X0201 N-CEN LIVE 0001330967 XXXXXXXX 811-21780 false false false N-1A S000055287 true S000002503 true S000038775 true S000002505 true S000002504 true S000038774 true S000030062 true S000002501 true S000038773 true S000038776 true MFS SERIES TRUST XII 811-21780 0001330967 549300VVIIPRJRW6FR46 111 HUNTINGTON AVENUE BOSTON 02199 US-MA US 617-954-5000 Ropes & Gray LLP 800 Boylston Street Boston 02199-3600 1-617-951-7000 Counsel Record TerraNua Limited (New York, NY, US, Branch) 535 5th Avenue New York 10017 N-A Personal Trading System The Depository Trust Company 55 Water Street New York 10041 1-212-855-1000 DTC Institutional Shareholder Services Inc. 702 King Farm Boulevard Rockville 20850 1-301-556-0500 Proxy Voting Administrator Massachusetts Financial Services Company 111 Huntington Avenue Boston 02199-7632 617-954-5000 Investment Adviser Record Iron Mountain, Inc. 150 SE Second Street Miami 33131 N-A Storage Vendor MFS Service Center, Inc 100 Hancock Street Quincy 02171 1-617-954-5000 Transfer Agency Record MFS Fund Distributors, Inc. 111 Huntington Avenue Boston 02199 1-617-954-5000 Principal Underwriter Record DST Systems, Inc. 333 West 11th Street Kansas City 64105-1628 816-435-8655 Technology Vendor State Street Bank and Trust Company 1 Lincoln Street Boston 02111 617-786-3000 Custody and Accounting Records Charles River Development 700 District Avenue Burlington 01803 1-781-238-0099 Investment related records Autonomy Americas LLC 90 Park Avenue New York 10016 44-122-344-8000 Storage Vendor Y N N-1A 11 Y Laurie J. Thomsen 000000000 N Maryanne L. Roepke 000000000 N Peter D. Jones 000000000 N Clarence Otis, Jr. 000000000 N John P. Kavanaugh 000000000 N Michael Hegarty 000000000 N Robert J. Manning 004646484 Y John A. Caroselli 000000000 N James W. Kilman, Jr 000000000 N Robin A. Stelmach 000000000 Y Steven E. Buller 000000000 N Maureen R. Goldfarb 000000000 N 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 254900H1VLSDPE6LJK37 N N N N N N MFS Lifetime Income Fund S000002501 HVSHYLXT64G65WN2P306 Y 12 0 0 Fund of Funds N N N N N/A N/A N/A Rule 32a-4 (17 CFR 270.32a-4) Rule 12d1-1 (17 CFR 270.12d1-1) Rule 22d-1 (17 CFR 270.22d-1) Y Y N N Massachusetts Financial Services Company 801-17352 000110045 1G3OSH3GLGJ7X1JC5I61 N MFS Service Center, Inc 84-1316 0000000000 Y N N Refinitiv US Holdings Inc. 549300NF240HXJO7N016 N ICE Data Services, Inc. 5493000NQ9LYLDBCTL34 N N State Street Bank and Trust Company 571474TGEMMWANRLN572 N N Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1)) N MFS Service Center, Inc 0000000000 Y N N Massachusetts Financial Services Company 1G3OSH3GLGJ7X1JC5I61 Y N N 0.00000000 0.00000000 N 566859820.46000000 Uncommitted 200000000.00000000 N Uncommitted 100000000.00000000 N Committed 1250000000.00000000 N N N N MFS Lifetime 2040 Fund S000002505 549300M6O09VYUYTQK38 Y 9 0 0 Fund of Funds Target Date Fund N N N N N/A N/A N/A Rule 32a-4 (17 CFR 270.32a-4) Rule 22d-1 (17 CFR 270.22d-1) Rule 12d1-1 (17 CFR 270.12d1-1) Y Y N N Massachusetts Financial Services Company 801-17352 000110045 1G3OSH3GLGJ7X1JC5I61 N MFS Service Center, Inc 84-1316 0000000000 Y N N Refinitiv US Holdings Inc. 549300NF240HXJO7N016 N ICE Data Services, Inc. 5493000NQ9LYLDBCTL34 N N State Street Bank and Trust Company 571474TGEMMWANRLN572 N N Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1)) N MFS Service Center, Inc 0000000000 Y N N Massachusetts Financial Services Company 1G3OSH3GLGJ7X1JC5I61 Y N N 0.00000000 0.00000000 N 437194763.26000000 Committed 1250000000.00000000 N Uncommitted 200000000.00000000 N Uncommitted 100000000.00000000 N N N N MFS Lifetime 2045 Fund S000038775 54930078W14TCCY5W445 Y 9 0 0 Fund of Funds Target Date Fund N N N N N/A N/A N/A Rule 22d-1 (17 CFR 270.22d-1) Rule 12d1-1 (17 CFR 270.12d1-1) Rule 32a-4 (17 CFR 270.32a-4) Y Y N N Massachusetts Financial Services Company 801-17352 000110045 1G3OSH3GLGJ7X1JC5I61 N MFS Service Center, Inc 84-1316 0000000000 Y N N ICE Data Services, Inc. 5493000NQ9LYLDBCTL34 N Refinitiv US Holdings Inc. 549300NF240HXJO7N016 N N State Street Bank and Trust Company 571474TGEMMWANRLN572 N N Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1)) N MFS Service Center, Inc 0000000000 Y N N Massachusetts Financial Services Company 1G3OSH3GLGJ7X1JC5I61 Y N N 0.00000000 0.00000000 N 176718648.17000000 Uncommitted 200000000.00000000 N Committed 1250000000.00000000 N Uncommitted 100000000.00000000 N N N N MFS Lifetime 2020 Fund S000002503 1J2D1G40SFZFV2ZKCT25 Y 9 0 0 Fund of Funds Target Date Fund N N N N N/A N/A N/A Rule 22d-1 (17 CFR 270.22d-1) Rule 32a-4 (17 CFR 270.32a-4) Rule 12d1-1 (17 CFR 270.12d1-1) Y Y N N Massachusetts Financial Services Company 801-17352 000110045 1G3OSH3GLGJ7X1JC5I61 N MFS Service Center, Inc 84-1316 0000000000 Y N N ICE Data Services, Inc. 5493000NQ9LYLDBCTL34 N Refinitiv US Holdings Inc. 549300NF240HXJO7N016 N N State Street Bank and Trust Company 571474TGEMMWANRLN572 N N Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1)) N MFS Service Center, Inc 0000000000 Y N N Massachusetts Financial Services Company 1G3OSH3GLGJ7X1JC5I61 Y N N 0.00000000 0.00000000 N 356900651.72000000 Uncommitted 200000000.00000000 N Committed 1250000000.00000000 N Uncommitted 100000000.00000000 N N N N MFS Lifetime 2060 Fund S000055287 549300B1U3QH45BRJE12 Y 9 0 0 Fund of Funds Target Date Fund N N N N N/A N/A N/A Rule 22d-1 (17 CFR 270.22d-1) Rule 32a-4 (17 CFR 270.32a-4) Rule 12d1-1 (17 CFR 270.12d1-1) Y Y N N Massachusetts Financial Services Company 801-17352 000110045 1G3OSH3GLGJ7X1JC5I61 N MFS Service Center, Inc 84-1316 0000000000 Y N N ICE Data Services, Inc. 5493000NQ9LYLDBCTL34 N Refinitiv US Holdings Inc. 549300NF240HXJO7N016 N N State Street Bank and Trust Company 571474TGEMMWANRLN572 N N Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1)) N MFS Service Center, Inc 0000000000 Y N N Massachusetts Financial Services Company 1G3OSH3GLGJ7X1JC5I61 Y N N 0.00000000 0.00000000 N 6165844.90000000 Uncommitted 200000000.00000000 N Committed 1250000000.00000000 N Uncommitted 100000000.00000000 N N N N MFS Lifetime 2035 Fund S000038774 549300CC3UY7JZFET524 Y 9 0 0 Fund of Funds Target Date Fund N N N N N/A N/A N/A Rule 32a-4 (17 CFR 270.32a-4) Rule 12d1-1 (17 CFR 270.12d1-1) Rule 22d-1 (17 CFR 270.22d-1) Y Y N N Massachusetts Financial Services Company 801-17352 000110045 1G3OSH3GLGJ7X1JC5I61 N MFS Service Center, Inc 84-1316 0000000000 Y N N ICE Data Services, Inc. 5493000NQ9LYLDBCTL34 N Refinitiv US Holdings Inc. 549300NF240HXJO7N016 N N State Street Bank and Trust Company 571474TGEMMWANRLN572 N N Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1)) N MFS Service Center, Inc 0000000000 Y N N Massachusetts Financial Services Company 1G3OSH3GLGJ7X1JC5I61 Y N N 0.00000000 0.00000000 N 252071053.85000000 Uncommitted 100000000.00000000 N Committed 1250000000.00000000 N Uncommitted 200000000.00000000 N N N N MFS Lifetime 2025 Fund S000038773 549300FD1OUZIFXJIP34 Y 9 0 0 Fund of Funds Target Date Fund N N N N N/A N/A N/A Rule 12d1-1 (17 CFR 270.12d1-1) Rule 32a-4 (17 CFR 270.32a-4) Rule 22d-1 (17 CFR 270.22d-1) Y Y N N Massachusetts Financial Services Company 801-17352 000110045 1G3OSH3GLGJ7X1JC5I61 N MFS Service Center, Inc 84-1316 0000000000 Y N N ICE Data Services, Inc. 5493000NQ9LYLDBCTL34 N Refinitiv US Holdings Inc. 549300NF240HXJO7N016 N N State Street Bank and Trust Company 571474TGEMMWANRLN572 N N Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1)) N MFS Service Center, Inc 0000000000 Y N N Massachusetts Financial Services Company 1G3OSH3GLGJ7X1JC5I61 Y N N 0.00000000 0.00000000 N 262772334.08000000 Uncommitted 100000000.00000000 N Uncommitted 200000000.00000000 N Committed 1250000000.00000000 N N N N MFS Lifetime 2050 Fund S000030062 549300L30DVISSHBKT35 Y 9 0 0 Fund of Funds Target Date Fund N N N N N/A N/A N/A Rule 22d-1 (17 CFR 270.22d-1) Rule 12d1-1 (17 CFR 270.12d1-1) Rule 32a-4 (17 CFR 270.32a-4) Y Y N N Massachusetts Financial Services Company 801-17352 000110045 1G3OSH3GLGJ7X1JC5I61 N MFS Service Center, Inc 84-1316 0000000000 Y N N Refinitiv US Holdings Inc. 549300NF240HXJO7N016 N ICE Data Services, Inc. 5493000NQ9LYLDBCTL34 N N State Street Bank and Trust Company 571474TGEMMWANRLN572 N N Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1)) N MFS Service Center, Inc 0000000000 Y N N Massachusetts Financial Services Company 1G3OSH3GLGJ7X1JC5I61 Y N N 0.00000000 0.00000000 N 220022920.49000000 Uncommitted 100000000.00000000 N Uncommitted 200000000.00000000 N Committed 1250000000.00000000 N N N N MFS Lifetime 2055 Fund S000038776 5493000S4RZPWVSHEE95 Y 9 0 0 Fund of Funds Target Date Fund N N N N N/A N/A N/A Rule 32a-4 (17 CFR 270.32a-4) Rule 22d-1 (17 CFR 270.22d-1) Rule 12d1-1 (17 CFR 270.12d1-1) Y Y N N Massachusetts Financial Services Company 801-17352 000110045 1G3OSH3GLGJ7X1JC5I61 N MFS Service Center, Inc 84-1316 0000000000 Y N N Refinitiv US Holdings Inc. 549300NF240HXJO7N016 N ICE Data Services, Inc. 5493000NQ9LYLDBCTL34 N N State Street Bank and Trust Company 571474TGEMMWANRLN572 N N Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1)) N MFS Service Center, Inc 0000000000 Y N N Massachusetts Financial Services Company 1G3OSH3GLGJ7X1JC5I61 Y N N 0.00000000 0.00000000 N 91561385.48000000 Uncommitted 100000000.00000000 N Committed 1250000000.00000000 N Uncommitted 200000000.00000000 N N N N MFS Lifetime 2030 Fund S000002504 549300VPT7TXX8JRMU69 Y 9 0 0 Fund of Funds Target Date Fund N N N N N/A N/A N/A Rule 12d1-1 (17 CFR 270.12d1-1) Rule 32a-4 (17 CFR 270.32a-4) Rule 22d-1 (17 CFR 270.22d-1) Y Y N N Massachusetts Financial Services Company 801-17352 000110045 1G3OSH3GLGJ7X1JC5I61 N MFS Service Center, Inc 84-1316 0000000000 Y N N Refinitiv US Holdings Inc. 549300NF240HXJO7N016 N ICE Data Services, Inc. 5493000NQ9LYLDBCTL34 N N State Street Bank and Trust Company 571474TGEMMWANRLN572 N N Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1)) N MFS Service Center, Inc 0000000000 Y N N Massachusetts Financial Services Company 1G3OSH3GLGJ7X1JC5I61 Y N N 0.00000000 0.00000000 N 585896555.17000000 Committed 1250000000.00000000 N Uncommitted 200000000.00000000 N Uncommitted 100000000.00000000 N N N N true