# EDGAR Filing Document

**Accession Number:** 0001330967
**File Stem:** 0001752724-25-166799
**Filing Date:** 2025-7
**Character Count:** 554338
**Document Hash:** 637a954e85cba16090828a9a8de4ae4e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001752724-25-166799.hdr.sgml**: 20250714

**ACCESSION NUMBER**: 0001752724-25-166799

**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 XII
- **CENTRAL INDEX KEY:** 0001330967

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0430

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-21780
- **FILM NUMBER:** 251120835

**BUSINESS ADDRESS:**
- **STREET 1:** 111 HUNTINGTON AVENUE
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02199
- **BUSINESS PHONE:** 617-954-5000

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

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS Series Trust XII
- **DATE OF NAME CHANGE:** 20050622

## Series and Classes Contracts Data

### MFS Lifetime Income Fund (Series ID: S000002501)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006793 | A            | MLLAX           |
| C000006794 | B            | MLLBX           |
| C000006795 | C            | MLLCX           |
| C000006796 | I            | MLLIX           |
| C000006797 | R1           | MLLEX           |
| C000006799 | R2           | MLLGX           |
| C000006800 | R3           | MLLHX           |
| C000006801 | R4           | MLLJX           |
| C000173225 | R6           | MLLKX           |

### MFS Lifetime 2030 Fund (Series ID: S000002504)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006820 | A            | MLTAX           |
| C000006821 | B            | MLTBX           |
| C000006822 | C            | MLTCX           |
| C000006823 | I            | MLTIX           |
| C000006824 | R1           | MLTEX           |
| C000006826 | R2           | MLTGX           |
| C000006827 | R3           | MLTHX           |
| C000006828 | R4           | MLTJX           |
| C000173227 | R6           | MLTKX           |

### MFS Lifetime 2040 Fund (Series ID: S000002505)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006829 | A            | MLFAX           |
| C000006830 | B            | MLFBX           |
| C000006831 | C            | MLFCX           |
| C000006832 | I            | MLFIX           |
| C000006833 | R1           | MLFEX           |
| C000006835 | R2           | MLFGX           |
| C000006836 | R3           | MLFHX           |
| C000006837 | R4           | MLFJX           |
| C000173228 | R6           | MLFKX           |

### MFS Lifetime 2050 Fund (Series ID: S000030062)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000092196 | A            | MFFSX           |
| C000092197 | B            | MFFRX           |
| C000092198 | C            | MFFDX           |
| C000092199 | I            | MFFIX           |
| C000092200 | R1           | MFFMX           |
| C000092201 | R2           | MFFNX           |
| C000092202 | R3           | MFFOX           |
| C000092203 | R4           | MFFPX           |
| C000173229 | R6           | MFFKX           |

### MFS Lifetime 2025 Fund (Series ID: S000038773)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000119423 | B            | LTTBX           |
| C000119424 | C            | LTTCX           |
| C000119425 | I            | LTTIX           |
| C000119426 | R1           | LTTRX           |
| C000119427 | R2           | LTTSX           |
| C000119428 | R3           | LTTTX           |
| C000119429 | R4           | LTTUX           |
| C000119430 | A            | LTTAX           |
| C000173230 | R6           | LTTKX           |

### MFS Lifetime 2035 Fund (Series ID: S000038774)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000119431 | A            | LFEAX           |
| C000119432 | B            | LFEBX           |
| C000119433 | C            | LFECX           |
| C000119434 | I            | LFEDX           |
| C000119435 | R1           | LFERX           |
| C000119436 | R2           | LFESX           |
| C000119437 | R3           | LFETX           |
| C000119438 | R4           | LFEUX           |
| C000173231 | R6           | LFEKX           |

### MFS Lifetime 2045 Fund (Series ID: S000038775)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000119439 | A            | LTMAX           |
| C000119440 | B            | LTMBX           |
| C000119441 | C            | LTMDX           |
| C000119442 | I            | LTMKX           |
| C000119443 | R1           | LTMRX           |
| C000119444 | R2           | LTMSX           |
| C000119445 | R3           | LTMTX           |
| C000119446 | R4           | LTMUX           |
| C000173232 | R6           | LTMLX           |

### MFS Lifetime 2055 Fund (Series ID: S000038776)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000119447 | A            | LFIAX           |
| C000119448 | B            | LFIBX           |
| C000119449 | C            | LFICX           |
| C000119450 | I            | LFIIX           |
| C000119451 | R1           | LFIRX           |
| C000119452 | R2           | LFISX           |
| C000119453 | R3           | LFITX           |
| C000119454 | R4           | LFIUX           |
| C000173233 | R6           | LFIKX           |

### MFS Lifetime 2060 Fund (Series ID: S000055287)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000173915 | A            | MFJAX           |
| C000173916 | B            | MFJBX           |
| C000173917 | C            | MFJCX           |
| C000173918 | I            | MFJIX           |
| C000173919 | R1           | MFJEX           |
| C000173920 | R2           | MFJGX           |
| C000173921 | R3           | MFJTX           |
| C000173922 | R4           | MFJUX           |
| C000173923 | R6           | MFJKX           |

### MFS Lifetime 2065 Fund (Series ID: S000072833)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000229436 | R3           | LFTLX           |
| C000229437 | R2           | LFTKX           |
| C000229438 | R1           | LFTJX           |
| C000229439 | R4           | LFTMX           |
| C000229440 | C            | LFTGX           |
| C000229441 | A            | LFTFX           |
| C000229442 | R6           | LFTNX           |
| C000229443 | I            | LFTHX           |

### MFS Core Bond Fund (Series ID: S000076470)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000236386 | R4           | MCBKX           |
| C000236387 | R6           | MCBMX           |
| C000236388 | R3           | MCBJX           |
| C000236389 | A            | MCBEX           |
| C000236390 | R1           | MCBGX           |
| C000236391 | I            | MCBFX           |
| C000236392 | C            | MCBCX           |
| C000236393 | R2           | MCBHX           |

## Internal

Report of Independent Registered Public Accounting Firm

To the Shareholders of MFS Core Bond Fund, MFS Lifetime Income Fund, MFS Lifetime 2025 Fund, MFS Lifetime 2030 Fund, MFS Lifetime 2035 Fund, MFS Lifetime 2040 Fund, MFS Lifetime 2045 Fund, MFS Lifetime 2050 Fund, MFS Lifetime 2055 Fund, MFS Lifetime 2060 Fund and MFS Lifetime 2065 Fund and the Board of Trustees of MFS Series Trust XII

In planning and performing our audits of the financial statements of MFS Core Bond Fund, MFS Lifetime Income Fund, MFS Lifetime 2025 Fund, MFS Lifetime 2030 Fund, MFS Lifetime 2035 Fund, MFS Lifetime 2040 Fund, MFS Lifetime 2045 Fund, MFS Lifetime 2050 Fund, MFS Lifetime 2055 Fund, MFS Lifetime 2060 Fund and MFS Lifetime 2065 Fund (the "Funds") (eleven of the funds constituting MFS Series Trust XII (the "Trust")) as of and for the year ended April 30, 2025, in accordance with the standards of the Public Company Accounting Oversight Board (United States) (PCAOB), we considered the Trust's internal control over financial reporting, including controls over safeguarding securities, as a basis for designing our auditing procedures for the purpose of expressing our opinion on the financial statements and to comply with the requirements of Form N-CEN, but not for the purpose of expressing an opinion on the effectiveness of the Trust's internal control over financial reporting. Accordingly, we express no such opinion.

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

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

A deficiency in internal control over financial reporting exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent or detect misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control over financial reporting, such that there is a reasonable possibility that a material misstatement of the Trust's annual or interim financial statements will not be prevented or detected on a timely basis. Our consideration of the Trust's internal control over financial reporting was for the limited purpose described in the first paragraph and would not necessarily disclose all deficiencies in internal control that might be material weaknesses under standards established by the PCAOB. However, we noted no deficiencies in the Trust's internal control over financial reporting and its operation, including controls over safeguarding securities that we consider to be a material weakness as defined above as of April 30, 2025.

------

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

/s/ Ernst & Young LLP

Boston, Massachusetts

June 13, 2025

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

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0001330967

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

### 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 XII

- **Item B.1.b - Investment Company Act file number:** 811-21780

- **Item B.1.c - CIK:** 0001330967

- **Item B.1.d - LEI:** 549300VVIIPRJRW6FR46

- **Item B.2.a - Street 1:** 111 HUNTINGTON AVENUE

- **Item B.2.b - City:** BOSTON

- **Item B.2.c - State:** MA

- **Item B.2.e - Zip Code:** 02199

- **Item B.2.f - Telephone:** 617-954-5000

- **Item B.2.g - Public Website:** www.mfs.com

### Item B.3 - Location of books and records

**Location books Record: 1**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 617-951-7000

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

**Location books Record: 2**

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

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

- **Street 2:** 4th Floor

- **c. City:** New York

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

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

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

- **g. Telephone number:** 866-951-2280

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

**Location books Record: 3**

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

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

- **Street 2:** Suite 400

- **c. City:** Santa Clara

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

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

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

- **g. Telephone number:** 650-258-6827

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

**Location books Record: 4**

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

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

- **c. City:** Kansas City

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

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

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

- **g. Telephone number:** 816-435-1000

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

**Location books Record: 5**

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

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

- **Street 2:** Suite 1

- **c. City:** Boston

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

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

- **f. Zip code and zip code extension, or foreign postal code:** 02114

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

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

**Location books Record: 6**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 7**

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

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

- **Street 2:** Suite 100

- **c. City:** Bellevue

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

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

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

- **g. Telephone number:** 425-869-7649

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

**Location books Record: 8**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 9**

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

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

- **Street 2:** Suite 400

- **c. City:** Rockville

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

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

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

- **g. Telephone number:** 301-556-0500

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

**Location books Record: 10**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 11**

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

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

- **c. City:** New York

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

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

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

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

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

**Location books Record: 12**

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

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

- **c. City:** Burlington

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

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

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

- **g. Telephone number:** 781-238-0099

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

**Location books Record: 13**

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

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

- **c. City:** Boston

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

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

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

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

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

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

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

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

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

### Item B.6 - Organization

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

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

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

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

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

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

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

- **Item B.6.i - Total number of Series:** 11

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

### Item B.8 - Directors

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

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

**Chief compliance officer Record: 1**

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

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

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

- **d. City:** Boston

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

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

- **g. Zip code:** 02199

- **h. Telephone number:** XXXXXX

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

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

**CCO employer Record: 1**

- **i. Name of the person:** —

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

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

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

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

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

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

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

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

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

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

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

### Item B.16. Principal underwriters.

**Principal underwriter Record: 1**

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

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

- **iii. CRD number:** 000031052

- **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:** Ernst & Young LLP

- **b. PCAOB Number:** 42

- **c. LEI, if any:** 254900Y3CIB1KF938C31

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

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

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

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

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

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

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

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

## Part C: Additional Questions for Management Investment Companies

### Management Investment Record: 1 - MFS Lifetime 2060 Fund

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

- **a. Full Name of the Fund:** MFS Lifetime 2060 Fund

- **b. Series identification number, if any:** S000055287

- **c. LEI:** 549300B1U3QH45BRJE12

- **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                 | C000173917                                | MFJCX                        |
|                           2 | Class A                 | C000173915                                | MFJAX                        |
|                           3 | Class R6                | C000173923                                | MFJKX                        |
|                           4 | Class B                 | C000173916                                | MFJBX                        |
|                           5 | Class R3                | C000173921                                | MFJTX                        |
|                           6 | Class R4                | C000173922                                | MFJUX                        |
|                           7 | Class I                 | C000173918                                | MFJIX                        |
|                           8 | Class R1                | C000173919                                | MFJEX                        |
|                           9 | Class R2                | C000173920                                | MFJGX                        |

**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

- [x] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [x] h. Target Date Fund

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

- [ ] N/A

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

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

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

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

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

- Section 12(d)(1)(G) of the Act (15 USC 80a-12(d)(1)(G))

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

**Pricing Services Record: 2**

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

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

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

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

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

- **Item C.19.a - Fund's monthly average net assets:** $209,064,251.70

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

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

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

**Line of Credit details Record: 1**

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

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

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

  - **Line Institutions Record: 1 Name of institution:** HSBC Bank USA, National Association

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

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

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

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

  - **Line Institutions Record: 9 Name of institution:** Canadian Imperial Bank of Commerce

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

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

  - **Line Institutions Record: 12 Name of institution:** State Street Bank and Trust Company

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

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

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 3**

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

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

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

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

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

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

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

- **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 Lifetime 2050 Fund

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

- **a. Full Name of the Fund:** MFS Lifetime 2050 Fund

- **b. Series identification number, if any:** S000030062

- **c. LEI:** 549300L30DVISSHBKT35

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

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

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

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class R4                | C000092203                                | MFFPX                        |
|                           2 | Class R1                | C000092200                                | MFFMX                        |
|                           3 | Class R3                | C000092202                                | MFFOX                        |
|                           4 | Class B                 | C000092197                                | MFFRX                        |
|                           5 | Class A                 | C000092196                                | MFFSX                        |
|                           6 | Class R2                | C000092201                                | MFFNX                        |
|                           7 | Class R6                | C000173229                                | MFFKX                        |
|                           8 | Class C                 | C000092198                                | MFFDX                        |
|                           9 | Class I                 | C000092199                                | MFFIX                        |

**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

- [x] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [x] h. Target Date Fund

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

- [ ] N/A

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

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

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

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

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

- Section 12(d)(1)(G) of the Act (15 USC 80a-12(d)(1)(G))

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

**Pricing Services Record: 2**

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

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

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

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

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

- **Item C.19.a - Fund's monthly average net assets:** $567,251,484.88

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

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

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** 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:** HSBC Bank USA, National Association

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

  - **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:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 7 Name of institution:** The Toronto-Dominion Bank, New York Branch

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

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

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

  - **Line Institutions Record: 11 Name of institution:** Bank of America, 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 Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Research Series                                                  | 811-08326         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Value Series                                                     | 811-08326         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS New discovery Value fund                                         | 811-03327         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| Massachusetts Investors Trust                                        | 811-00203         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Income Fund                                                      | 811-05262         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Value Fund                                                       | 811-04777         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Technology Fund                                                  | 811-04777         |

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

**Line of Credit details Record: 3**

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

- **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 Lifetime 2055 Fund

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

- **a. Full Name of the Fund:** MFS Lifetime 2055 Fund

- **b. Series identification number, if any:** S000038776

- **c. LEI:** 5493000S4RZPWVSHEE95

- **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                | C000119453                                | LFITX                        |
|                           2 | Class C                 | C000119449                                | LFICX                        |
|                           3 | Class R1                | C000119451                                | LFIRX                        |
|                           4 | Class R2                | C000119452                                | LFISX                        |
|                           5 | Class A                 | C000119447                                | LFIAX                        |
|                           6 | Class I                 | C000119450                                | LFIIX                        |
|                           7 | Class B                 | C000119448                                | LFIBX                        |
|                           8 | Class R4                | C000119454                                | LFIUX                        |
|                           9 | Class R6                | C000173233                                | LFIKX                        |

**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

- [x] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [x] h. Target Date Fund

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

- [ ] N/A

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

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

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

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

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

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

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

Did the Fund rely on the following rules?

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

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

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

- Section 12(d)(1)(G) of the Act (15 USC 80a-12(d)(1)(G))

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

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

- **Item C.19.a - Fund's monthly average net assets:** $377,158,687.67

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

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

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

**Line of Credit details Record: 1**

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

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

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

  - **Line Institutions Record: 1 Name of institution:** Citibank, N.A.

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

  - **Line Institutions Record: 3 Name of institution:** Wells Fargo Bank, National Association

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

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

  - **Line Institutions Record: 6 Name of institution:** The Bank of Nova Scotia, Houston Branch

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

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

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

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

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

  - **Line Institutions Record: 12 Name of institution:** State Street Bank and Trust Company

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

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

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 3**

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

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

- **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 Lifetime 2040 Fund

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

- **a. Full Name of the Fund:** MFS Lifetime 2040 Fund

- **b. Series identification number, if any:** S000002505

- **c. LEI:** 549300M6O09VYUYTQK38

- **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 R1                | C000006833                                | MLFEX                        |
|                           2 | Class B                 | C000006830                                | MLFBX                        |
|                           3 | Class R2                | C000006835                                | MLFGX                        |
|                           4 | Class C                 | C000006831                                | MLFCX                        |
|                           5 | Class I                 | C000006832                                | MLFIX                        |
|                           6 | Class A                 | C000006829                                | MLFAX                        |
|                           7 | Class R3                | C000006836                                | MLFHX                        |
|                           8 | Class R4                | C000006837                                | MLFJX                        |
|                           9 | Class R6                | C000173228                                | MLFKX                        |

**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

- [x] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [x] h. Target Date Fund

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

- [ ] N/A

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

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

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

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

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

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

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

Did the Fund rely on the following rules?

- Section 12(d)(1)(G) of the Act (15 USC 80a-12(d)(1)(G))

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

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

- **Item C.19.a - Fund's monthly average net assets:** $786,621,531.28

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

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

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

**Line of Credit details Record: 1**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

### Management Investment Record: 5 - MFS Lifetime 2045 Fund

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

- **a. Full Name of the Fund:** MFS Lifetime 2045 Fund

- **b. Series identification number, if any:** S000038775

- **c. LEI:** 54930078W14TCCY5W445

- **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 R1                | C000119443                                | LTMRX                        |
|                           2 | Class B                 | C000119440                                | LTMBX                        |
|                           3 | Class R4                | C000119446                                | LTMUX                        |
|                           4 | Class I                 | C000119442                                | LTMKX                        |
|                           5 | Class C                 | C000119441                                | LTMDX                        |
|                           6 | Class A                 | C000119439                                | LTMAX                        |
|                           7 | Class R3                | C000119445                                | LTMTX                        |
|                           8 | Class R2                | C000119444                                | LTMSX                        |
|                           9 | Class R6                | C000173232                                | LTMLX                        |

**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

- [x] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [x] h. Target Date Fund

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

- [ ] N/A

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

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

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

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

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

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

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

Did the Fund rely on the following rules?

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

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

- Section 12(d)(1)(G) of the Act (15 USC 80a-12(d)(1)(G))

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

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

- **Item C.19.a - Fund's monthly average net assets:** $528,888,009.78

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

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

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

  - **Line Institutions Record: 6 Name of institution:** JPMorgan Chase Bank, N.A

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

  - **Line Institutions Record: 8 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 9 Name of institution:** Citibank, N.A.

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

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

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

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

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

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

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

**Line of Credit details Record: 3**

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

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

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

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

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

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

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

- **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: 6 - MFS Lifetime 2025 Fund

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

- **a. Full Name of the Fund:** MFS Lifetime 2025 Fund

- **b. Series identification number, if any:** S000038773

- **c. LEI:** 549300FD1OUZIFXJIP34

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

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

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

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class R4                | C000119429                                | LTTUX                        |
|                           2 | Class C                 | C000119424                                | LTTCX                        |
|                           3 | Class B                 | C000119423                                | LTTBX                        |
|                           4 | Class I                 | C000119425                                | LTTIX                        |
|                           5 | Class R3                | C000119428                                | LTTTX                        |
|                           6 | Class A                 | C000119430                                | LTTAX                        |
|                           7 | Class R1                | C000119426                                | LTTRX                        |
|                           8 | Class R6                | C000173230                                | LTTKX                        |
|                           9 | Class R2                | C000119427                                | LTTSX                        |

**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

- [x] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [x] h. Target Date Fund

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

- [ ] N/A

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

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

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

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

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

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

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

Did the Fund rely on the following rules?

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

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

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

- Section 12(d)(1)(G) of the Act (15 USC 80a-12(d)(1)(G))

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

**Pricing Services Record: 2**

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

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

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

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

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

- **Item C.19.a - Fund's monthly average net assets:** $375,297,263.38

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

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

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

**Line of Credit details Record: 1**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** 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:** HSBC Bank USA, National Association

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

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

  - **Line Institutions Record: 4 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 5 Name of institution:** Goldman Sachs Bank USA

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

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

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

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

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

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

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

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

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

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

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

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

### Management Investment Record: 7 - MFS Lifetime 2030 Fund

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

- **a. Full Name of the Fund:** MFS Lifetime 2030 Fund

- **b. Series identification number, if any:** S000002504

- **c. LEI:** 549300VPT7TXX8JRMU69

- **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 R1                | C000006824                                | MLTEX                        |
|                           2 | Class A                 | C000006820                                | MLTAX                        |
|                           3 | Class R2                | C000006826                                | MLTGX                        |
|                           4 | Class I                 | C000006823                                | MLTIX                        |
|                           5 | Class B                 | C000006821                                | MLTBX                        |
|                           6 | Class R3                | C000006827                                | MLTHX                        |
|                           7 | Class R4                | C000006828                                | MLTJX                        |
|                           8 | Class C                 | C000006822                                | MLTCX                        |
|                           9 | Class R6                | C000173227                                | MLTKX                        |

**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

- [x] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [x] h. Target Date Fund

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

- [ ] N/A

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

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

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

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

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

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

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

Did the Fund rely on the following rules?

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

- Section 12(d)(1)(G) of the Act (15 USC 80a-12(d)(1)(G))

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $775,902,440.69

**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 Limited Maturity Portfolio                     | 811-08879         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS High Income Fund                               | 811-02794         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS international Diversification Fund             | 811-04492         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Research Series                                | 811-08326         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Research Fund                                  | 811-02031         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Total Return Series                            | 811-08326         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS New Discovery Series                           | 811-08326         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Research International Fund                    | 811-04777         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS Income Fund                                    | 811-05262         |
| MFS Technology Fund                                | 811-04777         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Value Series                                   | 811-08326         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Growth Series                                  | 811-08326         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Utilities Series                               | 811-08326         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Value Fund                                     | 811-04777         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Lifetime 2040 Fund                             | 811-21780         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 2 Name of institution:** JPMorgan Chase Bank, N.A

  - **Line Institutions Record: 3 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 4 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 5 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 6 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 7 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 8 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 9 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 10 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 11 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 12 Name of institution:** HSBC Bank USA, National Association

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS International Diversification Fund                               | 811-04492         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| Massachusetts Investors Trust                                        | 811-00203         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Value Series                                                     | 811-08326         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS International Equity Fund                                        | 811-06174         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Utilities Series                                                 | 811-08326         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Growth Series                                                    | 811-08326         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Research Series                                                  | 811-08326         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS New discovery Value fund                                         | 811-03327         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Growth Fund                                                      | 811-04775         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-04492         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS New Discovery Value fund                       | 811-03327         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Growth Fund                                    | 811-04775         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Growth Series                                  | 811-08326         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Research International Fund                    | 811-04777         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Income Fund                                    | 811-05262         |
| MFS Value Fund                                     | 811-04777         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Equity Series                           | 811-08326         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Total Return Series                            | 811-08326         |
| MFS Global Research Portfolio                      | 811-03732         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Research Fund                                  | 811-02031         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS High Income Fund                               | 811-02794         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Utilities Series                               | 811-08326         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Value Series                                   | 811-08326         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Research Series                                | 811-08326         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Technology Fund                                | 811-04777         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 8 - MFS Lifetime 2065 Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Lifetime 2065 Fund

- **b. Series identification number, if any:** S000072833

- **c. LEI:** 549300X2Q4S3PZNFAE14

- **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?:** 8

- **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                | C000229436                                | LFTLX                        |
|                           2 | Class C                 | C000229440                                | LFTGX                        |
|                           3 | Class I                 | C000229443                                | LFTHX                        |
|                           4 | Class R4                | C000229439                                | LFTMX                        |
|                           5 | Class A                 | C000229441                                | LFTFX                        |
|                           6 | Class R1                | C000229438                                | LFTJX                        |
|                           7 | Class R6                | C000229442                                | LFTNX                        |
|                           8 | Class R2                | C000229437                                | LFTKX                        |

**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

- [x] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [x] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [ ] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** No

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** —

- **g. Provide the net income from securities lending activities:** —

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 32a-4 (17 CFR 270.32a-4)

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 18f-4 (17 CFR 270.18f-4)

- Section 12(d)(1)(G) of the Act (15 USC 80a-12(d)(1)(G))

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 12d1-1 (17 CFR 270.12d1-1)

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **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:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **iii. State, if applicable:** GA

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. LEI, if any:** 084-01316

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $24,861,661.48

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 2 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 3 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 4 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 5 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 6 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 7 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 8 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 9 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 10 Name of institution:** JPMorgan Chase Bank, N.A

  - **Line Institutions Record: 11 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 12 Name of institution:** Canadian Imperial Bank of Commerce

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Research Fund                                                    | 811-02031         |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Equity Income Fund                                               | 811-03090         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS International Diversification Fund                               | 811-04492         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS New discovery Value fund                                         | 811-03327         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Value Series                                                     | 811-08326         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Income Fund                                                      | 811-05262         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Research Series                                                  | 811-08326         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| Massachusetts Investors Trust                                        | 811-00203         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Research International Portfolio                                 | 811-03732         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Value Fund                                     | 811-04777         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Total Return Series                            | 811-08326         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS High Income Fund                               | 811-02794         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Blended Research Core Equity Fund              | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Total Return Fund                              | 811-02031         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Utilities Series                               | 811-08326         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS New Discovery Value fund                       | 811-03327         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Value Series                                   | 811-08326         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Growth Series                                  | 811-08326         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Research International Fund                    | 811-04777         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS New Discovery Series                           | 811-08326         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Research Series                                | 811-08326         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Research Fund                                  | 811-02031         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Income Fund                                    | 811-05262         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Income Portfolio                               | 811-03732         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Technology Fund                                | 811-04777         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS U.S. Government Money Market Fund              | 811-02594         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Research Fund                                  | 811-02031         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS Research International Fund                    | 811-04777         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS International Growth Fund                      | 811-04492         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Growth Series                                  | 811-08326         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Technology Fund                                | 811-04777         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Growth Fund                                    | 811-04775         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Income Fund                                    | 811-05262         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Value Series                                   | 811-08326         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Value Fund                                     | 811-04777         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS international Diversification Fund             | 811-04492         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Total Return Series                            | 811-08326         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS High Income Fund                               | 811-02794         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Utilities Series                               | 811-08326         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Research Series                                | 811-08326         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 9 - MFS Core Bond Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Core Bond Fund

- **b. Series identification number, if any:** S000076470

- **c. LEI:** 5493007VGRIDZH3OJY65

- **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?:** 8

- **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 R1                | C000236390                                | MCBGX                        |
|                           2 | Class R2                | C000236393                                | MCBHX                        |
|                           3 | Class C                 | C000236392                                | MCBCX                        |
|                           4 | Class R6                | C000236387                                | MCBMX                        |
|                           5 | Class R4                | C000236386                                | MCBKX                        |
|                           6 | Class R3                | C000236388                                | MCBJX                        |
|                           7 | Class A                 | C000236389                                | MCBEX                        |
|                           8 | Class I                 | C000236391                                | MCBFX                        |

**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 18f-4(f)(17 CFR 270.18f-4(f))

- Rule 12d1-1 (17 CFR 270.12d1-1)

- 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:** 084-01316

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **iii. State, if applicable:** GA

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** S&P Global Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** Y6X4K52KMJMZE7I7MY94

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 3**

- **i. Full name:** 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:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** JPMorgan Chase Bank, 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 Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** 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:** $965.03

**Aggregate Commission:** $965.03

**Item C.17.a. Principal transaction counterparties.**

| Name                          | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Goldman Sachs & Co. LLC       | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $895,206.33               |
| Deutsche Bank Securities Inc. | 8-17822           |    000002525 | 9J6MBOOO7BECTDTUZW19 | NY      | US        | $863,871.87               |
| J.P. Morgan Securities LLC    | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $3,231,644.51             |
| TD SECURITIES (USA) LLC       | 8-36747           |    000018476 | SUVUFHICNZMP2WKHG940 | NY      | US        | $812,592.69               |
| Wells Fargo Securities, LLC   | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $17,698,294.77            |
| Mizuho Securities USA LLC     | 8-37710           |    000019647 | 7TK5RJIZDFROZCA6XF66 | NY      | US        | $19,720,828.21            |
| Citigroup Global Markets Inc. | 8-08177           |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $5,902,758.10             |
| BofA Securities, Inc.         | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $22,178,222.53            |
| Citadel Securities LLC        | 8-53574           |    000116797 | 12UUJYTN7D3SW8KCSG25 | FL      | US        | $2,973,970.69             |
| Morgan Stanley & Co. LLC      | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $3,644,988.15             |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $83,069,004.47

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $30,715,734.60

**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 Lifetime 2055 Fund                             | 811-2178          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Utilities Series                               | 811-8326          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Research Fund                                  | 811-2031          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Growth Series                                  | 811-8326          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Research International Fund                    | 811-4777          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Growth Fund                                    | 811-4775          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Research Series                                | 811-8326          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Total Return Series                            | 811-8326          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Technology Fund                                | 811-4777          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Government Securities Fund                     | 811-3327          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS International Growth Fund                      | 811-4492          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Value Fund                                     | 811-4777          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Income Fund                                    | 811-5262          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS High Income Fund                               | 811-2794          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Total Return Fund                              | 811-2031          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Value Series                                   | 811-8326          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| 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 Municipal Income Fund                          | 811-4096          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Utilities Series                               | 811-8326          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS International Diversification Fund             | 811-4492          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS High Income Fund                               | 811-2794          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Research International Fund                    | 811-4777          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Total Return Fund                              | 811-2031          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Value Fund                                     | 811-4777          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS Growth Fund                                    | 811-4775          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Research Fund                                  | 811-2031          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Income Portfolio                               | 811-3732          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Growth Series                                  | 811-8326          |
| MFS Technology Fund                                | 811-4777          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Total Return Series                            | 811-8326          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Value Series                                   | 811-8326          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Investors Trust Series                         | 811-8326          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Income Fund                                    | 811-5262          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Research Series                                | 811-8326          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Lifetime 2055 Fund                             | 811-2178          |

- **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:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 3 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 4 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 5 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 6 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 7 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 8 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 9 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 10 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 11 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 12 Name of institution:** HSBC Bank USA, National Association

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Global Equity Series                                             | 811-8326          |
| MFS Total Return Fund                                                | 811-2031          |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Government Securities Fund                                       | 811-3327          |
| MFS Municipal Intermediate Fund                                      | 811-4096          |
| MFS Massachusetts Municipal Bond Fund                                | 811-4096          |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Research Fund                                                    | 811-2031          |
| MFS High Income Municipal Trust                                      | 811-5754          |
| MFS High Yield Portfolio                                             | 811-3732          |
| MFS Low Volatility Equity Fund                                       | 811-4777          |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Technology Fund                                                  | 811-4777          |
| MFS Value Series                                                     | 811-8326          |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS International Diversification Fund                               | 811-4492          |
| MFS Blended Research International Equity Fund                       | 811-2594          |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-2594          |
| MFS California Municipal Bond Fund                                   | 811-4096          |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Mid Cap Value Fund                                               | 811-7992          |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Total Return Bond Series                                         | 811-8326          |
| MFS Global Governments Portfolio                                     | 811-3732          |
| MFS Emerging Markets Equity Research Fund                            | 811-3090          |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Government Securities Portfolio                                  | 811-3732          |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS North Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-2594          |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Core Equity Portfolio                                            | 811-3732          |
| MFS International Equity Fund                                        | 811-6174          |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Investors Trust Series                                           | 811-8326          |
| MFS Blended Research Core Equity Portfolio                           | 811-3732          |
| MFS Emerging Markets Debt Fund                                       | 811-4492          |
| MFS Georgia Municipal Bond Fund                                      | 811-4096          |
| MFS Mississippi Municipal Bond Fund                                  | 811-4096          |
| MFS Global Growth Portfolio                                          | 811-3732          |
| MFS Total Return Series                                              | 811-8326          |
| MFS Global Total Return Fund                                         | 811-6102          |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Arkansas Municipal Bond Fund                                     | 811-4096          |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Growth Allocation Fund                                           | 811-4492          |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Growth Series                                                    | 811-8326          |
| MFS Blended Research Small Cap Equity Fund                           | 811-4492          |
| MFS Growth Fund                                                      | 811-4775          |
| MFS Diversified Income Fund                                          | 811-3327          |
| MFS Investment Funds - Global Value ex-Japan Fund                    | N/A               |
| MFS Total Return Bond Fund                                           | 811-2464          |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Moderate Allocation Fund                                         | 811-4492          |
| MFS Maryland Municipal Bond Fund                                     | 811-4096          |
| Massachusetts Investors Growth Stock Fund                            | 811-0859          |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Technology Portfolio                                             | 811-3732          |
| MFS Value Fund                                                       | 811-4777          |
| MFS Global Research Portfolio                                        | 811-3732          |
| MFS High Yield Municipal Trust                                       | 811-4992          |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Managed Wealth Fund                                              | 811-4492          |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Blended Research Value Equity Fund                               | 811-4492          |
| MFS Municipal Limited Maturity Fund                                  | 811-2464          |
| MFS Income Fund                                                      | 811-5262          |
| MFS Emerging Markets Equity Fund                                     | 811-4492          |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Corporate Bond Fund                                              | 811-2464          |
| MFS Emerging Markets Equity Portfolio                                | 811-3732          |
| MFS Lifetime 2035 Fund                                               | 811-2178          |
| MFS Intrinsic Value Fund                                             | 811-3090          |
| MFS Lifetime 2025 Fund                                               | 811-2178          |
| MFS Municipal Income Fund                                            | 811-4096          |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS International Growth Portfolio                                   | 811-3732          |
| MFS Lifetime 2060 Fund                                               | 811-2178          |
| MFS Global High Yield Fund                                           | 811-2794          |
| MFS International Large Cap Value Fund                               | 811-4492          |
| MFS Alabama Municipal Bond Fund                                      | 811-4096          |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Lifetime 2030 Fund                                               | 811-2178          |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-4096          |
| MFS Global Tactical Allocation Portfolio                             | 811-3732          |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS New York Municipal Bond Fund                                     | 811-4096          |
| MFS Income Portfolio                                                 | 811-3732          |
| MFS Lifetime 2045 Fund                                               | 811-2178          |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Government Markets Income Trust                                  | 811-5078          |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Limited Maturity Fund                                            | 811-2464          |
| MFS Global Equity Fund                                               | 811-6102          |
| MFS International Growth Fund                                        | 811-4492          |
| MFS Utilities Fund                                                   | 811-6102          |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-3732          |
| MFS Core Equity Fund                                                 | 811-4777          |
| MFS New Discovery Value Fund                                         | 811-3327          |
| MFS Municipal High Income Fund                                       | 811-2794          |
| MFS Low Volatility Global Equity Fund                                | 811-4777          |
| MFS Conservative Allocation Fund                                     | 811-4492          |
| MFS New Discovery Series                                             | 811-8326          |
| MFS Utilities Series                                                 | 811-8326          |
| MFS Aggressive Growth Allocation Fund                                | 811-4492          |
| MFS High Yield Pooled Portfolio                                      | 811-2794          |
| MFS Lifetime 2040 Fund                                               | 811-2178          |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-2594          |
| MFS Inflation-Adjusted Bond Fund                                     | 811-2464          |
| MFS Equity Income Fund                                               | 811-3090          |
| MFS Blended Research Growth Equity Fund                              | 811-4492          |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Lifetime 2065 Fund                                               | 811-2178          |
| MFS Corporate Bond Portfolio                                         | 811-3732          |
| Massachusetts Investors Trust                                        | 811-0203          |
| MFS Lifetime 2050 Fund                                               | 811-2178          |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Mid Cap Growth Series                                            | 811-8326          |
| MFS New Discovery Fund                                               | 811-4777          |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Intermediate Income Trust                                        | 811-5440          |
| MFS International New Discovery Fund                                 | 811-2031          |
| MFS Research International Fund                                      | 811-4777          |
| MFS Research International Portfolio                                 | 811-3732          |
| MFS Research Series                                                  | 811-8326          |
| MFS Blended Research Core Equity Fund                                | 811-7992          |
| MFS Investment Grade Municipal Trust                                 | 811-5785          |
| MFS High Income Fund                                                 | 811-2794          |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Global Growth Fund                                               | 811-5262          |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS South Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Global New Discovery Fund                                        | 811-2594          |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Lifetime Income Fund                                             | 811-2178          |
| MFS Blended Research Mid Cap Equity Fund                             | 811-4492          |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Virginia Municipal Bond Fund                                     | 811-4096          |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-4492          |
| MFS International Intrinsic Value Fund                               | 811-4492          |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Lifetime 2055 Fund                                               | 811-2178          |
| MFS U.S. Government Money Market Portfolio                           | 811-3732          |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Global Opportunistic Bond Fund                                   | 811-4492          |
| MFS Commodity Strategy Fund                                          | 811-4253          |
| MFS U.S. Government Cash Reserve Fund                                | 811-4777          |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-4096          |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Global Real Estate Fund                                          | 811-3327          |
| MFS Municipal Income Trust                                           | 811-4841          |
| MFS Global Alternative Strategy Fund                                 | 811-4253          |
| MFS International Intrinsic Value Portfolio                          | 811-3732          |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 10 - MFS Lifetime Income Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Lifetime Income Fund

- **b. Series identification number, if any:** S000002501

- **c. LEI:** HVSHYLXT64G65WN2P306

- **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                | C000006800                                | MLLHX                        |
|                           2 | Class R6                | C000173225                                | MLLKX                        |
|                           3 | Class R2                | C000006799                                | MLLGX                        |
|                           4 | Class I                 | C000006796                                | MLLIX                        |
|                           5 | Class C                 | C000006795                                | MLLCX                        |
|                           6 | Class R4                | C000006801                                | MLLJX                        |
|                           7 | Class B                 | C000006794                                | MLLBX                        |
|                           8 | Class A                 | C000006793                                | MLLAX                        |
|                           9 | Class R1                | C000006797                                | MLLEX                        |

**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

- [x] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [ ] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** 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)

- Section 12(d)(1)(G) of the Act (15 USC 80a-12(d)(1)(G))

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- 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:** 084-01316

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **iii. State, if applicable:** GA

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. LEI, if any:** 084-01316

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $596,279,100.98

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 2 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 3 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 4 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 5 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 6 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 7 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 8 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 9 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 10 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 11 Name of institution:** JPMorgan Chase Bank, N.A

  - **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 Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Research Fund                                                    | 811-02031         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS New discovery Value fund                                         | 811-03327         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Research Series                                                  | 811-08326         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| Massachusetts Investors Trust                                        | 811-00203         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Global Equity Series                                             | 811-08326         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Research International Fund                                      | 811-04777         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Value Series                                                     | 811-08326         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS High Income Fund                               | 811-02794         |
| MFS Research International Fund                    | 811-04777         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Growth Series                                  | 811-08326         |
| MFS Research Fund                                  | 811-02031         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Value Fund                                     | 811-04777         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Income Fund                                    | 811-05262         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Total Return Series                            | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Global Growth Fund                             | 811-05262         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS international Diversification Fund             | 811-04492         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Research Series                                | 811-08326         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS International Growth Fund                      | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Value Series                                   | 811-08326         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Utilities Series                               | 811-08326         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS New Discovery Series                           | 811-08326         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Government Securities Portfolio                | 811-03732         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Value Series                                   | 811-08326         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Total Return Series                            | 811-08326         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Income Fund                                    | 811-05262         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS High Income Fund                               | 811-02794         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Technology Fund                                | 811-04777         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS New Discovery Fund                             | 811-04777         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Research International Fund                    | 811-04777         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Growth Series                                  | 811-08326         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Research Fund                                  | 811-02031         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS New Discovery Value fund                       | 811-03327         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Total Return Fund                              | 811-02031         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-04492         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Utilities Series                               | 811-08326         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Income Portfolio                               | 811-03732         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Value Fund                                     | 811-04777         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 11 - MFS Lifetime 2035 Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Lifetime 2035 Fund

- **b. Series identification number, if any:** S000038774

- **c. LEI:** 549300CC3UY7JZFET524

- **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 A                 | C000119431                                | LFEAX                        |
|                           2 | Class R1                | C000119435                                | LFERX                        |
|                           3 | Class R3                | C000119437                                | LFETX                        |
|                           4 | Class I                 | C000119434                                | LFEDX                        |
|                           5 | Class R2                | C000119436                                | LFESX                        |
|                           6 | Class C                 | C000119433                                | LFECX                        |
|                           7 | Class R6                | C000173231                                | LFEKX                        |
|                           8 | Class R4                | C000119438                                | LFEUX                        |
|                           9 | Class B                 | C000119432                                | LFEBX                        |

**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

- [x] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [x] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [ ] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** No

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** —

- **g. Provide the net income from securities lending activities:** —

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Section 12(d)(1)(G) of the Act (15 USC 80a-12(d)(1)(G))

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 32a-4 (17 CFR 270.32a-4)

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **iii. State, if applicable:** GA

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. LEI, if any:** 084-01316

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $611,508,888.67

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 2 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 3 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 4 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 5 Name of institution:** JPMorgan Chase Bank, N.A

  - **Line Institutions Record: 6 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 7 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 8 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 9 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 10 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 11 Name of institution:** Bank of Montreal, Chicago Branch

  - **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 Income Fund                                                      | 811-05262         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Value Series                                                     | 811-08326         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS New Discovery Fund                                               | 811-04777         |
| Massachusetts Investors Trust                                        | 811-00203         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS New discovery Value fund                                         | 811-03327         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Research Series                                                  | 811-08326         |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Growth Series                                                    | 811-08326         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Research Fund                                  | 811-02031         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Growth Series                                  | 811-08326         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Total Return Series                            | 811-08326         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Technology Fund                                | 811-04777         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS New Discovery Value fund                       | 811-03327         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Utilities Series                               | 811-08326         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Value Series                                   | 811-08326         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS High Income Fund                               | 811-02794         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Growth Fund                                    | 811-04775         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Blended Research Core Equity Fund              | 811-04492         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Value Fund                                     | 811-04777         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Research International Fund                    | 811-04777         |
| MFS Income Fund                                    | 811-05262         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS International Growth Fund                      | 811-04492         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS International Growth Portfolio                 | 811-03732         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $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 Limited Maturity Fund                          | 811-02464         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS High Yield Portfolio                           | 811-03732         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Utilities Series                               | 811-08326         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Growth Series                                  | 811-08326         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS international Diversification Fund             | 811-04492         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Technology Fund                                | 811-04777         |
| MFS Growth Fund                                    | 811-04775         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Global Equity Series                           | 811-08326         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Research International Fund                    | 811-04777         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Value Series                                   | 811-08326         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Total Return Series                            | 811-08326         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Value Fund                                     | 811-04777         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Research Fund                                  | 811-02031         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS High Income Fund                               | 811-02794         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Research Series                                | 811-08326         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Income Fund                                    | 811-05262         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Equity Income Fund                             | 811-03090         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

## 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 XII

**Date:** 2025-07-11

**Signature:** James Byrne

**Title:** Assistant Treasurer