0001752724-20-004166.txt : 20200114
0001752724-20-004166.hdr.sgml : 20200114
20200114113934
ACCESSION NUMBER: 0001752724-20-004166
CONFORMED SUBMISSION TYPE: N-CEN
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20191031
FILED AS OF DATE: 20200114
DATE AS OF CHANGE: 20200114
EFFECTIVENESS DATE: 20200114
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS SERIES TRUST XII
CENTRAL INDEX KEY: 0001330967
IRS NUMBER: 000000000
STATE OF INCORPORATION: MA
FISCAL YEAR END: 0430
FILING VALUES:
FORM TYPE: N-CEN
SEC ACT: 1940 Act
SEC FILE NUMBER: 811-21780
FILM NUMBER: 20525348
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: MFS Series Trust XII
DATE OF NAME CHANGE: 20050622
0001330967
S000002501
MFS Lifetime Income Fund
C000006793
A
MLLAX
C000006794
B
MLLBX
C000006795
C
MLLCX
C000006796
I
MLLIX
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R1
MLLEX
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R2
MLLGX
C000006800
R3
MLLHX
C000006801
R4
MLLJX
C000145540
529A
MLLQX
C000145541
529B
MLLRX
C000145542
529C
MLLSX
C000173225
R6
MLLKX
C000195154
T
0001330967
S000002503
MFS Lifetime 2020 Fund
C000006811
A
MFLAX
C000006812
B
MFLBX
C000006813
C
MFLCX
C000006814
I
MFLIX
C000006815
R1
MFLEX
C000006817
R2
MFLGX
C000006818
R3
MFLHX
C000006819
R4
MFLJX
C000173226
R6
MFLKX
C000195155
T
0001330967
S000002504
MFS Lifetime 2030 Fund
C000006820
A
MLTAX
C000006821
B
MLTBX
C000006822
C
MLTCX
C000006823
I
MLTIX
C000006824
R1
MLTEX
C000006826
R2
MLTGX
C000006827
R3
MLTHX
C000006828
R4
MLTJX
C000173227
R6
MLTKX
C000195156
T
0001330967
S000002505
MFS Lifetime 2040 Fund
C000006829
A
MLFAX
C000006830
B
MLFBX
C000006831
C
MLFCX
C000006832
I
MLFIX
C000006833
R1
MLFEX
C000006835
R2
MLFGX
C000006836
R3
MLFHX
C000006837
R4
MLFJX
C000173228
R6
MLFKX
C000195157
T
0001330967
S000013498
MFS Equity Opportunities Fund
C000036524
A
SRFAX
C000036525
B
SRFBX
C000036526
C
SRFCX
C000060709
R6
SRFHX
C000060710
R1
SRFDX
C000060711
R2
SRFEX
C000060712
R3
SRFFX
C000060713
R4
SRFGX
C000075049
I
SRFIX
C000200518
T
0001330967
S000030062
MFS Lifetime 2050 Fund
C000092196
A
MFFSX
C000092197
B
MFFRX
C000092198
C
MFFDX
C000092199
I
MFFIX
C000092200
R1
MFFMX
C000092201
R2
MFFNX
C000092202
R3
MFFOX
C000092203
R4
MFFPX
C000173229
R6
MFFKX
C000195158
T
0001330967
S000038773
MFS Lifetime 2025 Fund
C000119423
B
LTTBX
C000119424
C
LTTCX
C000119425
I
LTTIX
C000119426
R1
LTTRX
C000119427
R2
LTTSX
C000119428
R3
LTTTX
C000119429
R4
LTTUX
C000119430
A
LTTAX
C000173230
R6
LTTKX
C000195159
T
0001330967
S000038774
MFS Lifetime 2035 Fund
C000119431
A
LFEAX
C000119432
B
LFEBX
C000119433
C
LFECX
C000119434
I
LFEDX
C000119435
R1
LFERX
C000119436
R2
LFESX
C000119437
R3
LFETX
C000119438
R4
LFEUX
C000173231
R6
LFEKX
C000195160
T
0001330967
S000038775
MFS Lifetime 2045 Fund
C000119439
A
LTMAX
C000119440
B
LTMBX
C000119441
C
LTMDX
C000119442
I
LTMKX
C000119443
R1
LTMRX
C000119444
R2
LTMSX
C000119445
R3
LTMTX
C000119446
R4
LTMUX
C000173232
R6
LTMLX
C000195161
T
0001330967
S000038776
MFS Lifetime 2055 Fund
C000119447
A
LFIAX
C000119448
B
LFIBX
C000119449
C
LFICX
C000119450
I
LFIIX
C000119451
R1
LFIRX
C000119452
R2
LFISX
C000119453
R3
LFITX
C000119454
R4
LFIUX
C000173233
R6
LFIKX
C000195162
T
0001330967
S000055287
MFS Lifetime 2060 Fund
C000173915
A
MFJAX
C000173916
B
MFJBX
C000173917
C
MFJCX
C000173918
I
MFJIX
C000173919
R1
MFJEX
C000173920
R2
MFJGX
C000173921
R3
MFJTX
C000173922
R4
MFJUX
C000173923
R6
MFJKX
C000195163
T
N-CEN
1
primary_doc.xml
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0001330967
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811-21780
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MFS SERIES TRUST XII
811-21780
0001330967
549300VVIIPRJRW6FR46
111 HUNTINGTON AVENUE
BOSTON
02199
US-MA
US
617-954-5000
TerraNua Limited (New York, NY, US, Branch)
535 5th Avenue
New York
10017
866-951-2280
Personal Trading System
The Depository Trust Company
55 Water Street
New York
10041
212-855-1000
DTC
MFS Fund Distributors, Inc.
111 Huntington Avenue
Boston
02199
617-954-5000
Principal Underwriter Record
Institutional Shareholder Services Inc.
702 King Farm Boulevard
Suite 400
Rockville
20850
301-556-0500
Proxy Voting Administrator
Charles River Development
700 District Avenue
Burlington
01803
781-238-0099
Investment related records
Ropes & Gray LLP
800 Boylston Street
Boston
02199-3600
617-951-7000
Counsel Record
State Street Bank and Trust Company
1 Lincoln Street
Boston
02111
617-786-3000
Custody and Accounting Records
Iron Mountain, Inc.
150 SE Second Street
Suite 211
Miami
33131
800-899-4766
Storage Vendor
Massachusetts Financial Services Company
111 Huntington Avenue
Boston
02199-7632
617-954-5000
Investment Adviser Record
MFS Service Center, Inc
100 Hancock Street
Quincy
02171
617-954-5000
Transfer Agency Record
DST Systems, Inc.
333 West 11th Street
Kansas City
64105-1628
816-435-8655
Technology Vendor
Autonomy Americas LLC
90 Park Avenue
New York
10016
44-122-344-8000
Storage Vendor
N
N
N-1A
10
Y
Steven E. Buller
000000000
N
Peter D. Jones
000000000
N
Laurie J. Thomsen
000000000
N
John P. Kavanaugh
000000000
N
Robin A. Stelmach
000000000
Y
Maureen R. Goldfarb
000000000
N
James W. Kilman, Jr
000000000
N
Michael Hegarty
000000000
N
John A. Caroselli
000000000
N
Maryanne L. Roepke
000000000
N
Clarence Otis, Jr.
000000000
N
Robert J. Manning
004646484
Y
Martin J. Wolin
004331075
111 Huntington Avenue
Boston
02199
XXXXXX
N
N
N
N
N
N
N
MFS Fund Distributors, Inc.
8-45321
000031052
0000000000
Y
N
Ernst & Young LLP
42
00000000000000000000
N
N
N
N
N
N