# EDGAR Filing Document

**Accession Number:** 0000798250
**File Stem:** 0001752724-23-021316
**Filing Date:** 2023-2
**Character Count:** 78643
**Document Hash:** 27f33c660c7f6a8cae4dfeb46937949f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001752724-23-021316.hdr.sgml**: 20230210

**ACCESSION NUMBER**: 0001752724-23-021316

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221130

**FILED AS OF DATE**: 20230210

**DATE AS OF CHANGE**: 20230210

**EFFECTIVENESS DATE**: 20230210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERIES TRUST II
- **CENTRAL INDEX KEY:** 0000798250
- **IRS NUMBER:** 000000000
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1130

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-04775
- **FILM NUMBER:** 23609132

**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 II /MA/
- **DATE OF NAME CHANGE:** 19940131

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS LIFETIME EMERGING GROWTH FUND
- **DATE OF NAME CHANGE:** 19930408

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** LIFETIME EMERGING GROWTH TRUST
- **DATE OF NAME CHANGE:** 19920703

## Series and Classes Contracts Data

### MFS Growth Fund (Series ID: S000002419)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006430 | A            | MFEGX           |
| C000006431 | R4           | MFEJX           |
| C000006435 | B            | MEGBX           |
| C000006436 | C            | MFECX           |
| C000006437 | I            | MFEIX           |
| C000006439 | R1           | MFELX           |
| C000006441 | R2           | MEGRX           |
| C000006442 | R3           | MFEHX           |
| C000102727 | R6           | MFEKX           |

## Internal

```

REPORT OF INDEPENDENT REGISTERED PUBLIC
ACCOUNTING FIRM

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

In planning and performing our audit of the financial
statements of MFS Growth Fund (the "Fund") (one of the
series of MFS Series Trust II) as of and for the year ended
November 30, 2022, in accordance with the standards of
the Public Company Accounting Oversight Board (United
States), we considered the Fund's internal control over
financial reporting, including controls over safeguarding
securities, as a basis for designing our auditing
procedures for the purpose of expressing our opinion on
the financial statements and to comply with the
requirements of Form N-CEN, but not for the purpose of
expressing an opinion on the effectiveness of the Fund's
internal control over financial reporting. Accordingly, we
express no such opinion.

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

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

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

Our consideration of the Fund's internal control over
financial reporting was for the limited purpose described
in the first paragraph and would not necessarily disclose
all deficiencies in internal control that might be material
weaknesses under standards established by the Public
Company Accounting Oversight Board (United
States).  However, we noted no deficiencies in the Fund's
internal control over financial reporting and its operations,
including controls for safeguarding securities, that we
consider to be a material weakness, as defined above, as
of November 30, 2022.

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

/s/Deloitte & Touche LLP
Boston, Massachusetts
January 13, 2023

```

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

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0000798250

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

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

**Item A.1.a - Report for period ending:** 2022-11-30

**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 II

- **Item B.1.b - Investment Company Act file number:** 811-04775

- **Item B.1.c - CIK:** 0000798250

- **Item B.1.d - LEI:** 549300W3GYF777J7J466

- **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):** 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: 2**

- **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: 3**

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

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

- **c. City:** New York

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

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

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

- **g. Telephone number:** 18669512280

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

**Location books Record: 4**

- **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: 5**

- **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: 6**

- **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: 7**

- **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: 8**

- **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: 9**

- **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: 10**

- **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: 11**

- **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: 12**

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

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

- **c. City:** Santa Clara

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

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

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

- **g. Telephone number:** 16502586827

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

**Location books Record: 13**

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

- **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:** 1

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

### Item B.8 - Directors

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

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

**Chief compliance officer Record: 1**

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

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

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

- **d. City:** Boston

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

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

- **g. Zip code:** 02199

- **h. Telephone number:** XXXXXX

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

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

**CCO employer Record: 1**

- **i. Name of the person:** —

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

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

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

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

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

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

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

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

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

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

### Item B.16. Principal underwriters.

**Principal underwriter Record: 1**

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

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

- **iii. CRD number:** 000031052

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

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

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

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

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

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

**Public accountant Record: 1**

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

- **b. PCAOB Number:** 34

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

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

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

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

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

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

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

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

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

## Part C: Additional Questions for Management Investment Companies

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

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

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

- **b. Series identification number, if any:** S000002419

- **c. LEI:** K4ZYIH3WSXKUSPKIPM59

- **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 B                 | C000006435                                | MEGBX                        |
|                           2 | Class R4                | C000006431                                | MFEJX                        |
|                           3 | Class C                 | C000006436                                | MFECX                        |
|                           4 | Class R2                | C000006441                                | MEGRX                        |
|                           5 | Class I                 | C000006437                                | MFEIX                        |
|                           6 | Class R6                | C000102727                                | MFEKX                        |
|                           7 | Class R3                | C000006442                                | MFEHX                        |
|                           8 | Class A                 | C000006430                                | MFEGX                        |
|                           9 | Class R1                | C000006439                                | MFELX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

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

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

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

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

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

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

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** JPMorgan Chase Bank N.A.

- **ii. LEI, if any:** 8I5DZWZKVSZI1NUHU748

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

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

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

  **Idemnity Providers Record: 1**

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

  - **2. LEI, if any:** —

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

**d. If a person providing cash collateral management services to the Fund in connection with the Fund's securities lending activities does not also serve as securities lending agent, provide the following information about each cash collateral manager:**

**Collateral Managers Record: 1**

- **i. Full name of cash collateral manager:** JPMorgan Investment Management, Inc.

- **ii. LEI, if any:** 549300W78QHV4XMM6K69

- **iii. Is the cash collateral manager an affiliated person, or an affiliated person of an affiliated person, of a securities lending agent retained by the Fund??** Yes

- **iv. Is the cash collateral manager an affiliated person of the Fund?** No

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

- [x] Revenue sharing split

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

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $6,767,779.95

- **g. Provide the net income from securities lending activities:** $9,166.80

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

**Pricing Services Record: 2**

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

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

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

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

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

- **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:** J.P. Morgan SE

- **ii. LEI, if any:** 549300ZK53CNGEEI6A29

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

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

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

- **iii. CRD number:** 000283942

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $68,964.09

**Brokers Record: 2**

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

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

- **iii. CRD number:** 000016686

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $43,140.61

**Brokers Record: 3**

- **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:** $230,006.23

**Brokers Record: 4**

- **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:** $170,573.15

**Brokers Record: 5**

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

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

- **iii. CRD number:** 000008209

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $60,035.32

**Brokers Record: 6**

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

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

- **iii. CRD number:** 000002347

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $160,624.80

**Brokers Record: 7**

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

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

- **iii. CRD number:** 000000079

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $193,898.46

**Brokers Record: 8**

- **i. Full name of broker:** Citigroup Global Markets Inc.

- **ii. SEC file number:** 8-08177

- **iii. CRD number:** 000007059

- **iv. LEI, if any:** MBNUM2BPBDO7JBLYG310

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $171,391.53

**Brokers Record: 9**

- **i. Full name of broker:** BTIG, LLC

- **ii. SEC file number:** 8-65473

- **iii. CRD number:** 000122225

- **iv. LEI, if any:** 549300GTG9PL6WO3EC51

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $36,289.95

**Brokers Record: 10**

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

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

- **iii. CRD number:** 000007654

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $118,861.80

**Aggregate Commission:** $1,506,803.06

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

| Name                                          | SEC file number   | CRD number   | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|:---|:---|:---|:---|:---|
| Citigroup Global Markets Inc.                 | 8-08177           | 000007059    | MBNUM2BPBDO7JBLYG310 | NY      | US        | $600,280.37               |
| State Street Global Markets, LLC              | 8-69862           | 000285852    | 549300FDEDF5ORXCMQ56 | MA      | US        | $17,641,353.86            |
| J.P. Morgan Securities LLC                    | 8-35008           | 000000079    | ZBUT11V806EZRVTWT807 | NY      | US        | $9,370,666.27             |
| Healthcare of Ontario Pension Plan Trust Fund | N/A               | N/A          | KRVONIXV1JBEY6WQ6092 |  |  | $1,805,755.88             |
| Bank of New York Mellon Corp.                 | N/A               | N/A          | WFLLPEPC7FZXENRZV188 | NY      | US        | $127,870.68               |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $29,545,927.06

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

- **Item C.19.a - Fund's monthly average net assets:** $38,870,894,142.60

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

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

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

**Line of Credit details Record: 1**

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

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

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

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

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

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

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Technology Fund                                | 811-04777         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Research Fund                                  | 811-02031         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Growth Series                                  | 811-08326         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Research International Fund                    | 811-04777         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Income Fund                                    | 811-05262         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS International Growth Fund                      | 811-04492         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Value Series                                   | 811-08326         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Research Series                                | 811-08326         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Utilities Series                               | 811-08326         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS International Diversification Fund             | 811-04492         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Value Fund                                     | 811-04777         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Total Return Series                            | 811-08326         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS High Income Fund                               | 811-02794         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Intrinsic Value Fund                           | 811-3090          |

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Growth Series                                  | 811-08326         |
| MFS Research International Fund                    | 811-04777         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Value Series                                   | 811-08326         |
| MFS Total Return Series                            | 811-08326         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Research Series                                | 811-08326         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS High Income Fund                               | 811-02794         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Research Fund                                  | 811-02031         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Value Fund                                     | 811-04777         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Income Fund                                    | 811-05262         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Utilities Series                               | 811-08326         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Intrinsic Value 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:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 3 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 4 Name of institution:** Goldman Sachs Bank USA

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

  - **Line Institutions Record: 6 Name of institution:** The Toronto-Dominion Bank NY Branch

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

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

  - **Line Institutions Record: 9 Name of institution:** Wells Fargo Bank, N.A.

  - **Line Institutions Record: 10 Name of institution:** State Street Bank and Trust Company

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

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

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

  - **Line Institutions Record: 14 Name of institution:** The Bank of Nova Scotia

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

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

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Income Fund                                                      | 811-05262         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Intrinsic Value Fund                                             | 811-3090          |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS New Discovery Fund                                               | 811-04777         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Research Series                                                  | 811-08326         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Research International Fund                                      | 811-04777         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Lifetime 2065 Fund                                               | 811-2178          |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Value Series                                                     | 811-08326         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Municipal Intermediate Fund                                      | 811-4096          |

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

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

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

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

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

## 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 II

**Date:** 2023-02-08

**Signature:** Kasey Phillips

**Title:** Assistant Treasurer