769 | R1           | MRBGX           |
| C000006771 | R2           | MRRRX           |
| C000006772 | R3           | MRBHX           |
| C000034443 | R6           | MRBKX           |

## Internal

```

REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM
To the Board of Trustees of MFS Series Trust IX and the Shareholders of MFS
Corporate Bond Fund, MFS Limited Maturity Fund, MFS Municipal Limited
Maturity Fund, and MFS Total Return Bond Fund:

In planning and performing our audits of the financial statements of MFS
Corporate Bond Fund, MFS Limited Maturity Fund, MFS Municipal Limited
Maturity Fund, and MFS Total Return Bond Fund (collectively the "Funds")
(each a series of MFS Series Trust IX) as of and for the year ended
April 30, 2025, in accordance with the standards of the Public Company
Accounting Oversight Board (United States), we considered the Funds'
internal control over financial reporting, including controls over
safeguarding securities, as a basis for designing our auditing procedures
for the purpose of expressing our opinions on the financial statements
and to comply with the requirements of Form N-CEN, but not for the purpose
of expressing an opinion on the effectiveness of the Funds' internal
control over financial reporting. Accordingly, we express no such opinion.

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

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

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

Our consideration of the Funds' internal control over financial reporting was
for the limited purpose described in the first paragraph and would not
necessarily disclose all deficiencies in internal control that might be
material weaknesses under standards established by the Public
Company Accounting Oversight Board (United States). However, we noted no
deficiencies in the Funds' internal control over financial reporting and
their operations, including controls for safeguarding securities, that we
consider to be a material weakness, as defined above, as of April 30, 2025.

This report is intended solely for the information and use of management, the
Board of Trustees of MFS Series Trust IX 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
June 13, 2025

```

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

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0000063075

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

**Series ID Record:1**
- **Series ID:** S000002492

**Series ID Record:2**
- **Series ID:** S000002496

**Series ID Record:3**
- **Series ID:** S000002495

**Series ID Record:4**
- **Series ID:** S000002497

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

**Item A.1.a - Report for period ending:** 2025-04-30

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

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

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

- **Item B.1.b - Investment Company Act file number:** 811-02464

- **Item B.1.c - CIK:** 0000063075

- **Item B.1.d - LEI:** 549300IJONSVWD5I9F62

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16177863000

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

**Location books Record: 2**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16179545000

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

**Location books Record: 3**

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

- **b. Street 1:** 702 King Farm Boulevard Suite 400

- **c. City:** Rockville

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

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

- **f. Zip code and zip code extension, or foreign postal code:** 20850-4045

- **g. Telephone number:** 13015560500

- **h. Briefly describe the books and records kept at this location:** Proxy voting administrator

**Location books Record: 4**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16179517000

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

**Location books Record: 5**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16179545000

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

**Location books Record: 6**

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

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

- **c. City:** New York

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

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

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

- **g. Telephone number:** 12122706000

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

**Location books Record: 7**

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

- **b. Street 1:** 14711 NE 29th Place, Suite 100

- **c. City:** Bellevue

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

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

- **f. Zip code and zip code extension, or foreign postal code:** 98007

- **g. Telephone number:** 14258697649

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

**Location books Record: 8**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16179545000

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

**Location books Record: 9**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 18008994766

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

**Location books Record: 10**

- **a. Name of person (e.g., a custodian of records):** Charles River Development

- **b. Street 1:** 700 District Avenue

- **c. City:** Burlington

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

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

- **f. Zip code and zip code extension, or foreign postal code:** 01803

- **g. Telephone number:** 17812380099

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

**Location books Record: 11**

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

- **b. Street 1:** 4555 Great America Parkway Suite 400

- **c. City:** Santa Clara

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

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

- **f. Zip code and zip code extension, or foreign postal code:** 95054-1243

- **g. Telephone number:** 16502586827

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

**Location books Record: 12**

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

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

- **c. City:** New York

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

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

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

- **g. Telephone number:** 12128551000

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

**Location books Record: 13**

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

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

- **c. City:** Kansas City

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

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

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

- **g. Telephone number:** 18164351000

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

**Location books Record: 14**

- **a. Name of person (e.g., a custodian of records):** TerraNua U.S. Corp d.b.a. My Compliance Office

- **b. Street 1:** 535 5th Avenue, 4th floor

- **c. City:** New York

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

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

- **f. Zip code and zip code extension, or foreign postal code:** 10017

- **g. Telephone number:** 18669512280

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

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

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

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

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

### Item B.6 - Organization

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

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

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

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

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

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

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

- **Item B.6.i - Total number of Series:** 5

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

### Item B.8 - Directors

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

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

**Chief compliance officer Record: 1**

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

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

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

- **d. City:** Boston

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

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

- **g. Zip code:** 02199

- **h. Telephone number:** XXXXXX

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

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

**CCO employer Record: 1**

- **i. Name of the person:** —

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

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

- **Were any matters submitted by the Registrant for its security holders’ vote during the reporting period?** —

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

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

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

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

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

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

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

### Item B.16. Principal underwriters.

**Principal underwriter Record: 1**

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

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

- **iii. CRD number:** 000031052

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

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

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

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

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

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

**Public accountant Record: 1**

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

- **b. PCAOB Number:** 34

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

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

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

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

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

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

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

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

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

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

## Part C: Additional Questions for Management Investment Companies

### Management Investment Record: 1 - MFS Corporate Bond Fund

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

- **a. Full Name of the Fund:** MFS Corporate Bond Fund

- **b. Series identification number, if any:** S000002492

- **c. LEI:** 4YECUOR03M3ILWFMIX10

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

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

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

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class C                 | C000006717                                | MFBCX                        |
|                           2 | Class R3                | C000006723                                | MFBHX                        |
|                           3 | Class I                 | C000006718                                | MBDIX                        |
|                           4 | Class R6                | C000070424                                | MFBKX                        |
|                           5 | Class R4                | C000006712                                | MFBJX                        |
|                           6 | Class R1                | C000006720                                | MFBGX                        |
|                           7 | Class A                 | C000006711                                | MFBFX                        |
|                           8 | Class R2                | C000006722                                | MBRRX                        |
|                           9 | Class B                 | C000006716                                | MFBBX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

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

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** 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: 2**

- **i. Full name:** LSEG

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

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

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

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

**Pricing Services Record: 3**

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

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

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

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

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

**Pricing Services Record: 4**

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

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

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

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

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

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

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** JPMorgan Chase Bank, National Association

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

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

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

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

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

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

**Custodians Record: 2**

- **i. Full name:** Euroclear

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

- **i. Full name of broker:** Merrill Lynch, Pierce, Fenner & Smith Inc.

- **ii. SEC file number:** 8-07221

- **iii. CRD number:** 000007691

- **iv. LEI, if any:** 8NAV47T0Y26Q87Y0QP81

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $173,161.30

**Aggregate Commission:** $173,161.30

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

| Name                          | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Citadel Securities LLC        | 8-53574           |    000116797 | 12UUJYTN7D3SW8KCSG25 | FL      | US        | $100,292,925.08           |
| Barclays Capital, Inc.        | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $270,581,936.32           |
| Citigroup Global Markets Inc. | 8-08177           |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $268,291,246.10           |
| Goldman Sachs & Co. LLC       | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $285,023,176.68           |
| Morgan Stanley & Co. LLC      | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $245,807,042.44           |
| Wells Fargo Securities, LLC   | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $184,898,746.81           |
| J.P. Morgan Securities LLC    | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $424,918,939.74           |
| BofA Securities, Inc.         | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $442,364,369.00           |
| Deutsche Bank Securities Inc. | 8-17822           |    000002525 | 9J6MBOOO7BECTDTUZW19 | NY      | US        | $108,115,253.17           |
| HSBC Securities (USA) Inc.    | 8-41562           |    000019585 | CYYGQCGNHMHPSMRL3R97 | NY      | US        | $96,351,781.94            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $3,214,427,561.25

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

- **Item C.19.a - Fund's monthly average net assets:** $4,562,715,579.02

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

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

- **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:** HSBC Bank USA, National Association

  - **Line Institutions Record: 4 Name of institution:** The Bank of Nova Scotia, Houston Branch

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

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

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

  - **Line Institutions Record: 8 Name of institution:** Goldman Sachs Bank USA

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

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

  - **Line Institutions Record: 11 Name of institution:** Citibank, N.A.

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

- **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 Municipal Limited Maturity Fund

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

- **a. Full Name of the Fund:** MFS Municipal Limited Maturity Fund

- **b. Series identification number, if any:** S000002496

- **c. LEI:** SQTUQH9YHVBM75PSCE54

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

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

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 5

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class B                 | C000006758                                | MTLBX                        |
|                           2 | Class I                 | C000092113                                | MTLIX                        |
|                           3 | Class C                 | C000006759                                | MTLCX                        |
|                           4 | Class R6                | C000195152                                | MTLRX                        |
|                           5 | Class A                 | C000006757                                | MTLFX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

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

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

- **i. Full name:** 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:** LSEG

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

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

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

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

**Pricing Services Record: 4**

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

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

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

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

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

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

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** JPMorgan Chase Bank, National Association

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

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

| Name                                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Stifel, Nicolaus & Company, Incorporated | 8-01447           |    000000793 | 5WUVMA08EYG4KEUPW589 | MO      | US        | $74,817,156.00            |
| Keybanc Capital Markets Inc.             | 8-30177           |    000000566 | 2EQWV0180Z211YVAD813 | OH      | US        | $46,245,417.25            |
| Jefferies LLC                            | 8-15074           |    000002347 | 58PU97L1C0WSRCWADL48 | NY      | US        | $37,901,975.50            |
| Raymond James & Associates, Inc.         | 8-10999           |    000000705 | U4ONQX15J3RO8XCKE979 | FL      | US        | $34,466,539.60            |
| Goldman Sachs & Co. LLC                  | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $49,105,933.30            |
| RBC Capital Markets, LLC                 | 8-45411           |    000031194 | 549300LCO2FLSSVFFR64 | NY      | US        | $200,066,124.40           |
| Barclays Capital, Inc.                   | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $82,097,684.85            |
| Wells Fargo Securities, LLC              | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $33,211,404.25            |
| J.P. Morgan Securities LLC               | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $67,520,104.52            |
| BofA Securities, Inc.                    | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $169,435,432.70           |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $1,020,909,479.71

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

- **Item C.19.a - Fund's monthly average net assets:** $2,617,334,116.81

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

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

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

**Line of Credit details Record: 1**

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

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

**Line of Credit details Record: 2**

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

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

- **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:** Goldman Sachs Bank USA

  - **Line Institutions Record: 2 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 3 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 4 Name of institution:** The Bank of Nova Scotia, Houston Branch

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

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

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

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

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

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

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

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

- **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 Limited Maturity Fund

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

- **a. Full Name of the Fund:** MFS Limited Maturity Fund

- **b. Series identification number, if any:** S000002495

- **c. LEI:** 7ER38PJ2TK60L3Y32478

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

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

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

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class R3                | C000006756                                | MQLHX                        |
|                           2 | Class I                 | C000006744                                | MQLIX                        |
|                           3 | Class R6                | C000119776                                | MQLKX                        |
|                           4 | Class A                 | C000006745                                | MQLFX                        |
|                           5 | Class R1                | C000006753                                | MQLGX                        |
|                           6 | Class R4                | C000006746                                | MQLJX                        |
|                           7 | Class B                 | C000006750                                | MQLBX                        |
|                           8 | Class C                 | C000006751                                | MQLCX                        |
|                           9 | Class R2                | C000006755                                | MLMRX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

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

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

- **i. Full name:** LSEG

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

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

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

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

**Pricing Services Record: 3**

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

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

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

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

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

**Pricing Services Record: 4**

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

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

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

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

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

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

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** JPMorgan Chase Bank, National Association

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

- **i. Full name of broker:** Merrill Lynch, Pierce, Fenner & Smith Inc.

- **ii. SEC file number:** 8-07221

- **iii. CRD number:** 000007691

- **iv. LEI, if any:** 8NAV47T0Y26Q87Y0QP81

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $15,146.98

**Aggregate Commission:** $15,146.98

**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        | $370,095,499.61           |
| Goldman Sachs & Co. LLC       | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $101,749,072.71           |
| Barclays Capital, Inc.        | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $88,825,483.12            |
| BNP Paribas Securities Corp.  | 8-32682           |    000015794 | RCNB6OTYUAMMP879YW96 | NY      | US        | $84,353,470.04            |
| BofA Securities, Inc.         | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $131,705,593.21           |
| HSBC Securities (USA) Inc.    | 8-41562           |    000019585 | CYYGQCGNHMHPSMRL3R97 | NY      | US        | $165,288,540.33           |
| Wells Fargo Securities, LLC   | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $209,825,575.68           |
| Deutsche Bank Securities Inc. | 8-17822           |    000002525 | 9J6MBOOO7BECTDTUZW19 | NY      | US        | $179,938,365.81           |
| Morgan Stanley & Co. LLC      | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $97,844,011.27            |
| Citigroup Global Markets Inc. | 8-08177           |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $129,322,185.40           |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $1,897,141,585.06

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

- **Item C.19.a - Fund's monthly average net assets:** $2,944,405,169.86

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

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

- **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:** Wells Fargo Bank, National Association

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

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

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

  - **Line Institutions Record: 6 Name of institution:** Royal Bank of Canada

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

  - **Line Institutions Record: 8 Name of institution:** HSBC Bank USA, National Association

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

  - **Line Institutions Record: 10 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 11 Name of institution:** Citibank, N.A.

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

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

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

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

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

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

### Management Investment Record: 4 - MFS Total Return Bond Fund

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

- **a. Full Name of the Fund:** MFS Total Return Bond Fund

- **b. Series identification number, if any:** S000002497

- **c. LEI:** FJAEEQMSDDUK9QL2E558

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

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

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

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class C                 | C000006766                                | MRBCX                        |
|                           2 | Class B                 | C000006765                                | MRBBX                        |
|                           3 | Class R2                | C000006771                                | MRRRX                        |
|                           4 | Class R3                | C000006772                                | MRBHX                        |
|                           5 | Class R6                | C000034443                                | MRBKX                        |
|                           6 | Class A                 | C000006760                                | MRBFX                        |
|                           7 | Class R4                | C000006761                                | MRBJX                        |
|                           8 | Class I                 | C000006767                                | MRBIX                        |
|                           9 | Class R1                | C000006769                                | MRBGX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

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

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

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

**Pricing Services Record: 3**

- **i. Full name:** LSEG

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

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

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

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

**Pricing Services Record: 4**

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

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

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

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

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

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

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** JPMorgan Chase Bank, National Association

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

- **i. Full name of broker:** Merrill Lynch, Pierce, Fenner & Smith Inc.

- **ii. SEC file number:** 8-07221

- **iii. CRD number:** 000007691

- **iv. LEI, if any:** 8NAV47T0Y26Q87Y0QP81

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $150,270.82

**Brokers Record: 2**

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

- **ii. SEC file number:** 8-00129

- **iii. CRD number:** 000000361

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $13,305.42

**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:** $43,945.12

**Aggregate Commission:** $207,521.36

**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        | $534,448,565.39           |
| Barclays Capital, Inc.                | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $175,621,483.08           |
| BNP Paribas Securities Corp.          | 8-32682           |    000015794 | RCNB6OTYUAMMP879YW96 | NY      | US        | $119,339,406.83           |
| Mizuho Securities USA LLC             | 8-37710           |    000019647 | 7TK5RJIZDFROZCA6XF66 | NY      | US        | $2,621,399,825.75         |
| Citigroup Global Markets Inc.         | 8-08177           |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $841,026,309.68           |
| Goldman Sachs & Co. LLC               | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $201,067,596.00           |
| BofA Securities, Inc.                 | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $3,189,611,398.45         |
| Wells Fargo Securities, LLC           | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $2,051,583,975.61         |
| Morgan Stanley & Co. LLC              | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $710,638,520.86           |
| Nomura Securities International, Inc. | 8-15255           |    000004297 | OXTKY6Q8X53C9ILVV871 | NY      | US        | $287,477,312.46           |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $11,227,823,181.90

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

- **Item C.19.a - Fund's monthly average net assets:** $8,036,721,750.48

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

  - **Line Institutions Record: 3 Name of institution:** HSBC Bank USA, National Association

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

## N-CEN: Part G: Attachments

**Item G.1a. Attachments.**

Attachments applicable to all Registrants. All Registrants shall file the following attachments, as applicable, with the current report. Indicate the attachments filed with the current report by checking the applicable items below:

- [ ] i. Legal proceedings

- [ ] ii. Provision of financial support

- [x] iii. Independent public accountant's report on internal control (management investment companies other than small business investment companies only)

- [ ] iv. Change in accounting principles and practices

- [ ] v. Information required to be filed pursuant to exemptive orders

- [ ] vi. Other information required to be included as an attachment pursuant to Commission rules and regulations

## N-CEN: Signature

Pursuant to the requirements of the Investment Company Act of 1940, the Registrant has duly caused this report to a be signed on its behalf by the undersigned hereunto duly authorized.

**Registrant:** MFS Series Trust IX

**Date:** 2025-07-11

**Signature:** James Byrne

**Title:** Assistant Treasurer