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 C000006797 R1 MLLEX C000006799 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 X0201 N-CEN LIVE 0001330967 XXXXXXXX 811-21780 false false false N-1A true 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