# EDGAR Filing Document

**Accession Number:** 0000918571
**File Stem:** 0001752724-23-054246
**Filing Date:** 2023-3
**Character Count:** 664954
**Document Hash:** 0991ee1794cbaba6364eae62772979e5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001752724-23-054246.hdr.sgml**: 20230314

**ACCESSION NUMBER**: 0001752724-23-054246

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230314

**DATE AS OF CHANGE**: 20230314

**EFFECTIVENESS DATE**: 20230314

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS VARIABLE INSURANCE TRUST
- **CENTRAL INDEX KEY:** 0000918571
- **IRS NUMBER:** 043226600
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-08326
- **FILM NUMBER:** 23729277

**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

## Series and Classes Contracts Data

### MFS Total Return Bond Series (Series ID: S000002666)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007302 | Initial Class |  |
| C000007303 | Service Class |  |

### MFS Research Series (Series ID: S000002668)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007306 | Initial Class |  |
| C000007307 | Service Class |  |

### MFS Total Return Series (Series ID: S000002670)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007310 | Initial Class |  |
| C000007311 | Service Class |  |

### MFS Utilities Series (Series ID: S000002671)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007312 | Initial Class |  |
| C000007313 | Service Class |  |

### MFS Value Series (Series ID: S000002672)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007314 | Initial Class |  |
| C000007315 | Service Class |  |

### MFS Growth Series (Series ID: S000002673)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007316 | Initial Class |  |
| C000007317 | Service Class |  |

### MFS Global Equity Series (Series ID: S000002674)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007318 | Initial Class |  |
| C000007319 | Service Class |  |

### MFS Investors Trust Series (Series ID: S000002677)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007324 | Initial Class |  |
| C000007325 | Service Class |  |

### MFS Mid Cap Growth Series (Series ID: S000002678)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007326 | Initial Class |  |
| C000007327 | Service Class |  |

### MFS New Discovery Series (Series ID: S000002680)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000007329 | Initial Class |  |
| C000007330 | Service Class |  |

## Internal

**REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM**

To the Board of Trustees of and the Shareholders of MFS Variable Insurance Trust:

In planning and performing our audits of the financial statements of MFS Variable Insurance Trust (the "Funds"), including the MFS Growth Series, MFS Total Return Bond Series, MFS Research Series, MFS Global Equity Series, MFS Investors Trust Series, MFS Value Series, MFS Mid Cap Growth Series, MFS New Discovery Series, MFS Total Return Series, and MFS Utilities Series, as of and for the year ended December 31, 2022, in accordance with the standards of the Public Company Accounting Oversight Board (United States), we considered the Funds' internal control over financial reporting, including controls over safeguarding securities, as a basis for designing our auditing procedures for the purpose of expressing our opinions on the financial statements and to comply with the requirements of Form N-CEN, but not for the purpose of expressing an opinion on the effectiveness of the Funds' internal control over financial reporting. Accordingly, we express no such opinion.

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

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

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

Our consideration of the Funds' internal control over financial reporting was for the limited purpose described in the first paragraph and would not necessarily disclose all deficiencies in internal control that might be material weaknesses under standards established by the Public Company Accounting Oversight Board (United States). However, we noted no deficiencies in the Funds' internal control over financial reporting and their operations, including controls for safeguarding securities, that we consider to be a material weakness, as defined above, as of December 31, 2022.

------

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

/s/ Deloitte & Touche LLP

Boston, Massachusetts

February 15, 2023

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

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0000918571

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

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

**Item A.1.a - Report for period ending:** 2022-12-31

**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 VARIABLE INSURANCE TRUST

- **Item B.1.b - Investment Company Act file number:** 811-08326

- **Item B.1.c - CIK:** 0000918571

- **Item B.1.d - LEI:** 4GB90YGNINHU70MFQX13

- **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:** 10

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

### Item B.8 - Directors

| Name                 | Is Interested Person?   | Other Investment Company File Numbers                                                                                                                                                                                                                                                                                                                          |
|:---|:---|:---|
| Laurie J. Thomsen    | No                      | 811-06102, 811-05440, 811-00203, 811-03732, 811-04492, 811-04841, 811-00859, 811-06174, 811-22033, 811-04253, 811-04777, 811-02464, 811-05754, 811-05078, 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, 811-04492, 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, 811-02031, 811-04975, 811-04253, 811-04096, 811-02032, 811-07992, 811-03090, 811-04492, 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, 811-08879, 811-03732, 811-06174, 811-04841, 811-05078, 811-00859, 811-05567, 811-06102, 811-05754, 811-04492 |
| Maryanne L. Roepke   | No                      | 811-08879, 811-04841, 811-06102, 811-04492, 811-04992, 811-00203, 811-02032, 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, 811-04492, 811-05822, 811-22033, 811-00859, 811-02794, 811-00203, 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, 811-04992, 811-22033, 811-04975, 811-05912, 811-04775, 811-00203, 811-05754, 811-05078, 811-02594, 811-21780, 811-04841, 811-00859, 811-04492, 811-06174, 811-02464, 811-05567, 811-03327, 811-03732, 811-08879, 811-02794, 811-04777, 811-02031, 811-05262 |
| James W. Kilman, Jr. | No                      | 811-22033, 811-05440, 811-02032, 811-05754, 811-04975, 811-00203, 811-06174, 811-02464, 811-05567, 811-04775, 811-04492, 811-07992, 811-00859, 811-08879, 811-21780, 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, 811-00859, 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, 811-04492, 811-04841, 811-02464, 811-05567, 811-05785, 811-02031, 811-04096, 811-08879, 811-04253, 811-05912 |
| John A. Caroselli    | No                      | 811-04992, 811-04775, 811-05078, 811-04492, 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:** N/A

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

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

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

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

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

**Public accountant Record: 1**

- **a. Full Name:** Deloitte & Touche LLP

- **b. PCAOB Number:** 34

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

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

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

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

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

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

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

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

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

## Part C: Additional Questions for Management Investment Companies

### Management Investment Record: 1 - MFS Global Equity Series

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

- **a. Full Name of the Fund:** MFS Global Equity Series

- **b. Series identification number, if any:** S000002674

- **c. LEI:** B3FIFL4ICEOYVVM4C882

- **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?:** 2

- **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 | Service Class           | C000007319                                | N/A                          |
|                           2 | Initial Class           | C000007318                                | N/A                          |

**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

- [ ] N/A

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

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

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

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

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

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

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

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

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

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** State Street Bank and Trust Company

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

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

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

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

  **Idemnity Providers Record: 1**

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

  - **2. LEI, if any:** —

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

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

- [x] Revenue sharing split

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

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $56,125.33

- **g. Provide the net income from securities lending activities:** $1,314.00

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

- **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: 5**

- **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: 6**

- **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: 7**

- **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: 8**

- **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: 9**

- **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: 10**

- **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: 11**

- **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: 12**

- **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: 13**

- **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: 14**

- **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: 15**

- **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: 16**

- **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: 17**

- **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: 18**

- **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: 19**

- **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: 20**

- **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: 21**

- **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: 22**

- **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: 23**

- **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: 24**

- **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: 25**

- **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: 26**

- **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: 27**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

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

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

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

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

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

**Custodians Record: 28**

- **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: 29**

- **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: 30**

- **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: 31**

- **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: 32**

- **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)

- **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:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $352.61

**Brokers Record: 2**

- **i. Full name of broker:** Credit Suisse Securities (USA) LLC

- **ii. SEC file number:** 8-422

- **iii. CRD number:** 000000816

- **iv. LEI, if any:** 1V8Y6QCX6YMJ2OELII46

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $127.54

**Brokers Record: 3**

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

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

- **iii. CRD number:** 000008209

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $197.02

**Brokers Record: 4**

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

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

- **iii. CRD number:** 000002347

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $130.49

**Brokers Record: 5**

- **i. Full name of broker:** BNP Paribas Securities Corp.

- **ii. SEC file number:** 8-32682

- **iii. CRD number:** 000015794

- **iv. LEI, if any:** RCNB6OTYUAMMP879YW96

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $92.57

**Brokers Record: 6**

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

- **ii. SEC file number:** 8-8177

- **iii. CRD number:** 000007059

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $181.24

**Brokers Record: 7**

- **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:** $258.70

**Brokers Record: 8**

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

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

- **iii. CRD number:** 000000079

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $244.65

**Brokers Record: 9**

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

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

- **iii. CRD number:** 000007654

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $130.05

**Brokers Record: 10**

- **i. Full name of broker:** Exane, Inc.

- **ii. SEC file number:** 8-49569

- **iii. CRD number:** 000041784

- **iv. LEI, if any:** 6SDWK6FV8H98XAGSYS75

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $65.48

**Aggregate Commission:** $2,098.79

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

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

- **Item C.19.a - Fund's monthly average net assets:** $55,380,997.14

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

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

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

**Line of Credit details Record: 1**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** 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:** Bank of America, N.A.

  - **Line Institutions Record: 3 Name of institution:** Citibank, N.A.

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

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

  - **Line Institutions Record: 6 Name of institution:** BMO Bank of Montreal Chicago Branch

  - **Line Institutions Record: 7 Name of institution:** Deutsche Bank AG, NY Branch

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

  - **Line Institutions Record: 9 Name of institution:** The Toronto-Dominion Bank NY Branch

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

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

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

  - **Line Institutions Record: 13 Name of institution:** The Bank of Nova Scotia

  - **Line Institutions Record: 14 Name of institution:** Royal Bank of Canada

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

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

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

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

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

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

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

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

### Management Investment Record: 2 - MFS Growth Series

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

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

- **b. Series identification number, if any:** S000002673

- **c. LEI:** IVAD1C1VZOLTR3W5MQ64

- **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?:** 2

- **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 | Service Class           | C000007317                                | N/A                          |
|                           2 | Initial Class           | C000007316                                | N/A                          |

**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

- [ ] N/A

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

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

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

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

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

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** State Street Bank and Trust Company

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

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

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

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

  **Idemnity Providers Record: 1**

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

  - **2. LEI, if any:** —

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

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

- **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:** 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: 2**

- **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: 3**

- **i. Full name:** AS SEB Pank

- **ii. LEI, if any:** 549300ND1MQ8SNNYMJ22

- **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:** 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: 5**

- **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: 6**

- **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: 7**

- **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: 8**

- **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: 9**

- **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: 10**

- **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: 11**

- **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: 12**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

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

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

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

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

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

**Custodians Record: 13**

- **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: 14**

- **i. Full name:** HSBC Bank (China) Company Limited

- **ii. LEI, if any:** 2CZOJRADNJXBLT55G526

- **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:** 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: 16**

- **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: 17**

- **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: 18**

- **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: 19**

- **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: 20**

- **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: 21**

- **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: 22**

- **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: 23**

- **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: 24**

- **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: 25**

- **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: 26**

- **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: 27**

- **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: 28**

- **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: 29**

- **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: 30**

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

- **ii. LEI, if any:** 549300QJEO1B92LSHZ06

- **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:** 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: 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 (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: 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)

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

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

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $10,348.04

**Brokers Record: 2**

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

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

- **iii. CRD number:** 000122225

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,332.01

**Brokers Record: 3**

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

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

- **iii. CRD number:** 000016686

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,126.44

**Brokers Record: 4**

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

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

- **iii. CRD number:** 000008209

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $4,639.21

**Brokers Record: 5**

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

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

- **iii. CRD number:** 000000079

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $10,046.38

**Brokers Record: 6**

- **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:** $23,136.43

**Brokers Record: 7**

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

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

- **iii. CRD number:** 000002347

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $8,217.73

**Brokers Record: 8**

- **i. Full name of broker:** Wells Fargo Securities, LLC

- **ii. SEC file number:** 8-65876

- **iii. CRD number:** 000126292

- **iv. LEI, if any:** VYVVCKR63DVZZN70PB21

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $3,686.41

**Brokers Record: 9**

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

- **ii. SEC file number:** 8-8177

- **iii. CRD number:** 000007059

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $8,794.61

**Brokers Record: 10**

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

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

- **iii. CRD number:** 000007654

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $5,863.66

**Aggregate Commission:** $91,366.53

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

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

- **Item C.19.a - Fund's monthly average net assets:** $1,811,196,244.16

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

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

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

**Line of Credit details Record: 1**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 2**

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

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

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

  - **Line Institutions Record: 1 Name of institution:** Canadian Imperial Bank of Commerce

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

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

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

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

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

  - **Line Institutions Record: 7 Name of institution:** BMO Bank of Montreal Chicago Branch

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

  - **Line Institutions Record: 9 Name of institution:** The Toronto-Dominion Bank NY Branch

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

  - **Line Institutions Record: 11 Name of institution:** The Bank of Nova Scotia

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

  - **Line Institutions Record: 13 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 14 Name of institution:** Royal Bank of Canada

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

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

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

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

**Line of Credit details Record: 3**

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

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

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

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

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

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

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

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

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

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

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

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

### Management Investment Record: 3 - MFS New Discovery Series

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

- **a. Full Name of the Fund:** MFS New Discovery Series

- **b. Series identification number, if any:** S000002680

- **c. LEI:** UL64BH8MFVUS63PN5829

- **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?:** 2

- **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 | Service Class           | C000007330                                | N/A                          |
|                           2 | Initial Class           | C000007329                                | N/A                          |

**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

- [ ] N/A

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

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

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

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

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

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

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

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

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

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** State Street Bank and Trust Company

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

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

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

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

  **Idemnity Providers Record: 1**

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

  - **2. LEI, if any:** —

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

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

- [x] Revenue sharing split

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

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $4,164,404.04

- **g. Provide the net income from securities lending activities:** $125,890.00

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

- **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:** 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: 2**

- **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: 3**

- **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: 4**

- **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: 5**

- **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: 6**

- **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: 7**

- **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: 8**

- **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: 9**

- **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: 10**

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

- **ii. LEI, if any:** 549300QJEO1B92LSHZ06

- **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:** 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: 12**

- **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: 13**

- **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: 14**

- **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: 15**

- **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: 16**

- **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: 17**

- **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: 18**

- **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: 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:** 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: 21**

- **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: 22**

- **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: 23**

- **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: 24**

- **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: 25**

- **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: 26**

- **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: 27**

- **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: 28**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

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

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

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

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

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

**Custodians Record: 29**

- **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: 30**

- **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: 31**

- **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)

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

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

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

- **iii. CRD number:** 000008209

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $17,296.03

**Brokers Record: 2**

- **i. Full name of broker:** Cowen and Company, LLC

- **ii. SEC file number:** 8-22522

- **iii. CRD number:** 000007616

- **iv. LEI, if any:** 549300WR155U7DVMIW58

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $11,175.61

**Brokers Record: 3**

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

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $35,621.46

**Brokers Record: 4**

- **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:** $18,221.58

**Brokers Record: 5**

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

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

- **iii. CRD number:** 000002347

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $51,948.22

**Brokers Record: 6**

- **i. Full name of broker:** Barclays Capital Inc.

- **ii. SEC file number:** 8-41342

- **iii. CRD number:** 000019714

- **iv. LEI, if any:** AC28XWWI3WIBK2824319

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $14,365.37

**Brokers Record: 7**

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

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

- **iii. CRD number:** 000007654

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $26,672.98

**Brokers Record: 8**

- **i. Full name of broker:** National Financial Services LLC

- **ii. SEC file number:** 8-26740

- **iii. CRD number:** 000013041

- **iv. LEI, if any:** 549300JRHF1MHHWUAW04

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $11,348.28

**Brokers Record: 9**

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

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

- **iii. CRD number:** 000000079

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $44,311.06

**Brokers Record: 10**

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

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

- **iii. CRD number:** 000016686

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $16,507.53

**Aggregate Commission:** $335,649.11

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

| Name                       | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Pershing LLC               | 8-17574           |    000007560 | ZI8Q1A8EI8LQFJNM0D94 | NJ      | US        | $354,657.80               |
| BTIG, LLC                  | 8-65473           |    000122225 | 549300GTG9PL6WO3EC51 | CA      | US        | $430,160.00               |
| J.P. Morgan Securities LLC | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $1,864,664.43             |
| Morgan Stanley & Co. LLC   | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $1,636,693.50             |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $5,432,906.23

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

- **Item C.19.a - Fund's monthly average net assets:** $754,169,849.75

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

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

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

**Line of Credit details Record: 1**

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

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

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

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

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

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

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

- **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:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 2 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 3 Name of institution:** Wells Fargo Bank, N.A.

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

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

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

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

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

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

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

  - **Line Institutions Record: 11 Name of institution:** The Bank of Nova Scotia

  - **Line Institutions Record: 12 Name of institution:** The Toronto-Dominion Bank NY Branch

  - **Line Institutions Record: 13 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 14 Name of institution:** HSBC Bank USA, 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 High Income Fund                                                 | 811-02794         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Growth Series                                                    | 811-08326         |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Value Fund                                                       | 811-04777         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Research Series                                                  | 811-08326         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Income Fund                                                      | 811-05262         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Value Series                                                     | 811-08326         |

- **v. Did the Fund draw on the line of credit this period?** —

**Line of Credit details Record: 3**

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

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

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

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

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

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

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

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

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

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

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

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

### Management Investment Record: 4 - MFS Investors Trust Series

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

- **a. Full Name of the Fund:** MFS Investors Trust Series

- **b. Series identification number, if any:** S000002677

- **c. LEI:** WXJA3XLRQ4A2XH4YOI75

- **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?:** 2

- **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 | Initial Class           | C000007324                                | N/A                          |
|                           2 | Service Class           | C000007325                                | N/A                          |

**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

- [ ] N/A

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

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

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

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

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

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** State Street Bank and Trust Company

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

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

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

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

  **Idemnity Providers Record: 1**

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

  - **2. LEI, if any:** —

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

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

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

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

Did the Fund rely on the following rules?

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

- 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:** N/A

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

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

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

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

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

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

**Pricing Services Record: 1**

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

- **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: 3**

- **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: 4**

- **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: 5**

- **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: 6**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

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

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

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

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

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

**Custodians Record: 7**

- **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: 8**

- **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: 9**

- **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: 10**

- **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: 11**

- **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: 12**

- **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: 13**

- **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: 14**

- **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: 15**

- **i. Full name:** AS SEB Pank

- **ii. LEI, if any:** 549300ND1MQ8SNNYMJ22

- **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:** 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: 17**

- **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: 18**

- **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: 19**

- **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: 20**

- **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: 21**

- **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: 22**

- **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: 23**

- **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: 24**

- **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: 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:** 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: 27**

- **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: 28**

- **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: 29**

- **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: 30**

- **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)

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

- **i. Full name of broker:** Credit Suisse Securities (USA) LLC

- **ii. SEC file number:** 8-422

- **iii. CRD number:** 000000816

- **iv. LEI, if any:** 1V8Y6QCX6YMJ2OELII46

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,519.12

**Brokers Record: 2**

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

- **ii. SEC file number:** 8-8177

- **iii. CRD number:** 000007059

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,410.89

**Brokers Record: 3**

- **i. Full name of broker:** Barclays Capital Inc.

- **ii. SEC file number:** 8-41342

- **iii. CRD number:** 000019714

- **iv. LEI, if any:** AC28XWWI3WIBK2824319

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,341.79

**Brokers Record: 4**

- **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:** $6,455.72

**Brokers Record: 5**

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

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

- **iii. CRD number:** 000000079

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,125.44

**Brokers Record: 6**

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

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,507.75

**Brokers Record: 7**

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

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

- **iii. CRD number:** 000016686

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,582.26

**Brokers Record: 8**

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

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

- **iii. CRD number:** 000002347

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,902.44

**Brokers Record: 9**

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

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

- **iii. CRD number:** 000007654

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $3,029.49

**Brokers Record: 10**

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

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

- **iii. CRD number:** 000008209

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,962.35

**Aggregate Commission:** $31,733.42

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

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

- **Item C.19.a - Fund's monthly average net assets:** $768,020,695.16

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

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

**Line of Credit details Record: 2**

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

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

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

  - **Line Institutions Record: 1 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 2 Name of institution:** The Toronto-Dominion Bank NY Branch

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

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

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

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

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

  - **Line Institutions Record: 8 Name of institution:** Deutsche Bank AG, NY Branch

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

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

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

  - **Line Institutions Record: 12 Name of institution:** PNC Bank, National Association

  - **Line Institutions Record: 13 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 14 Name of institution:** BMO Bank of Montreal Chicago Branch

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

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

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

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

**Line of Credit details Record: 3**

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

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

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

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

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

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

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

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

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

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

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

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

### Management Investment Record: 5 - MFS Value Series

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

- **a. Full Name of the Fund:** MFS Value Series

- **b. Series identification number, if any:** S000002672

- **c. LEI:** 36LLVSYF4DQZKJ4FYT68

- **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?:** 2

- **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 | Service Class           | C000007315                                | N/A                          |
|                           2 | Initial Class           | C000007314                                | N/A                          |

**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

- [ ] N/A

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

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

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

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

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

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

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

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

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

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** State Street Bank and Trust Company

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

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

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

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

  **Idemnity Providers Record: 1**

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

  - **2. LEI, if any:** —

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

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

- [x] Revenue sharing split

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

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $0.00

- **g. Provide the net income from securities lending activities:** $393.00

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

- **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:** 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: 2**

- **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: 3**

- **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: 4**

- **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: 5**

- **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: 6**

- **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: 7**

- **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: 8**

- **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: 9**

- **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: 10**

- **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: 11**

- **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: 12**

- **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: 13**

- **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: 14**

- **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: 15**

- **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: 16**

- **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: 17**

- **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: 18**

- **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: 19**

- **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: 20**

- **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: 21**

- **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: 22**

- **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: 23**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

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

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

- **iii. CRD number:** 000007654

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $7,841.22

**Brokers Record: 2**

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

- **ii. SEC file number:** 8-8177

- **iii. CRD number:** 000007059

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $3,963.08

**Brokers Record: 3**

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

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $9,622.59

**Brokers Record: 4**

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

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

- **iii. CRD number:** 000002347

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $16,207.58

**Brokers Record: 5**

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

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

- **iii. CRD number:** 000008209

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $6,361.98

**Brokers Record: 6**

- **i. Full name of broker:** Barclays Capital Inc.

- **ii. SEC file number:** 8-41342

- **iii. CRD number:** 000019714

- **iv. LEI, if any:** AC28XWWI3WIBK2824319

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $3,275.71

**Brokers Record: 7**

- **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:** $5,782.70

**Brokers Record: 8**

- **i. Full name of broker:** Credit Suisse Securities (USA) LLC

- **ii. SEC file number:** 8-422

- **iii. CRD number:** 000000816

- **iv. LEI, if any:** 1V8Y6QCX6YMJ2OELII46

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $5,139.12

**Brokers Record: 9**

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

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

- **iii. CRD number:** 000122225

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,884.03

**Brokers Record: 10**

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

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

- **iii. CRD number:** 000000079

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $12,243.09

**Aggregate Commission:** $86,389.14

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

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

- **Item C.19.a - Fund's monthly average net assets:** $2,539,576,737.87

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

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

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

**Line of Credit details Record: 1**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

  - **Line Institutions Record: 3 Name of institution:** Citibank, N.A.

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

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

  - **Line Institutions Record: 6 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 7 Name of institution:** The Toronto-Dominion Bank NY Branch

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

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

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

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

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

  - **Line Institutions Record: 13 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 14 Name of institution:** BMO Bank of Montreal Chicago Branch

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

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

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

- **v. Did the Fund draw on the line of credit this period?** —

**Line of Credit details Record: 3**

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

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

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

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

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

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

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

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

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

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

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

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

### Management Investment Record: 6 - MFS Total Return Series

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

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

- **b. Series identification number, if any:** S000002670

- **c. LEI:** DUD8UW8LVR61WPR1K944

- **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?:** 2

- **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 | Service Class           | C000007311                                | N/A                          |
|                           2 | Initial Class           | C000007310                                | N/A                          |

**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

- [ ] N/A

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

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

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

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

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

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

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

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

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

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** State Street Bank and Trust Company

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

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

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

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

  **Idemnity Providers Record: 1**

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

  - **2. LEI, if any:** —

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

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

- [x] Revenue sharing split

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

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $238,239.55

- **g. Provide the net income from securities lending activities:** $2,997.00

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

- **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: 3**

- **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: 4**

- **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: 5**

- **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: 6**

- **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: 7**

- **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: 8**

- **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: 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:** 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: 11**

- **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: 12**

- **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: 13**

- **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: 14**

- **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: 15**

- **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: 16**

- **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: 17**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

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

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

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

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

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

**Custodians Record: 18**

- **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: 19**

- **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: 20**

- **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: 21**

- **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: 22**

- **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: 23**

- **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: 24**

- **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: 25**

- **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: 26**

- **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: 27**

- **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: 28**

- **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: 29**

- **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: 30**

- **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: 31**

- **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: 32**

- **i. Full name:** AS SEB Pank

- **ii. LEI, if any:** 549300ND1MQ8SNNYMJ22

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services 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:** Citigroup Global Markets Inc.

- **ii. SEC file number:** 8-8177

- **iii. CRD number:** 000007059

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,391.60

**Brokers Record: 2**

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

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

- **iii. CRD number:** 000007654

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $5,365.09

**Brokers Record: 3**

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

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

- **iii. CRD number:** 000002347

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $11,263.16

**Brokers Record: 4**

- **i. Full name of broker:** Credit Suisse Securities (USA) LLC

- **ii. SEC file number:** 8-422

- **iii. CRD number:** 000000816

- **iv. LEI, if any:** 1V8Y6QCX6YMJ2OELII46

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,678.78

**Brokers Record: 5**

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

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

- **iii. CRD number:** 000008209

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $11,818.46

**Brokers Record: 6**

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

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

- **iii. CRD number:** 000000079

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $8,489.92

**Brokers Record: 7**

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

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

- **iii. CRD number:** 000016686

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $5,363.02

**Brokers Record: 8**

- **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:** $49,082.07

**Brokers Record: 9**

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

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

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

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

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $5,975.38

**Brokers Record: 10**

- **i. Full name of broker:** Virtu Americas LLC

- **ii. SEC file number:** 8-68193

- **iii. CRD number:** 000149823

- **iv. LEI, if any:** 549300RA02N3BNSWBV74

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,821.55

**Aggregate Commission:** $122,672.67

**Item C.17.a. Principal transaction counterparties.**

| Name                               | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| J.P. Morgan Securities LLC         | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $331,699,456.41           |
| RBC Capital Markets, LLC           | 8-45411           |    000031194 | 549300LCO2FLSSVFFR64 | NY      | US        | $29,591,792.18            |
| BNY Mellon Capital Markets, LLC    | 8-35255           |    000017454 | VJW2DOOHGDT6PR0ZRO63 | NY      | US        | $47,149,736.43            |
| BofA Securities, Inc.              | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $606,614,709.52           |
| Morgan Stanley & Co. LLC           | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $253,595,333.56           |
| Barclays Capital Inc.              | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $146,436,372.58           |
| Goldman Sachs & Co. LLC            | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $477,666,900.16           |
| Credit Suisse Securities (USA) LLC | 8-422             |    000000816 | 1V8Y6QCX6YMJ2OELII46 | NY      | US        | $104,562,890.90           |
| Citigroup Global Markets Inc.      | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $376,635,706.82           |
| Wells Fargo Securities, LLC        | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $158,469,294.14           |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $2,636,838,041.61

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $2,338,124,315.78

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Income Fund                                    | 811-05262         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Utilities Series                               | 811-08326         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Research Series                                | 811-08326         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Research International Fund                    | 811-04777         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Growth Series                                  | 811-08326         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Technology Fund                                | 811-04777         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Value Series                                   | 811-08326         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Research Fund                                  | 811-02031         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Value Fund                                     | 811-04777         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Income Portfolio                               | 811-03732         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS High Income Fund                               | 811-02794         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Global Real Estate Fund                        | 811-03327         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Global Equity Series                           | 811-08326         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Income Fund                                    | 811-05262         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Growth Series                                  | 811-08326         |
| MFS Income Portfolio                               | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS International Diversification Fund             | 811-03090         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Research International Fund                    | 811-04777         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Value Series                                   | 811-08326         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS International Equity Fund                      | 811-06174         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Total Return Fund                              | 811-02031         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS High Income Fund                               | 811-02794         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Research Fund                                  | 811-02031         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Technology Fund                                | 811-04777         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Value Fund                                     | 811-04777         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Utilities Series                               | 811-08326         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Research Series                                | 811-08326         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS New Discovery Value Portfolio                  | 811-08879         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 2 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 3 Name of institution:** BMO Bank of Montreal Chicago Branch

  - **Line Institutions Record: 4 Name of institution:** HSBC Bank USA, N.A.

  - **Line Institutions Record: 5 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 6 Name of institution:** Wells Fargo Bank, N.A.

  - **Line Institutions Record: 7 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 8 Name of institution:** PNC Bank, National Association

  - **Line Institutions Record: 9 Name of institution:** The Bank of Nova Scotia

  - **Line Institutions Record: 10 Name of institution:** The Toronto-Dominion Bank NY Branch

  - **Line Institutions Record: 11 Name of institution:** JPMorgan Chase Bank, 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:** Deutsche Bank AG, NY Branch

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Research Series                                                  | 811-08326         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Total Return Bond Series                                         | 811-08326         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Growth Series                                                    | 811-08326         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Research International Fund                                      | 811-04777         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Value Series                                                     | 811-08326         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 7 - MFS Utilities Series

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Utilities Series

- **b. Series identification number, if any:** S000002671

- **c. LEI:** OZ8DIUGQBG5YU1RDNH48

- **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?:** 2

- **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 | Initial Class           | C000007312                                | N/A                          |
|                           2 | Service Class           | C000007313                                | N/A                          |

**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

- [ ] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

- **b. Did the Fund lend any of its securities during the reporting period?** Yes

  - **i. If yes, during the reporting period, did any borrower fail to return the loaned securities by the contractual deadline with the result that:**

    - **1. The Fund (or it securities lending agent) liquidated collateral pledged to secure the loaned securities?** No

    - **2. The Fund was otherwise adversely impacted?** No

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

**e. Types of payments made to one or more securities lending agents and cash collateral managers (check all that apply):**

- [x] Revenue sharing split

- [ ] Fee-based revenue split (other than administrative fee)

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $2,555,768.13

- **g. Provide the net income from securities lending activities:** $9,000.00

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 32a-4 (17 CFR 270.32a-4)

- Rule 17a-7 (17 CFR 270.17a-7)

- Rule 18f-4 (17 CFR 270.18f-4)

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **iii. State, if applicable:** 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:** 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

- **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:** 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: 2**

- **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: 3**

- **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: 4**

- **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: 5**

- **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: 6**

- **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: 7**

- **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: 8**

- **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: 9**

- **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: 10**

- **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: 11**

- **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: 12**

- **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: 13**

- **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: 14**

- **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: 15**

- **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: 16**

- **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: 17**

- **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: 18**

- **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: 19**

- **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: 20**

- **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: 21**

- **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: 22**

- **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: 23**

- **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: 24**

- **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: 25**

- **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: 26**

- **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: 27**

- **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: 28**

- **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: 29**

- **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: 30**

- **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: 31**

- **i. Full name:** HSBC Bank (China) Company Limited

- **ii. LEI, if any:** 2CZOJRADNJXBLT55G526

- **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 (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: 33**

- **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: 34**

- **i. Full name:** AS SEB Pank

- **ii. LEI, if any:** 549300ND1MQ8SNNYMJ22

- **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:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 36**

- **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: 37**

- **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: 38**

- **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: 39**

- **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: 40**

- **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: 41**

- **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: 42**

- **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)

- **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:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $21,244.00

**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:** $53,664.32

**Brokers Record: 3**

- **i. Full name of broker:** Citigroup Global Markets Inc.

- **ii. SEC file number:** 8-8177

- **iii. CRD number:** 000007059

- **iv. LEI, if any:** MBNUM2BPBDO7JBLYG310

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $11,726.32

**Brokers Record: 4**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $5,503.04

**Brokers Record: 5**

- **i. Full name of broker:** J.P. Morgan Securities LLC

- **ii. SEC file number:** 8-35008

- **iii. CRD number:** 000000079

- **iv. LEI, if any:** ZBUT11V806EZRVTWT807

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $36,039.69

**Brokers Record: 6**

- **i. Full name of broker:** UBS Securities LLC

- **ii. SEC file number:** 8-22651

- **iii. CRD number:** 000007654

- **iv. LEI, if any:** T6FIZBDPKLYJKFCRVK44

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $9,373.34

**Brokers Record: 7**

- **i. Full name of broker:** BMO Capital Markets Corp.

- **ii. SEC file number:** 8-34344

- **iii. CRD number:** 000016686

- **iv. LEI, if any:** RUC0QBLBRPRCU4W1NE59

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $84,336.29

**Brokers Record: 8**

- **i. Full name of broker:** Credit Suisse Securities (USA) LLC

- **ii. SEC file number:** 8-422

- **iii. CRD number:** 000000816

- **iv. LEI, if any:** 1V8Y6QCX6YMJ2OELII46

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $19,093.49

**Brokers Record: 9**

- **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:** $7,019.51

**Brokers Record: 10**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $22,282.36

**Aggregate Commission:** $303,558.40

**Item C.17.a. Principal transaction counterparties.**

| Name                       | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| J.P. Morgan Securities LLC | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $5,297,292.00             |
| Morgan Stanley & Co. LLC   | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $2,962,932.00             |
| Barclays Capital Inc.      | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $7,385,981.00             |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $15,646,205.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $1,257,923,467.45

**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 Equity Income Fund                             | 811-03090         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS International Diversification Fund             | 811-03090         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Income Portfolio                               | 811-03732         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS High Income Fund                               | 811-02794         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Research Series                                | 811-08326         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Research International Fund                    | 811-04777         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Growth Series                                  | 811-08326         |
| MFS Value Series                                   | 811-08326         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Total Return Series                            | 811-08326         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Research Fund                                  | 811-02031         |
| MFS Income Fund                                    | 811-05262         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Global Equity Series                           | 811-08326         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Value Fund                                     | 811-04777         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Mid Cap Growth Fund                            | 811-02594         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Income Fund                                    | 811-05262         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Value Series                                   | 811-08326         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Research International Fund                    | 811-04777         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Research International Portfolio               | 811-03732         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS High Income Fund                               | 811-02794         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Research Series                                | 811-08326         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Technology Fund                                | 811-04777         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS International Equity Fund                      | 811-06174         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS New Discovery Series                           | 811-08326         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Research Fund                                  | 811-02031         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Value Fund                                     | 811-04777         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS International Growth Fund                      | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Growth Series                                  | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Total Return Series                            | 811-08326         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Growth Fund                                    | 811-04775         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Growth Allocation Portfolio                    | 811-08879         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 2 Name of institution:** PNC Bank, National Association

  - **Line Institutions Record: 3 Name of institution:** Wells Fargo Bank, N.A.

  - **Line Institutions Record: 4 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 5 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 6 Name of institution:** HSBC Bank USA, N.A.

  - **Line Institutions Record: 7 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 8 Name of institution:** BMO Bank of Montreal Chicago Branch

  - **Line Institutions Record: 9 Name of institution:** The Bank of Nova Scotia

  - **Line Institutions Record: 10 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 11 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 12 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 13 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 14 Name of institution:** The Toronto-Dominion Bank NY Branch

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Growth Series                                                    | 811-08326         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Research Series                                                  | 811-08326         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Value Fund                                                       | 811-04777         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Value Series                                                     | 811-08326         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS International Large Cap Value Fund                               | 811-04492         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 8 - MFS Mid Cap Growth Series

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Mid Cap Growth Series

- **b. Series identification number, if any:** S000002678

- **c. LEI:** DQS0BFT7TBCF2MYV2M94

- **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?:** 2

- **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 | Initial Class           | C000007326                                | N/A                          |
|                           2 | Service Class           | C000007327                                | N/A                          |

**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

- [ ] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

- **b. Did the Fund lend any of its securities during the reporting period?** Yes

  - **i. If yes, during the reporting period, did any borrower fail to return the loaned securities by the contractual deadline with the result that:**

    - **1. The Fund (or it securities lending agent) liquidated collateral pledged to secure the loaned securities?** No

    - **2. The Fund was otherwise adversely impacted?** No

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

**e. Types of payments made to one or more securities lending agents and cash collateral managers (check all that apply):**

- [x] Revenue sharing split

- [ ] Fee-based revenue split (other than administrative fee)

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $305,894.13

- **g. Provide the net income from securities lending activities:** $5,684.00

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 32a-4 (17 CFR 270.32a-4)

- Rule 17a-7 (17 CFR 270.17a-7)

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 18f-4 (17 CFR 270.18f-4)

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **iii. State, if applicable:** 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:** 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

- **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:** 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: 2**

- **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: 3**

- **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: 4**

- **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: 5**

- **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: 6**

- **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: 7**

- **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: 8**

- **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: 9**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 10**

- **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: 11**

- **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: 12**

- **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: 13**

- **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: 14**

- **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: 15**

- **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: 16**

- **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: 17**

- **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: 18**

- **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: 19**

- **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: 20**

- **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: 21**

- **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: 22**

- **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: 23**

- **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: 24**

- **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: 25**

- **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: 26**

- **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)

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. LEI, if any:** 084-01316

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** 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:** $1,351.70

**Brokers Record: 2**

- **i. Full name of broker:** BMO Capital Markets Corp.

- **ii. SEC file number:** 8-34344

- **iii. CRD number:** 000016686

- **iv. LEI, if any:** RUC0QBLBRPRCU4W1NE59

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,827.33

**Brokers Record: 3**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $3,773.80

**Brokers Record: 4**

- **i. Full name of broker:** National Financial Services LLC

- **ii. SEC file number:** 8-26740

- **iii. CRD number:** 000013041

- **iv. LEI, if any:** 549300JRHF1MHHWUAW04

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $840.15

**Brokers Record: 5**

- **i. Full name of broker:** J.P. Morgan Securities LLC

- **ii. SEC file number:** 8-35008

- **iii. CRD number:** 000000079

- **iv. LEI, if any:** ZBUT11V806EZRVTWT807

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $6,534.06

**Brokers Record: 6**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,346.27

**Brokers Record: 7**

- **i. Full name of broker:** Citigroup Global Markets Inc.

- **ii. SEC file number:** 8-8177

- **iii. CRD number:** 000007059

- **iv. LEI, if any:** MBNUM2BPBDO7JBLYG310

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $899.20

**Brokers Record: 8**

- **i. Full name of broker:** UBS Securities LLC

- **ii. SEC file number:** 8-22651

- **iii. CRD number:** 000007654

- **iv. LEI, if any:** T6FIZBDPKLYJKFCRVK44

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,214.91

**Brokers Record: 9**

- **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:** $3,611.91

**Brokers Record: 10**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $4,495.23

**Aggregate Commission:** $33,972.77

**Item C.17.a. Principal transaction counterparties.**

| Name                    | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Goldman Sachs & Co. LLC | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $994,400.00               |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $1,273,841.36

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $348,786,537.76

**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 Conservative Allocation Fund                   | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS High Income Fund                               | 811-02794         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Total Return Series                            | 811-08326         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Utilities Series                               | 811-08326         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Value Fund                                     | 811-04777         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Value Series                                   | 811-08326         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Research International Portfolio               | 811-03732         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Research Series                                | 811-08326         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Research Fund                                  | 811-02031         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Growth Series                                  | 811-08326         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Income Fund                                    | 811-05262         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Research International Fund                    | 811-04777         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Technology Fund                                | 811-04777         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 2 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 3 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 4 Name of institution:** PNC Bank, National Association

  - **Line Institutions Record: 5 Name of institution:** HSBC Bank USA, N.A.

  - **Line Institutions Record: 6 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 7 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 8 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 9 Name of institution:** The Toronto-Dominion Bank NY Branch

  - **Line Institutions Record: 10 Name of institution:** Wells Fargo Bank, N.A.

  - **Line Institutions Record: 11 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 12 Name of institution:** The Bank of Nova Scotia

  - **Line Institutions Record: 13 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 14 Name of institution:** BMO Bank of Montreal Chicago Branch

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Global Equity Series                                             | 811-08326         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS International Diversification Fund                               | 811-03090         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Value Series                                                     | 811-08326         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Income Fund                                                      | 811-05262         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Research Series                                                  | 811-08326         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Global Growth Portfolio                                          | 811-03732         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS High Income Fund                               | 811-02794         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Research Series                                | 811-08326         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Research Fund                                  | 811-02031         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Technology Fund                                | 811-04777         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS New Discovery Series                           | 811-08326         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS International Diversification Fund             | 811-03090         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Income Portfolio                               | 811-03732         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Global Equity Series                           | 811-08326         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Growth Series                                  | 811-08326         |
| MFS Total Return Series                            | 811-08326         |
| MFS Utilities Series                               | 811-08326         |
| MFS Income Fund                                    | 811-05262         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Value Fund                                     | 811-04777         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Value Series                                   | 811-08326         |
| MFS Research International Fund                    | 811-04777         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 9 - MFS Total Return Bond Series

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Total Return Bond Series

- **b. Series identification number, if any:** S000002666

- **c. LEI:** OBXD0C7FWK5N6XF1PG71

- **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?:** 2

- **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 | Initial Class           | C000007302                                | N/A                          |
|                           2 | Service Class           | C000007303                                | N/A                          |

**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

- [ ] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** —

- **g. Provide the net income from securities lending activities:** —

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 32a-4 (17 CFR 270.32a-4)

- Rule 18f-4(f)(17 CFR 270.18f-4(f))

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 12d1-1 (17 CFR 270.12d1-1)

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** 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:** 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: 2**

- **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: 3**

- **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: 4**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. LEI, if any:** 084-01316

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** 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:** $90,283.46

**Aggregate Commission:** $90,283.46

**Item C.17.a. Principal transaction counterparties.**

| Name                               | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| BNP Paribas Securities Corp.       | 8-32682           |    000015794 | RCNB6OTYUAMMP879YW96 | NY      | US        | $111,325,448.09           |
| Barclays Capital Inc.              | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $226,094,136.03           |
| Wells Fargo Securities, LLC        | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $160,913,886.38           |
| RBC Capital Markets, LLC           | 8-45411           |    000031194 | 549300LCO2FLSSVFFR64 | NY      | US        | $69,594,080.42            |
| Morgan Stanley & Co. LLC           | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $408,748,827.92           |
| Citigroup Global Markets Inc.      | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $506,919,965.26           |
| J.P. Morgan Securities LLC         | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $510,772,697.14           |
| Credit Suisse Securities (USA) LLC | 8-422             |    000000816 | 1V8Y6QCX6YMJ2OELII46 | NY      | US        | $151,992,357.91           |
| Goldman Sachs & Co. LLC            | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $649,687,072.55           |
| BofA Securities, Inc.              | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $958,391,848.77           |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $4,038,469,140.24

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $1,691,211,472.43

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Technology Fund                                | 811-04777         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Utilities Series                               | 811-08326         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Value Fund                                     | 811-04777         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Value Series                                   | 811-08326         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Municipal Income Fund                          | 811-04096         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Growth Series                                  | 811-08326         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Research Fund                                  | 811-02031         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Total Return Series                            | 811-08326         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS High Income Fund                               | 811-02794         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Research Series                                | 811-08326         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Research International Fund                    | 811-04777         |
| MFS Growth Fund                                    | 811-04775         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Income Fund                                    | 811-05262         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** 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:** PNC Bank, National Association

  - **Line Institutions Record: 2 Name of institution:** The Toronto-Dominion Bank NY Branch

  - **Line Institutions Record: 3 Name of institution:** The Bank of Nova Scotia

  - **Line Institutions Record: 4 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 5 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 6 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 7 Name of institution:** BMO Bank of Montreal Chicago Branch

  - **Line Institutions Record: 8 Name of institution:** HSBC Bank USA, N.A.

  - **Line Institutions Record: 9 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 10 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 11 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 12 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 13 Name of institution:** Wells Fargo Bank, N.A.

  - **Line Institutions Record: 14 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Research Series                                                  | 811-08326         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Research International Fund                                      | 811-04777         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Value Series                                                     | 811-08326         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Growth Series                                                    | 811-08326         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Research Fund                                                    | 811-02031         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Investors Trust Series                                           | 811-08326         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Total Return Series                            | 811-08326         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Utilities Series                               | 811-08326         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Growth Series                                  | 811-08326         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Value Fund                                     | 811-04777         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS High Income Fund                               | 811-02794         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Diversified Income Fund                        | 811-03327         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Research International Fund                    | 811-04777         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Research Fund                                  | 811-02031         |
| MFS Value Series                                   | 811-08326         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Research Series                                | 811-08326         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Income Fund                                    | 811-05262         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 10 - MFS Research Series

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Research Series

- **b. Series identification number, if any:** S000002668

- **c. LEI:** 7AZFU5SPWYPK4FGVLU76

- **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?:** 2

- **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 | Service Class           | C000007307                                | N/A                          |
|                           2 | Initial Class           | C000007306                                | N/A                          |

**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

- [ ] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

- **b. Did the Fund lend any of its securities during the reporting period?** Yes

  - **i. If yes, during the reporting period, did any borrower fail to return the loaned securities by the contractual deadline with the result that:**

    - **1. The Fund (or it securities lending agent) liquidated collateral pledged to secure the loaned securities?** No

    - **2. The Fund was otherwise adversely impacted?** No

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

**e. Types of payments made to one or more securities lending agents and cash collateral managers (check all that apply):**

- [x] Revenue sharing split

- [ ] Fee-based revenue split (other than administrative fee)

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $294,237.18

- **g. Provide the net income from securities lending activities:** $1,412.00

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 17a-7 (17 CFR 270.17a-7)

- Rule 12d1-4 (17 CFR 270.12d1-4)

- Rule 32a-4 (17 CFR 270.32a-4)

- Rule 12d1-1 (17 CFR 270.12d1-1)

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iii. LEI, if any:** N/A

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 13-3668779

- **Description of other identifying number:** Tax ID

- **iii. State, if applicable:** 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:** 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

- **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:** 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: 2**

- **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: 3**

- **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: 4**

- **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: 5**

- **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: 6**

- **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: 7**

- **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: 8**

- **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: 9**

- **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: 10**

- **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: 11**

- **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: 12**

- **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: 13**

- **i. Full name:** AS SEB Pank

- **ii. LEI, if any:** 549300ND1MQ8SNNYMJ22

- **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:** 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: 15**

- **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: 16**

- **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: 17**

- **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: 18**

- **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: 19**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 20**

- **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: 21**

- **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: 22**

- **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: 23**

- **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: 24**

- **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: 25**

- **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: 26**

- **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: 27**

- **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: 28**

- **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: 29**

- **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: 30**

- **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: 31**

- **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)

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. LEI, if any:** 084-01316

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** KeyBanc Capital Markets Inc.

- **ii. SEC file number:** 8-30177

- **iii. CRD number:** 000000566

- **iv. LEI, if any:** 2EQWV0180Z211YVAD813

- **v. State, if applicable:** OH

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,144.34

**Brokers Record: 2**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $6,056.16

**Brokers Record: 3**

- **i. Full name of broker:** BMO Capital Markets Corp.

- **ii. SEC file number:** 8-34344

- **iii. CRD number:** 000016686

- **iv. LEI, if any:** RUC0QBLBRPRCU4W1NE59

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,225.51

**Brokers Record: 4**

- **i. Full name of broker:** J.P. Morgan Securities LLC

- **ii. SEC file number:** 8-35008

- **iii. CRD number:** 000000079

- **iv. LEI, if any:** ZBUT11V806EZRVTWT807

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $6,105.70

**Brokers Record: 5**

- **i. Full name of broker:** Cowen and Company, LLC

- **ii. SEC file number:** 8-22522

- **iii. CRD number:** 000007616

- **iv. LEI, if any:** 549300WR155U7DVMIW58

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,399.71

**Brokers Record: 6**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $7,994.10

**Brokers Record: 7**

- **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:** $2,117.91

**Brokers Record: 8**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,343.85

**Brokers Record: 9**

- **i. Full name of broker:** UBS Securities LLC

- **ii. SEC file number:** 8-22651

- **iii. CRD number:** 000007654

- **iv. LEI, if any:** T6FIZBDPKLYJKFCRVK44

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,271.41

**Brokers Record: 10**

- **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:** $11,585.49

**Aggregate Commission:** $48,481.97

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $716,607,479.40

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Research International Fund                    | 811-04777         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Total Return Series                            | 811-08326         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS High Income Fund                               | 811-02794         |
| MFS Value Fund                                     | 811-04777         |
| MFS Utilities Series                               | 811-08326         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Growth Fund                                    | 811-04775         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Total Return Fund                              | 811-02031         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Growth Series                                  | 811-08326         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Research Fund                                  | 811-02031         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Income Fund                                    | 811-05262         |
| MFS Value Series                                   | 811-08326         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Technology Fund                                | 811-04777         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Research International Fund                    | 811-04777         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS High Income Fund                               | 811-02794         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Core Equity Portfolio                          | 811-06174         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS International Equity Fund                      | 811-06174         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS SPECIAL VALUE TRUST                            | 811-05912         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS International Diversification Fund             | 811-03090         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Growth Series                                  | 811-08326         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Value Series                                   | 811-08326         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Technology Fund                                | 811-04777         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Commodity Strategy Fund                        | 811-04492         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Prudent Investor Fund                          | 811-02032         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Research Fund                                  | 811-02031         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Total Return Series                            | 811-08326         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Income Fund                                    | 811-05262         |
| MFS Utilities Series                               | 811-08326         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS New Discovery Value Fund                       | 811-03327         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Lifetime 2020 Fund                             | 811-21780         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Value Fund                                     | 811-04777         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MIT MASSACHUSETTS INVESTORS TRUST                  | 811-00203         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Municipal High Income Fund                     | 811-02794         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 2 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 3 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 4 Name of institution:** HSBC Bank USA, N.A.

  - **Line Institutions Record: 5 Name of institution:** The Bank of Nova Scotia

  - **Line Institutions Record: 6 Name of institution:** Wells Fargo Bank, N.A.

  - **Line Institutions Record: 7 Name of institution:** BMO Bank of Montreal Chicago Branch

  - **Line Institutions Record: 8 Name of institution:** The Toronto-Dominion Bank NY Branch

  - **Line Institutions Record: 9 Name of institution:** Deutsche Bank AG, NY Branch

  - **Line Institutions Record: 10 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 11 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 12 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 13 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 14 Name of institution:** PNC Bank, National Association

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Value Series                                                     | 811-08326         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Value Fund                                                       | 811-04777         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Lifetime 2020 Fund                                               | 811-21780         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Growth Series                                                    | 811-08326         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Managed Wealth Fund                             | N/A               |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Prudent Investor Fund                                            | 811-02032         |
| MFS Commodity Strategy Fund                                          | 811-04492         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS New Discovery Value Fund                                         | 811-03327         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Investment Funds - Global Equity Euro Hedged Fund                | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Total Return Series                                              | 811-08326         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS International Diversification Fund                               | 811-03090         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MIT MASSACHUSETTS INVESTORS TRUST                                    | 811-00203         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS SPECIAL VALUE TRUST                                              | 811-05912         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |

- **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 VARIABLE INSURANCE TRUST

**Date:** 2023-03-02

**Signature:** Kasey Phillips

**Title:** Assistant Treasurer