# EDGAR Filing Document

**Accession Number:** 0000751656
**File Stem:** 0001752724-25-133581
**Filing Date:** 2025-6
**Character Count:** 771272
**Document Hash:** fc4114ce6b21caa2f7a9822ce21aa487
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001752724-25-133581.hdr.sgml**: 20250611

**ACCESSION NUMBER**: 0001752724-25-133581

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250331

**FILED AS OF DATE**: 20250611

**DATE AS OF CHANGE**: 20250611

**EFFECTIVENESS DATE**: 20250611

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS MUNICIPAL SERIES TRUST
- **CENTRAL INDEX KEY:** 0000751656

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-04096
- **FILM NUMBER:** 251039311

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

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

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS MANAGED MULTI STATE MUNICIPAL BOND TRUST
- **DATE OF NAME CHANGE:** 19920703

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS MANAGED MULTI STATE TAX EXEMPT TRUST
- **DATE OF NAME CHANGE:** 19890410

## Series and Classes Contracts Data

### MFS Alabama Municipal Bond Fund (Series ID: S000002521)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006957 | A            | MFALX           |
| C000006958 | B            | MBABX           |
| C000169758 | I            | MLALX           |
| C000194226 | R6           | MPOLX           |

### MFS New York Municipal Bond Fund (Series ID: S000002522)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006959 | A            | MSNYX           |
| C000006960 | B            | MBNYX           |
| C000006961 | C            | MCNYX           |
| C000169759 | I            | MNYLX           |
| C000194228 | R6           | MPNYX           |

### MFS North Carolina Municipal Bond Fund (Series ID: S000002523)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006962 | A            | MSNCX           |
| C000006963 | B            | MBNCX           |
| C000006964 | C            | MCNCX           |
| C000169760 | I            | MNCLX           |
| C000194230 | R6           | MPNCX           |

### MFS Pennsylvania Municipal Bond Fund (Series ID: S000002524)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006965 | A            | MFPAX           |
| C000006966 | B            | MBPAX           |
| C000169761 | I            | MPALX           |
| C000194232 | R6           | MPPAX           |

### MFS South Carolina Municipal Bond Fund (Series ID: S000002525)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006967 | A            | MFSCX           |
| C000006968 | B            | MBSCX           |
| C000169762 | I            | MTSCX           |
| C000194234 | R6           | MPOCX           |

### MFS Virginia Municipal Bond Fund (Series ID: S000002527)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006971 | A            | MSVAX           |
| C000006972 | B            | MBVAX           |
| C000006973 | C            | MVACX           |
| C000169764 | I            | MIVAX           |
| C000194238 | R6           | MPVOX           |

### MFS West Virginia Municipal Bond Fund (Series ID: S000002528)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006974 | A            | MFWVX           |
| C000006975 | B            | MBWVX           |
| C000169765 | I            | MWVIX           |
| C000194240 | R6           | MPWVX           |

### MFS Arkansas Municipal Bond Fund (Series ID: S000002529)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006976 | A            | MFARX           |
| C000006977 | B            | MBARX           |
| C000169766 | I            | MARLX           |
| C000194242 | R6           | MPRAX           |

### MFS California Municipal Bond Fund (Series ID: S000002530)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006978 | A            | MCFTX           |
| C000006979 | B            | MBCAX           |
| C000006980 | C            | MCCAX           |
| C000169767 | I            | MCAVX           |
| C000194244 | R6           | MPOAX           |

### MFS Georgia Municipal Bond Fund (Series ID: S000002532)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006983 | A            | MMGAX           |
| C000006984 | B            | MBGAX           |
| C000169768 | I            | MGATX           |
| C000194246 | R6           | MPGOX           |

### MFS Maryland Municipal Bond Fund (Series ID: S000002533)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006985 | A            | MFSMX           |
| C000006986 | B            | MBMDX           |
| C000169769 | I            | MMDIX           |
| C000194249 | R6           | MPMDX           |

### MFS Massachusetts Municipal Bond Fund (Series ID: S000002534)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006987 | A            | MFSSX           |
| C000006988 | B            | MBMAX           |
| C000169770 | I            | MTALX           |
| C000194250 | R6           | MPMAX           |

### MFS Mississippi Municipal Bond Fund (Series ID: S000002535)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006989 | A            | MISSX           |
| C000006990 | B            | MBMSX           |
| C000169771 | I            | MMSTX           |
| C000194252 | R6           | MPMSX           |

### MFS Municipal Income Fund (Series ID: S000002536)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006991 | A            | MFIAX           |
| C000006992 | B            | MMIBX           |
| C000006993 | C            | MMICX           |
| C000042676 | A1           | MMIDX           |
| C000042677 | B1           | MMIGX           |
| C000105400 | I            | MIMIX           |
| C000194254 | R6           | MPMNX           |

### MFS Municipal Intermediate Fund (Series ID: S000071695)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000227169 | Class C      | MIUCX           |
| C000227170 | Class A      | MIUAX           |
| C000227171 | Class I      | MIUIX           |
| C000227172 | Class R6     | MIURX           |

## Internal

```

REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM

To the Board of Trustees of MFS Municipal Series Trust
and the Shareholders of MFS Alabama Municipal Bond Fund,
MFS Arkansas Municipal Bond Fund, MFS California Municipal
Bond Fund, MFS Georgia Municipal Bond Fund, MFS Maryland
Municipal Bond Fund, MFS Massachusetts Municipal Bond Fund,
MFS Mississippi Municipal Bond Fund, MFS New York Municipal
Bond Fund, MFS North Carolina Municipal Bond Fund,
MFS Pennsylvania Municipal Bond Fund, MFS South Carolina
Municipal Bond Fund, MFS Municipal Intermediate Fund,
MFS Virginia Municipal Bond Fund, MFS West Virginia Municipal
Bond Fund and MFS Municipal Income Fund:

In planning and performing our audits of the financial statements
of MFS Alabama Municipal Bond Fund, MFS Arkansas Municipal Bond
Fund, MFS California Municipal Bond Fund, MFS Georgia Municipal
Bond Fund, MFS Maryland Municipal Bond Fund, MFS Massachusetts
Municipal Bond Fund, MFS Mississippi Municipal Bond Fund, MFS
New York Municipal Bond Fund, MFS North Carolina Municipal Bond
Fund, MFS Pennsylvania Municipal Bond Fund, MFS South Carolina
Municipal Bond Fund, MFS Municipal Intermediate Fund,
MFS Virginia Municipal Bond Fund, MFS West Virginia Municipal
Bond Fund and MFS Municipal Income Fund (collectively the "Funds")
(each a series of MFS Municipal Series Trust) as of and for the
year ended March 31, 2025, in accordance with the standards of
the Public Company Accounting Oversight Board (United States),
we considered the Funds' internal control over financial reporting,
including controls over safeguarding securities, as a basis
for designing our auditing procedures for the purpose of
expressing our opinions on the financial statements and to comply
with the requirements of Form N-CEN, but not for the purpose of
expressing an opinion on the effectiveness of the Funds' internal
control over financial reporting. Accordingly, we express no
such opinion.

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

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

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

Our consideration of the Funds' internal control over financial
reporting was for the limited purpose described in the first
paragraph and would not necessarily disclose all deficiencies
in internal control that might be material weaknesses under
standards established by the Public Company Accounting
Oversight Board (United States). However, we noted no deficiencies
in the Funds' internal control over financial reporting and their
operations, including controls for safeguarding securities, that
we consider to be a material weakness, as defined above, as of
March 31, 2025.

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

Deloitte & Touche LLP
Boston, Massachusetts
May 15, 2025

```

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

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0000751656

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

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

**Item A.1.a - Report for period ending:** 2025-03-31

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

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

- **Item B.1.a - Full name of Registrant:** MFS MUNICIPAL SERIES TRUST

- **Item B.1.b - Investment Company Act file number:** 811-04096

- **Item B.1.c - CIK:** 0000751656

- **Item B.1.d - LEI:** 5493001Q9KE7H84Z5340

- **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):** Iron Mountain, Inc.

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 18008994766

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

**Location books Record: 2**

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

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

- **c. City:** New York

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

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

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

- **g. Telephone number:** 12122706000

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

**Location books Record: 3**

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

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

- **c. City:** Bellevue

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

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

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

- **g. Telephone number:** 14258697649

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

**Location books Record: 4**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16179545000

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

**Location books Record: 5**

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

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

- **c. City:** New York

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

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

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

- **g. Telephone number:** 12128551000

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

**Location books Record: 6**

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

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

- **c. City:** Burlington

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

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

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

- **g. Telephone number:** 17812380099

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

**Location books Record: 7**

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

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

- **c. City:** Kansas City

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

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

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

- **g. Telephone number:** 18164351000

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

**Location books Record: 8**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16179545000

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

**Location books Record: 9**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16177863000

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

**Location books Record: 10**

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

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

- **c. City:** New York

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

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

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

- **g. Telephone number:** 18669512280

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

**Location books Record: 11**

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

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

- **c. City:** Santa Clara

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

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

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

- **g. Telephone number:** 16502586827

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

**Location books Record: 12**

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

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

- **c. City:** Rockville

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

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

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

- **g. Telephone number:** 13015560500

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

**Location books Record: 13**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16179545000

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

**Location books Record: 14**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16179517000

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

- **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:** 15

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

### Item B.8 - Directors

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

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

**Chief compliance officer Record: 1**

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

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

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

- **d. City:** Boston

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

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

- **g. Zip code:** 02199

- **h. Telephone number:** XXXXXX

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

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

**CCO employer Record: 1**

- **i. Name of the person:** —

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

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

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

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

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

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

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

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

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

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

### Item B.16. Principal underwriters.

**Principal underwriter Record: 1**

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

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

- **iii. CRD number:** 000031052

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

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

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

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

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

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

**Public accountant Record: 1**

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

- **b. PCAOB Number:** 34

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

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

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

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

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

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

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

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

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

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

## Part C: Additional Questions for Management Investment Companies

### Management Investment Record: 1 - MFS Georgia Municipal Bond Fund

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

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

- **b. Series identification number, if any:** S000002532

- **c. LEI:** D6T6CE9XSLIZ37D0OB07

- **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?:** 4

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class I                 | C000169768                                | MGATX                        |
|                           2 | Class R6                | C000194246                                | MPGOX                        |
|                           3 | Class A                 | C000006983                                | MMGAX                        |
|                           4 | Class B                 | C000006984                                | MBGAX                        |

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

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

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

**Pricing Services Record: 3**

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

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

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

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

| Name                                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| BofA Securities, Inc.                    | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $4,753,589.75             |
| Raymond James & Associates, Inc.         | 8-10999           |    000000705 | U4ONQX15J3RO8XCKE979 | FL      | US        | $9,169,791.00             |
| Morgan Stanley & Co. LLC                 | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $1,752,510.00             |
| Stifel, Nicolaus & Company, Incorporated | 8-01447           |    000000793 | 5WUVMA08EYG4KEUPW589 | MO      | US        | $6,748,275.00             |
| Barclays Capital, Inc.                   | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $1,697,205.00             |
| Wells Fargo Securities, LLC              | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $3,989,893.05             |
| J.P. Morgan Securities LLC               | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $2,813,418.70             |
| ICE Securities Execution & Clearing, LLC | 8-70258           |    000299634 | 549300Q54HHOIVWCEN57 | NY      | US        | $1,669,265.05             |
| Keybanc Capital Markets Inc.             | 8-30177           |    000000566 | 2EQWV0180Z211YVAD813 | OH      | US        | $2,364,520.00             |
| Pershing LLC                             | 8-17574           |    000007560 | ZI8Q1A8EI8LQFJNM0D94 | NJ      | US        | $2,879,327.50             |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $48,247,933.70

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

- **Item C.19.a - Fund's monthly average net assets:** $109,587,104.50

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

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

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

**Line of Credit details Record: 1**

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

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

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

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

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

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

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

- **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:** Citibank, N.A.

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

  - **Line Institutions Record: 3 Name of institution:** Goldman Sachs Bank USA

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

  - **Line Institutions Record: 8 Name of institution:** Wells Fargo Bank, National Association

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

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

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

  - **Line Institutions Record: 12 Name of institution:** The Toronto-Dominion Bank, New York Branch

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

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

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

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

**Line of Credit details Record: 3**

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

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

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

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

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

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

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

- **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 Pennsylvania Municipal Bond Fund

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

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

- **b. Series identification number, if any:** S000002524

- **c. LEI:** 8MG4769ZL455HON5LD92

- **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?:** 4

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class I                 | C000169761                                | MPALX                        |
|                           2 | Class R6                | C000194232                                | MPPAX                        |
|                           3 | Class A                 | C000006965                                | MFPAX                        |
|                           4 | Class B                 | C000006966                                | MBPAX                        |

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

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

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

**Pricing Services Record: 3**

- **i. Full name:** 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: 4**

- **i. Full name:** LSEG

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

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

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

| Name                                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Raymond James & Associates, Inc.         | 8-10999           |    000000705 | U4ONQX15J3RO8XCKE979 | FL      | US        | $6,485,160.00             |
| Bancroft Capital, LLC                    | 8-70035           |    000290665 | 2549004TYVD2ARQLL741 | PA      | US        | $3,034,690.00             |
| BofA Securities, Inc.                    | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $4,163,678.85             |
| Pershing LLC                             | 8-17574           |    000007560 | ZI8Q1A8EI8LQFJNM0D94 | NJ      | US        | $2,565,810.00             |
| Stifel, Nicolaus & Company, Incorporated | 8-01447           |    000000793 | 5WUVMA08EYG4KEUPW589 | MO      | US        | $3,981,875.00             |
| RBC Capital Markets, LLC                 | 8-45411           |    000031194 | 549300LCO2FLSSVFFR64 | NY      | US        | $4,863,302.50             |
| Morgan Stanley & Co. LLC                 | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $2,110,223.00             |
| J.P. Morgan Securities LLC               | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $4,104,608.15             |
| PNC Capital Markets LLC                  | 8-32493           |    000015647 | 7OGNSSLOQJ8U3B9Y5F18 | PA      | US        | $6,910,420.50             |
| UBS Securities LLC                       | 8-22651           |    000007654 | T6FIZBDPKLYJKFCRVK44 | NY      | US        | $2,552,402.00             |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $57,497,734.53

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

- **Item C.19.a - Fund's monthly average net assets:** $163,812,578.08

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 3**

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

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

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

  - **Line Institutions Record: 1 Name of institution:** Royal Bank of Canada

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

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

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

  - **Line Institutions Record: 5 Name of institution:** The Bank of Nova Scotia, Houston Branch

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

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

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

  - **Line Institutions Record: 9 Name of institution:** The Toronto-Dominion Bank, New York Branch

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

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

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

- **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 West Virginia Municipal Bond Fund

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

- **a. Full Name of the Fund:** MFS West Virginia Municipal Bond Fund

- **b. Series identification number, if any:** S000002528

- **c. LEI:** W36WJXZ97WII7K64W483

- **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?:** 4

- **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                 | C000006974                                | MFWVX                        |
|                           2 | Class I                 | C000169765                                | MWVIX                        |
|                           3 | Class R6                | C000194240                                | MPWVX                        |
|                           4 | Class B                 | C000006975                                | MBWVX                        |

**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'?** Yes

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

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

- **a. Is the Fund authorized to engage in securities lending transactions?** 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 22d-1 (17 CFR 270.22d-1)

- 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)

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** LSEG

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

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

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

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

**Pricing Services Record: 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:** ICE Data Pricing & Reference Data, LLC

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

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

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

| Name                             | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Crews & Associates, Inc.         | 8-24075           |    000008052 | 5493001BWSV3E82LZ446 | AR      | US        | $1,862,905.50             |
| J.P. Morgan Securities LLC       | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $750,161.05               |
| Pershing LLC                     | 8-17574           |    000007560 | ZI8Q1A8EI8LQFJNM0D94 | NJ      | US        | $1,029,150.00             |
| Mesirow Financial, Inc.          | 8-28816           |    000002764 | 549300BIV46SUHPOFE54 | IL      | US        | $1,489,455.00             |
| TD SECURITIES (USA) LLC          | 8-36747           |    000018476 | SUVUFHICNZMP2WKHG940 | NY      | US        | $1,197,437.50             |
| Piper Sandler & Co.              | 8-15204           |    000000665 | 549300GRQCWQ3XGH0H10 | MN      | US        | $2,965,300.00             |
| Raymond James & Associates, Inc. | 8-10999           |    000000705 | U4ONQX15J3RO8XCKE979 | FL      | US        | $3,000,000.00             |
| Carty & Company, Inc.            | 8-19082           |    000007001 | 2549004VW1160A0HAR55 | TN      | US        | $1,950,470.00             |
| Morgan Stanley & Co. LLC         | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $931,323.00               |
| BofA Securities, Inc.            | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $811,090.15               |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $17,326,935.20

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

- **Item C.19.a - Fund's monthly average net assets:** $93,819,495.37

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

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

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

**Line of Credit details Record: 1**

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

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

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

  - **Line Institutions Record: 1 Name of institution:** Royal Bank of Canada

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

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

  - **Line Institutions Record: 4 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 5 Name of institution:** State Street Bank and Trust Company

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

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

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

  - **Line Institutions Record: 9 Name of institution:** The Toronto-Dominion Bank, New York Branch

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

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

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

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

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

- **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 Municipal Income Fund

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

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

- **b. Series identification number, if any:** S000002536

- **c. LEI:** EX1INFNFQVRO3N97PT04

- **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?:** 7

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class B                 | C000006992                                | MMIBX                        |
|                           2 | Class A                 | C000006991                                | MFIAX                        |
|                           3 | Class I                 | C000105400                                | MIMIX                        |
|                           4 | Class C                 | C000006993                                | MMICX                        |
|                           5 | Class R6                | C000194254                                | MPMNX                        |
|                           6 | Class A1                | C000042676                                | MMIDX                        |
|                           7 | Class B1                | C000042677                                | MMIGX                        |

**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 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)

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

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

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

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

- 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:** 84-1316

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

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

**Pricing Services Record: 3**

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

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

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

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

| Name                                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Jefferies LLC                            | 8-15074           |    000002347 | 58PU97L1C0WSRCWADL48 | NY      | US        | $66,805,496.24            |
| Loop Capital Markets LLC                 | 8-50140           |    000043098 | 254900FPPM2WN90D4786 | IL      | US        | $194,159,193.40           |
| FMSBONDS, INC.                           | 8-23280           |    000007793 | 549300TUTBK58NSF2517 | FL      | US        | $159,701,721.95           |
| Goldman Sachs & Co. LLC                  | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $121,609,715.60           |
| RBC Capital Markets, LLC                 | 8-45411           |    000031194 | 549300LCO2FLSSVFFR64 | NY      | US        | $178,647,093.07           |
| J.P. Morgan Securities LLC               | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $159,243,890.36           |
| Stifel, Nicolaus & Company, Incorporated | 8-01447           |    000000793 | 5WUVMA08EYG4KEUPW589 | MO      | US        | $97,285,132.50            |
| Wells Fargo Securities, LLC              | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $95,966,373.16            |
| Morgan Stanley & Co. LLC                 | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $107,542,392.55           |
| BofA Securities, Inc.                    | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $429,578,834.95           |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $2,059,270,240.98

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

- **Item C.19.a - Fund's monthly average net assets:** $5,600,065,195.01

**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 Montreal, Chicago Branch

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

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

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

  - **Line Institutions Record: 5 Name of institution:** The Bank of Nova Scotia, Houston Branch

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

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

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

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

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

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

  - **Line Institutions Record: 12 Name of institution:** Royal Bank of Canada

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

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

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

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

**Line of Credit details Record: 2**

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

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

**Line of Credit details Record: 3**

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

- **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 Mississippi Municipal Bond Fund

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

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

- **b. Series identification number, if any:** S000002535

- **c. LEI:** 4GAB1OTSRRZ89GG72J95

- **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?:** 4

- **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                 | C000006989                                | MISSX                        |
|                           2 | Class B                 | C000006990                                | MBMSX                        |
|                           3 | Class R6                | C000194252                                | MPMSX                        |
|                           4 | Class I                 | C000169771                                | MMSTX                        |

**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'?** Yes

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

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

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

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

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

**Pricing Services Record: 4**

- **i. Full name:** LSEG

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

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

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

| Name                                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Truist Securities, Inc.                  | 8-17212           |    000006271 | CSVTK36R0PNGXEM7NS14 | GA      | US        | $998,422.20               |
| Wells Fargo Securities, LLC              | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $2,785,022.15             |
| Duncan-Williams, Inc.                    | 8-18971           |    000006950 | 25490045VHLUZ7H92Y27 | TN      | US        | $1,924,824.50             |
| Stifel, Nicolaus & Company, Incorporated | 8-01447           |    000000793 | 5WUVMA08EYG4KEUPW589 | MO      | US        | $1,804,250.00             |
| Raymond James & Associates, Inc.         | 8-10999           |    000000705 | U4ONQX15J3RO8XCKE979 | FL      | US        | $9,006,295.00             |
| BofA Securities, Inc.                    | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $2,013,767.40             |
| Pershing LLC                             | 8-17574           |    000007560 | ZI8Q1A8EI8LQFJNM0D94 | NJ      | US        | $1,019,140.00             |
| First Horizon Advisors, Inc.             | 8-35061           |    000017117 | COOWI3L2W9TPYR3WJX37 | TN      | US        | $2,178,937.50             |
| Tradeweb Direct LLC                      | 8-52278           |    000103787 | 549300MII67ES5YBJH61 | NY      | US        | $1,533,613.95             |
| Deutsche Bank Securities Inc.            | 8-17822           |    000002525 | 9J6MBOOO7BECTDTUZW19 | NY      | US        | $994,547.20               |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $29,591,861.97

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

- **Item C.19.a - Fund's monthly average net assets:** $73,479,031.17

**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 Toronto-Dominion Bank, New York Branch

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

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

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

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

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

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

  - **Line Institutions Record: 8 Name of institution:** Wells Fargo Bank, National Association

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

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

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

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

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

- **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 Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS International Diversification Fund             | 811-4492          |
| MFS High Income Fund                               | 811-2794          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Technology Fund                                | 811-4777          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Research International Fund                    | 811-4777          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Utilities Series                               | 811-8326          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Total Return Series                            | 811-8326          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Income Fund                                    | 811-5262          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Growth Series                                  | 811-8326          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Income Portfolio                               | 811-3732          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Research Fund                                  | 811-2031          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Value Series                                   | 811-8326          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS International Equity Fund                      | 811-6174          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Value Fund                                     | 811-4777          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS New Discovery Series                           | 811-8326          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Research Series                                | 811-8326          |
| MFS Core Equity 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: 6 - MFS California Municipal Bond Fund

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

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

- **b. Series identification number, if any:** S000002530

- **c. LEI:** HJJE4BDRSB2UZB44II16

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

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

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

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class A                 | C000006978                                | MCFTX                        |
|                           2 | Class I                 | C000169767                                | MCAVX                        |
|                           3 | Class B                 | C000006979                                | MBCAX                        |
|                           4 | Class C                 | C000006980                                | MCCAX                        |
|                           5 | Class R6                | C000194244                                | MPOAX                        |

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

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

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** LSEG

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

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

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

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

**Pricing Services Record: 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:** ICE Data Pricing & Reference Data, LLC

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

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

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

| Name                                     | SEC file number   | CRD number   | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|:---|:---|:---|:---|:---|
| B. C. Ziegler and Company                | 8-00094           | 000000061    | 549300NLEOFP92P38Q71 | IL      | US        | $7,477,590.65             |
| Goldman Sachs & Co. LLC                  | 8-00129           | 000000361    | FOR8UP27PHTHYVLBNG30 | NY      | US        | $20,424,800.00            |
| Lument Securities, LLC                   | N/A               | N/A          | 549300TYXVGBTII6J855 | DE      | US        | $7,300,000.00             |
| Stifel, Nicolaus & Company, Incorporated | 8-01447           | 000000793    | 5WUVMA08EYG4KEUPW589 | MO      | US        | $40,366,961.73            |
| BofA Securities, Inc.                    | 8-69787           | 000283942    | 549300HN4UKV1E2R3U73 | NY      | US        | $28,294,651.75            |
| RBC Capital Markets, LLC                 | 8-45411           | 000031194    | 549300LCO2FLSSVFFR64 | NY      | US        | $29,958,797.30            |
| Barclays Capital, Inc.                   | 8-41342           | 000019714    | AC28XWWI3WIBK2824319 | NY      | US        | $9,302,006.50             |
| Jefferies LLC                            | 8-15074           | 000002347    | 58PU97L1C0WSRCWADL48 | NY      | US        | $16,284,100.00            |
| Morgan Stanley & Co. LLC                 | 8-15869           | 000008209    | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $22,891,313.20            |
| Wells Fargo Securities, LLC              | 8-65876           | 000126292    | VYVVCKR63DVZZN70PB21 | NC      | US        | $21,566,967.15            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $260,568,401.32

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

- **Item C.19.a - Fund's monthly average net assets:** $652,095,686.35

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 3**

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  - **Line Institutions Record: 12 Name of institution:** Bank of Montreal, Chicago Branch

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

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

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

- **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 South Carolina Municipal Bond Fund

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

- **a. Full Name of the Fund:** MFS South Carolina Municipal Bond Fund

- **b. Series identification number, if any:** S000002525

- **c. LEI:** 08HGTHG281BFQRFCD148

- **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?:** 4

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class I                 | C000169762                                | MTSCX                        |
|                           2 | Class R6                | C000194234                                | MPOCX                        |
|                           3 | Class B                 | C000006968                                | MBSCX                        |
|                           4 | Class A                 | C000006967                                | MFSCX                        |

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

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

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

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

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

- Rule 32a-4 (17 CFR 270.32a-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:** 84-1316

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** LSEG

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

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

**Pricing Services Record: 3**

- **i. Full name:** 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: 4**

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

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

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

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

| Name                                     | SEC file number   | CRD number   | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|:---|:---|:---|:---|:---|
| PNC Capital Markets LLC                  | 8-32493           | 000015647    | 7OGNSSLOQJ8U3B9Y5F18 | PA      | US        | $3,818,426.60             |
| BofA Securities, Inc.                    | 8-69787           | 000283942    | 549300HN4UKV1E2R3U73 | NY      | US        | $14,985,793.60            |
| Lument Securities, LLC                   | N/A               | N/A          | 549300TYXVGBTII6J855 | DE      | US        | $2,529,250.00             |
| Loop Capital Markets LLC                 | 8-50140           | 000043098    | 254900FPPM2WN90D4786 | IL      | US        | $3,520,920.00             |
| ICE Securities Execution & Clearing, LLC | 8-70258           | 000299634    | 549300Q54HHOIVWCEN57 | NY      | US        | $4,015,994.65             |
| Stifel, Nicolaus & Company, Incorporated | 8-01447           | 000000793    | 5WUVMA08EYG4KEUPW589 | MO      | US        | $4,095,580.00             |
| Mesirow Financial, Inc.                  | 8-28816           | 000002764    | 549300BIV46SUHPOFE54 | IL      | US        | $3,075,210.00             |
| Raymond James & Associates, Inc.         | 8-10999           | 000000705    | U4ONQX15J3RO8XCKE979 | FL      | US        | $2,813,348.25             |
| J.P. Morgan Securities LLC               | 8-35008           | 000000079    | ZBUT11V806EZRVTWT807 | NY      | US        | $7,797,706.86             |
| Wells Fargo Securities, LLC              | 8-65876           | 000126292    | VYVVCKR63DVZZN70PB21 | NC      | US        | $18,234,198.65            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $90,868,930.16

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

- **Item C.19.a - Fund's monthly average net assets:** $219,185,579.72

**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:** Citibank, N.A.

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

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

  - **Line Institutions Record: 5 Name of institution:** The Bank of Nova Scotia, Houston Branch

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

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

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

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

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

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

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

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

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

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

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

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

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

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

### Management Investment Record: 8 - MFS New York Municipal Bond Fund

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

- **a. Full Name of the Fund:** MFS New York Municipal Bond Fund

- **b. Series identification number, if any:** S000002522

- **c. LEI:** VBDLXONWHCNFU9SKO405

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

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

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

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class A                 | C000006959                                | MSNYX                        |
|                           2 | Class R6                | C000194228                                | MPNYX                        |
|                           3 | Class B                 | C000006960                                | MBNYX                        |
|                           4 | Class I                 | C000169759                                | MNYLX                        |
|                           5 | Class C                 | C000006961                                | MCNYX                        |

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

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS SERVICE CENTER, INC.

- **ii. SEC file number:** 84-1316

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** LSEG

- **ii. LEI, if any, or provide and describe other identifying number:** 2138007FV67QQ13CGJ43

- **iii. State, if applicable:** DE

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 3**

- **i. Full name:** PricingDirect Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 549300WIC0TOJ7N7GD54

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 4**

- **i. Full name:** S&P Global Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** Y6X4K52KMJMZE7I7MY94

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** Yes

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** JPMorgan Chase Bank, National Association

- **ii. LEI, if any:** 7H6GLXDRUGQFU57RNE97

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. LEI, if any:** 084-01316

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** MASSACHUSETTS FINANCIAL SERVICES

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

**Item C.17.a. Principal transaction counterparties.**

| Name                                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Wells Fargo Securities, LLC              | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $3,144,907.95             |
| Siebert Williams Shank & Co., LLC        | 8-49877           |    000042568 | 254900VTARX8RAY9QK77 | NY      | US        | $2,141,780.00             |
| Barclays Capital, Inc.                   | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $2,011,510.00             |
| Raymond James & Associates, Inc.         | 8-10999           |    000000705 | U4ONQX15J3RO8XCKE979 | FL      | US        | $2,543,880.00             |
| National Financial Services LLC          | 8-26740           |    000013041 | 549300JRHF1MHHWUAW04 | MA      | US        | $2,008,640.00             |
| Morgan Stanley & Co. LLC                 | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $2,598,497.45             |
| ICE Securities Execution & Clearing, LLC | 8-70258           |    000299634 | 549300Q54HHOIVWCEN57 | NY      | US        | $3,500,740.05             |
| BofA Securities, Inc.                    | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $11,987,123.90            |
| Goldman Sachs & Co. LLC                  | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $5,518,500.00             |
| Loop Capital Markets LLC                 | 8-50140           |    000043098 | 254900FPPM2WN90D4786 | IL      | US        | $2,234,280.00             |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $45,153,763.17

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $177,472,215.95

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Technology Fund                                | 811-4777          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Total Return Bond Fund                         | 811-2464          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Value Fund                                     | 811-4777          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Growth Series                                  | 811-8326          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Income Fund                                    | 811-5262          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Utilities Series                               | 811-8326          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Value Series                                   | 811-8326          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS High Income Fund                               | 811-2794          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS New Discovery Series                           | 811-8326          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Research International Fund                    | 811-4777          |
| MFS Research Fund                                  | 811-2031          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS New Discovery Value Fund                       | 811-3327          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Total Return Series                            | 811-8326          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Research Series                                | 811-8326          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Global New Discovery Fund                      | 811-2594          |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 2 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 3 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 4 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 5 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 6 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 7 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 8 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 9 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 10 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 11 Name of institution:** Citibank, N.A.

  - **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 Massachusetts Investors Growth Stock Portfolio                   | 811-3732          |
| MFS Investment Funds - Global Value ex-Japan Fund                    | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Global Equity Fund                                               | 811-6102          |
| MFS U.S. Government Money Market Portfolio                           | 811-3732          |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Global Governments Portfolio                                     | 811-3732          |
| MFS International Intrinsic Value Portfolio                          | 811-3732          |
| MFS Blended Research Mid Cap Equity Fund                             | 811-4492          |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Global Equity Series                                             | 811-8326          |
| MFS Total Return Bond Fund                                           | 811-2464          |
| MFS International Growth Fund                                        | 811-4492          |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS High Yield Portfolio                                             | 811-3732          |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-4492          |
| MFS Equity Income Fund                                               | 811-3090          |
| MFS High Income Municipal Trust                                      | 811-5754          |
| MFS High Yield Pooled Portfolio                                      | 811-2794          |
| MFS High Income Fund                                                 | 811-2794          |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Income Fund                                                      | 811-5262          |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Technology Fund                                                  | 811-4777          |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS International Growth Portfolio                                   | 811-3732          |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-4096          |
| MFS Value Series                                                     | 811-8326          |
| MFS Government Markets Income Trust                                  | 811-5078          |
| MFS Mid Cap Growth Series                                            | 811-8326          |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Growth Fund                                                      | 811-4775          |
| MFS Blended Research Core Equity Portfolio                           | 811-3732          |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Blended Research Value Equity Fund                               | 811-4492          |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Research Series                                                  | 811-8326          |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Corporate Bond Fund                                              | 811-2464          |
| MFS Government Securities Portfolio                                  | 811-3732          |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Global Growth Fund                                               | 811-5262          |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Total Return Bond Series                                         | 811-8326          |
| MFS Limited Maturity Fund                                            | 811-2464          |
| Massachusetts Investors Trust                                        | 811-0203          |
| MFS Blended Research Small Cap Equity Fund                           | 811-4492          |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-2594          |
| MFS Total Return Series                                              | 811-8326          |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Core Bond Fund                                                   | 811-2178          |
| MFS Blended Research International Equity Fund                       | 811-2594          |
| MFS Global Growth Portfolio                                          | 811-3732          |
| MFS Global Alternative Strategy Fund                                 | 811-4253          |
| MFS Low Volatility Global Equity Fund                                | 811-4777          |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-2594          |
| Massachusetts Investors Growth Stock Fund                            | 811-0859          |
| MFS U.S. Government Cash Reserve Fund                                | 811-4777          |
| MFS International Equity Fund                                        | 811-6174          |
| MFS Emerging Markets Equity Portfolio                                | 811-3732          |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Blended Research Growth Equity Fund                              | 811-4492          |
| MFS Income Portfolio                                                 | 811-3732          |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Lifetime 2065 Fund                                               | 811-2178          |
| MFS Blended Research Core Equity Fund                                | 811-7992          |
| MFS Lifetime Income Fund                                             | 811-2178          |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS International Large Cap Value Fund                               | 811-4492          |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Lifetime 2050 Fund                                               | 811-2178          |
| MFS Mid Cap Value Fund                                               | 811-7992          |
| MFS California Municipal Bond Fund                                   | 811-4096          |
| MFS Aggressive Growth Allocation Fund                                | 811-4492          |
| MFS Lifetime 2025 Fund                                               | 811-2178          |
| MFS Intermediate Income Trust                                        | 811-5440          |
| MFS Massachusetts Municipal Bond Fund                                | 811-4096          |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Growth Series                                                    | 811-8326          |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Research International Portfolio                                 | 811-3732          |
| MFS Lifetime 2055 Fund                                               | 811-2178          |
| MFS Utilities Series                                                 | 811-8326          |
| MFS Lifetime 2060 Fund                                               | 811-2178          |
| MFS Total Return Fund                                                | 811-2031          |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Global Research Portfolio                                        | 811-3732          |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Low Volatility Equity Fund                                       | 811-4777          |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Alabama Municipal Bond Fund                                      | 811-4096          |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Core Equity Portfolio                                            | 811-3732          |
| MFS Arkansas Municipal Bond Fund                                     | 811-4096          |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Global Real Estate Fund                                          | 811-3327          |
| MFS High Yield Municipal Trust                                       | 811-4992          |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Research Fund                                                    | 811-2031          |
| MFS Municipal Income Trust                                           | 811-4841          |
| MFS Global New Discovery Fund                                        | 811-2594          |
| MFS Value Fund                                                       | 811-4777          |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Global Tactical Allocation Portfolio                             | 811-3732          |
| MFS Research International Fund                                      | 811-4777          |
| MFS Lifetime 2040 Fund                                               | 811-2178          |
| MFS Municipal Intermediate Fund                                      | 811-4096          |
| MFS Utilities Fund                                                   | 811-6102          |
| MFS Diversified Income Fund                                          | 811-3327          |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Corporate Bond Portfolio                                         | 811-3732          |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS South Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Lifetime 2030 Fund                                               | 811-2178          |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Managed Wealth Fund                                              | 811-4492          |
| MFS Conservative Allocation Fund                                     | 811-4492          |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Virginia Municipal Bond Fund                                     | 811-4096          |
| MFS New Discovery Value Fund                                         | 811-3327          |
| MFS Government Securities Fund                                       | 811-3327          |
| MFS New Discovery Fund                                               | 811-4777          |
| MFS North Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Investors Trust Series                                           | 811-8326          |
| MFS International New Discovery Fund                                 | 811-2031          |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Growth Allocation Fund                                           | 811-4492          |
| MFS Emerging Markets Equity Research Fund                            | 811-3090          |
| MFS Emerging Markets Debt Fund                                       | 811-4492          |
| MFS Lifetime 2045 Fund                                               | 811-2178          |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Global High Yield Fund                                           | 811-2794          |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Georgia Municipal Bond Fund                                      | 811-4096          |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-2594          |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Global Opportunistic Bond Fund                                   | 811-4492          |
| MFS International Intrinsic Value Fund                               | 811-4492          |
| MFS Municipal Income Fund                                            | 811-4096          |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS International Diversification Fund                               | 811-4492          |
| MFS Municipal High Income Fund                                       | 811-2794          |
| MFS Emerging Markets Equity Fund                                     | 811-4492          |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Global Total Return Fund                                         | 811-6102          |
| MFS Investment Grade Municipal Trust                                 | 811-5785          |
| MFS New Discovery Series                                             | 811-8326          |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-4096          |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Municipal Limited Maturity Fund                                  | 811-2464          |
| MFS Lifetime 2035 Fund                                               | 811-2178          |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Inflation-Adjusted Bond Fund                                     | 811-2464          |
| MFS Mississippi Municipal Bond Fund                                  | 811-4096          |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Technology Portfolio                                             | 811-3732          |
| MFS Intrinsic Value Fund                                             | 811-3090          |
| MFS Core Equity Fund                                                 | 811-4777          |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Moderate Allocation Fund                                         | 811-4492          |
| MFS Maryland Municipal Bond Fund                                     | 811-4096          |
| MFS Commodity Strategy Fund                                          | 811-4253          |

- **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 Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Value Series                                   | 811-8326          |
| MFS Research International Fund                    | 811-4777          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Research Fund                                  | 811-2031          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Growth Series                                  | 811-8326          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Research International Portfolio               | 811-3732          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS New Discovery Series                           | 811-8326          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Technology Fund                                | 811-4777          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS High Income Fund                               | 811-2794          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Value Fund                                     | 811-4777          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Total Return Series                            | 811-8326          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Research Series                                | 811-8326          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Income Fund                                    | 811-5262          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Utilities Series                               | 811-8326          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Corporate Bond 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: 9 - MFS Municipal Intermediate Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Municipal Intermediate Fund

- **b. Series identification number, if any:** S000071695

- **c. LEI:** 549300PSMWF1MUF80F76

- **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?:** 4

- **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                 | C000227169                                | MIUCX                        |
|                           2 | Class A                 | C000227170                                | MIUAX                        |
|                           3 | Class I                 | C000227171                                | MIUIX                        |
|                           4 | Class R6                | C000227172                                | MIURX                        |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [x] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** No

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** —

- **g. Provide the net income from securities lending activities:** —

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 32a-4 (17 CFR 270.32a-4)

- Rule 17a-7 (17 CFR 270.17a-7)

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 18f-4(f)(17 CFR 270.18f-4(f))

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** MASSACHUSETTS FINANCIAL SERVICES COMPANY

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS SERVICE CENTER, INC.

- **ii. SEC file number:** 84-1316

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** LSEG

- **ii. LEI, if any, or provide and describe other identifying number:** 2138007FV67QQ13CGJ43

- **iii. State, if applicable:** DE

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 3**

- **i. Full name:** 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: 4**

- **i. Full name:** PricingDirect Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 549300WIC0TOJ7N7GD54

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** Yes

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** JPMorgan Chase Bank, National Association

- **ii. LEI, if any:** 7H6GLXDRUGQFU57RNE97

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. LEI, if any:** 084-01316

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** MASSACHUSETTS FINANCIAL SERVICES

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

**Item C.17.a. Principal transaction counterparties.**

| Name                                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| RBC Capital Markets, LLC                 | 8-45411           |    000031194 | 549300LCO2FLSSVFFR64 | NY      | US        | $17,021,748.26            |
| Raymond James & Associates, Inc.         | 8-10999           |    000000705 | U4ONQX15J3RO8XCKE979 | FL      | US        | $6,129,000.50             |
| Stifel, Nicolaus & Company, Incorporated | 8-01447           |    000000793 | 5WUVMA08EYG4KEUPW589 | MO      | US        | $10,429,902.80            |
| Barclays Capital, Inc.                   | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $4,690,414.80             |
| Goldman Sachs & Co. LLC                  | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $5,556,989.10             |
| Jefferies LLC                            | 8-15074           |    000002347 | 58PU97L1C0WSRCWADL48 | NY      | US        | $5,754,605.60             |
| BofA Securities, Inc.                    | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $12,086,397.97            |
| B. C. Ziegler and Company                | 8-00094           |    000000061 | 549300NLEOFP92P38Q71 | IL      | US        | $6,338,416.30             |
| J.P. Morgan Securities LLC               | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $6,348,278.10             |
| Morgan Stanley & Co. LLC                 | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $5,370,699.50             |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $115,123,449.80

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $204,739,051.98

**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:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 2 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 3 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 4 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 5 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 6 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 7 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 8 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 9 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 10 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 11 Name of institution:** Bank of America, 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 West Virginia Municipal Bond Fund                                | 811-4096          |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Total Return Bond Series                                         | 811-8326          |
| MFS Low Volatility Global Equity Fund                                | 811-4777          |
| MFS Low Volatility Equity Fund                                       | 811-4777          |
| MFS High Income Fund                                                 | 811-2794          |
| MFS South Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Managed Wealth Fund                                              | 811-4492          |
| MFS Core Equity Portfolio                                            | 811-3732          |
| MFS Diversified Income Fund                                          | 811-3327          |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-3732          |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Equity Income Fund                                               | 811-3090          |
| MFS New Discovery Series                                             | 811-8326          |
| MFS High Yield Municipal Trust                                       | 811-4992          |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Municipal Limited Maturity Fund                                  | 811-2464          |
| MFS Utilities Series                                                 | 811-8326          |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Corporate Bond Fund                                              | 811-2464          |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-4492          |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Lifetime 2025 Fund                                               | 811-2178          |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Alabama Municipal Bond Fund                                      | 811-4096          |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-2594          |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Virginia Municipal Bond Fund                                     | 811-4096          |
| MFS Global Equity Fund                                               | 811-6102          |
| MFS Moderate Allocation Fund                                         | 811-4492          |
| MFS High Yield Portfolio                                             | 811-3732          |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Conservative Allocation Fund                                     | 811-4492          |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Lifetime Income Fund                                             | 811-2178          |
| MFS Arkansas Municipal Bond Fund                                     | 811-4096          |
| MFS Blended Research Core Equity Fund                                | 811-7992          |
| MFS Intrinsic Value Fund                                             | 811-3090          |
| MFS Global Growth Fund                                               | 811-5262          |
| MFS Research International Fund                                      | 811-4777          |
| MFS Emerging Markets Equity Fund                                     | 811-4492          |
| MFS U.S. Government Money Market Portfolio                           | 811-3732          |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS California Municipal Bond Fund                                   | 811-4096          |
| MFS Aggressive Growth Allocation Fund                                | 811-4492          |
| MFS Massachusetts Municipal Bond Fund                                | 811-4096          |
| MFS Global High Yield Fund                                           | 811-2794          |
| MFS Commodity Strategy Fund                                          | 811-4253          |
| MFS Emerging Markets Debt Fund                                       | 811-4492          |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Growth Fund                                                      | 811-4775          |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Total Return Fund                                                | 811-2031          |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS International New Discovery Fund                                 | 811-2031          |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Technology Portfolio                                             | 811-3732          |
| MFS Lifetime 2030 Fund                                               | 811-2178          |
| MFS International Growth Fund                                        | 811-4492          |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-4096          |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Value Fund                                                       | 811-4777          |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Blended Research Value Equity Fund                               | 811-4492          |
| MFS Lifetime 2045 Fund                                               | 811-2178          |
| MFS Global Alternative Strategy Fund                                 | 811-4253          |
| MFS Core Bond Fund                                                   | 811-2178          |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| Massachusetts Investors Growth Stock Fund                            | 811-0859          |
| MFS U.S. Government Cash Reserve Fund                                | 811-4777          |
| MFS Lifetime 2040 Fund                                               | 811-2178          |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS High Yield Pooled Portfolio                                      | 811-2794          |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Government Markets Income Trust                                  | 811-5078          |
| MFS Value Series                                                     | 811-8326          |
| MFS Global Equity Series                                             | 811-8326          |
| MFS Blended Research Core Equity Portfolio                           | 811-3732          |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Research International Portfolio                                 | 811-3732          |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Intermediate Income Trust                                        | 811-5440          |
| MFS Research Series                                                  | 811-8326          |
| MFS Investment Grade Municipal Trust                                 | 811-5785          |
| MFS Georgia Municipal Bond Fund                                      | 811-4096          |
| MFS Global Total Return Fund                                         | 811-6102          |
| MFS High Income Municipal Trust                                      | 811-5754          |
| MFS Growth Allocation Fund                                           | 811-4492          |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS International Diversification Fund                               | 811-4492          |
| MFS Global Growth Portfolio                                          | 811-3732          |
| MFS Total Return Series                                              | 811-8326          |
| MFS Core Equity Fund                                                 | 811-4777          |
| MFS Lifetime 2055 Fund                                               | 811-2178          |
| MFS Inflation-Adjusted Bond Fund                                     | 811-2464          |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS North Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Limited Maturity Fund                                            | 811-2464          |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Mississippi Municipal Bond Fund                                  | 811-4096          |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Global Research Portfolio                                        | 811-3732          |
| MFS International Equity Fund                                        | 811-6174          |
| Massachusetts Investors Trust                                        | 811-0203          |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-4492          |
| MFS International Large Cap Value Fund                               | 811-4492          |
| MFS International Growth Portfolio                                   | 811-3732          |
| MFS New Discovery Value Fund                                         | 811-3327          |
| MFS Global Governments Portfolio                                     | 811-3732          |
| MFS Municipal Income Fund                                            | 811-4096          |
| MFS Global Real Estate Fund                                          | 811-3327          |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Global Opportunistic Bond Fund                                   | 811-4492          |
| MFS Blended Research International Equity Fund                       | 811-2594          |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Mid Cap Growth Fund                                              | 811-2594          |
| MFS Emerging Markets Equity Research Fund                            | 811-3090          |
| MFS Mid Cap Value Fund                                               | 811-7992          |
| MFS Lifetime 2035 Fund                                               | 811-2178          |
| MFS Total Return Bond Fund                                           | 811-2464          |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Technology Fund                                                  | 811-4777          |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Lifetime 2065 Fund                                               | 811-2178          |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Blended Research Growth Equity Fund                              | 811-4492          |
| MFS Government Securities Portfolio                                  | 811-3732          |
| MFS New York Municipal Bond Fund                                     | 811-4096          |
| MFS Investment Funds - Global Value ex-Japan Fund                    | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-2594          |
| MFS Research Fund                                                    | 811-2031          |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Income Portfolio                                                 | 811-3732          |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-3732          |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Investors Trust Series                                           | 811-8326          |
| MFS Income Fund                                                      | 811-5262          |
| MFS Corporate Bond Portfolio                                         | 811-3732          |
| MFS Municipal Income Trust                                           | 811-4841          |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-4492          |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Mid Cap Growth Series                                            | 811-8326          |
| MFS Global Tactical Allocation Portfolio                             | 811-3732          |
| MFS Emerging Markets Equity Portfolio                                | 811-3732          |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Global New Discovery Fund                                        | 811-2594          |
| MFS Maryland Municipal Bond Fund                                     | 811-4096          |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Lifetime 2060 Fund                                               | 811-2178          |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Lifetime 2050 Fund                                               | 811-2178          |
| MFS Utilities Fund                                                   | 811-6102          |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS New Discovery Fund                                               | 811-4777          |
| MFS Government Securities Fund                                       | 811-3327          |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Municipal High Income Fund                                       | 811-2794          |
| MFS Growth Series                                                    | 811-8326          |
| MFS International Intrinsic Value Fund                               | 811-4492          |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Income Fund                                    | 811-5262          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Value Series                                   | 811-8326          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Income Portfolio                               | 811-3732          |
| MFS Value Fund                                     | 811-4777          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Research International Fund                    | 811-4777          |
| MFS Utilities Series                               | 811-8326          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Growth Series                                  | 811-8326          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Research Series                                | 811-8326          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Total Return Bond Series                       | 811-8326          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Technology Fund                                | 811-4777          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS High Income Fund                               | 811-2794          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Government Securities Portfolio                | 811-3732          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Research Fund                                  | 811-2031          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Total Return Series                            | 811-8326          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Conservative Allocation Fund                   | 811-4492          |

- **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 Moderate Allocation Fund                       | 811-4492          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Research Fund                                  | 811-2031          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Global Equity Series                           | 811-8326          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Value Fund                                     | 811-4777          |
| MFS Growth Series                                  | 811-8326          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Research International Fund                    | 811-4777          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS High Income Fund                               | 811-2794          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Value Series                                   | 811-8326          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Total Return Series                            | 811-8326          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Technology Fund                                | 811-4777          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Income Fund                                    | 811-5262          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS International Large Cap Value Fund             | 811-4492          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS International Equity Fund                      | 811-6174          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Research International Portfolio               | 811-3732          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Research Series                                | 811-8326          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Utilities Series                               | 811-8326          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Intrinsic Value Fund                           | 811-3090          |

- **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 Alabama Municipal Bond Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Alabama Municipal Bond Fund

- **b. Series identification number, if any:** S000002521

- **c. LEI:** M7CC6KLX5LX4YG4Z0676

- **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?:** 4

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class I                 | C000169758                                | MLALX                        |
|                           2 | Class B                 | C000006958                                | MBABX                        |
|                           3 | Class R6                | C000194226                                | MPOLX                        |
|                           4 | Class A                 | C000006957                                | MFALX                        |

**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 18f-4 (17 CFR 270.18f-4)

- Rule 32a-4 (17 CFR 270.32a-4)

- Rule 18f-4(f)(17 CFR 270.18f-4(f))

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** MASSACHUSETTS FINANCIAL SERVICES COMPANY

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS SERVICE CENTER, INC.

- **ii. SEC file number:** 84-1316

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** LSEG

- **ii. LEI, if any, or provide and describe other identifying number:** 2138007FV67QQ13CGJ43

- **iii. State, if applicable:** DE

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** PricingDirect Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 549300WIC0TOJ7N7GD54

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 3**

- **i. Full name:** 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: 4**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** Yes

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** JPMorgan Chase Bank, National Association

- **ii. LEI, if any:** 7H6GLXDRUGQFU57RNE97

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. LEI, if any:** 084-01316

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** MASSACHUSETTS FINANCIAL SERVICES

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

**Item C.17.a. Principal transaction counterparties.**

| Name                                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Piper Sandler & Co.                      | 8-15204           |    000000665 | 549300GRQCWQ3XGH0H10 | MN      | US        | $1,218,287.50             |
| J.P. Morgan Securities LLC               | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $1,914,844.34             |
| Raymond James & Associates, Inc.         | 8-10999           |    000000705 | U4ONQX15J3RO8XCKE979 | FL      | US        | $10,630,584.30            |
| UBS Securities LLC                       | 8-22651           |    000007654 | T6FIZBDPKLYJKFCRVK44 | NY      | US        | $1,142,009.75             |
| Stifel, Nicolaus & Company, Incorporated | 8-01447           |    000000793 | 5WUVMA08EYG4KEUPW589 | MO      | US        | $4,053,955.00             |
| BofA Securities, Inc.                    | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $2,626,321.45             |
| ICE Securities Execution & Clearing, LLC | 8-70258           |    000299634 | 549300Q54HHOIVWCEN57 | NY      | US        | $1,140,222.05             |
| Duncan-Williams, Inc.                    | 8-18971           |    000006950 | 25490045VHLUZ7H92Y27 | TN      | US        | $1,295,892.40             |
| UMB Financial Services, Inc.             | 8-34999           |    000017073 | 254900GFVO9NGQ21JC37 | MO      | US        | $1,906,403.75             |
| D.A. Davidson & Co.                      | 8-02399           |    000000199 | 549300094RQ5A7DYLF51 | MT      | US        | $1,026,470.00             |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $34,028,817.74

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $70,538,390.69

**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?** 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:** State Street Bank and Trust Company

  - **Line Institutions Record: 3 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 4 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 5 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 6 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 7 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 8 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 9 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 10 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 11 Name of institution:** Royal Bank of Canada

  - **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 Utilities Series                                                 | 811-8326          |
| MFS Blended Research Value Equity Fund                               | 811-4492          |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Emerging Markets Debt Fund                                       | 811-4492          |
| MFS Inflation-Adjusted Bond Fund                                     | 811-2464          |
| MFS International Intrinsic Value Portfolio                          | 811-3732          |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS North Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Global New Discovery Fund                                        | 811-2594          |
| MFS Moderate Allocation Fund                                         | 811-4492          |
| MFS International Large Cap Value Fund                               | 811-4492          |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Growth Series                                                    | 811-8326          |
| MFS Research International Portfolio                                 | 811-3732          |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Total Return Fund                                                | 811-2031          |
| MFS High Income Municipal Trust                                      | 811-5754          |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Maryland Municipal Bond Fund                                     | 811-4096          |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Total Return Bond Fund                                           | 811-2464          |
| MFS Blended Research Small Cap Equity Fund                           | 811-4492          |
| MFS New Discovery Value Fund                                         | 811-3327          |
| MFS U.S. Government Cash Reserve Fund                                | 811-4777          |
| MFS Core Equity Fund                                                 | 811-4777          |
| MFS Technology Fund                                                  | 811-4777          |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-4492          |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-4492          |
| MFS Government Markets Income Trust                                  | 811-5078          |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Arkansas Municipal Bond Fund                                     | 811-4096          |
| MFS Growth Fund                                                      | 811-4775          |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS International Intrinsic Value Fund                               | 811-4492          |
| MFS Lifetime 2035 Fund                                               | 811-2178          |
| MFS Total Return Bond Series                                         | 811-8326          |
| MFS New York Municipal Bond Fund                                     | 811-4096          |
| MFS Global Total Return Fund                                         | 811-6102          |
| MFS High Yield Municipal Trust                                       | 811-4992          |
| MFS Investment Grade Municipal Trust                                 | 811-5785          |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS U.S. Government Money Market Portfolio                           | 811-3732          |
| MFS Municipal Intermediate Fund                                      | 811-4096          |
| MFS Core Bond Fund                                                   | 811-2178          |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Global Opportunistic Bond Fund                                   | 811-4492          |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS High Yield Portfolio                                             | 811-3732          |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Municipal High Income Fund                                       | 811-2794          |
| MFS Georgia Municipal Bond Fund                                      | 811-4096          |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Global Tactical Allocation Portfolio                             | 811-3732          |
| MFS Global Equity Series                                             | 811-8326          |
| MFS Aggressive Growth Allocation Fund                                | 811-4492          |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Global Governments Portfolio                                     | 811-3732          |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Global High Yield Fund                                           | 811-2794          |
| MFS Growth Allocation Fund                                           | 811-4492          |
| MFS Global Alternative Strategy Fund                                 | 811-4253          |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Virginia Municipal Bond Fund                                     | 811-4096          |
| MFS Emerging Markets Equity Portfolio                                | 811-3732          |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Lifetime 2025 Fund                                               | 811-2178          |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Global Growth Fund                                               | 811-5262          |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Government Securities Fund                                       | 811-3327          |
| MFS Lifetime 2065 Fund                                               | 811-2178          |
| MFS International New Discovery Fund                                 | 811-2031          |
| MFS Emerging Markets Equity Research Fund                            | 811-3090          |
| MFS Mid Cap Value Fund                                               | 811-7992          |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-2594          |
| MFS Conservative Allocation Fund                                     | 811-4492          |
| Massachusetts Investors Growth Stock Fund                            | 811-0859          |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Value Series                                                     | 811-8326          |
| MFS Municipal Income Trust                                           | 811-4841          |
| MFS International Equity Fund                                        | 811-6174          |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Core Equity Portfolio                                            | 811-3732          |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Value Fund                                                       | 811-4777          |
| MFS Global Growth Portfolio                                          | 811-3732          |
| MFS Lifetime 2045 Fund                                               | 811-2178          |
| MFS Municipal Limited Maturity Fund                                  | 811-2464          |
| MFS Global Research Portfolio                                        | 811-3732          |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS New Discovery Fund                                               | 811-4777          |
| MFS Research International Fund                                      | 811-4777          |
| MFS Massachusetts Municipal Bond Fund                                | 811-4096          |
| MFS Investors Trust Series                                           | 811-8326          |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Research Fund                                                    | 811-2031          |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Diversified Income Fund                                          | 811-3327          |
| MFS Mid Cap Growth Series                                            | 811-8326          |
| MFS West Virginia Municipal Bond Fund                                | 811-4096          |
| MFS Mississippi Municipal Bond Fund                                  | 811-4096          |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Corporate Bond Portfolio                                         | 811-3732          |
| MFS South Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Equity Income Fund                                               | 811-3090          |
| MFS Lifetime Income Fund                                             | 811-2178          |
| MFS High Income Fund                                                 | 811-2794          |
| MFS Lifetime 2055 Fund                                               | 811-2178          |
| MFS Global Real Estate Fund                                          | 811-3327          |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-4777          |
| Massachusetts Investors Trust                                        | 811-0203          |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Utilities Fund                                                   | 811-6102          |
| MFS Research Series                                                  | 811-8326          |
| MFS Municipal Income Fund                                            | 811-4096          |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-4096          |
| MFS Limited Maturity Fund                                            | 811-2464          |
| MFS Investment Funds - Global Value ex-Japan Fund                    | N/A               |
| MFS International Growth Portfolio                                   | 811-3732          |
| MFS Commodity Strategy Fund                                          | 811-4253          |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Intermediate Income Trust                                        | 811-5440          |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Blended Research Core Equity Portfolio                           | 811-3732          |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Blended Research Core Equity Fund                                | 811-7992          |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Technology Portfolio                                             | 811-3732          |
| MFS Income Fund                                                      | 811-5262          |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS California Municipal Bond Fund                                   | 811-4096          |
| MFS U.S. Government Money Market Fund                                | 811-2594          |
| MFS Corporate Bond Fund                                              | 811-2464          |
| MFS Lifetime 2030 Fund                                               | 811-2178          |
| MFS Government Securities Portfolio                                  | 811-3732          |
| MFS High Yield Pooled Portfolio                                      | 811-2794          |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Intrinsic Value Fund                                             | 811-3090          |
| MFS New Discovery Series                                             | 811-8326          |
| MFS Emerging Markets Equity Fund                                     | 811-4492          |
| MFS Lifetime 2050 Fund                                               | 811-2178          |
| MFS Global Equity Fund                                               | 811-6102          |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Lifetime 2060 Fund                                               | 811-2178          |
| MFS Managed Wealth Fund                                              | 811-4492          |
| MFS Income Portfolio                                                 | 811-3732          |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS International Diversification Fund                               | 811-4492          |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-3732          |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Blended Research International Equity Fund                       | 811-2594          |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-4492          |
| MFS Total Return Series                                              | 811-8326          |
| MFS International Growth Fund                                        | 811-4492          |
| MFS Lifetime 2040 Fund                                               | 811-2178          |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-2594          |
| MFS Low Volatility Global Equity Fund                                | 811-4777          |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Meridian Funds - European Value Fund                             | N/A               |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Research International Portfolio               | 811-3732          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Research Fund                                  | 811-2031          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Total Return Series                            | 811-8326          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Income Portfolio                               | 811-3732          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Utilities Series                               | 811-8326          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Value Series                                   | 811-8326          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Technology Fund                                | 811-4777          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Growth Series                                  | 811-8326          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Research Series                                | 811-8326          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS New Discovery Series                           | 811-8326          |
| MFS Income Fund                                    | 811-5262          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Value Fund                                     | 811-4777          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS High Income Fund                               | 811-2794          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Research International Fund                    | 811-4777          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $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 Total Return Bond Series                       | 811-8326          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Value Fund                                     | 811-4777          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Value Series                                   | 811-8326          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS High Income Fund                               | 811-2794          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Technology Fund                                | 811-4777          |
| MFS Research International Fund                    | 811-4777          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS International Equity Fund                      | 811-6174          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Total Return Series                            | 811-8326          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Utilities Series                               | 811-8326          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Income Fund                                    | 811-5262          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Research Fund                                  | 811-2031          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Total Return Fund                              | 811-2031          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Growth Series                                  | 811-8326          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Research Series                                | 811-8326          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Global Equity Series                           | 811-8326          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 11 - MFS Virginia Municipal Bond Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Virginia Municipal Bond Fund

- **b. Series identification number, if any:** S000002527

- **c. LEI:** ZBE08E46OUHKF4OZUH15

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 5

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class C                 | C000006973                                | MVACX                        |
|                           2 | Class I                 | C000169764                                | MIVAX                        |
|                           3 | Class B                 | C000006972                                | MBVAX                        |
|                           4 | Class R6                | C000194238                                | MPVOX                        |
|                           5 | Class A                 | C000006971                                | MSVAX                        |

**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 18f-4(f)(17 CFR 270.18f-4(f))

- 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)

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 18f-4(d)(ii) (17 CFR 270.18f-4(d)(ii))

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** MASSACHUSETTS FINANCIAL SERVICES COMPANY

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS SERVICE CENTER, INC.

- **ii. SEC file number:** 84-1316

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** PricingDirect Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 549300WIC0TOJ7N7GD54

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** 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:** LSEG

- **ii. LEI, if any, or provide and describe other identifying number:** 2138007FV67QQ13CGJ43

- **iii. State, if applicable:** DE

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 4**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** Yes

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** JPMorgan Chase Bank, National Association

- **ii. LEI, if any:** 7H6GLXDRUGQFU57RNE97

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. LEI, if any:** 084-01316

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** MASSACHUSETTS FINANCIAL SERVICES

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

**Item C.17.a. Principal transaction counterparties.**

| Name                                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Samuel A. Ramirez & Company, Inc.        | 8-19014           |    000006963 | 254900CBKVW7O2ENQA21 | NY      | US        | $3,950,070.00             |
| Oppenheimer & Co. Inc.                   | 8-04077           |    000000249 | 254900VH02JQR2L8XD64 | NY      | US        | $5,005,451.00             |
| Pershing LLC                             | 8-17574           |    000007560 | ZI8Q1A8EI8LQFJNM0D94 | NJ      | US        | $2,925,881.75             |
| FMSBONDS, INC.                           | 8-23280           |    000007793 | 549300TUTBK58NSF2517 | FL      | US        | $6,493,187.45             |
| Wells Fargo Securities, LLC              | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $5,266,030.60             |
| Goldman Sachs & Co. LLC                  | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $3,219,307.40             |
| Hilltop Securities Inc.                  | 8-45123           |    000006220 | 549300IXU82PMU6XZT45 | TX      | US        | $4,015,516.30             |
| Stifel, Nicolaus & Company, Incorporated | 8-01447           |    000000793 | 5WUVMA08EYG4KEUPW589 | MO      | US        | $19,021,630.00            |
| J.P. Morgan Securities LLC               | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $15,064,579.80            |
| BofA Securities, Inc.                    | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $14,925,873.75            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $96,191,146.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $353,237,292.37

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** 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:** HSBC Bank USA, National Association

  - **Line Institutions Record: 3 Name of institution:** Goldman Sachs Bank USA

  - **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:** State Street Bank and Trust Company

  - **Line Institutions Record: 7 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 8 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 9 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 10 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 11 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 12 Name of institution:** Wells Fargo Bank, National Association

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Investment Grade Municipal Trust                                 | 811-5785          |
| MFS High Yield Pooled Portfolio                                      | 811-2794          |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Technology Fund                                                  | 811-4777          |
| MFS High Income Municipal Trust                                      | 811-5754          |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-4492          |
| MFS Value Fund                                                       | 811-4777          |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Global Tactical Allocation Portfolio                             | 811-3732          |
| MFS Aggressive Growth Allocation Fund                                | 811-4492          |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Global Alternative Strategy Fund                                 | 811-4253          |
| MFS Global Governments Portfolio                                     | 811-3732          |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Global Equity Fund                                               | 811-6102          |
| MFS Municipal Intermediate Fund                                      | 811-4096          |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS International Intrinsic Value Fund                               | 811-4492          |
| MFS Alabama Municipal Bond Fund                                      | 811-4096          |
| MFS Global Equity Series                                             | 811-8326          |
| MFS Conservative Allocation Fund                                     | 811-4492          |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Managed Wealth Fund                                              | 811-4492          |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-4096          |
| MFS Utilities Series                                                 | 811-8326          |
| MFS International Equity Fund                                        | 811-6174          |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-4096          |
| MFS U.S. Government Cash Reserve Fund                                | 811-4777          |
| MFS International Large Cap Value Fund                               | 811-4492          |
| MFS Lifetime 2040 Fund                                               | 811-2178          |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Global Total Return Fund                                         | 811-6102          |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Global Growth Portfolio                                          | 811-3732          |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Research International Portfolio                                 | 811-3732          |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Municipal Income Trust                                           | 811-4841          |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Corporate Bond Fund                                              | 811-2464          |
| MFS Total Return Fund                                                | 811-2031          |
| MFS Low Volatility Equity Fund                                       | 811-4777          |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Maryland Municipal Bond Fund                                     | 811-4096          |
| MFS Emerging Markets Equity Research Fund                            | 811-3090          |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Global Real Estate Fund                                          | 811-3327          |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-2594          |
| MFS High Yield Municipal Trust                                       | 811-4992          |
| MFS Income Fund                                                      | 811-5262          |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Blended Research Core Equity Fund                                | 811-7992          |
| Massachusetts Investors Growth Stock Fund                            | 811-0859          |
| MFS Inflation-Adjusted Bond Fund                                     | 811-2464          |
| MFS Lifetime 2045 Fund                                               | 811-2178          |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Blended Research Core Equity Portfolio                           | 811-3732          |
| MFS Research Fund                                                    | 811-2031          |
| MFS Municipal Limited Maturity Fund                                  | 811-2464          |
| MFS International Diversification Fund                               | 811-4492          |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Blended Research International Equity Fund                       | 811-2594          |
| MFS Mid Cap Value Fund                                               | 811-7992          |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Lifetime 2035 Fund                                               | 811-2178          |
| MFS Growth Series                                                    | 811-8326          |
| MFS Blended Research Value Equity Fund                               | 811-4492          |
| MFS Income Portfolio                                                 | 811-3732          |
| MFS International New Discovery Fund                                 | 811-2031          |
| MFS International Intrinsic Value Portfolio                          | 811-3732          |
| MFS Arkansas Municipal Bond Fund                                     | 811-4096          |
| MFS Research Series                                                  | 811-8326          |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Intrinsic Value Fund                                             | 811-3090          |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-4492          |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Global Growth Fund                                               | 811-5262          |
| MFS High Yield Portfolio                                             | 811-3732          |
| MFS Massachusetts Municipal Bond Fund                                | 811-4096          |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Blended Research Growth Equity Fund                              | 811-4492          |
| MFS High Income Fund                                                 | 811-2794          |
| MFS Government Securities Portfolio                                  | 811-3732          |
| MFS New Discovery Series                                             | 811-8326          |
| MFS California Municipal Bond Fund                                   | 811-4096          |
| MFS Lifetime 2050 Fund                                               | 811-2178          |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Limited Maturity Fund                                            | 811-2464          |
| MFS Mid Cap Growth Series                                            | 811-8326          |
| MFS Lifetime 2065 Fund                                               | 811-2178          |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Moderate Allocation Fund                                         | 811-4492          |
| MFS Low Volatility Global Equity Fund                                | 811-4777          |
| MFS Emerging Markets Equity Portfolio                                | 811-3732          |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-2594          |
| MFS Global High Yield Fund                                           | 811-2794          |
| MFS Lifetime 2025 Fund                                               | 811-2178          |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS New Discovery Value Fund                                         | 811-3327          |
| MFS South Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Equity Income Fund                                               | 811-3090          |
| MFS Value Series                                                     | 811-8326          |
| MFS International Growth Portfolio                                   | 811-3732          |
| MFS Total Return Bond Series                                         | 811-8326          |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Total Return Bond Fund                                           | 811-2464          |
| MFS Emerging Markets Debt Fund                                       | 811-4492          |
| MFS International Growth Fund                                        | 811-4492          |
| MFS Corporate Bond Portfolio                                         | 811-3732          |
| MFS Intermediate Income Trust                                        | 811-5440          |
| MFS Diversified Income Fund                                          | 811-3327          |
| MFS Georgia Municipal Bond Fund                                      | 811-4096          |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-3732          |
| MFS Lifetime 2030 Fund                                               | 811-2178          |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Core Equity Fund                                                 | 811-4777          |
| MFS Lifetime Income Fund                                             | 811-2178          |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Core Equity Portfolio                                            | 811-3732          |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Total Return Series                                              | 811-8326          |
| MFS Global New Discovery Fund                                        | 811-2594          |
| MFS Commodity Strategy Fund                                          | 811-4253          |
| MFS Government Securities Fund                                       | 811-3327          |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Municipal Income Fund                                            | 811-4096          |
| MFS Technology Portfolio                                             | 811-3732          |
| MFS Lifetime 2055 Fund                                               | 811-2178          |
| Massachusetts Investors Trust                                        | 811-0203          |
| MFS Emerging Markets Equity Fund                                     | 811-4492          |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Utilities Fund                                                   | 811-6102          |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Municipal High Income Fund                                       | 811-2794          |
| MFS U.S. Government Money Market Portfolio                           | 811-3732          |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Government Markets Income Trust                                  | 811-5078          |
| MFS Mississippi Municipal Bond Fund                                  | 811-4096          |
| MFS Growth Allocation Fund                                           | 811-4492          |
| MFS Global Research Portfolio                                        | 811-3732          |
| MFS Research International Fund                                      | 811-4777          |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-2594          |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Investment Funds - Global Value ex-Japan Fund                    | N/A               |
| MFS Global Opportunistic Bond Fund                                   | 811-4492          |
| MFS Blended Research Mid Cap Equity Fund                             | 811-4492          |
| MFS Lifetime 2060 Fund                                               | 811-2178          |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Core Bond Fund                                                   | 811-2178          |
| MFS North Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS New Discovery Fund                                               | 811-4777          |
| MFS New York Municipal Bond Fund                                     | 811-4096          |
| MFS Investors Trust Series                                           | 811-8326          |
| MFS Growth Fund                                                      | 811-4775          |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS High Income Fund                               | 811-2794          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Income Fund                                    | 811-5262          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Growth Fund                                    | 811-4775          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Utilities Series                               | 811-8326          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Value Series                                   | 811-8326          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Research Series                                | 811-8326          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Technology Fund                                | 811-4777          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Growth Series                                  | 811-8326          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Research International Fund                    | 811-4777          |
| MFS Total Return Series                            | 811-8326          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Value Fund                                     | 811-4777          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Research Fund                                  | 811-2031          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Global High Yield Fund                         | 811-2794          |

- **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 Low Volatility Equity Fund                     | 811-4777          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Research Fund                                  | 811-2031          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Total Return Series                            | 811-8326          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Value Fund                                     | 811-4777          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Technology Fund                                | 811-4777          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Research International Fund                    | 811-4777          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS Total Return Fund                              | 811-2031          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Research Series                                | 811-8326          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Growth Series                                  | 811-8326          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS High Income Fund                               | 811-2794          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Value Series                                   | 811-8326          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS International Growth Fund                      | 811-4492          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Utilities Series                               | 811-8326          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Growth Fund                                    | 811-4775          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Income Fund                                    | 811-5262          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 12 - MFS Maryland Municipal Bond Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Maryland Municipal Bond Fund

- **b. Series identification number, if any:** S000002533

- **c. LEI:** NDK106CDS4LPS37O1K93

- **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?:** 4

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class R6                | C000194249                                | MPMDX                        |
|                           2 | Class A                 | C000006985                                | MFSMX                        |
|                           3 | Class B                 | C000006986                                | MBMDX                        |
|                           4 | Class I                 | C000169769                                | MMDIX                        |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [x] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** No

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** —

- **g. Provide the net income from securities lending activities:** —

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 32a-4 (17 CFR 270.32a-4)

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 18f-4(f)(17 CFR 270.18f-4(f))

- Rule 18f-4(d)(ii) (17 CFR 270.18f-4(d)(ii))

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** MASSACHUSETTS FINANCIAL SERVICES COMPANY

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS SERVICE CENTER, INC.

- **ii. SEC file number:** 84-1316

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** 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:** LSEG

- **ii. LEI, if any, or provide and describe other identifying number:** 2138007FV67QQ13CGJ43

- **iii. State, if applicable:** DE

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** Yes

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** JPMorgan Chase Bank, National Association

- **ii. LEI, if any:** 7H6GLXDRUGQFU57RNE97

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. LEI, if any:** 084-01316

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** MASSACHUSETTS FINANCIAL SERVICES

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

**Item C.17.a. Principal transaction counterparties.**

| Name                                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Wells Fargo Securities, LLC              | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $4,334,122.65             |
| J.P. Morgan Securities LLC               | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $4,591,355.39             |
| ICE Securities Execution & Clearing, LLC | 8-70258           |    000299634 | 549300Q54HHOIVWCEN57 | NY      | US        | $1,432,737.05             |
| RBC Capital Markets, LLC                 | 8-45411           |    000031194 | 549300LCO2FLSSVFFR64 | NY      | US        | $2,803,690.00             |
| FMSBONDS, INC.                           | 8-23280           |    000007793 | 549300TUTBK58NSF2517 | FL      | US        | $4,883,545.60             |
| PNC Capital Markets LLC                  | 8-32493           |    000015647 | 7OGNSSLOQJ8U3B9Y5F18 | PA      | US        | $3,250,000.00             |
| TD SECURITIES (USA) LLC                  | 8-36747           |    000018476 | SUVUFHICNZMP2WKHG940 | NY      | US        | $1,913,224.00             |
| Mesirow Financial, Inc.                  | 8-28816           |    000002764 | 549300BIV46SUHPOFE54 | IL      | US        | $5,403,975.00             |
| BofA Securities, Inc.                    | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $7,529,690.30             |
| Morgan Stanley & Co. LLC                 | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $3,307,917.50             |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $42,346,897.24

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $127,371,917.02

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** 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:** State Street Bank and Trust Company

  - **Line Institutions Record: 3 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 4 Name of institution:** Bank of America, N.A.

  - **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:** Citibank, N.A.

  - **Line Institutions Record: 8 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 9 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 10 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 11 Name of institution:** Goldman Sachs Bank USA

  - **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 Growth Allocation Fund                                           | 811-4492          |
| MFS Investment Funds - Global Value ex-Japan Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Municipal Income Fund                                            | 811-4096          |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Equity Income Fund                                               | 811-3090          |
| MFS Utilities Series                                                 | 811-8326          |
| Massachusetts Investors Trust                                        | 811-0203          |
| MFS International Intrinsic Value Portfolio                          | 811-3732          |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Conservative Allocation Fund                                     | 811-4492          |
| MFS Blended Research Core Equity Portfolio                           | 811-3732          |
| MFS Total Return Bond Series                                         | 811-8326          |
| MFS Blended Research Mid Cap Equity Fund                             | 811-4492          |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS High Income Fund                                                 | 811-2794          |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS California Municipal Bond Fund                                   | 811-4096          |
| MFS Arkansas Municipal Bond Fund                                     | 811-4096          |
| MFS Research Series                                                  | 811-8326          |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Moderate Allocation Fund                                         | 811-4492          |
| MFS Lifetime 2035 Fund                                               | 811-2178          |
| MFS Lifetime Income Fund                                             | 811-2178          |
| MFS Lifetime 2040 Fund                                               | 811-2178          |
| MFS Utilities Fund                                                   | 811-6102          |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Global New Discovery Fund                                        | 811-2594          |
| MFS Lifetime 2030 Fund                                               | 811-2178          |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-4096          |
| MFS Blended Research International Equity Fund                       | 811-2594          |
| MFS Blended Research Value Equity Fund                               | 811-4492          |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-4096          |
| MFS Virginia Municipal Bond Fund                                     | 811-4096          |
| MFS U.S. Government Money Market Fund                                | 811-2594          |
| MFS High Income Municipal Trust                                      | 811-5754          |
| MFS South Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Georgia Municipal Bond Fund                                      | 811-4096          |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Municipal Income Trust                                           | 811-4841          |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Municipal High Income Fund                                       | 811-2794          |
| MFS Blended Research Core Equity Fund                                | 811-7992          |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Income Portfolio                                                 | 811-3732          |
| MFS New York Municipal Bond Fund                                     | 811-4096          |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Growth Fund                                                      | 811-4775          |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Municipal Limited Maturity Fund                                  | 811-2464          |
| MFS Corporate Bond Fund                                              | 811-2464          |
| MFS Lifetime 2065 Fund                                               | 811-2178          |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Total Return Bond Fund                                           | 811-2464          |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Inflation-Adjusted Bond Fund                                     | 811-2464          |
| MFS International Growth Portfolio                                   | 811-3732          |
| MFS Corporate Bond Portfolio                                         | 811-3732          |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Mid Cap Value Fund                                               | 811-7992          |
| MFS Blended Research Growth Equity Fund                              | 811-4492          |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-4492          |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Core Equity Portfolio                                            | 811-3732          |
| MFS Mississippi Municipal Bond Fund                                  | 811-4096          |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Global High Yield Fund                                           | 811-2794          |
| MFS Managed Wealth Fund                                              | 811-4492          |
| MFS U.S. Government Money Market Portfolio                           | 811-3732          |
| MFS Low Volatility Global Equity Fund                                | 811-4777          |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS International Intrinsic Value Fund                               | 811-4492          |
| MFS Emerging Markets Equity Research Fund                            | 811-3090          |
| MFS Global Equity Series                                             | 811-8326          |
| MFS Technology Fund                                                  | 811-4777          |
| MFS Emerging Markets Equity Portfolio                                | 811-3732          |
| MFS High Yield Portfolio                                             | 811-3732          |
| MFS Alabama Municipal Bond Fund                                      | 811-4096          |
| MFS Investment Grade Municipal Trust                                 | 811-5785          |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS High Yield Municipal Trust                                       | 811-4992          |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-2594          |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS New Discovery Series                                             | 811-8326          |
| MFS New Discovery Value Fund                                         | 811-3327          |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS North Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Limited Maturity Fund                                            | 811-2464          |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Mid Cap Growth Series                                            | 811-8326          |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-2594          |
| MFS Intrinsic Value Fund                                             | 811-3090          |
| MFS Income Fund                                                      | 811-5262          |
| MFS Global Equity Fund                                               | 811-6102          |
| MFS Lifetime 2025 Fund                                               | 811-2178          |
| MFS Total Return Fund                                                | 811-2031          |
| MFS Global Opportunistic Bond Fund                                   | 811-4492          |
| MFS Technology Portfolio                                             | 811-3732          |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Value Series                                                     | 811-8326          |
| MFS International Large Cap Value Fund                               | 811-4492          |
| MFS Core Equity Fund                                                 | 811-4777          |
| MFS Value Fund                                                       | 811-4777          |
| MFS International New Discovery Fund                                 | 811-2031          |
| MFS Lifetime 2055 Fund                                               | 811-2178          |
| MFS Global Tactical Allocation Portfolio                             | 811-3732          |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS International Growth Fund                                        | 811-4492          |
| MFS Research Fund                                                    | 811-2031          |
| MFS Lifetime 2045 Fund                                               | 811-2178          |
| MFS Municipal Intermediate Fund                                      | 811-4096          |
| MFS Global Growth Fund                                               | 811-5262          |
| MFS Government Markets Income Trust                                  | 811-5078          |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS New Discovery Fund                                               | 811-4777          |
| MFS High Yield Pooled Portfolio                                      | 811-2794          |
| MFS Global Growth Portfolio                                          | 811-3732          |
| MFS U.S. Government Cash Reserve Fund                                | 811-4777          |
| MFS Commodity Strategy Fund                                          | 811-4253          |
| MFS Global Alternative Strategy Fund                                 | 811-4253          |
| Massachusetts Investors Growth Stock Fund                            | 811-0859          |
| MFS Emerging Markets Equity Fund                                     | 811-4492          |
| MFS Emerging Markets Debt Fund                                       | 811-4492          |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Research International Fund                                      | 811-4777          |
| MFS Growth Series                                                    | 811-8326          |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Investors Trust Series                                           | 811-8326          |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Global Governments Portfolio                                     | 811-3732          |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Lifetime 2050 Fund                                               | 811-2178          |
| MFS Global Real Estate Fund                                          | 811-3327          |
| MFS Global Total Return Fund                                         | 811-6102          |
| MFS International Diversification Fund                               | 811-4492          |
| MFS Intermediate Income Trust                                        | 811-5440          |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-4777          |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Research International Portfolio                                 | 811-3732          |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-3732          |
| MFS Total Return Series                                              | 811-8326          |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Global Research Portfolio                                        | 811-3732          |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Government Securities Fund                                       | 811-3327          |
| MFS Massachusetts Municipal Bond Fund                                | 811-4096          |
| MFS Diversified Income Fund                                          | 811-3327          |
| MFS Blended Research Small Cap Equity Fund                           | 811-4492          |
| MFS Core Bond Fund                                                   | 811-2178          |
| MFS Lifetime 2060 Fund                                               | 811-2178          |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Aggressive Growth Allocation Fund                                | 811-4492          |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Government Securities Portfolio                                  | 811-3732          |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS International Equity Fund                                        | 811-6174          |

- **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 Global Equity Series                           | 811-8326          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Growth Series                                  | 811-8326          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Research International Fund                    | 811-4777          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Total Return Series                            | 811-8326          |
| MFS Income Fund                                    | 811-5262          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS High Income Fund                               | 811-2794          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Research Fund                                  | 811-2031          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Technology Fund                                | 811-4777          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Value Series                                   | 811-8326          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Technology Portfolio                           | 811-3732          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Utilities Series                               | 811-8326          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Value Fund                                     | 811-4777          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Research International Portfolio               | 811-3732          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Research Series                                | 811-8326          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** 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 South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Value Fund                                     | 811-4777          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Income Fund                                    | 811-5262          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Growth Series                                  | 811-8326          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Research Fund                                  | 811-2031          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS High Income Fund                               | 811-2794          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Technology Fund                                | 811-4777          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS International Equity Fund                      | 811-6174          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Research International Fund                    | 811-4777          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Value Series                                   | 811-8326          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Research Series                                | 811-8326          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Total Return Series                            | 811-8326          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Utilities Series                               | 811-8326          |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 13 - MFS Arkansas Municipal Bond Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Arkansas Municipal Bond Fund

- **b. Series identification number, if any:** S000002529

- **c. LEI:** IBCRCKLUQF4H2CCTDD70

- **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?:** 4

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class B                 | C000006977                                | MBARX                        |
|                           2 | Class I                 | C000169766                                | MARLX                        |
|                           3 | Class R6                | C000194242                                | MPRAX                        |
|                           4 | Class A                 | C000006976                                | MFARX                        |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [x] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** No

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** —

- **g. Provide the net income from securities lending activities:** —

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 18f-4(f)(17 CFR 270.18f-4(f))

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 32a-4 (17 CFR 270.32a-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:** 84-1316

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** LSEG

- **ii. LEI, if any, or provide and describe other identifying number:** 2138007FV67QQ13CGJ43

- **iii. State, if applicable:** DE

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 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:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 4**

- **i. Full name:** PricingDirect Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 549300WIC0TOJ7N7GD54

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** Yes

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** JPMorgan Chase Bank, National Association

- **ii. LEI, if any:** 7H6GLXDRUGQFU57RNE97

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. LEI, if any:** 084-01316

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** MASSACHUSETTS FINANCIAL SERVICES

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

**Item C.17.a. Principal transaction counterparties.**

| Name                                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Stephens Inc.                            | 8-01927           |    000003496 | 213800LH6T9XDYZCA534 | AR      | US        | $6,957,082.40             |
| Wells Fargo Securities, LLC              | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $3,370,035.30             |
| Raymond James & Associates, Inc.         | 8-10999           |    000000705 | U4ONQX15J3RO8XCKE979 | FL      | US        | $9,244,660.00             |
| RBC Capital Markets, LLC                 | 8-45411           |    000031194 | 549300LCO2FLSSVFFR64 | NY      | US        | $1,981,610.00             |
| TD SECURITIES (USA) LLC                  | 8-36747           |    000018476 | SUVUFHICNZMP2WKHG940 | NY      | US        | $3,015,080.00             |
| Morgan Stanley & Co. LLC                 | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $1,864,167.50             |
| ICE Securities Execution & Clearing, LLC | 8-70258           |    000299634 | 549300Q54HHOIVWCEN57 | NY      | US        | $2,336,778.70             |
| First Horizon Advisors, Inc.             | 8-35061           |    000017117 | COOWI3L2W9TPYR3WJX37 | TN      | US        | $1,977,650.00             |
| BofA Securities, Inc.                    | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $2,506,475.25             |
| Crews & Associates, Inc.                 | 8-24075           |    000008052 | 5493001BWSV3E82LZ446 | AR      | US        | $5,986,496.80             |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $45,544,066.94

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $147,154,011.97

**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:** Goldman Sachs Bank USA

  - **Line Institutions Record: 2 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 3 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 4 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 5 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 6 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 7 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 8 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 9 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 10 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 11 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 12 Name of institution:** Bank of Montreal, Chicago Branch

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Global Growth Fund                                               | 811-5262          |
| MFS U.S. Government Money Market Portfolio                           | 811-3732          |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Global Governments Portfolio                                     | 811-3732          |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Research Series                                                  | 811-8326          |
| MFS Corporate Bond Portfolio                                         | 811-3732          |
| MFS Investment Grade Municipal Trust                                 | 811-5785          |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Global Tactical Allocation Portfolio                             | 811-3732          |
| MFS Lifetime 2060 Fund                                               | 811-2178          |
| MFS Lifetime 2055 Fund                                               | 811-2178          |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-4096          |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS High Income Municipal Trust                                      | 811-5754          |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Emerging Markets Equity Portfolio                                | 811-3732          |
| MFS Blended Research International Equity Fund                       | 811-2594          |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS High Income Fund                                                 | 811-2794          |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Government Markets Income Trust                                  | 811-5078          |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Total Return Series                                              | 811-8326          |
| MFS Georgia Municipal Bond Fund                                      | 811-4096          |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Core Bond Fund                                                   | 811-2178          |
| MFS Global New Discovery Fund                                        | 811-2594          |
| MFS Emerging Markets Debt Fund                                       | 811-4492          |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Equity Income Fund                                               | 811-3090          |
| MFS Low Volatility Global Equity Fund                                | 811-4777          |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Global Alternative Strategy Fund                                 | 811-4253          |
| MFS Government Securities Fund                                       | 811-3327          |
| MFS New York Municipal Bond Fund                                     | 811-4096          |
| MFS International Growth Fund                                        | 811-4492          |
| MFS Massachusetts Municipal Bond Fund                                | 811-4096          |
| MFS Value Series                                                     | 811-8326          |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Total Return Bond Fund                                           | 811-2464          |
| MFS High Yield Pooled Portfolio                                      | 811-2794          |
| MFS Municipal Limited Maturity Fund                                  | 811-2464          |
| MFS High Yield Portfolio                                             | 811-3732          |
| MFS Intermediate Income Trust                                        | 811-5440          |
| MFS Global Total Return Fund                                         | 811-6102          |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Commodity Strategy Fund                                          | 811-4253          |
| MFS Total Return Fund                                                | 811-2031          |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-2594          |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Mid Cap Growth Series                                            | 811-8326          |
| MFS California Municipal Bond Fund                                   | 811-4096          |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-3732          |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-4492          |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-4492          |
| MFS South Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Inflation-Adjusted Bond Fund                                     | 811-2464          |
| MFS Blended Research Core Equity Fund                                | 811-7992          |
| MFS Mississippi Municipal Bond Fund                                  | 811-4096          |
| MFS Growth Allocation Fund                                           | 811-4492          |
| MFS International Equity Fund                                        | 811-6174          |
| MFS Municipal High Income Fund                                       | 811-2794          |
| MFS Lifetime 2035 Fund                                               | 811-2178          |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Global Equity Series                                             | 811-8326          |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Core Equity Portfolio                                            | 811-3732          |
| MFS Value Fund                                                       | 811-4777          |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Growth Fund                                                      | 811-4775          |
| Massachusetts Investors Growth Stock Fund                            | 811-0859          |
| MFS Municipal Income Fund                                            | 811-4096          |
| MFS Utilities Series                                                 | 811-8326          |
| MFS Growth Series                                                    | 811-8326          |
| MFS Corporate Bond Fund                                              | 811-2464          |
| MFS Emerging Markets Equity Research Fund                            | 811-3090          |
| MFS Global Equity Fund                                               | 811-6102          |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS International Intrinsic Value Fund                               | 811-4492          |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Lifetime 2045 Fund                                               | 811-2178          |
| MFS Technology Fund                                                  | 811-4777          |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Global High Yield Fund                                           | 811-2794          |
| MFS Limited Maturity Fund                                            | 811-2464          |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Lifetime 2030 Fund                                               | 811-2178          |
| MFS Managed Wealth Fund                                              | 811-4492          |
| MFS Municipal Intermediate Fund                                      | 811-4096          |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS High Yield Municipal Trust                                       | 811-4992          |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Blended Research Value Equity Fund                               | 811-4492          |
| MFS Lifetime 2040 Fund                                               | 811-2178          |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS International Growth Portfolio                                   | 811-3732          |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-4492          |
| MFS Intrinsic Value Fund                                             | 811-3090          |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Lifetime Income Fund                                             | 811-2178          |
| MFS U.S. Government Cash Reserve Fund                                | 811-4777          |
| MFS New Discovery Fund                                               | 811-4777          |
| MFS Mid Cap Value Fund                                               | 811-7992          |
| MFS Utilities Fund                                                   | 811-6102          |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-4492          |
| MFS Research International Fund                                      | 811-4777          |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Lifetime 2025 Fund                                               | 811-2178          |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Conservative Allocation Fund                                     | 811-4492          |
| MFS Virginia Municipal Bond Fund                                     | 811-4096          |
| MFS Income Fund                                                      | 811-5262          |
| MFS Income Portfolio                                                 | 811-3732          |
| MFS Global Research Portfolio                                        | 811-3732          |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Global Real Estate Fund                                          | 811-3327          |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-4096          |
| MFS Core Equity Fund                                                 | 811-4777          |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Aggressive Growth Allocation Fund                                | 811-4492          |
| MFS North Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Moderate Allocation Fund                                         | 811-4492          |
| MFS Research Fund                                                    | 811-2031          |
| MFS International Intrinsic Value Portfolio                          | 811-3732          |
| MFS Low Volatility Equity Fund                                       | 811-4777          |
| MFS Technology Portfolio                                             | 811-3732          |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Research International Portfolio                                 | 811-3732          |
| Massachusetts Investors Trust                                        | 811-0203          |
| MFS Investors Trust Series                                           | 811-8326          |
| MFS Investment Funds - Global Value ex-Japan Fund                    | N/A               |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Maryland Municipal Bond Fund                                     | 811-4096          |
| MFS Emerging Markets Equity Fund                                     | 811-4492          |
| MFS Global Opportunistic Bond Fund                                   | 811-4492          |
| MFS Lifetime 2050 Fund                                               | 811-2178          |
| MFS International Large Cap Value Fund                               | 811-4492          |
| MFS Municipal Income Trust                                           | 811-4841          |
| MFS Lifetime 2065 Fund                                               | 811-2178          |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Global Growth Portfolio                                          | 811-3732          |
| MFS New Discovery Series                                             | 811-8326          |
| MFS International New Discovery Fund                                 | 811-2031          |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Total Return Bond Series                                         | 811-8326          |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-2594          |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Government Securities Portfolio                                  | 811-3732          |
| MFS International Diversification Fund                               | 811-4492          |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS New Discovery Value Fund                                         | 811-3327          |
| MFS Mid Cap Growth Fund                                              | 811-2594          |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Diversified Income Fund                                          | 811-3327          |
| MFS Blended Research Core Equity Portfolio                           | 811-3732          |
| MFS Alabama Municipal Bond Fund                                      | 811-4096          |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 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 Research Fund                                  | 811-2031          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Research Series                                | 811-8326          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Value Fund                                     | 811-4777          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS New Discovery Series                           | 811-8326          |
| MFS International Equity Fund                      | 811-6174          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Utilities Series                               | 811-8326          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Growth Series                                  | 811-8326          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS High Income Fund                               | 811-2794          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Total Return Series                            | 811-8326          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Research International Fund                    | 811-4777          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS Technology Fund                                | 811-4777          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Value Series                                   | 811-8326          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Income Fund                                    | 811-5262          |
| MFS Global Equity Series                           | 811-8326          |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** 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            | 811-4492          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Value Fund                                     | 811-4777          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Income Fund                                    | 811-5262          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Research Fund                                  | 811-2031          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Technology Fund                                | 811-4777          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Value Series                                   | 811-8326          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Research Series                                | 811-8326          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Research International Portfolio               | 811-3732          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Growth Fund                                    | 811-4775          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Total Return Bond Fund                         | 811-2464          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Total Return Series                            | 811-8326          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Growth Series                                  | 811-8326          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS New Discovery Series                           | 811-8326          |
| MFS International Equity Fund                      | 811-6174          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS High Income Fund                               | 811-2794          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Research International Fund                    | 811-4777          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Utilities Series                               | 811-8326          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Global Growth 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: 14 - MFS Massachusetts Municipal Bond Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Massachusetts Municipal Bond Fund

- **b. Series identification number, if any:** S000002534

- **c. LEI:** MI3C3CKY7VNRDNDWCO87

- **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?:** 4

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class I                 | C000169770                                | MTALX                        |
|                           2 | Class A                 | C000006987                                | MFSSX                        |
|                           3 | Class B                 | C000006988                                | MBMAX                        |
|                           4 | Class R6                | C000194250                                | MPMAX                        |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [x] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** No

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** —

- **g. Provide the net income from securities lending activities:** —

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 32a-4 (17 CFR 270.32a-4)

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 18f-4(f)(17 CFR 270.18f-4(f))

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** MASSACHUSETTS FINANCIAL SERVICES COMPANY

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS SERVICE CENTER, INC.

- **ii. SEC file number:** 84-1316

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** S&P Global Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** Y6X4K52KMJMZE7I7MY94

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** PricingDirect Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 549300WIC0TOJ7N7GD54

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 3**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 4**

- **i. Full name:** LSEG

- **ii. LEI, if any, or provide and describe other identifying number:** 2138007FV67QQ13CGJ43

- **iii. State, if applicable:** DE

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** Yes

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** JPMorgan Chase Bank, National Association

- **ii. LEI, if any:** 7H6GLXDRUGQFU57RNE97

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. LEI, if any:** 084-01316

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** MASSACHUSETTS FINANCIAL SERVICES

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

**Item C.17.a. Principal transaction counterparties.**

| Name                                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| National Financial Services LLC          | 8-26740           |    000013041 | 549300JRHF1MHHWUAW04 | MA      | US        | $5,400,000.00             |
| BofA Securities, Inc.                    | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $12,406,440.55            |
| Raymond James & Associates, Inc.         | 8-10999           |    000000705 | U4ONQX15J3RO8XCKE979 | FL      | US        | $5,500,000.00             |
| UBS Securities LLC                       | 8-22651           |    000007654 | T6FIZBDPKLYJKFCRVK44 | NY      | US        | $5,430,505.50             |
| Barclays Capital, Inc.                   | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $10,816,566.60            |
| RBC Capital Markets, LLC                 | 8-45411           |    000031194 | 549300LCO2FLSSVFFR64 | NY      | US        | $6,163,932.60             |
| Morgan Stanley & Co. LLC                 | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $13,838,054.05            |
| Stifel, Nicolaus & Company, Incorporated | 8-01447           |    000000793 | 5WUVMA08EYG4KEUPW589 | MO      | US        | $4,810,514.00             |
| Jefferies LLC                            | 8-15074           |    000002347 | 58PU97L1C0WSRCWADL48 | NY      | US        | $8,736,780.00             |
| Wells Fargo Securities, LLC              | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $11,925,176.30            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $104,664,825.16

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $373,487,049.09

**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 Value Fund                                     | 811-4777          |
| MFS International Growth Fund                      | 811-4492          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Utilities Series                               | 811-8326          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Growth Fund                                    | 811-4775          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Research International Fund                    | 811-4777          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Total Return Series                            | 811-8326          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Income Fund                                    | 811-5262          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Value Series                                   | 811-8326          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Technology Fund                                | 811-4777          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Research Fund                                  | 811-2031          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Research Series                                | 811-8326          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Growth Series                                  | 811-8326          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS High Income Fund                               | 811-2794          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Research International Portfolio               | 811-3732          |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 2 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 3 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 4 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 5 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 6 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 7 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 8 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 9 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 10 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 11 Name of institution:** JPMorgan Chase Bank, 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 Blended Research Emerging Markets Equity Fund                    | 811-2594          |
| MFS Global New Discovery Fund                                        | 811-2594          |
| MFS High Yield Municipal Trust                                       | 811-4992          |
| MFS Total Return Bond Series                                         | 811-8326          |
| MFS South Carolina Municipal Bond Fund                               | 811-4096          |
| MFS International Equity Fund                                        | 811-6174          |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Maryland Municipal Bond Fund                                     | 811-4096          |
| MFS Value Series                                                     | 811-8326          |
| MFS Limited Maturity Fund                                            | 811-2464          |
| MFS Government Securities Fund                                       | 811-3327          |
| MFS Equity Income Fund                                               | 811-3090          |
| MFS Global Research Portfolio                                        | 811-3732          |
| MFS Global Equity Fund                                               | 811-6102          |
| MFS International Large Cap Value Fund                               | 811-4492          |
| MFS U.S. Government Money Market Portfolio                           | 811-3732          |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Mid Cap Value Fund                                               | 811-7992          |
| MFS Blended Research Core Equity Fund                                | 811-7992          |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS International Growth Portfolio                                   | 811-3732          |
| MFS Lifetime 2065 Fund                                               | 811-2178          |
| MFS Arkansas Municipal Bond Fund                                     | 811-4096          |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Municipal High Income Fund                                       | 811-2794          |
| MFS Lifetime 2045 Fund                                               | 811-2178          |
| MFS Lifetime Income Fund                                             | 811-2178          |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS New Discovery Fund                                               | 811-4777          |
| Massachusetts Investors Trust                                        | 811-0203          |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Municipal Income Fund                                            | 811-4096          |
| MFS Growth Allocation Fund                                           | 811-4492          |
| MFS Lifetime 2025 Fund                                               | 811-2178          |
| MFS Blended Research International Equity Fund                       | 811-2594          |
| MFS Managed Wealth Fund                                              | 811-4492          |
| MFS North Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Georgia Municipal Bond Fund                                      | 811-4096          |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Corporate Bond Fund                                              | 811-2464          |
| MFS Growth Series                                                    | 811-8326          |
| MFS High Yield Portfolio                                             | 811-3732          |
| MFS Blended Research Mid Cap Equity Fund                             | 811-4492          |
| MFS Intermediate Income Trust                                        | 811-5440          |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Government Markets Income Trust                                  | 811-5078          |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS New Discovery Series                                             | 811-8326          |
| MFS Low Volatility Global Equity Fund                                | 811-4777          |
| MFS Blended Research Core Equity Portfolio                           | 811-3732          |
| MFS Mid Cap Growth Fund                                              | 811-2594          |
| MFS Core Equity Fund                                                 | 811-4777          |
| MFS Global Alternative Strategy Fund                                 | 811-4253          |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Technology Fund                                                  | 811-4777          |
| MFS Global Governments Portfolio                                     | 811-3732          |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Municipal Limited Maturity Fund                                  | 811-2464          |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Global Opportunistic Bond Fund                                   | 811-4492          |
| MFS California Municipal Bond Fund                                   | 811-4096          |
| MFS International Growth Fund                                        | 811-4492          |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-3732          |
| MFS Conservative Allocation Fund                                     | 811-4492          |
| Massachusetts Investors Growth Stock Fund                            | 811-0859          |
| MFS New Discovery Value Fund                                         | 811-3327          |
| MFS Aggressive Growth Allocation Fund                                | 811-4492          |
| MFS Lifetime 2035 Fund                                               | 811-2178          |
| MFS Municipal Intermediate Fund                                      | 811-4096          |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Growth Fund                                                      | 811-4775          |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Moderate Allocation Fund                                         | 811-4492          |
| MFS High Yield Pooled Portfolio                                      | 811-2794          |
| MFS Global Growth Portfolio                                          | 811-3732          |
| MFS Emerging Markets Equity Research Fund                            | 811-3090          |
| MFS Municipal Income Trust                                           | 811-4841          |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-3732          |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Research International Fund                                      | 811-4777          |
| MFS Technology Portfolio                                             | 811-3732          |
| MFS Global High Yield Fund                                           | 811-2794          |
| MFS Inflation-Adjusted Bond Fund                                     | 811-2464          |
| MFS West Virginia Municipal Bond Fund                                | 811-4096          |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Lifetime 2050 Fund                                               | 811-2178          |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Blended Research Value Equity Fund                               | 811-4492          |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Research Fund                                                    | 811-2031          |
| MFS Low Volatility Equity Fund                                       | 811-4777          |
| MFS Global Real Estate Fund                                          | 811-3327          |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS International Diversification Fund                               | 811-4492          |
| MFS Emerging Markets Debt Fund                                       | 811-4492          |
| MFS Investment Grade Municipal Trust                                 | 811-5785          |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Global Equity Series                                             | 811-8326          |
| MFS Utilities Series                                                 | 811-8326          |
| MFS International New Discovery Fund                                 | 811-2031          |
| MFS U.S. Government Cash Reserve Fund                                | 811-4777          |
| MFS Blended Research Small Cap Equity Fund                           | 811-4492          |
| MFS Emerging Markets Equity Portfolio                                | 811-3732          |
| MFS Investment Funds - Global Value ex-Japan Fund                    | N/A               |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Global Growth Fund                                               | 811-5262          |
| MFS Total Return Fund                                                | 811-2031          |
| MFS Utilities Fund                                                   | 811-6102          |
| MFS Global Tactical Allocation Portfolio                             | 811-3732          |
| MFS Total Return Bond Fund                                           | 811-2464          |
| MFS Lifetime 2040 Fund                                               | 811-2178          |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Investors Trust Series                                           | 811-8326          |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Core Equity Portfolio                                            | 811-3732          |
| MFS Lifetime 2060 Fund                                               | 811-2178          |
| MFS Research International Portfolio                                 | 811-3732          |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS New York Municipal Bond Fund                                     | 811-4096          |
| MFS International Intrinsic Value Fund                               | 811-4492          |
| MFS Research Series                                                  | 811-8326          |
| MFS Diversified Income Fund                                          | 811-3327          |
| MFS Virginia Municipal Bond Fund                                     | 811-4096          |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Government Securities Portfolio                                  | 811-3732          |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Income Fund                                                      | 811-5262          |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS High Income Fund                                                 | 811-2794          |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-4096          |
| MFS Mississippi Municipal Bond Fund                                  | 811-4096          |
| MFS Total Return Series                                              | 811-8326          |
| MFS Commodity Strategy Fund                                          | 811-4253          |
| MFS High Income Municipal Trust                                      | 811-5754          |
| MFS Lifetime 2030 Fund                                               | 811-2178          |
| MFS Value Fund                                                       | 811-4777          |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-2594          |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Core Bond Fund                                                   | 811-2178          |
| MFS Mid Cap Growth Series                                            | 811-8326          |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Corporate Bond Portfolio                                         | 811-3732          |
| MFS Income Portfolio                                                 | 811-3732          |
| MFS Lifetime 2055 Fund                                               | 811-2178          |
| MFS Alabama Municipal Bond Fund                                      | 811-4096          |
| MFS Intrinsic Value Fund                                             | 811-3090          |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-4492          |
| MFS Global Total Return Fund                                         | 811-6102          |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-4492          |
| MFS Emerging Markets Equity Fund                                     | 811-4492          |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Total Return Fund                              | 811-2031          |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Growth Series                                  | 811-8326          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Research International Fund                    | 811-4777          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Growth Fund                                    | 811-4775          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS International Diversification Fund             | 811-4492          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS North Carolina Municipal Bond Fund             | 811-4096          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Research Fund                                  | 811-2031          |
| MFS Technology Fund                                | 811-4777          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Research Series                                | 811-8326          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Value Series                                   | 811-8326          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Global Equity Series                           | 811-8326          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS Total Return Series                            | 811-8326          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Research International Portfolio               | 811-3732          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS High Income Fund                               | 811-2794          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Utilities Series                               | 811-8326          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS Income Fund                                    | 811-5262          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Value Fund                                     | 811-4777          |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 15 - MFS North Carolina Municipal Bond Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS North Carolina Municipal Bond Fund

- **b. Series identification number, if any:** S000002523

- **c. LEI:** Y3HMANBD6AL3XSXU2W16

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 5

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class A                 | C000006962                                | MSNCX                        |
|                           2 | Class C                 | C000006964                                | MCNCX                        |
|                           3 | Class B                 | C000006963                                | MBNCX                        |
|                           4 | Class I                 | C000169760                                | MNCLX                        |
|                           5 | Class R6                | C000194230                                | MPNCX                        |

**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(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 18f-4(f)(17 CFR 270.18f-4(f))

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** MASSACHUSETTS FINANCIAL SERVICES COMPANY

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS SERVICE CENTER, INC.

- **ii. SEC file number:** 84-1316

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** PricingDirect Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 549300WIC0TOJ7N7GD54

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** 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:** LSEG

- **ii. LEI, if any, or provide and describe other identifying number:** 2138007FV67QQ13CGJ43

- **iii. State, if applicable:** DE

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 4**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** Yes

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** JPMorgan Chase Bank, National Association

- **ii. LEI, if any:** 7H6GLXDRUGQFU57RNE97

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. LEI, if any:** 084-01316

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** MASSACHUSETTS FINANCIAL SERVICES

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

**Item C.17.a. Principal transaction counterparties.**

| Name                                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Wells Fargo Securities, LLC              | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $19,205,601.90            |
| ROBERT W. BAIRD & CO. INCORPORATED       | 8-00497           |    000008158 | 549300772UJAHRD6LO53 | WI      | US        | $7,913,113.50             |
| RBC Capital Markets, LLC                 | 8-45411           |    000031194 | 549300LCO2FLSSVFFR64 | NY      | US        | $11,859,140.40            |
| Truist Securities, Inc.                  | 8-17212           |    000006271 | CSVTK36R0PNGXEM7NS14 | GA      | US        | $7,892,680.00             |
| J.P. Morgan Securities LLC               | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $6,972,192.06             |
| PNC Capital Markets LLC                  | 8-32493           |    000015647 | 7OGNSSLOQJ8U3B9Y5F18 | PA      | US        | $7,498,393.25             |
| B. C. Ziegler and Company                | 8-00094           |    000000061 | 549300NLEOFP92P38Q71 | IL      | US        | $6,900,395.20             |
| BofA Securities, Inc.                    | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $23,501,776.40            |
| Stifel, Nicolaus & Company, Incorporated | 8-01447           |    000000793 | 5WUVMA08EYG4KEUPW589 | MO      | US        | $16,690,504.90            |
| Piper Sandler & Co.                      | 8-15204           |    000000665 | 549300GRQCWQ3XGH0H10 | MN      | US        | $6,074,631.50             |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $163,949,967.76

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $452,498,912.24

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS International New Discovery Fund               | 811-2031          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS High Income Fund                               | 811-2794          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Technology Portfolio                           | 811-3732          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Income Fund                                    | 811-5262          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Growth Series                                  | 811-8326          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Technology Fund                                | 811-4777          |
| MFS Research Fund                                  | 811-2031          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS Utilities Series                               | 811-8326          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Research Series                                | 811-8326          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Research International Fund                    | 811-4777          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Value Fund                                     | 811-4777          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS New Discovery Series                           | 811-8326          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS Total Return Series                            | 811-8326          |
| MFS International Equity Fund                      | 811-6174          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Value Series                                   | 811-8326          |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Government Markets Income Trust                | 811-5078          |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Global Research Portfolio                      | 811-3732          |
| MFS Total Return Series                            | 811-8326          |
| MFS Emerging Markets Equity Research Fund          | 811-3090          |
| MFS High Yield Portfolio                           | 811-3732          |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Managed Wealth Fund                            | 811-4492          |
| MFS Lifetime 2030 Fund                             | 811-2178          |
| MFS Research International Portfolio               | 811-3732          |
| MFS Municipal Limited Maturity Fund                | 811-2464          |
| MFS Global High Yield Fund                         | 811-2794          |
| MFS Research Fund                                  | 811-2031          |
| MFS West Virginia Municipal Bond Fund              | 811-4096          |
| MFS Blended Research Small Cap Equity Fund         | 811-4492          |
| MFS Moderate Allocation Fund                       | 811-4492          |
| MFS Global Equity Series                           | 811-8326          |
| MFS Global Growth Portfolio                        | 811-3732          |
| MFS Mid Cap Growth Fund                            | 811-2594          |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Core Equity Fund                               | 811-4777          |
| MFS Intrinsic Value Fund                           | 811-3090          |
| MFS Pennsylvania Municipal Bond Fund               | 811-4096          |
| MFS Virginia Municipal Bond Fund                   | 811-4096          |
| MFS International Growth Fund                      | 811-4492          |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Technology Fund                                | 811-4777          |
| MFS Lifetime 2035 Fund                             | 811-2178          |
| MFS International Intrinsic Value Portfolio        | 811-3732          |
| MFS Georgia Municipal Bond Fund                    | 811-4096          |
| MFS Blended Research Emerging Markets Equity Fund  | 811-2594          |
| MFS Mississippi Municipal Bond Fund                | 811-4096          |
| MFS Municipal Intermediate Fund                    | 811-4096          |
| MFS Mid Cap Value Fund                             | 811-7992          |
| MFS Lifetime 2040 Fund                             | 811-2178          |
| MFS Massachusetts Municipal Bond Fund              | 811-4096          |
| MFS Total Return Bond Fund                         | 811-2464          |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Conservative Allocation Fund                   | 811-4492          |
| MFS Total Return Bond Series                       | 811-8326          |
| MFS Inflation-Adjusted Bond Fund                   | 811-2464          |
| MFS Research Series                                | 811-8326          |
| MFS Mid Cap Growth Series                          | 811-8326          |
| MFS Global New Discovery Fund                      | 811-2594          |
| MFS Lifetime 2060 Fund                             | 811-2178          |
| MFS Lifetime 2025 Fund                             | 811-2178          |
| MFS Value Fund                                     | 811-4777          |
| MFS Intermediate Income Trust                      | 811-5440          |
| MFS Municipal Income Fund                          | 811-4096          |
| MFS International New Discovery Fund               | 811-2031          |
| MFS Emerging Markets Debt Fund                     | 811-4492          |
| Massachusetts Investors Growth Stock Fund          | 811-0859          |
| MFS New York Municipal Bond Fund                   | 811-4096          |
| MFS Value Series                                   | 811-8326          |
| MFS Corporate Bond Fund                            | 811-2464          |
| MFS International Diversification Fund             | 811-4492          |
| MFS Government Securities Fund                     | 811-3327          |
| MFS Global Real Estate Fund                        | 811-3327          |
| MFS Low Volatility Global Equity Fund              | 811-4777          |
| MFS Equity Income Fund                             | 811-3090          |
| MFS Emerging Markets Equity Fund                   | 811-4492          |
| MFS Commodity Strategy Fund                        | 811-4253          |
| MFS Investment Grade Municipal Trust               | 811-5785          |
| MFS Core Bond Fund                                 | 811-2178          |
| MFS Growth Fund                                    | 811-4775          |
| MFS Lifetime 2065 Fund                             | 811-2178          |
| MFS Global Equity Fund                             | 811-6102          |
| MFS International Growth Portfolio                 | 811-3732          |
| MFS Blended Research Growth Equity Fund            | 811-4492          |
| MFS Investors Trust Series                         | 811-8326          |
| MFS Global Alternative Strategy Fund               | 811-4253          |
| MFS California Municipal Bond Fund                 | 811-4096          |
| MFS Growth Allocation Fund                         | 811-4492          |
| MFS Municipal High Income Fund                     | 811-2794          |
| MFS Government Securities Portfolio                | 811-3732          |
| MFS Lifetime 2045 Fund                             | 811-2178          |
| MFS U.S. Government Money Market Portfolio         | 811-3732          |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Blended Research Core Equity Fund              | 811-7992          |
| MFS Aggressive Growth Allocation Fund              | 811-4492          |
| MFS New Discovery Value Fund                       | 811-3327          |
| MFS Global Total Return Fund                       | 811-6102          |
| MFS Global Opportunistic Bond Fund                 | 811-4492          |
| MFS Diversified Income Fund                        | 811-3327          |
| MFS Blended Research Mid Cap Equity Fund           | 811-4492          |
| MFS New Discovery Fund                             | 811-4777          |
| MFS New Discovery Series                           | 811-8326          |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS South Carolina Municipal Bond Fund             | 811-4096          |
| MFS Emerging Markets Equity Portfolio              | 811-3732          |
| MFS International Intrinsic Value Fund             | 811-4492          |
| MFS International Large Cap Value Fund             | 811-4492          |
| MFS Research International Fund                    | 811-4777          |
| MFS Total Return Fund                              | 811-2031          |
| MFS Low Volatility Equity Fund                     | 811-4777          |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Municipal Income Trust                         | 811-4841          |
| MFS Blended Research Core Equity Portfolio         | 811-3732          |
| MFS High Income Fund                               | 811-2794          |
| MFS International Equity Fund                      | 811-6174          |
| MFS Arkansas Municipal Bond Fund                   | 811-4096          |
| MFS Global Governments Portfolio                   | 811-3732          |
| MFS Income Fund                                    | 811-5262          |
| MFS Growth Series                                  | 811-8326          |
| Massachusetts Investors Trust                      | 811-0203          |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-3732          |
| MFS High Income Municipal Trust                    | 811-5754          |
| MFS Utilities Series                               | 811-8326          |
| MFS Income Portfolio                               | 811-3732          |
| MFS Emerging Markets Debt Local Currency Fund      | 811-4492          |
| MFS Lifetime 2055 Fund                             | 811-2178          |
| MFS U.S. Government Cash Reserve Fund              | 811-4777          |
| MFS Global Growth Fund                             | 811-5262          |
| MFS High Yield Pooled Portfolio                    | 811-2794          |
| MFS U.S. Government Money Market Fund              | 811-2594          |
| MFS Lifetime 2050 Fund                             | 811-2178          |
| MFS Blended Research Value Equity Fund             | 811-4492          |
| MFS Global Tactical Allocation Portfolio           | 811-3732          |
| MFS High Yield Municipal Trust                     | 811-4992          |
| MFS Maryland Municipal Bond Fund                   | 811-4096          |
| MFS Corporate Bond Portfolio                       | 811-3732          |
| MFS Limited Maturity Fund                          | 811-2464          |
| MFS Alabama Municipal Bond Fund                    | 811-4096          |
| MFS Government Markets Income Trust                | 811-5078          |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Blended Research International Equity Fund     | 811-2594          |
| MFS Utilities Fund                                 | 811-6102          |
| MFS Lifetime Income Fund                           | 811-2178          |
| MFS Core Equity Portfolio                          | 811-3732          |
| MFS Technology Portfolio                           | 811-3732          |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 2 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 3 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 4 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 5 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 6 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 7 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 8 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 9 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 10 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 11 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 12 Name of institution:** Bank of Montreal, Chicago Branch

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Core Equity Fund                                                 | 811-4777          |
| MFS Blended Research Core Equity Portfolio                           | 811-3732          |
| MFS Research International Portfolio                                 | 811-3732          |
| MFS Technology Fund                                                  | 811-4777          |
| MFS Lifetime Income Fund                                             | 811-2178          |
| MFS Growth Allocation Fund                                           | 811-4492          |
| MFS Global Equity Fund                                               | 811-6102          |
| MFS Equity Income Fund                                               | 811-3090          |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Lifetime 2040 Fund                                               | 811-2178          |
| MFS High Yield Municipal Trust                                       | 811-4992          |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Alabama Municipal Bond Fund                                      | 811-4096          |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-4777          |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-4096          |
| MFS Global New Discovery Fund                                        | 811-2594          |
| MFS West Virginia Municipal Bond Fund                                | 811-4096          |
| MFS Global Opportunistic Bond Fund                                   | 811-4492          |
| MFS Government Securities Fund                                       | 811-3327          |
| MFS Global Tactical Allocation Portfolio                             | 811-3732          |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Global High Yield Fund                                           | 811-2794          |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Virginia Municipal Bond Fund                                     | 811-4096          |
| MFS Blended Research Mid Cap Equity Fund                             | 811-4492          |
| MFS Corporate Bond Fund                                              | 811-2464          |
| MFS Municipal High Income Fund                                       | 811-2794          |
| MFS Corporate Bond Portfolio                                         | 811-3732          |
| MFS Managed Wealth Fund                                              | 811-4492          |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Research International Fund                                      | 811-4777          |
| MFS South Carolina Municipal Bond Fund                               | 811-4096          |
| MFS Research Fund                                                    | 811-2031          |
| MFS Total Return Bond Fund                                           | 811-2464          |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Core Bond Fund                                                   | 811-2178          |
| MFS International Growth Portfolio                                   | 811-3732          |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS New York Municipal Bond Fund                                     | 811-4096          |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Diversified Income Fund                                          | 811-3327          |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Total Return Series                                              | 811-8326          |
| MFS Government Markets Income Trust                                  | 811-5078          |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-4492          |
| MFS Lifetime 2035 Fund                                               | 811-2178          |
| MFS Emerging Markets Equity Fund                                     | 811-4492          |
| MFS Arkansas Municipal Bond Fund                                     | 811-4096          |
| MFS Limited Maturity Fund                                            | 811-2464          |
| MFS Inflation-Adjusted Bond Fund                                     | 811-2464          |
| MFS International Large Cap Value Fund                               | 811-4492          |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS High Income Municipal Trust                                      | 811-5754          |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Core Equity Portfolio                                            | 811-3732          |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS High Yield Pooled Portfolio                                      | 811-2794          |
| MFS Lifetime 2045 Fund                                               | 811-2178          |
| MFS Intermediate Income Trust                                        | 811-5440          |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-2594          |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-4492          |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Aggressive Growth Allocation Fund                                | 811-4492          |
| MFS Lifetime 2055 Fund                                               | 811-2178          |
| MFS Lifetime 2050 Fund                                               | 811-2178          |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Lifetime 2030 Fund                                               | 811-2178          |
| MFS Maryland Municipal Bond Fund                                     | 811-4096          |
| MFS Value Fund                                                       | 811-4777          |
| MFS High Income Fund                                                 | 811-2794          |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-3732          |
| MFS Investors Trust Series                                           | 811-8326          |
| MFS Global Alternative Strategy Fund                                 | 811-4253          |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Global Growth Fund                                               | 811-5262          |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| Massachusetts Investors Growth Stock Fund                            | 811-0859          |
| MFS Utilities Fund                                                   | 811-6102          |
| MFS Municipal Income Fund                                            | 811-4096          |
| MFS Emerging Markets Debt Fund                                       | 811-4492          |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Growth Series                                                    | 811-8326          |
| MFS International Diversification Fund                               | 811-4492          |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS International Intrinsic Value Fund                               | 811-4492          |
| MFS Georgia Municipal Bond Fund                                      | 811-4096          |
| MFS International Equity Fund                                        | 811-6174          |
| MFS International Growth Fund                                        | 811-4492          |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Income Fund                                                      | 811-5262          |
| MFS Massachusetts Municipal Bond Fund                                | 811-4096          |
| MFS Intrinsic Value Fund                                             | 811-3090          |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Research Series                                                  | 811-8326          |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Blended Research International Equity Fund                       | 811-2594          |
| MFS Global Research Portfolio                                        | 811-3732          |
| MFS U.S. Government Money Market Fund                                | 811-2594          |
| MFS High Yield Portfolio                                             | 811-3732          |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS New Discovery Value Fund                                         | 811-3327          |
| MFS Lifetime 2060 Fund                                               | 811-2178          |
| MFS Income Portfolio                                                 | 811-3732          |
| MFS Global Equity Series                                             | 811-8326          |
| MFS Mid Cap Growth Fund                                              | 811-2594          |
| MFS Municipal Income Trust                                           | 811-4841          |
| MFS California Municipal Bond Fund                                   | 811-4096          |
| MFS Mid Cap Growth Series                                            | 811-8326          |
| MFS Emerging Markets Equity Portfolio                                | 811-3732          |
| MFS Emerging Markets Equity Research Fund                            | 811-3090          |
| MFS Total Return Bond Series                                         | 811-8326          |
| MFS Municipal Intermediate Fund                                      | 811-4096          |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Blended Research Value Equity Fund                               | 811-4492          |
| MFS Utilities Series                                                 | 811-8326          |
| MFS Government Securities Portfolio                                  | 811-3732          |
| MFS New Discovery Fund                                               | 811-4777          |
| MFS Global Total Return Fund                                         | 811-6102          |
| Massachusetts Investors Trust                                        | 811-0203          |
| MFS Low Volatility Equity Fund                                       | 811-4777          |
| MFS Growth Fund                                                      | 811-4775          |
| MFS Blended Research Growth Equity Fund                              | 811-4492          |
| MFS Municipal Limited Maturity Fund                                  | 811-2464          |
| MFS U.S. Government Money Market Portfolio                           | 811-3732          |
| MFS Investment Funds - Global Value ex-Japan Fund                    | N/A               |
| MFS Mississippi Municipal Bond Fund                                  | 811-4096          |
| MFS Lifetime 2025 Fund                                               | 811-2178          |
| MFS Technology Portfolio                                             | 811-3732          |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Commodity Strategy Fund                                          | 811-4253          |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Blended Research Core Equity Fund                                | 811-7992          |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Low Volatility Global Equity Fund                                | 811-4777          |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Mid Cap Value Fund                                               | 811-7992          |
| MFS Investment Grade Municipal Trust                                 | 811-5785          |
| MFS Total Return Fund                                                | 811-2031          |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS International New Discovery Fund                                 | 811-2031          |
| MFS Value Series                                                     | 811-8326          |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Global Real Estate Fund                                          | 811-3327          |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Global Growth Portfolio                                          | 811-3732          |
| MFS Lifetime 2065 Fund                                               | 811-2178          |
| MFS Moderate Allocation Fund                                         | 811-4492          |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Conservative Allocation Fund                                     | 811-4492          |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS New Discovery Series                                             | 811-8326          |
| MFS International Intrinsic Value Portfolio                          | 811-3732          |
| MFS Global Governments Portfolio                                     | 811-3732          |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

## 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 MUNICIPAL SERIES TRUST

**Date:** 2025-06-10

**Signature:** James Byrne

**Title:** Assistant Treasurer