# EDGAR Filing Document

**Accession Number:** 0000783740
**File Stem:** 0001752724-23-000720
**Filing Date:** 2023-1
**Character Count:** 95763
**Document Hash:** 7e366e7ae719e3240634ec3f4fcc0642
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001752724-23-000720.hdr.sgml**: 20230111

**ACCESSION NUMBER**: 0001752724-23-000720

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221031

**FILED AS OF DATE**: 20230111

**DATE AS OF CHANGE**: 20230111

**EFFECTIVENESS DATE**: 20230111

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERIES TRUST X
- **CENTRAL INDEX KEY:** 0000783740
- **IRS NUMBER:** 000000000
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1130

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-04492
- **FILM NUMBER:** 23523057

**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 GOVERNMENT MORTGAGE FUND
- **DATE OF NAME CHANGE:** 19930408

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS GOVERNMENT INCOME PLUS FUND
- **DATE OF NAME CHANGE:** 19930312

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MASSACHUSETTS MFS GOVERNMENT INCOME PLUS FUND
- **DATE OF NAME CHANGE:** 19921015

## Series and Classes Contracts Data

### MFS Emerging Markets Debt Local Currency Fund (Series ID: S000033795)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000104416 | A            | EMLAX           |
| C000104417 | B            | EMLBX           |
| C000104418 | C            | EMLCX           |
| C000104419 | I            | EMLIX           |
| C000104420 | R1           | EMLJX           |
| C000104421 | R2           | EMLKX           |
| C000104422 | R3           | EMLLX           |
| C000104423 | R4           | EMLMX           |
| C000123138 | R6           | EMLNX           |

## Internal

Report of Independent Registered Public Accounting Firm

To the Shareholders and

Board of Trustees of MFS Series Trust X

In planning and performing our audit of the financial statements of MFS Emerging Markets Debt Local Currency Fund (the "Fund") (one of the series constituting MFS Series Trust X (the "Trust")) as of and for the year ended October 31, 2022, in accordance with the standards of the Public Company Accounting Oversight Board (United States) (PCAOB), we considered the Trust's internal control over financial reporting, including controls over safeguarding securities, as a basis for designing our auditing procedures for the purpose of expressing our opinion on the financial statements and to comply with the requirements of Form N-CEN, but not for the purpose of expressing an opinion on the effectiveness of the Trust's internal control over financial reporting. Accordingly, we express no such opinion.

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

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

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

Our consideration of the Trust's internal control over financial reporting was for the limited purpose described in the first paragraph and would not necessarily disclose all deficiencies in internal control that might be material weaknesses under standards established by the PCAOB. However, we noted no deficiencies in the Trust's internal control over financial reporting and its operation, including controls over safeguarding securities, that we consider to be a material weakness as defined above as of October 31, 2022.

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

------

/s/ Ernst & Young LLP

Boston, Massachusetts

December 15, 2022

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

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0000783740

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

**Series ID Record:1**
- **Series ID:** S000033795

**Class ID Record:1**
- **Class ID:** C000104422

**Class ID Record:2**
- **Class ID:** C000104418

**Class ID Record:3**
- **Class ID:** C000104416

**Class ID Record:4**
- **Class ID:** C000104421

**Class ID Record:5**
- **Class ID:** C000104419

**Class ID Record:6**
- **Class ID:** C000123138

**Class ID Record:7**
- **Class ID:** C000104423

**Class ID Record:8**
- **Class ID:** C000104417

**Class ID Record:9**
- **Class ID:** C000104420

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

**Item A.1.a - Report for period ending:** 2022-10-31

**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 SERIES TRUST X

- **Item B.1.b - Investment Company Act file number:** 811-04492

- **Item B.1.c - CIK:** 0000783740

- **Item B.1.d - LEI:** 5493001MUVNRNUPJY164

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

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

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

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

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

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

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

**Location books Record: 1**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 2**

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

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

- **Street 2:** Suite 400

- **c. City:** Santa Clara

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

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

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

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

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

**Location books Record: 3**

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

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

- **c. City:** Kansas City

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

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

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

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

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

**Location books Record: 4**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 5**

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

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

- **Street 2:** 4th Floor

- **c. City:** New York

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

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

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

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

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

**Location books Record: 6**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 7**

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

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

- **Street 2:** Suite 100

- **c. City:** Bellevue

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

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

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

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

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

**Location books Record: 8**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 9**

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

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

- **Street 2:** Suite 400

- **c. City:** Rockville

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

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

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

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

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

**Location books Record: 10**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 11**

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

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

- **c. City:** New York

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

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

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

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

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

**Location books Record: 12**

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

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

- **c. City:** Burlington

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

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

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

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

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

**Location books Record: 13**

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

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

- **c. City:** Boston

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

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

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

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

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

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

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

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

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

### Item B.6 - Organization

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

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

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

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

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

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

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

- **Item B.6.i - Total number of Series:** 17

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

### Item B.8 - Directors

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

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

**Chief compliance officer Record: 1**

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

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

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

- **d. City:** Boston

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

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

- **g. Zip code:** 02199

- **h. Telephone number:** XXXXXX

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

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

**CCO employer Record: 1**

- **i. Name of the person:** —

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

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

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

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

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

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

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

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

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

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

### Item B.16. Principal underwriters.

**Principal underwriter Record: 1**

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

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

- **iii. CRD number:** 000031052

- **iv. LEI, if any:** 00000000000000000000

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

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

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

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

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

**Public accountant Record: 1**

- **a. Full Name:** Ernst & Young LLP

- **b. PCAOB Number:** 42

- **c. LEI, if any:** 00000000000000000000

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

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

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

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

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

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

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

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

## Part C: Additional Questions for Management Investment Companies

### Management Investment Record: 1 - MFS Emerging Markets Debt Local Currency Fund

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

- **a. Full Name of the Fund:** MFS Emerging Markets Debt Local Currency Fund

- **b. Series identification number, if any:** S000033795

- **c. LEI:** 5493001KPK8UJ27DMD68

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

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

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

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class R3                | C000104422                                | EMLLX                        |
|                           2 | Class C                 | C000104418                                | EMLCX                        |
|                           3 | Class A                 | C000104416                                | EMLAX                        |
|                           4 | Class R2                | C000104421                                | EMLKX                        |
|                           5 | Class I                 | C000104419                                | EMLIX                        |
|                           6 | Class R6                | C000123138                                | EMLNX                        |
|                           7 | Class R4                | C000104423                                | EMLMX                        |
|                           8 | Class B                 | C000104417                                | EMLBX                        |
|                           9 | Class R1                | C000104420                                | EMLJX                        |

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

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

- **iii. LEI, if any:** 00000000000000000000

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

- **i. Full name:** Citibank Maghreb S.A.

- **ii. LEI, if any:** 5493003FVWLMBFTISI11

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

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

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

**Custodians Record: 2**

- **i. Full name:** Bank Hapoalim B.M.

- **ii. LEI, if any:** B6ARUI4946ST4S7WOU88

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

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

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

**Custodians Record: 3**

- **i. Full name:** UBS Switzerland AG

- **ii. LEI, if any:** 549300WOIFUSNYH0FL22

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

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

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

**Custodians Record: 4**

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

- **ii. LEI, if any:** RILFO74KP1CM8P6PCT96

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

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

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

**Custodians Record: 5**

- **i. Full name:** Citibank del Peru S.A.

- **ii. LEI, if any:** MYTK5NHHP1G8TVFGT193

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

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

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

**Custodians Record: 6**

- **i. Full name:** Citibank, National Association (Mumbai, Maharashtra, IN, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

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

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

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

**Custodians Record: 7**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s.

- **ii. LEI, if any:** KR6LSKV3BTSJRD41IF75

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

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

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

**Custodians Record: 8**

- **i. Full name:** State Street Bank International GmbH

- **ii. LEI, if any:** ZMHGNT7ZPKZ3UFZ8EO46

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

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

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

**Custodians Record: 9**

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

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

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

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

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

**Custodians Record: 10**

- **i. Full name:** Intesa Sanpaolo S.p.A

- **ii. LEI, if any:** 2W8N8UU78PMDQKZENC08

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

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

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

**Custodians Record: 11**

- **i. Full name:** Clearstream Banking S.A.

- **ii. LEI, if any:** 549300OL514RA0SXJJ44

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

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

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

**Custodians Record: 12**

- **i. Full name:** Citibank Europe Public Limited Company (Bucharest, Bucharest, RO, Branch)

- **ii. LEI, if any:** N1FBEDJ5J41VKZLO2475

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

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

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

**Custodians Record: 13**

- **i. Full name:** Mizuho Bank, Ltd. (Minato ku, Tokyo, JP, Branch)

- **ii. LEI, if any:** RB0PEZSDGCO3JS6CEU02

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

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

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

**Custodians Record: 14**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 15**

- **i. Full name:** State Street Bank and Trust Company (Edinburgh, GB, Branch)

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

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

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

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

**Custodians Record: 16**

- **i. Full name:** Banco de Chile

- **ii. LEI, if any:** 8B4EZFY8IHJC44TT2K84

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

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

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

**Custodians Record: 17**

- **i. Full name:** UniCredit Bank Austria AG

- **ii. LEI, if any:** D1HEB8VEU6D9M8ZUXG17

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

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

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

**Custodians Record: 18**

- **i. Full name:** State Street Trust Company Canada

- **ii. LEI, if any:** 549300L71XG2CTQ2V827

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

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

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

**Custodians Record: 19**

- **i. Full name:** Euroclear Bank

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

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

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

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

**Custodians Record: 20**

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

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

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

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

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

**Custodians Record: 21**

- **i. Full name:** Citibank, Anonim Sirketi

- **ii. LEI, if any:** CWZ8NZDH5SKY12Q4US31

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

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

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

**Custodians Record: 22**

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

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

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

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

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

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

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

**Custodians Record: 23**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Colombo, Western, LK, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 24**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Jung-gu, Seoul, KR, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 25**

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

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

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

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

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

**Custodians Record: 26**

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

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

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

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

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

**Custodians Record: 27**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 28**

- **i. Full name:** Bank Handlowy w Warszawie Spolka Akcyjna

- **ii. LEI, if any:** XLEZHWWOI4HFQDGL4793

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

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

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

**Custodians Record: 29**

- **i. Full name:** Joint Stock Company Commercial Bank Citibank

- **ii. LEI, if any:** CHSQDSVI1UI96Y2SW097

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

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

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

**Custodians Record: 30**

- **i. Full name:** Standard Chartered Bank (Thai) Public Company Limited

- **ii. LEI, if any:** 549300O1LQYCQ7G1IM57

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

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

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

**Custodians Record: 31**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Ebene, Plaines Wilhems, MU, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 32**

- **i. Full name:** Standard Chartered Bank (Johannesburg, Gauteng, ZA, Branch)

- **ii. LEI, if any:** RILFO74KP1CM8P6PCT96

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

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

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

**Custodians Record: 33**

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

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

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

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

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

**Custodians Record: 34**

- **i. Full name:** Deutsche Bank Aktiengesellschaft

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

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

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

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

**Custodians Record: 35**

- **i. Full name:** Cititrust Colombia S A Sociedad Fiduciaria

- **ii. LEI, if any:** 549300242J3IJCOSGI49

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

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

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

**Custodians Record: 36**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Auckland, Auckland, NZ, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

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

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

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

**Custodians Record: 37**

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

- **ii. LEI, if any:** X5AV1MBDXGRPX5UGMX13

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

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

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

**Custodians Record: 38**

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

- **ii. LEI, if any:** 549300NIVXF92ZIOVW61

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

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

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

**Custodians Record: 39**

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

- **ii. LEI, if any:** KR6LSKV3BTSJRD41IF75

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

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

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

**Custodians Record: 40**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Helsinki, Uusimaa, FI, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

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

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

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

**Custodians Record: 41**

- **i. Full name:** Skandinaviska Enskilda Banken AB

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

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

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

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

**Custodians Record: 42**

- **i. Full name:** Citibank, National Association (Cairo, Cairo, EG, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

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

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

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

**Custodians Record: 43**

- **i. Full name:** UniCredit Bank Srbija a.d. Beograd

- **ii. LEI, if any:** 52990001O0THU00TYK59

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

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

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

**Custodians Record: 44**

- **i. Full name:** Citibank Europe Public Limited Company

- **ii. LEI, if any:** N1FBEDJ5J41VKZLO2475

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

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

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

**Custodians Record: 45**

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

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

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

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

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

**Custodians Record: 46**

- **i. Full name:** Citibank, National Association (Singapore, SG, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

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

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

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

**Custodians Record: 47**

- **i. Full name:** Royal Bank of Canada

- **ii. LEI, if any:** ES7IP3U3RHIGC71XBU11

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

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

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

**Custodians Record: 48**

- **i. Full name:** UniCredit Bank Hungary Zrt.

- **ii. LEI, if any:** Y28RT6GGYJ696PMW8T44

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

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

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

**Custodians Record: 49**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Oslo, Oslo, NO, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

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

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

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

**Custodians Record: 50**

- **i. Full name:** Citibank, National Association (Sao Paulo, Sao Paulo, BR, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

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

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

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

**Custodians Record: 51**

- **i. Full name:** Citibank, National Association (Ciudad Autonoma de Buenos Aires, Ciudad Autonoma de Buenos Aires, AR, Branch)

- **ii. LEI, if any:** 579100KKDGKCFFKKF005

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

- **i. Full name of broker:** RBC Capital Markets, LLC

- **ii. SEC file number:** 8-45411

- **iii. CRD number:** 000031194

- **iv. LEI, if any:** 549300LCO2FLSSVFFR64

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $245.61

**Brokers Record: 2**

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

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

- **iii. CRD number:** 000283942

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $6,431.11

**Aggregate Commission:** $6,676.72

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

| Name                                                           | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| HSBC Securities (USA) Inc.                                     | 8-41562           |    000019585 | CYYGQCGNHMHPSMRL3R97 | NY      | US        | $76,728,368.50            |
| J.P. Morgan Securities LLC                                     | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $211,159,154.00           |
| BofA Securities, Inc.                                          | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $758,894,846.46           |
| Goldman Sachs & Co. LLC                                        | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $29,000,999.39            |
| Standard Chartered Securities (North America) LLC              | 8-66397           |    000130847 | 5493003GCX71N8988W38 | NY      | US        | $32,829,000.33            |
| Scotia Capital (USA) Inc.                                      | 8-3716            |    000002739 | 549300BLWPABP1VNME36 | NY      | US        | $27,177,335.93            |
| Industrial and Commercial Bank of China Financial Services LLC | 8-66471           |    000131487 | 5493003O0P1GJ0O8CI80 | NY      | US        | $40,087,642.03            |
| ING Financial Markets LLC                                      | 8-43978           |    000028872 | KBVRJ5K57JZ3E2AVWX40 | NY      | US        | $20,225,628.55            |
| Santander Securities LLC                                       | 8-49571           |    000041791 | 0003237133           | MA      | US        | $93,007,422.77            |
| Citigroup Global Markets Inc.                                  | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $28,277,422.63            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $1,402,939,763.97

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

- **Item C.19.a - Fund's monthly average net assets:** $441,211,240.88

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

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

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

**Line of Credit details Record: 1**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 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:** State Street Bank and Trust Company

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

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

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

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

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

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

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

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

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

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

  - **Line Institutions Record: 12 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 13 Name of institution:** Goldman Sachs Bank USA

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

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

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

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

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

**Line of Credit details Record: 3**

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

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

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

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

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

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

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

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

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

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

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

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

## N-CEN: Part G: Attachments

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

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

- [ ] i. Legal proceedings

- [ ] ii. Provision of financial support

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

- [ ] iv. Change in accounting principles and practices

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

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

## N-CEN: Signature

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

**Registrant:** MFS SERIES TRUST X

**Date:** 2023-01-04

**Signature:** Kasey Phillips

**Title:** Assistant Treasurer