# EDGAR Filing Document

**Accession Number:** 0000200489
**File Stem:** 0002071691-25-007977
**Filing Date:** 2025-12
**Character Count:** 212178
**Document Hash:** 8fd749c5002d7139550c07debadc78db
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002071691-25-007977.hdr.sgml**: 20251212

**ACCESSION NUMBER**: 0002071691-25-007977

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 3

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251212

**DATE AS OF CHANGE**: 20251212

**EFFECTIVENESS DATE**: 20251212

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERIES TRUST V
- **CENTRAL INDEX KEY:** 0000200489

**ORGANIZATION NAME:**
- **EIN:** 042468583
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0930

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-02031
- **FILM NUMBER:** 251566798

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

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

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS TOTAL RETURN FUND
- **DATE OF NAME CHANGE:** 19930408

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MASSACHUSETTS MFS TOTAL RETURN FUND
- **DATE OF NAME CHANGE:** 19921023

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MASSACHUSETTS FINANCIAL TOTAL RETURN TRUST
- **DATE OF NAME CHANGE:** 19920703

## Series and Classes Contracts Data

### MFS International New Discovery Fund (Series ID: S000002437)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006520 | A            | MIDAX           |
| C000006521 | R4           | MIDJX           |
| C000006525 | B            | MIDBX           |
| C000006526 | C            | MIDCX           |
| C000006527 | I            | MWNIX           |
| C000006529 | R1           | MIDGX           |
| C000006531 | R2           | MIDRX           |
| C000006532 | R3           | MIDHX           |
| C000116933 | R6           | MIDLX           |

### MFS Research Fund (Series ID: S000002438)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006533 | A            | MFRFX           |
| C000006534 | R4           | MFRJX           |
| C000006538 | B            | MFRBX           |
| C000006539 | C            | MFRCX           |
| C000006540 | I            | MRFIX           |
| C000006542 | R1           | MFRLX           |
| C000006544 | R2           | MSRRX           |
| C000006545 | R3           | MFRHX           |
| C000034431 | R6           | MFRKX           |

### MFS Total Return Fund (Series ID: S000002439)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006546 | A            | MSFRX           |
| C000006547 | R4           | MSFJX           |
| C000006551 | B            | MTRBX           |
| C000006552 | C            | MTRCX           |
| C000006553 | I            | MTRIX           |
| C000006555 | R1           | MSFFX           |
| C000006557 | R2           | MTRRX           |
| C000006558 | R3           | MSFHX           |
| C000116934 | R6           | MSFKX           |

## Internal

```

REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM

To the Board of Trustees of MFS Series Trust V and the Shareholders of MFS
Total Return Fund and MFS Research Fund:

In planning and performing our audits of the financial statements of MFS Total
Return Fund and MFS Research Fund (collectively the "Funds") (each a series of
MFS Series Trust V), as of and for the year ended September 30, 2025, in
accordance with the standards of the Public Company Accounting Oversight Board
(United States) (PCAOB), 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
the 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 September 30, 2025.

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

Deloitte & Touche LLP
Boston, Massachusetts
November 13, 2025

```

## Internal

```

Report of Independent Registered Public Accounting Firm

To the Shareholders of MFS International New Discovery Fund and the Board of
Trustees of MFS Series Trust V

In planning and performing our audit of the financial statements of MFS
International New Discovery Fund (the Fund) (one of the series constituting MFS
Series Trust V (the Trust)) as of and for the year ended September 30, 2025, in
accordance with the standards of the Public Company Accounting Oversight Board
(United States) (PCAOB), we considered the Trust's internal control over
financial reporting, including controls over safeguarding securities, as a basis
for designing our auditing procedures for the purpose of expressing our opinion
on the financial statements and to comply with the requirements of Form N-CEN,
but not for the purpose of expressing an opinion on the effectiveness of the
Trust's internal control over financial reporting. Accordingly, we express no
such opinion.

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

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

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

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

/s/ Ernst & Young LLP

Boston, Massachusetts

November 13, 2025

```

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

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0000200489

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

**Series ID Record:1**
- **Series ID:** S000002439

**Series ID Record:2**
- **Series ID:** S000002438

**Series ID Record:3**
- **Series ID:** S000002437

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

**Item A.1.a - Report for period ending:** 2025-09-30

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

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

- **Item B.1.a - Full name of Registrant:** MFS Series Trust V

- **Item B.1.b - Investment Company Act file number:** 811-02031

- **Item B.1.c - CIK:** 0000200489

- **Item B.1.d - LEI:** 5493004F6FXFYCOUPT54

- **Item B.2.a - Street 1:** 111 Huntington Avenue

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

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

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

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

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

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

**Location books Record: 1**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16179545000

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

**Location books Record: 2**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16179517000

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

**Location books Record: 3**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16177863000

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

**Location books Record: 4**

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

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

- **c. City:** Kansas City

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

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

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

- **g. Telephone number:** 18164351000

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

**Location books Record: 5**

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

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

- **c. City:** New York

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

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

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

- **g. Telephone number:** 12122706000

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

**Location books Record: 6**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 18008994766

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

**Location books Record: 7**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16179545000

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

**Location books Record: 8**

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

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

- **c. City:** Rockville

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

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

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

- **g. Telephone number:** 13015560500

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

**Location books Record: 9**

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

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

- **c. City:** New York

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

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

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

- **g. Telephone number:** 18669512280

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

**Location books Record: 10**

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

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

- **c. City:** New York

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

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

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

- **g. Telephone number:** 12128551000

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

**Location books Record: 11**

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

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

- **c. City:** Bellevue

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

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

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

- **g. Telephone number:** 14258697649

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

**Location books Record: 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:** 17812380099

- **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):** Micro Focus, LLC

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

- **c. City:** Santa Clara

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

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

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

- **g. Telephone number:** 16502586827

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

**Location books Record: 14**

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

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

- **c. City:** Boston

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

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

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

- **g. Telephone number:** 16179545000

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

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

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

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

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

### Item B.6 - Organization

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

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

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

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

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

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

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

- **Item B.6.i - Total number of Series:** 3

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

### Item B.8 - Directors

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

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

**Chief compliance officer Record: 1**

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

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

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

- **d. City:** Boston

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

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

- **g. Zip code:** 02199

- **h. Telephone number:** XXXXXX

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

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

**CCO employer Record: 1**

- **i. Name of the person:** —

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

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

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

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

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

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

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

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

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

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

### Item B.16. Principal underwriters.

**Principal underwriter Record: 1**

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

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

- **iii. CRD number:** 000031052

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

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

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

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

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

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

**Public accountant Record: 1**

- **a. Full Name:** ERNST & YOUNG LLP

- **b. PCAOB Number:** 42

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

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

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

**Public accountant Record: 2**

- **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 Total Return Fund

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

- **a. Full Name of the Fund:** MFS Total Return Fund

- **b. Series identification number, if any:** S000002439

- **c. LEI:** HPZZAPCUIEU12XV0HS18

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

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

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

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class A                 | C000006546                                | MSFRX                        |
|                           2 | Class R1                | C000006555                                | MSFFX                        |
|                           3 | Class I                 | C000006553                                | MTRIX                        |
|                           4 | Class B                 | C000006551                                | MTRBX                        |
|                           5 | Class R2                | C000006557                                | MTRRX                        |
|                           6 | Class R3                | C000006558                                | MSFHX                        |
|                           7 | Class R6                | C000116934                                | MSFKX                        |
|                           8 | Class R4                | C000006547                                | MSFJX                        |
|                           9 | Class C                 | C000006552                                | MTRCX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

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

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

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

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

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

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

**Securities Lending Record: 1**

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

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

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

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

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

  **Idemnity Providers Record: 1**

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

  - **2. LEI, if any:** —

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

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

**Collateral Managers Record: 1**

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

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

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

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

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

- [x] Revenue sharing split

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

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $7,913,180.83

- **g. Provide the net income from securities lending activities:** $47,367.25

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

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

**Pricing Services Record: 3**

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

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

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

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

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

**Pricing Services Record: 4**

- **i. Full name:** LSEG

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

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

- **i. Full name:** JPMorgan Chase Bank, N.A.

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

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

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

- **vii. With 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:** 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: 3**

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

- **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: 4**

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

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

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

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

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

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

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

**Custodians Record: 5**

- **i. Full name:** Standard Chartered Bank Korea Limited

- **ii. LEI, if any:** NUXTG47HHHM1K2L0SG39

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

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

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

- **iii. CRD number:** 000283942

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $21,627.38

**Brokers Record: 2**

- **i. Full name of broker:** Merrill Lynch, Pierce, Fenner & Smith Inc.

- **ii. SEC file number:** 8-07221

- **iii. CRD number:** 000007691

- **iv. LEI, if any:** 8NAV47T0Y26Q87Y0QP81

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $76,125.31

**Brokers Record: 3**

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

- **ii. SEC file number:** 8-00129

- **iii. CRD number:** 000000361

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $70,062.41

**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:** $35,220.63

**Brokers Record: 5**

- **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:** $30,548.34

**Brokers Record: 6**

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

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

- **iii. CRD number:** 000007059

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $17,736.99

**Brokers Record: 7**

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

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

- **iii. CRD number:** 000000079

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $95,142.27

**Brokers Record: 8**

- **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:** $31,436.26

**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:** $14,311.68

**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:** $36,373.18

**Aggregate Commission:** $503,714.03

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

| Name                            | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Citadel Securities LLC          | 8-53574           |    000116797 | 12UUJYTN7D3SW8KCSG25 | FL      | US        | $71,064,396.49            |
| Mizuho Securities USA LLC       | 8-37710           |    000019647 | 7TK5RJIZDFROZCA6XF66 | NY      | US        | $670,831,657.61           |
| Wells Fargo Securities, LLC     | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $675,805,200.78           |
| Barclays Capital, Inc.          | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $53,062,909.50            |
| Morgan Stanley & Co. LLC        | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $377,176,782.53           |
| BofA Securities, Inc.           | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $1,172,966,059.07         |
| Citigroup Global Markets Inc.   | 8-08177           |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $504,574,190.73           |
| Goldman Sachs & Co. LLC         | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $106,796,244.49           |
| J.P. Morgan Securities LLC      | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $295,170,038.07           |
| Natwest Markets Securities Inc. | 8-37135           |    000011707 | ZE2ZWJ5BTIQJ8M0C6K34 | CT      | US        | $70,481,317.19            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $4,335,174,191.37

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

- **Item C.19.a - Fund's monthly average net assets:** $7,784,029,033.07

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

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

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

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

**Line of Credit details Record: 3**

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

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

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

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

  - **Line Institutions Record: 2 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 3 Name of institution:** Canadian Imperial Bank of Commerce

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

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

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

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

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

  - **Line Institutions Record: 9 Name of institution:** Royal Bank of Canada

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

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

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

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

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

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

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

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

### Management Investment Record: 2 - MFS Research Fund

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

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

- **b. Series identification number, if any:** S000002438

- **c. LEI:** XFPOOG2XVG5TW1LZ8588

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

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

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

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class C                 | C000006539                                | MFRCX                        |
|                           2 | Class R2                | C000006544                                | MSRRX                        |
|                           3 | Class B                 | C000006538                                | MFRBX                        |
|                           4 | Class R6                | C000034431                                | MFRKX                        |
|                           5 | Class R4                | C000006534                                | MFRJX                        |
|                           6 | Class I                 | C000006540                                | MRFIX                        |
|                           7 | Class R1                | C000006542                                | MFRLX                        |
|                           8 | Class A                 | C000006533                                | MFRFX                        |
|                           9 | Class R3                | C000006545                                | MFRHX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

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

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

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

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

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

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

**Securities Lending Record: 1**

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

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

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

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

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

  **Idemnity Providers Record: 1**

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

  - **2. LEI, if any:** —

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

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

**Collateral Managers Record: 1**

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

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

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

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

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

- [x] Revenue sharing split

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

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $114,192.92

- **g. Provide the net income from securities lending activities:** $2,861.36

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

Did the Fund rely on the following rules?

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

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

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

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

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(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:** 84-1316

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** LSEG

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

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

**Pricing Services Record: 3**

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

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

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

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

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

- **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:** JPMorgan Chase Bank, National Association

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

- **i. Full name of broker:** 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:** $149,103.98

**Brokers Record: 2**

- **i. Full name of broker:** Fidelity Brokerage Services LLC

- **ii. SEC file number:** 8-23292

- **iii. CRD number:** 000007784

- **iv. LEI, if any:** 549300OQFQ4NFIOD5695

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $23,228.53

**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:** $30,671.51

**Brokers Record: 4**

- **i. Full name of broker:** Cowen Execution Services LLC

- **ii. SEC file number:** 8-46838

- **iii. CRD number:** 000035693

- **iv. LEI, if any:** 5493005RJDJD18OPUP27

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $23,823.09

**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:** $73,919.57

**Brokers Record: 6**

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

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

- **iii. CRD number:** 000007059

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $45,526.16

**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:** $42,330.91

**Brokers Record: 8**

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

- **ii. SEC file number:** 8-00129

- **iii. CRD number:** 000000361

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $45,268.25

**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:** $46,895.59

**Brokers Record: 10**

- **i. Full name of broker:** JonesTrading Institutional Services LLC

- **ii. SEC file number:** 8-26089

- **iii. CRD number:** 000006888

- **iv. LEI, if any:** 2138008JJ5PA8H5UIL69

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $22,729.72

**Aggregate Commission:** $648,946.54

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

| Name                             | SEC file number   | CRD number   | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|:---|:---|:---|:---|:---|
| Bank of New York Mellon Corp.    | N/A               | N/A          | WFLLPEPC7FZXENRZV188 | NY      | US        | $762,542.91               |
| State Street Global Markets, LLC | 8-69862           | 000285852    | 549300FDEDF5ORXCMQ56 | MA      | US        | $4,155,801.09             |
| J.P. Morgan Securities LLC       | 8-35008           | 000000079    | ZBUT11V806EZRVTWT807 | NY      | US        | $13,074,451.85            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $17,992,795.85

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

- **Item C.19.a - Fund's monthly average net assets:** $8,008,227,265.55

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

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

**Line of Credit details Record: 2**

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

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

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

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

  - **Line Institutions Record: 2 Name of institution:** State Street Bank and Trust Company

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

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

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

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

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

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

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

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

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

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

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

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

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

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

**Line of Credit details Record: 3**

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

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

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

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

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

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

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

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

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

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

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

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

### Management Investment Record: 3 - MFS International New Discovery Fund

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

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

- **b. Series identification number, if any:** S000002437

- **c. LEI:** RC53GXLQZ5LVIZBRHR66

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

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

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

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class R2                | C000006531                                | MIDRX                        |
|                           2 | Class R3                | C000006532                                | MIDHX                        |
|                           3 | Class A                 | C000006520                                | MIDAX                        |
|                           4 | Class B                 | C000006525                                | MIDBX                        |
|                           5 | Class R6                | C000116933                                | MIDLX                        |
|                           6 | Class I                 | C000006527                                | MWNIX                        |
|                           7 | Class C                 | C000006526                                | MIDCX                        |
|                           8 | Class R4                | C000006521                                | MIDJX                        |
|                           9 | Class R1                | C000006529                                | MIDGX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

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

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

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

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

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

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

**Securities Lending Record: 1**

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

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

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

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

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

  **Idemnity Providers Record: 1**

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

  - **2. LEI, if any:** —

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

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

**Collateral Managers Record: 1**

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

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

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

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

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

- [x] Revenue sharing split

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

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $147,086,932.43

- **g. Provide the net income from securities lending activities:** $528,166.30

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

Did the Fund rely on the following rules?

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

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

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

- 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)

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

- **i. Full name:** LSEG

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

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

**Pricing Services Record: 3**

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

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

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

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

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

- **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:** CACEIS Bank Spain, S.A.U.

- **ii. LEI, if any:** 95980020140005970915

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

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

- **vii. With 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:** Banco Citi Mexico S.A.

- **ii. LEI, if any:** 529900H31AYI6WA1J534

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

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

- **vii. With 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:** Banco Santander Chile

- **ii. LEI, if any:** 3YJP8HORPAEXJ80D6368

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

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

- **vii. With 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:** 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: 5**

- **i. Full name:** FirstRand Bank Limited

- **ii. LEI, if any:** ZAYQDKTCATIXF9OQY690

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

**Custodians Record: 9**

- **i. Full name:** Standard Chartered Bank Korea Limited

- **ii. LEI, if any:** NUXTG47HHHM1K2L0SG39

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

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

- **vii. With 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:** UniCredit Bank Czech Republic and Slovakia as

- **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: 12**

- **i. Full name:** Citibank AS

- **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: 13**

- **i. Full name:** JPMorgan Chase Bank, N.A.

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

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

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

- **vii. With 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:** 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: 15**

- **i. Full name:** HSBC Bank Middle East Limited

- **ii. LEI, if any:** 549300F99IL9YJDWH369

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

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

- **vii. With 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:** Mizuho Bank, Ltd.

- **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: 17**

- **i. Full name:** J.P. Morgan SE

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

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

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

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

**Custodians Record: 18**

- **i. Full name:** J.P. Morgan SE

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

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

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

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

**Custodians Record: 19**

- **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: 20**

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

- **ii. LEI, if any:** R0MUWSFPU8MPRO8K5P83

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

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

- **vii. With 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:** 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: 22**

- **i. Full name:** DBS Bank Ltd

- **ii. LEI, if any:** ATUEL7OJR5057F2PV266

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

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

- **vii. With 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:** 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: 25**

- **i. Full name:** JP Morgan SA DTVM

- **ii. LEI, if any:** 5493001LS7J56NZZ3G07

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

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

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

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

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

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

- **vii. With 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:** J.P. Morgan Saudi Arabia Company

- **ii. LEI, if any:** 549300HST49806XTCK29

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

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

- **vii. With 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

- **ii. LEI, if any:** R0MUWSFPU8MPRO8K5P83

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

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

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

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

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

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

- **vii. With 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:** BNP Paribas

- **ii. LEI, if any:** R0MUWSFPU8MPRO8K5P83

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

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

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

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

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

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

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

**Custodians Record: 32**

- **i. Full name:** J.P. Morgan SE

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

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

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

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

**Custodians Record: 33**

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

- **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: 34**

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

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

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

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

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

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

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

**Custodians Record: 35**

- **i. Full name:** JPMorgan Chase Bank, N.A.

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

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

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

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

**Custodians Record: 36**

- **i. Full name:** 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: 37**

- **i. Full name:** The 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: 38**

- **i. Full name:** PT Bank HSBC Indonesia

- **ii. LEI, if any:** 213800HW5IDIRLWH1203

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

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

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

**Custodians Record: 39**

- **i. Full name:** UniCredit Bank 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:** N/A

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

- **i. Full name of broker:** 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:** $87,036.85

**Brokers Record: 2**

- **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:** $92,548.18

**Brokers Record: 3**

- **i. Full name of broker:** XP Investments US, LLC

- **ii. SEC file number:** 8-68817

- **iii. CRD number:** 000156691

- **iv. LEI, if any:** 549300HDFLS7P433PO89

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $31,894.22

**Brokers Record: 4**

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

- **ii. SEC file number:** 8-00129

- **iii. CRD number:** 000000361

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $210,022.62

**Brokers Record: 5**

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

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

- **iii. CRD number:** 000007059

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $26,483.90

**Brokers Record: 6**

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

- **ii. SEC file number:** 8-52461

- **iii. CRD number:** 000103987

- **iv. LEI, if any:** 213800HSKBBO1GCVRG79

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $48,552.26

**Brokers Record: 7**

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

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

- **iii. CRD number:** 000000079

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $147,381.53

**Brokers Record: 8**

- **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:** $54,346.75

**Brokers Record: 9**

- **i. Full name of broker:** Merrill Lynch, Pierce, Fenner & Smith Inc.

- **ii. SEC file number:** 8-07221

- **iii. CRD number:** 000007691

- **iv. LEI, if any:** 8NAV47T0Y26Q87Y0QP81

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $58,248.88

**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:** $132,885.98

**Aggregate Commission:** $1,078,554.77

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

| Name                       | SEC file number   | CRD number   | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|:---|:---|:---|:---|:---|
| Clearstream Banking S.A.   | N/A               | N/A          | 549300OL514RA0SXJJ44 |  |  | $1,964,086.09             |
| J.P. Morgan Securities LLC | 8-35008           | 000000079    | ZBUT11V806EZRVTWT807 | NY      | US        | $543,310.55               |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $2,507,396.64

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

- **Item C.19.a - Fund's monthly average net assets:** $6,301,928,774.63

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

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

**Line of Credit details Record: 2**

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

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

**Line of Credit details Record: 3**

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

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

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

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

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

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

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

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

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

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

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

  - **Line Institutions Record: 9 Name of institution:** Royal Bank of Canada

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

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

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

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

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

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

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

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

## N-CEN: Part G: Attachments

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

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

- [ ] i. Legal proceedings

- [ ] ii. Provision of financial support

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

- [ ] iv. Change in accounting principles and practices

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

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

## N-CEN: Signature

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

**Registrant:** MFS Series Trust V

**Date:** 2025-12-11

**Signature:** James Byrne

**Title:** Assistant Treasurer