# EDGAR Filing Document

**Accession Number:** 0001065698
**File Stem:** 0001410368-26-025050
**Filing Date:** 2026-3
**Character Count:** 538910
**Document Hash:** 9210a92b99b78fc6406f50d67f62afea
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001410368-26-025050.hdr.sgml**: 20260313

**ACCESSION NUMBER**: 0001410368-26-025050

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260313

**DATE AS OF CHANGE**: 20260313

**EFFECTIVENESS DATE**: 20260313

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS VARIABLE INSURANCE TRUST III
- **CENTRAL INDEX KEY:** 0001065698

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-08879
- **FILM NUMBER:** 26751954

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

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

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SUN CAPITAL ADVISERS TRUST
- **DATE OF NAME CHANGE:** 19980709

## Series and Classes Contracts Data

### MFS Global Real Estate Portfolio (Series ID: S000008069)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000021901 | Initial Class |  |
| C000021902 | Service Class |  |

### MFS Blended Research Small Cap Equity Portfolio (Series ID: S000008071)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000021905 | Initial Class |  |
| C000021906 | Service Class |  |

### MFS Mid Cap Value Portfolio (Series ID: S000018843)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000052149 | Initial Class |  |
| C000052150 | Service Class |  |

### MFS Limited Maturity Portfolio (Series ID: S000018844)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000052151 | Initial Class |  |
| C000052152 | Service Class |  |

### MFS Conservative Allocation Portfolio (Series ID: S000023371)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000068440 | Initial Class |  |
| C000068441 | Service Class |  |

### MFS Moderate Allocation Portfolio (Series ID: S000023372)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000068442 | Initial Class |  |
| C000068443 | Service Class |  |

### MFS Growth Allocation Portfolio (Series ID: S000023373)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000068444 | Initial Class |  |
| C000068445 | Service Class |  |

### MFS New Discovery Value Portfolio (Series ID: S000023374)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000068446 | Initial Class |  |
| C000068447 | Service Class |  |

### MFS Inflation-Adjusted Bond Portfolio (Series ID: S000023378)

| Class ID   | Class Name    | Ticker Symbol   |
|:---|:---|:---|
| C000068454 | Initial Class |  |
| C000068455 | Service Class |  |

## Internal

**REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM**

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

In planning and performing our audits of the financial statements of MFS Variable Insurance Trust III (the "Funds"), including the MFS Conservative Allocation Portfolio, MFS New Discovery Value Portfolio, MFS Growth Allocation Portfolio, MFS Inflation-Adjusted Bond Portfolio, MFS Limited Maturity Portfolio, MFS Moderate Allocation Portfolio, MFS Mid Cap Value Portfolio, MFS Global Real Estate Portfolio, and MFS Blended Research Small Cap Equity Portfolio, as of and for the year ended December 31, 2025, in accordance with the standards of the Public Company Accounting Oversight Board (United States), we considered the Funds' internal control over financial reporting, including controls over safeguarding securities, as a basis for designing our auditing procedures for the purpose of expressing our 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 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 December 31, 2025.

------

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

/s/ Deloitte & Touche LLP

Boston, Massachusetts

February 12, 2026

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

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0001065698

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

**Series ID Record:1**
- **Series ID:** S000008069

**Series ID Record:2**
- **Series ID:** S000008071

**Series ID Record:3**
- **Series ID:** S000018843

**Series ID Record:4**
- **Series ID:** S000018844

**Series ID Record:5**
- **Series ID:** S000023371

**Series ID Record:6**
- **Series ID:** S000023372

**Series ID Record:7**
- **Series ID:** S000023373

**Series ID Record:8**
- **Series ID:** S000023374

**Series ID Record:9**
- **Series ID:** S000023378

**Class ID Record:1**
- **Class ID:** C000021901

**Class ID Record:2**
- **Class ID:** C000021902

**Class ID Record:3**
- **Class ID:** C000021906

**Class ID Record:4**
- **Class ID:** C000021905

**Class ID Record:5**
- **Class ID:** C000052150

**Class ID Record:6**
- **Class ID:** C000052149

**Class ID Record:7**
- **Class ID:** C000052151

**Class ID Record:8**
- **Class ID:** C000052152

**Class ID Record:9**
- **Class ID:** C000068440

**Class ID Record:10**
- **Class ID:** C000068441

**Class ID Record:11**
- **Class ID:** C000068443

**Class ID Record:12**
- **Class ID:** C000068442

**Class ID Record:13**
- **Class ID:** C000068445

**Class ID Record:14**
- **Class ID:** C000068444

**Class ID Record:15**
- **Class ID:** C000068447

**Class ID Record:16**
- **Class ID:** C000068446

**Class ID Record:17**
- **Class ID:** C000068455

**Class ID Record:18**
- **Class ID:** C000068454

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

**Item A.1.a - Report for period ending:** 2025-12-31

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

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

- **Item B.1.a - Full name of Registrant:** MFS VARIABLE INSURANCE TRUST III

- **Item B.1.b - Investment Company Act file number:** 811-08879

- **Item B.1.c - CIK:** 0001065698

- **Item B.1.d - LEI:** 549300QPPZUNGK3D0K61

- **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):** Charles River Development

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

- **c. City:** Burlington

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

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

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

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

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

**Location books Record: 2**

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

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

- **Street 2:** Suite 100

- **c. City:** Bellevue

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

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

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

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

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

**Location books Record: 3**

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

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

- **Street 2:** Suite 400

- **c. City:** Rockville

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

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

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

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

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

**Location books Record: 4**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 5**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 6**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 7**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 8**

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

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

- **Street 2:** Suite 400

- **c. City:** Santa Clara

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

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

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

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

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

**Location books Record: 9**

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

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

- **Street 2:** 4th Floor

- **c. City:** New York

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

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

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

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

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

**Location books Record: 10**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 11**

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

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

- **c. City:** Kansas City

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

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

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

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

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

**Location books Record: 12**

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

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

- **Street 2:** Suite 1

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 13**

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

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

- **c. City:** New York

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

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

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

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

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

- **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:** 9

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

### 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?** No

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

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

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

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

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

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

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

### Item B.16. Principal underwriters.

**Principal underwriter Record: 1**

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

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

- **iii. CRD number:** 000031052

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

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

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

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

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

**Public accountant Record: 1**

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

- **b. PCAOB Number:** 34

- **c. LEI, if any:** 254900WYZPGQGKV3RF07

- **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 Blended Research Small Cap Equity Portfolio

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

- **a. Full Name of the Fund:** MFS Blended Research Small Cap Equity Portfolio

- **b. Series identification number, if any:** S000008071

- **c. LEI:** 549300LCT4OBD7GTZH63

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

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

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 2

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Initial Class           | C000021905                                | N/A                          |
|                           2 | Service Class           | C000021906                                | N/A                          |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [ ] N/A

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

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

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

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

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

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

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

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

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

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** Goldman Sachs Bank USA

- **ii. LEI, if any:** KD3XUN7C6T14HNAYLU02

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

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

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

  **Idemnity Providers Record: 1**

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

  - **2. LEI, if any:** —

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

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

- [x] Revenue sharing split

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

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $275,348.92

- **g. Provide the net income from securities lending activities:** $2,786.00

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

- **i. Full name:** BANCO CITI MEXICO S.A. INSTITUCION DE BANCA MULTIPLE, GRUPO FINANCIERO CITI MEXICO

- **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: 2**

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

- **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: 3**

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

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

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

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

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

**Custodians Record: 4**

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

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

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

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

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

**Custodians Record: 5**

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

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

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

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

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

**Custodians Record: 6**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Amsterdam, Noord Holland, NL, Branch)

- **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: 7**

- **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: 8**

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

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

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

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

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

**Custodians Record: 9**

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

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

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

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

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

**Custodians Record: 10**

- **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: 11**

- **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: 12**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Copenhagen, Hovedstaden, DK, Branch)

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

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

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

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

**Custodians Record: 13**

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

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

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

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

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

**Custodians Record: 14**

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

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

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

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

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

**Custodians Record: 15**

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

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

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

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

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

**Custodians Record: 16**

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

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

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

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

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

**Custodians Record: 17**

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

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

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

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

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

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

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

**Custodians Record: 18**

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

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

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

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

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

**Custodians Record: 19**

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

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

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

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

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

**Custodians Record: 20**

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

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

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

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

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

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

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

**Custodians Record: 21**

- **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: 22**

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

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

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

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

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

**Custodians Record: 23**

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

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

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

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

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

**Custodians Record: 24**

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

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

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

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

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

**Custodians Record: 25**

- **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?** Yes

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

- **i. Full name of broker:** 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:** $148.85

**Brokers Record: 2**

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

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

- **iii. CRD number:** 000002347

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $31,917.12

**Brokers Record: 3**

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

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

- **iii. CRD number:** 000007059

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $0.77

**Brokers Record: 4**

- **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:** $101.72

**Brokers Record: 5**

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

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

- **iii. CRD number:** 000008209

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $73.80

**Brokers Record: 6**

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

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

- **iii. CRD number:** 000013041

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $4,853.04

**Brokers Record: 7**

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

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

- **iii. CRD number:** 000016686

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $162.08

**Brokers Record: 8**

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

- **ii. SEC file number:** 8-36747

- **iii. CRD number:** 000018476

- **iv. LEI, if any:** SUVUFHICNZMP2WKHG940

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $10.35

**Brokers Record: 9**

- **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:** $127.67

**Brokers Record: 10**

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

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

- **iii. CRD number:** 000283942

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $5.82

**Aggregate Commission:** $37,401.22

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

| Name                          | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| J.P. Morgan Securities LLC    | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $111,072.00               |
| Goldman Sachs & Co. LLC       | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $116,640.00               |
| Jefferies LLC                 | 8-15074           |    000002347 | 58PU97L1C0WSRCWADL48 | NY      | US        | $267,960.00               |
| Citigroup Global Markets Inc. | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $104,390.00               |
| Morgan Stanley & Co. LLC      | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $856,778.00               |
| BofA Securities, Inc.         | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $108,675.00               |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $1,565,515.00

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

- **Item C.19.a - Fund's monthly average net assets:** $77,651,910.67

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

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

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

**Line of Credit details Record: 1**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

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

- **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:** Bank of Montreal, Chicago 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:** Goldman Sachs Bank USA

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

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

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

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

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

  - **Line Institutions Record: 11 Name of institution:** The Toronto-Dominion Bank, New York Branch

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

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

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

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

- **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 Conservative Allocation Portfolio

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

- **a. Full Name of the Fund:** MFS Conservative Allocation Portfolio

- **b. Series identification number, if any:** S000023371

- **c. LEI:** 549300S8ONCJ2KJ3TE57

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

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

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 2

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Initial Class           | C000068440                                | N/A                          |
|                           2 | Service Class           | C000068441                                | N/A                          |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [x] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [ ] N/A

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

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

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

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

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

- **b. Were any expenses reduced or waived?** No

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

**Custodians Record: 2**

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

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

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

- **Item C.19.a - Fund's monthly average net assets:** $238,545,704.25

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

- **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:** Bank of Montreal, Chicago 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:** Goldman Sachs Bank USA

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

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

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

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

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

  - **Line Institutions Record: 11 Name of institution:** The Toronto-Dominion Bank, New York Branch

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

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

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

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

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

- **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 Global Real Estate Portfolio

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

- **a. Full Name of the Fund:** MFS Global Real Estate Portfolio

- **b. Series identification number, if any:** S000008069

- **c. LEI:** 549300YBJ6K5SOLBY732

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

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

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 2

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Initial Class           | C000021901                                | N/A                          |
|                           2 | Service Class           | C000021902                                | N/A                          |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [ ] N/A

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

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

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

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

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

- **i. Full name:** BANCO CITI MEXICO S.A. INSTITUCION DE BANCA MULTIPLE, GRUPO FINANCIERO CITI MEXICO

- **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: 2**

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

- **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: 3**

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

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

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

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

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

**Custodians Record: 4**

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

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

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

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

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

**Custodians Record: 5**

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

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

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

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

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

**Custodians Record: 6**

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

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

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

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

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

**Custodians Record: 7**

- **i. Full name:** Deutsche Bank (Malaysia) Berhad

- **ii. LEI, if any:** 529900DLWFR8HK7DR278

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

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

- **vii. With 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:** Deutsche Bank Aktiengesellschaft (Amsterdam, Noord Holland, NL, Branch)

- **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: 9**

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

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

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

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

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

**Custodians Record: 10**

- **i. Full name:** First Abu Dhabi Bank P.J.S.C.

- **ii. LEI, if any:** 2138002Y3WMK6RZS8H90

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

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

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

**Custodians Record: 11**

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

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

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

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

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

**Custodians Record: 12**

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

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

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

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

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

**Custodians Record: 13**

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

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

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

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

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

**Custodians Record: 14**

- **i. Full name:** 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: 15**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Copenhagen, Hovedstaden, DK, Branch)

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

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

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

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

**Custodians Record: 16**

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

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

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

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

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

**Custodians Record: 17**

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

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

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

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

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

**Custodians Record: 18**

- **i. Full name:** 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: 19**

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

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

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

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

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

**Custodians Record: 20**

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

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

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

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

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

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

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

**Custodians Record: 21**

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

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

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

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

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

**Custodians Record: 22**

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

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

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

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

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

**Custodians Record: 23**

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

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

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

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

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

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

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

**Custodians Record: 24**

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

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

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

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

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

**Custodians Record: 25**

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

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

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

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

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

**Custodians Record: 26**

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

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

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

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

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

**Custodians Record: 27**

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

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

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

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

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

**Custodians Record: 28**

- **i. Full name:** 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?** Yes

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

- **i. Full name of broker:** 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:** $5,444.33

**Brokers Record: 2**

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

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

- **iii. CRD number:** 000000361

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $8,011.15

**Brokers Record: 3**

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

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

- **iii. CRD number:** 000002347

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $8,196.35

**Brokers Record: 4**

- **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:** $2,902.16

**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:** $2,340.01

**Brokers Record: 6**

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

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

- **iii. CRD number:** 000008209

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $7,079.21

**Brokers Record: 7**

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

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

- **iii. CRD number:** 000015794

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $3,375.68

**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:** $2,085.76

**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:** $2,566.29

**Brokers Record: 10**

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

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

- **iii. CRD number:** 000283942

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $4,741.97

**Aggregate Commission:** $55,493.77

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

| Name                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Morgan Stanley & Co. LLC | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $495,960.00               |
| BofA Securities, Inc.    | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $97,920.00                |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $593,880.00

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

- **Item C.19.a - Fund's monthly average net assets:** $167,878,775.21

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

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

- **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:** Bank of Montreal, Chicago 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:** Goldman Sachs Bank USA

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

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

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

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

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

  - **Line Institutions Record: 11 Name of institution:** The Toronto-Dominion Bank, New York Branch

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

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

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

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

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

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

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

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

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

### Management Investment Record: 4 - MFS Growth Allocation Portfolio

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

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

- **b. Series identification number, if any:** S000023373

- **c. LEI:** 54930042PRE3Y8FI7E86

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

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

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 2

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Initial Class           | C000068444                                | N/A                          |
|                           2 | Service Class           | C000068445                                | N/A                          |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [x] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [ ] N/A

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

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

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

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

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

- **b. Were any expenses reduced or waived?** No

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

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

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

**Pricing Services Record: 2**

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

**Custodians Record: 2**

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

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

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

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

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

- **Item C.19.a - Fund's monthly average net assets:** $318,404,008.89

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

- **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:** Bank of Montreal, Chicago 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:** Goldman Sachs Bank USA

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

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

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

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

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

  - **Line Institutions Record: 11 Name of institution:** The Toronto-Dominion Bank, New York Branch

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

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

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

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

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

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

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

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

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

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

### Management Investment Record: 5 - MFS Inflation-Adjusted Bond Portfolio

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

- **a. Full Name of the Fund:** MFS Inflation-Adjusted Bond Portfolio

- **b. Series identification number, if any:** S000023378

- **c. LEI:** 5493008RHGZT7FZTCC74

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

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

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 2

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Initial Class           | C000068454                                | N/A                          |
|                           2 | Service Class           | C000068455                                | N/A                          |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [ ] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** Yes

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

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

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

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

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

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **Description of other identifying number:** Tax ID

- **iii. State, if applicable:** GA

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** BANCO CITI MEXICO S.A. INSTITUCION DE BANCA MULTIPLE, GRUPO FINANCIERO CITI MEXICO

- **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: 2**

- **i. Full name:** BNP Paribas (Athens, Attica, GR, Branch)

- **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: 3**

- **i. Full name:** Banco de Chile

- **ii. LEI, if any:** 8B4EZFY8IHJC44TT2K84

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 4**

- **i. Full name:** Bank Handlowy w Warszawie Spolka Akcyjna

- **ii. LEI, if any:** XLEZHWWOI4HFQDGL4793

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 5**

- **i. Full name:** Bank Hapoalim B.M.

- **ii. LEI, if any:** B6ARUI4946ST4S7WOU88

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 6**

- **i. Full name:** Citibank Europe Public Limited Company

- **ii. LEI, if any:** N1FBEDJ5J41VKZLO2475

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 7**

- **i. Full name:** Citibank, Anonim Sirketi

- **ii. LEI, if any:** CWZ8NZDH5SKY12Q4US31

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 8**

- **i. Full name:** Citibank, National Association (Sao Paulo, Sao Paulo, BR, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 9**

- **i. Full name:** Citibank, National Association (Singapore, SG, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 10**

- **i. Full name:** Cititrust Colombia S A Sociedad Fiduciaria

- **ii. LEI, if any:** 549300242J3IJCOSGI49

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 11**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Amsterdam, Noord Holland, NL, Branch)

- **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: 12**

- **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: 13**

- **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: 14**

- **i. Full name:** Intesa Sanpaolo S.p.A.

- **ii. LEI, if any:** 2W8N8UU78PMDQKZENC08

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 15**

- **i. Full name:** Landsbankinn hf.

- **ii. LEI, if any:** 549300TLZPT6JELDWM92

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With 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. (Minato ku, Tokyo, JP, Branch)

- **ii. LEI, if any:** RB0PEZSDGCO3JS6CEU02

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 17**

- **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: 18**

- **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: 19**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Copenhagen, Hovedstaden, DK, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 20**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Helsinki, Uusimaa, FI, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 21**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Oslo, Oslo, NO, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 22**

- **i. Full name:** 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: 23**

- **i. Full name:** State Street Bank International GmbH

- **ii. LEI, if any:** ZMHGNT7ZPKZ3UFZ8EO46

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 24**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 25**

- **i. Full name:** State Street Bank and Trust Company (Edinburgh, GB, Branch)

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 26**

- **i. Full name:** State Street Trust Company Canada

- **ii. LEI, if any:** 549300L71XG2CTQ2V827

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 27**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 28**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 29**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Auckland, Auckland, NZ, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 30**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Jung-gu, Seoul, KR, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 31**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 32**

- **i. Full name:** UBS Switzerland AG

- **ii. LEI, if any:** 549300WOIFUSNYH0FL22

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 33**

- **i. Full name:** UniCredit Bank Austria AG

- **ii. LEI, if any:** D1HEB8VEU6D9M8ZUXG17

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 34**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s.

- **ii. LEI, if any:** KR6LSKV3BTSJRD41IF75

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 35**

- **i. Full name:** UniCredit Bank Hungary Zrt.

- **ii. LEI, if any:** Y28RT6GGYJ696PMW8T44

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

- **b. Was a custodian hired or terminated during the reporting period?** Yes

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $8,936.75

**Aggregate Commission:** $8,936.75

**Item C.17.a. Principal transaction counterparties.**

| Name                                  | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Goldman Sachs & Co. LLC               | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $10,871,665.62            |
| Nomura Securities International, Inc. | 8-15255           |    000004297 | OXTKY6Q8X53C9ILVV871 | NY      | US        | $6,874,761.68             |
| Citigroup Global Markets Inc.         | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $15,241,663.32            |
| Morgan Stanley & Co. LLC              | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $19,399,812.26            |
| BNP Paribas Securities Corp.          | 8-32682           |    000015794 | RCNB6OTYUAMMP879YW96 | NY      | US        | $6,651,973.32             |
| BMO Capital Markets Corp.             | 8-34344           |    000016686 | RUC0QBLBRPRCU4W1NE59 | NY      | US        | $17,797,626.60            |
| BNY Capital Markets, LLC              | 8-35255           |    000017454 | VJW2DOOHGDT6PR0ZRO63 | NY      | US        | $6,213,688.29             |
| Barclays Capital Inc.                 | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $12,145,903.80            |
| Santander Securities LLC              | 8-49571           |    000041791 | 254900HRJWI7G0YUS842 | MA      | US        | $9,369,289.88             |
| BofA Securities, Inc.                 | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $33,347,442.05            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $171,785,950.01

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $156,533,326.09

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Growth Series                                  | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS High Income Fund                               | 811-02794         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Income Fund                                    | 811-05262         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS International Diversification Fund             | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS International Growth Fund                      | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS New Discovery Series                           | 811-08326         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Research Fund                                  | 811-02031         |
| MFS Research International Fund                    | 811-04777         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Total Return Series                            | 811-08326         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Utilities Series                               | 811-08326         |
| MFS Value Fund                                     | 811-04777         |
| MFS Value Series                                   | 811-08326         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| Massachusetts Investors Trust                      | 811-00203         |

- **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:** Bank of Montreal, Chicago 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:** Goldman Sachs Bank USA

  - **Line Institutions Record: 6 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 7 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 8 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 9 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 10 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 11 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 12 Name of institution:** Wells Fargo Bank, National Association

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Growth Series                                                    | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS New Discovery value Fund                                         | 811-03327         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Research Series                                                  | 811-08326         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Total Return Series                                              | 811-08326         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Value Series                                                     | 811-08326         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| Massachusetts Investors Trust                                        | 811-00203         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Growth Series                                  | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS High Income Fund                               | 811-02794         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Income Fund                                    | 811-05262         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS International Diversification Fund             | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS International Growth Fund                      | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS New Discovery Series                           | 811-08326         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Research Fund                                  | 811-02031         |
| MFS Research International Fund                    | 811-04777         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Total Return Series                            | 811-08326         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Utilities Series                               | 811-08326         |
| MFS Value Fund                                     | 811-04777         |
| MFS Value Series                                   | 811-08326         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| Massachusetts Investors Trust                      | 811-00203         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 6 - MFS Limited Maturity Portfolio

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Limited Maturity Portfolio

- **b. Series identification number, if any:** S000018844

- **c. LEI:** 549300278SPJGR06E765

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 2

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Initial Class           | C000052151                                | N/A                          |
|                           2 | Service Class           | C000052152                                | N/A                          |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [ ] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** No

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** —

- **g. Provide the net income from securities lending activities:** —

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 18f-4(f)(17 CFR 270.18f-4(f))

- Rule 32a-4 (17 CFR 270.32a-4)

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **Description of other identifying number:** Tax ID

- **iii. State, if applicable:** GA

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** BANCO CITI MEXICO S.A. INSTITUCION DE BANCA MULTIPLE, GRUPO FINANCIERO CITI MEXICO

- **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: 2**

- **i. Full name:** BNP Paribas (Athens, Attica, GR, Branch)

- **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: 3**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Amsterdam, Noord Holland, NL, Branch)

- **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:** 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: 5**

- **i. Full name:** Intesa Sanpaolo S.p.A.

- **ii. LEI, if any:** 2W8N8UU78PMDQKZENC08

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 6**

- **i. Full name:** Mizuho Bank, Ltd. (Minato ku, Tokyo, JP, Branch)

- **ii. LEI, if any:** RB0PEZSDGCO3JS6CEU02

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 7**

- **i. Full name:** Royal Bank of Canada

- **ii. LEI, if any:** ES7IP3U3RHIGC71XBU11

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 8**

- **i. Full name:** Skandinaviska Enskilda Banken AB

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 9**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Copenhagen, Hovedstaden, DK, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 10**

- **i. Full name:** State Street Bank International GmbH

- **ii. LEI, if any:** ZMHGNT7ZPKZ3UFZ8EO46

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 11**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 12**

- **i. Full name:** State Street Bank and Trust Company (Edinburgh, GB, Branch)

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 13**

- **i. Full name:** State Street Trust Company Canada

- **ii. LEI, if any:** 549300L71XG2CTQ2V827

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 14**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 15**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Auckland, Auckland, NZ, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 16**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 17**

- **i. Full name:** UBS Switzerland AG

- **ii. LEI, if any:** 549300WOIFUSNYH0FL22

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

- **b. Was a custodian hired or terminated during the reporting period?** Yes

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,951.10

**Aggregate Commission:** $1,951.10

**Item C.17.a. Principal transaction counterparties.**

| Name                                  | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| J.P. Morgan Securities LLC            | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $11,384,936.06            |
| Goldman Sachs & Co. LLC               | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $9,483,601.97             |
| Nomura Securities International, Inc. | 8-15255           |    000004297 | OXTKY6Q8X53C9ILVV871 | NY      | US        | $6,559,737.67             |
| Citigroup Global Markets Inc.         | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $21,254,829.12            |
| Morgan Stanley & Co. LLC              | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $45,472,440.21            |
| Natwest Markets Securities Inc.       | 8-37135           |    000011707 | ZE2ZWJ5BTIQJ8M0C6K34 | CT      | US        | $16,237,941.57            |
| BMO Capital Markets Corp.             | 8-34344           |    000016686 | RUC0QBLBRPRCU4W1NE59 | NY      | US        | $32,399,041.17            |
| BNY Capital Markets, LLC              | 8-35255           |    000017454 | VJW2DOOHGDT6PR0ZRO63 | NY      | US        | $17,558,040.75            |
| Barclays Capital Inc.                 | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $6,217,896.88             |
| BofA Securities, Inc.                 | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $14,613,620.92            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $208,079,133.33

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $284,916,450.75

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** 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:** Bank of Montreal, Chicago 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:** Goldman Sachs Bank USA

  - **Line Institutions Record: 6 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 7 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 8 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 9 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 10 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 11 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 12 Name of institution:** Wells Fargo Bank, National Association

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Growth Series                                                    | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS New Discovery value Fund                                         | 811-03327         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Research Series                                                  | 811-08326         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Total Return Series                                              | 811-08326         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Value Series                                                     | 811-08326         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| Massachusetts Investors Trust                                        | 811-00203         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Growth Series                                  | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS High Income Fund                               | 811-02794         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Income Fund                                    | 811-05262         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS International Diversification Fund             | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS International Growth Fund                      | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS New Discovery Series                           | 811-08326         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Research Fund                                  | 811-02031         |
| MFS Research International Fund                    | 811-04777         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Total Return Series                            | 811-08326         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Utilities Series                               | 811-08326         |
| MFS Value Fund                                     | 811-04777         |
| MFS Value Series                                   | 811-08326         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| Massachusetts Investors Trust                      | 811-00203         |

- **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   |
|:---|:---|
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Growth Series                                  | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS High Income Fund                               | 811-02794         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Income Fund                                    | 811-05262         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS International Diversification Fund             | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS International Growth Fund                      | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS New Discovery Series                           | 811-08326         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Research Fund                                  | 811-02031         |
| MFS Research International Fund                    | 811-04777         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Total Return Series                            | 811-08326         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Utilities Series                               | 811-08326         |
| MFS Value Fund                                     | 811-04777         |
| MFS Value Series                                   | 811-08326         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| Massachusetts Investors Trust                      | 811-00203         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 7 - MFS Mid Cap Value Portfolio

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Mid Cap Value Portfolio

- **b. Series identification number, if any:** S000018843

- **c. LEI:** 549300DTS6NIQDMEIL78

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 2

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Initial Class           | C000052149                                | N/A                          |
|                           2 | Service Class           | C000052150                                | N/A                          |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [ ] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

- **b. Did the Fund lend any of its securities during the reporting period?** Yes

  - **i. If yes, during the reporting period, did any borrower fail to return the loaned securities by the contractual deadline with the result that:**

    - **1. The Fund (or it securities lending agent) liquidated collateral pledged to secure the loaned securities?** No

    - **2. The Fund was otherwise adversely impacted?** No

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** Goldman Sachs Bank USA

- **ii. LEI, if any:** KD3XUN7C6T14HNAYLU02

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

**e. Types of payments made to one or more securities lending agents and cash collateral managers (check all that apply):**

- [x] Revenue sharing split

- [ ] Fee-based revenue split (other than administrative fee)

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $568,803.31

- **g. Provide the net income from securities lending activities:** $10,669.00

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 17a-7 (17 CFR 270.17a-7)

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 32a-4 (17 CFR 270.32a-4)

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **Description of other identifying number:** Tax ID

- **iii. State, if applicable:** GA

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** BANCO CITI MEXICO S.A. INSTITUCION DE BANCA MULTIPLE, GRUPO FINANCIERO CITI MEXICO

- **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: 2**

- **i. Full name:** BNP Paribas (Athens, Attica, GR, Branch)

- **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: 3**

- **i. Full name:** Bank Hapoalim B.M.

- **ii. LEI, if any:** B6ARUI4946ST4S7WOU88

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 4**

- **i. Full name:** Citibank Europe Public Limited Company

- **ii. LEI, if any:** N1FBEDJ5J41VKZLO2475

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 5**

- **i. Full name:** Citibank, National Association (Sao Paulo, Sao Paulo, BR, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 6**

- **i. Full name:** Citibank, National Association (Singapore, SG, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 7**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Amsterdam, Noord Holland, NL, Branch)

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 8**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Makati City, Metro Manila, PH, Branch)

- **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: 9**

- **i. Full name:** Euroclear Bank

- **ii. LEI, if any:** 549300OZ46BRLZ8Y6F65

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign securities depository - rule 17f-7 (17 CFR 270.17f-7)

**Custodians Record: 10**

- **i. Full name:** Intesa Sanpaolo S.p.A.

- **ii. LEI, if any:** 2W8N8UU78PMDQKZENC08

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 11**

- **i. Full name:** Mizuho Bank, Ltd. (Minato ku, Tokyo, JP, Branch)

- **ii. LEI, if any:** RB0PEZSDGCO3JS6CEU02

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 12**

- **i. Full name:** Royal Bank of Canada

- **ii. LEI, if any:** ES7IP3U3RHIGC71XBU11

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 13**

- **i. Full name:** 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: 14**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Copenhagen, Hovedstaden, DK, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 15**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Helsinki, Uusimaa, FI, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 16**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Oslo, Oslo, NO, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 17**

- **i. Full name:** Standard Chartered Bank (Johannesburg, Gauteng, ZA, Branch)

- **ii. LEI, if any:** RILFO74KP1CM8P6PCT96

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 18**

- **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: 19**

- **i. Full name:** State Street Bank International GmbH

- **ii. LEI, if any:** ZMHGNT7ZPKZ3UFZ8EO46

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 20**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 21**

- **i. Full name:** State Street Bank and Trust Company (Edinburgh, GB, Branch)

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 22**

- **i. Full name:** State Street Trust Company Canada

- **ii. LEI, if any:** 549300L71XG2CTQ2V827

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 23**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 24**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 25**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Auckland, Auckland, NZ, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 26**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 27**

- **i. Full name:** UBS Switzerland AG

- **ii. LEI, if any:** 549300WOIFUSNYH0FL22

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 28**

- **i. Full name:** 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?** Yes

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** 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:** $11,583.11

**Brokers Record: 2**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $10,616.87

**Brokers Record: 3**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $9,993.63

**Brokers Record: 4**

- **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:** $1,658.08

**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:** $2,026.50

**Brokers Record: 6**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $11,384.74

**Brokers Record: 7**

- **i. Full name of broker:** National Financial Services LLC

- **ii. SEC file number:** 8-26740

- **iii. CRD number:** 000013041

- **iv. LEI, if any:** 549300JRHF1MHHWUAW04

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,539.24

**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:** $1,714.91

**Brokers Record: 9**

- **i. Full name of broker:** TD Securities (USA) LLC

- **ii. SEC file number:** 8-36747

- **iii. CRD number:** 000018476

- **iv. LEI, if any:** SUVUFHICNZMP2WKHG940

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,854.00

**Brokers Record: 10**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $8,435.45

**Aggregate Commission:** $68,981.00

**Item C.17.a. Principal transaction counterparties.**

| Name                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Goldman Sachs & Co. LLC  | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $1,124,678.00             |
| Morgan Stanley & Co. LLC | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $237,534.00               |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $1,362,212.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $571,230,828.98

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** 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   |
|:---|:---|
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Growth Series                                  | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS High Income Fund                               | 811-02794         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Income Fund                                    | 811-05262         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS International Diversification Fund             | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS International Growth Fund                      | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS New Discovery Series                           | 811-08326         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Research Fund                                  | 811-02031         |
| MFS Research International Fund                    | 811-04777         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Total Return Series                            | 811-08326         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Utilities Series                               | 811-08326         |
| MFS Value Fund                                     | 811-04777         |
| MFS Value Series                                   | 811-08326         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| Massachusetts Investors Trust                      | 811-00203         |

- **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   |
|:---|:---|
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Growth Series                                  | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS High Income Fund                               | 811-02794         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Income Fund                                    | 811-05262         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS International Diversification Fund             | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS International Growth Fund                      | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS New Discovery Series                           | 811-08326         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Research Fund                                  | 811-02031         |
| MFS Research International Fund                    | 811-04777         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Total Return Series                            | 811-08326         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Utilities Series                               | 811-08326         |
| MFS Value Fund                                     | 811-04777         |
| MFS Value Series                                   | 811-08326         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| Massachusetts Investors Trust                      | 811-00203         |

- **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:** Bank of Montreal, Chicago 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:** Goldman Sachs Bank USA

  - **Line Institutions Record: 6 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 7 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 8 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 9 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 10 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 11 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 12 Name of institution:** Wells Fargo Bank, National Association

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Growth Series                                                    | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS New Discovery value Fund                                         | 811-03327         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Research Series                                                  | 811-08326         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Total Return Series                                              | 811-08326         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Value Series                                                     | 811-08326         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| Massachusetts Investors Trust                                        | 811-00203         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 8 - MFS Moderate Allocation Portfolio

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Moderate Allocation Portfolio

- **b. Series identification number, if any:** S000023372

- **c. LEI:** 549300YNZ1ETI5J97D47

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 2

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Initial Class           | C000068442                                | N/A                          |
|                           2 | Service Class           | C000068443                                | N/A                          |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [x] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [ ] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** No

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** —

- **g. Provide the net income from securities lending activities:** —

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 32a-4 (17 CFR 270.32a-4)

- Section 12(d)(1)(G) of the Act (15 USC 80a-12(d)(1)(G))

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** No

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **Description of other identifying number:** Tax ID

- **iii. State, if applicable:** GA

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 2**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $872,381,755.68

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 2 Name of institution:** Bank of Montreal, Chicago 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:** Goldman Sachs Bank USA

  - **Line Institutions Record: 6 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 7 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 8 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 9 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 10 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 11 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 12 Name of institution:** Wells Fargo Bank, National Association

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Growth Series                                                    | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS New Discovery value Fund                                         | 811-03327         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Research Series                                                  | 811-08326         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Total Return Series                                              | 811-08326         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Value Series                                                     | 811-08326         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| Massachusetts Investors Trust                                        | 811-00203         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Growth Series                                  | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS High Income Fund                               | 811-02794         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Income Fund                                    | 811-05262         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS International Diversification Fund             | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS International Growth Fund                      | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS New Discovery Series                           | 811-08326         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Research Fund                                  | 811-02031         |
| MFS Research International Fund                    | 811-04777         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Total Return Series                            | 811-08326         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Utilities Series                               | 811-08326         |
| MFS Value Fund                                     | 811-04777         |
| MFS Value Series                                   | 811-08326         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| Massachusetts Investors Trust                      | 811-00203         |

- **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   |
|:---|:---|
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Growth Series                                  | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS High Income Fund                               | 811-02794         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Income Fund                                    | 811-05262         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS International Diversification Fund             | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS International Growth Fund                      | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS New Discovery Series                           | 811-08326         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Research Fund                                  | 811-02031         |
| MFS Research International Fund                    | 811-04777         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Total Return Series                            | 811-08326         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Utilities Series                               | 811-08326         |
| MFS Value Fund                                     | 811-04777         |
| MFS Value Series                                   | 811-08326         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| Massachusetts Investors Trust                      | 811-00203         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 9 - MFS New Discovery Value Portfolio

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS New Discovery Value Portfolio

- **b. Series identification number, if any:** S000023374

- **c. LEI:** 549300X8U0YDKOFKNA72

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 2

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Initial Class           | C000068446                                | N/A                          |
|                           2 | Service Class           | C000068447                                | N/A                          |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [ ] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

- **b. Did the Fund lend any of its securities during the reporting period?** Yes

  - **i. If yes, during the reporting period, did any borrower fail to return the loaned securities by the contractual deadline with the result that:**

    - **1. The Fund (or it securities lending agent) liquidated collateral pledged to secure the loaned securities?** No

    - **2. The Fund was otherwise adversely impacted?** No

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** Goldman Sachs Bank USA

- **ii. LEI, if any:** KD3XUN7C6T14HNAYLU02

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

**e. Types of payments made to one or more securities lending agents and cash collateral managers (check all that apply):**

- [x] Revenue sharing split

- [ ] Fee-based revenue split (other than administrative fee)

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $350,191.31

- **g. Provide the net income from securities lending activities:** $5,787.00

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 17a-7 (17 CFR 270.17a-7)

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 32a-4 (17 CFR 270.32a-4)

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Services, Inc.

- **Description of other identifying number:** Tax ID

- **iii. State, if applicable:** GA

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** BANCO CITI MEXICO S.A. INSTITUCION DE BANCA MULTIPLE, GRUPO FINANCIERO CITI MEXICO

- **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: 2**

- **i. Full name:** BNP Paribas (Athens, Attica, GR, Branch)

- **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: 3**

- **i. Full name:** Bank Hapoalim B.M.

- **ii. LEI, if any:** B6ARUI4946ST4S7WOU88

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 4**

- **i. Full name:** Citibank Europe Public Limited Company

- **ii. LEI, if any:** N1FBEDJ5J41VKZLO2475

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 5**

- **i. Full name:** Citibank, National Association (Sao Paulo, Sao Paulo, BR, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 6**

- **i. Full name:** Citibank, National Association (Singapore, SG, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 7**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Amsterdam, Noord Holland, NL, Branch)

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 8**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Makati City, Metro Manila, PH, Branch)

- **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: 9**

- **i. Full name:** Euroclear Bank

- **ii. LEI, if any:** 549300OZ46BRLZ8Y6F65

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign securities depository - rule 17f-7 (17 CFR 270.17f-7)

**Custodians Record: 10**

- **i. Full name:** Intesa Sanpaolo S.p.A.

- **ii. LEI, if any:** 2W8N8UU78PMDQKZENC08

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 11**

- **i. Full name:** Mizuho Bank, Ltd. (Minato ku, Tokyo, JP, Branch)

- **ii. LEI, if any:** RB0PEZSDGCO3JS6CEU02

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 12**

- **i. Full name:** Royal Bank of Canada

- **ii. LEI, if any:** ES7IP3U3RHIGC71XBU11

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 13**

- **i. Full name:** 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: 14**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Copenhagen, Hovedstaden, DK, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 15**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Helsinki, Uusimaa, FI, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 16**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Oslo, Oslo, NO, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 17**

- **i. Full name:** Standard Chartered Bank (Johannesburg, Gauteng, ZA, Branch)

- **ii. LEI, if any:** RILFO74KP1CM8P6PCT96

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 18**

- **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: 19**

- **i. Full name:** State Street Bank International GmbH

- **ii. LEI, if any:** ZMHGNT7ZPKZ3UFZ8EO46

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 20**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 21**

- **i. Full name:** State Street Bank and Trust Company (Edinburgh, GB, Branch)

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 22**

- **i. Full name:** State Street Trust Company Canada

- **ii. LEI, if any:** 549300L71XG2CTQ2V827

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 23**

- **i. Full name:** The Goldman Sachs Group, Inc.

- **ii. LEI, if any:** 784F5XWPLTWKTBV3E584

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 24**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 25**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Auckland, Auckland, NZ, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 26**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 27**

- **i. Full name:** UBS Switzerland AG

- **ii. LEI, if any:** 549300WOIFUSNYH0FL22

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 28**

- **i. Full name:** 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?** Yes

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** 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:** $1,736.22

**Brokers Record: 2**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $922.47

**Brokers Record: 3**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $3,224.12

**Brokers Record: 4**

- **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:** $1,349.61

**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:** $1,645.89

**Brokers Record: 6**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,037.39

**Brokers Record: 7**

- **i. Full name of broker:** National Financial Services LLC

- **ii. SEC file number:** 8-26740

- **iii. CRD number:** 000013041

- **iv. LEI, if any:** 549300JRHF1MHHWUAW04

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,611.94

**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:** $984.30

**Brokers Record: 9**

- **i. Full name of broker:** Wells Fargo Securities, LLC

- **ii. SEC file number:** 8-65876

- **iii. CRD number:** 000126292

- **iv. LEI, if any:** VYVVCKR63DVZZN70PB21

- **v. State, if applicable:** NC

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $702.23

**Brokers Record: 10**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,177.08

**Aggregate Commission:** $18,972.13

**Item C.17.a. Principal transaction counterparties.**

| Name                          | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| J.P. Morgan Securities LLC    | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $274,854.00               |
| Goldman Sachs & Co. LLC       | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $222,930.00               |
| Jefferies LLC                 | 8-15074           |    000002347 | 58PU97L1C0WSRCWADL48 | NY      | US        | $460,047.00               |
| Citigroup Global Markets Inc. | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $110,902.00               |
| Morgan Stanley & Co. LLC      | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $529,739.00               |
| BNY Capital Markets, LLC      | 8-35255           |    000017454 | VJW2DOOHGDT6PR0ZRO63 | NY      | US        | $175,861.00               |
| Barclays Capital Inc.         | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $218,429.50               |
| RBC Capital Markets, LLC      | 8-45411           |    000031194 | 549300LCO2FLSSVFFR64 | NY      | US        | $241,224.31               |
| BofA Securities, Inc.         | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $150,172.00               |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $2,384,158.81

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $45,027,741.24

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** 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:** Bank of Montreal, Chicago 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:** Goldman Sachs Bank USA

  - **Line Institutions Record: 6 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 7 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 8 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 9 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 10 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 11 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 12 Name of institution:** Wells Fargo Bank, National Association

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Growth Series                                                    | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS New Discovery value Fund                                         | 811-03327         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Research Series                                                  | 811-08326         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Total Return Series                                              | 811-08326         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Value Series                                                     | 811-08326         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| Massachusetts Investors Trust                                        | 811-00203         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Growth Series                                  | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS High Income Fund                               | 811-02794         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Income Fund                                    | 811-05262         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS International Diversification Fund             | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS International Growth Fund                      | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS New Discovery Series                           | 811-08326         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Research Fund                                  | 811-02031         |
| MFS Research International Fund                    | 811-04777         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Total Return Series                            | 811-08326         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Utilities Series                               | 811-08326         |
| MFS Value Fund                                     | 811-04777         |
| MFS Value Series                                   | 811-08326         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| Massachusetts Investors Trust                      | 811-00203         |

- **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   |
|:---|:---|
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Growth Series                                  | 811-08326         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS High Income Fund                               | 811-02794         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Income Fund                                    | 811-05262         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS International Diversification Fund             | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS International Growth Fund                      | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS New Discovery Series                           | 811-08326         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Research Fund                                  | 811-02031         |
| MFS Research International Fund                    | 811-04777         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Total Return Series                            | 811-08326         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Utilities Series                               | 811-08326         |
| MFS Value Fund                                     | 811-04777         |
| MFS Value Series                                   | 811-08326         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| Massachusetts Investors Trust                      | 811-00203         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

## N-CEN: Part G: Attachments

**Item G.1a. Attachments.**

Attachments applicable to all Registrants. All Registrants shall file the following attachments, as applicable, with the current report. Indicate the attachments filed with the current report by checking the applicable items below:

- [ ] i. Legal proceedings

- [ ] ii. Provision of financial support

- [x] iii. Independent public accountant's report on internal control (management investment companies other than small business investment companies only)

- [ ] iv. Change in accounting principles and practices

- [ ] v. Information required to be filed pursuant to exemptive orders

- [ ] vi. Other information required to be included as an attachment pursuant to Commission rules and regulations

## N-CEN: Signature

Pursuant to the requirements of the Investment Company Act of 1940, the Registrant has duly caused this report to a be signed on its behalf by the undersigned hereunto duly authorized.

**Registrant:** MFS VARIABLE INSURANCE TRUST III

**Date:** 2026-03-12

**Signature:** James Byrne

**Title:** Assistant Treasurer