Subsidiaries
- MFS MERIDIAN FUNDS - PRUDENT CAPITAL FUND
- MFS Development Funds, LLC - MFS Contrarian Value Development Portfolio
- MFS Development Funds, LLC - MFS Global Strategic Equity Development Portfolio
- MFS INVESTMENT MANAGEMENT CANADA LIMITED
- MFS HERITAGE TRUST COMPANY
- MFS Development funds, LLC - MFS Australian Research Equity Development Portfolio
- MFS Development Funds, LLC - MFS U.S. Long Duration Credit Development Portfolio
- MFS Institutional Advisors Inc - MFS Asia Concentrated Equity Development Portfolio
- MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund
- MFS INTERNATIONAL AUSTRALIA PTY LTD
- MFS Emerging Market Equity Research Development Portfolio
- MFS INTERNATIONAL HOLDINGS PTY LTD
- MFS Development Funds, LLC - MFS Global Aggregate Opportunistic Unhedged Development Portfolio
- MFS Development Funds, LLC - MFS U.S. Core Equity Concentrated Development Portfolio
- MFS INTERNATIONAL GROWTH LLC II
- MFS Investment Management Company (Lux) S.à r.l.
- MFS Development Funds, LLC - MFS Blended Research Focused Global Equity Development Portfolio
- MFS INTERNATIONAL (U.K.) LIMITED
- MFS Development Funds, LLC - MFS Transformative Capital Development Portfolio
- MFS DEVELOPMENT FUNDS, LLC
- MFS Development Funds, LLC - MFS International Large Cap Value Development Portfolio
- MFS Development Funds, LLC - MFS International Contrarian Value Development Portfolio
Relationship Details
Business Entity Relationship
ActiveMfs Meridian Funds - Prudent Capital Fund is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2016-07-22 20:00:00
Registration Last Update Date
2021-03-24 20:23:00
Registration Registration Status
Published
Registration Next Renewal Date
2022-03-24 08:44:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2018-12-31 19:00:00
Relationship Period 1 End Date
2019-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-07-28 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs Contrarian Value Development Portfolio is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2016-06-06 21:56:00
Registration Last Update Date
2020-05-05 10:33:00
Registration Registration Status
Published
Registration Next Renewal Date
2020-05-06 20:18:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2015-12-31 19:00:00
Relationship Period 1 End Date
2016-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-06-05 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs Global Strategic Equity Development Portfolio is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
5493001JXD0EKFBPFL34 [MFS Development Funds, LLC - MFS Global Strategic Equity Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2020-09-17 17:30:00
Registration Last Update Date
2020-11-26 10:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-09-11 20:18:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2018-12-31 19:00:00
Relationship Period 1 End Date
2019-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2020-09-10 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Investment Management Canada Limited is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2017-08-24 21:40:00
Registration Last Update Date
2021-03-23 17:32:00
Registration Registration Status
Published
Registration Next Renewal Date
2022-02-17 11:39:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2015-12-31 19:00:00
Relationship Period 1 End Date
2016-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-08-24 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Heritage Trust Company is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2019-01-04 16:30:00
Registration Last Update Date
2020-11-26 10:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-08-26 14:04:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2018-12-23 19:00:00
Relationship Period 1 End Date
2018-12-23 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2018-12-23 19:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs Australian Research Equity Development Portfolio is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
5493002YVH0JUQ5YVH30 [MFS Development funds, LLC - MFS Australian Research Equity Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2017-11-07 17:16:00
Registration Last Update Date
2020-11-26 10:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-08-26 14:04:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2016-12-31 19:00:00
Relationship Period 1 End Date
2017-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-11-06 19:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs U.s. Long Duration Credit Development Portfolio is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
5493004RWMORWVXW7N05 [MFS Development Funds, LLC - MFS U.S. Long Duration Credit Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2015-10-21 21:58:00
Registration Last Update Date
2020-11-26 10:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-08-26 14:04:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2016-12-31 19:00:00
Relationship Period 1 End Date
2017-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-10-20 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Institutional Advisors Inc - Mfs Asia Concentrated Equity Development Portfolio is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
549300BI4GYTLMJF5K22 [MFS Institutional Advisors Inc - MFS Asia Concentrated Equity Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2017-11-07 18:10:00
Registration Last Update Date
2020-11-26 10:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-08-26 14:04:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2017-12-31 19:00:00
Relationship Period 1 End Date
2018-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-11-06 19:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Series Trust X - Mfs Blended Research Mid Cap Equity Fund is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2016-07-25 21:57:00
Registration Last Update Date
2021-03-24 20:24:00
Registration Registration Status
Published
Registration Next Renewal Date
2022-03-24 08:44:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2015-12-31 19:00:00
Relationship Period 1 End Date
2016-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-09-06 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs International Australia Pty Ltd is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2019-06-19 10:32:00
Registration Last Update Date
2021-04-28 17:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2022-04-16 11:44:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2017-12-31 19:00:00
Relationship Period 1 End Date
2018-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2019-06-17 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Emerging Market Equity Research Development Portfolio is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2013-05-01 15:23:00
Registration Last Update Date
2020-04-28 08:49:00
Registration Registration Status
Published
Registration Next Renewal Date
2020-05-06 20:19:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2015-12-31 19:00:00
Relationship Period 1 End Date
2016-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-06-02 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs International Holdings Pty Ltd is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2018-10-10 10:31:00
Registration Last Update Date
2020-11-26 10:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-08-26 14:04:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2016-12-31 19:00:00
Relationship Period 1 End Date
2017-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2018-10-07 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs Global Aggregate Opportunistic Unhedged Development Portfolio is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
549300JDC320P18QL098 [MFS Development Funds, LLC - MFS Global Aggregate Opportunistic Unhedged Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2018-10-26 10:31:00
Registration Last Update Date
2020-11-26 10:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-08-26 14:04:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2016-12-31 19:00:00
Relationship Period 1 End Date
2017-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2018-10-24 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs U.s. Core Equity Concentrated Development Portfolio is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
549300JIDEZ6H8V3NX44 [MFS Development Funds, LLC - MFS U.S. Core Equity Concentrated Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2015-03-09 23:02:00
Registration Last Update Date
2020-11-26 10:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-11-12 16:11:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2015-12-31 19:00:00
Relationship Period 1 End Date
2016-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2018-02-11 19:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs International Growth Llc Ii is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2017-06-27 22:09:00
Registration Last Update Date
2021-04-08 17:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2022-03-24 08:44:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2018-12-31 19:00:00
Relationship Period 1 End Date
2019-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-06-27 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Investment Management Company (lux) S.à R.l. is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2018-02-12 10:32:00
Registration Last Update Date
2020-11-26 10:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-11-12 16:11:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2015-12-31 19:00:00
Relationship Period 1 End Date
2016-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2018-02-08 19:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs Blended Research Focused Global Equity Development Portfolio is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
549300ZSY0CNGH7FPQ17 [MFS Development Funds, LLC - MFS Blended Research Focused Global Equity Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2014-06-18 21:50:00
Registration Last Update Date
2019-05-20 09:50:00
Registration Registration Status
Published
Registration Next Renewal Date
2019-06-01 20:31:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2015-12-31 19:00:00
Relationship Period 1 End Date
2016-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-06-08 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs International (u.k.) Limited is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2012-06-06 11:51:00
Registration Last Update Date
2021-03-02 10:33:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-11-18 13:39:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2018-12-31 19:00:00
Relationship Period 1 End Date
2019-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-10-03 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Meridian Funds - Prudent Capital Fund is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2016-07-22 20:00:00
Registration Last Update Date
2021-03-24 20:23:00
Registration Registration Status
Published
Registration Next Renewal Date
2022-03-24 08:44:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2018-12-31 19:00:00
Relationship Period 1 End Date
2019-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-07-28 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs Contrarian Value Development Portfolio is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2016-06-06 21:56:00
Registration Last Update Date
2020-05-05 10:33:00
Registration Registration Status
Published
Registration Next Renewal Date
2020-05-06 20:18:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2015-12-31 19:00:00
Relationship Period 1 End Date
2016-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-06-05 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Investment Management Canada Limited is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2017-08-24 21:40:00
Registration Last Update Date
2021-03-23 17:32:00
Registration Registration Status
Published
Registration Next Renewal Date
2022-02-17 11:39:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2015-12-31 19:00:00
Relationship Period 1 End Date
2016-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-08-24 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Heritage Trust Company is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2019-01-04 16:30:00
Registration Last Update Date
2020-11-26 10:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-08-26 14:04:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2018-12-23 19:00:00
Relationship Period 1 End Date
2018-12-23 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2018-12-23 19:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs Australian Research Equity Development Portfolio is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
5493002YVH0JUQ5YVH30 [MFS Development funds, LLC - MFS Australian Research Equity Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2017-11-07 17:16:00
Registration Last Update Date
2020-11-26 10:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-08-26 14:04:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2016-12-31 19:00:00
Relationship Period 1 End Date
2017-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-11-06 19:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs U.s. Long Duration Credit Development Portfolio is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
5493004RWMORWVXW7N05 [MFS Development Funds, LLC - MFS U.S. Long Duration Credit Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2015-10-21 21:58:00
Registration Last Update Date
2020-11-26 10:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-08-26 14:04:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2016-12-31 19:00:00
Relationship Period 1 End Date
2017-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-10-20 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Institutional Advisors Inc - Mfs Asia Concentrated Equity Development Portfolio is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
549300BI4GYTLMJF5K22 [MFS Institutional Advisors Inc - MFS Asia Concentrated Equity Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2017-11-07 18:10:00
Registration Last Update Date
2020-11-26 10:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-08-26 14:04:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2017-12-31 19:00:00
Relationship Period 1 End Date
2018-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-11-06 19:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Series Trust X - Mfs Blended Research Mid Cap Equity Fund is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2016-07-25 21:57:00
Registration Last Update Date
2021-03-24 20:24:00
Registration Registration Status
Published
Registration Next Renewal Date
2022-03-24 08:44:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2015-12-31 19:00:00
Relationship Period 1 End Date
2016-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-09-06 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Emerging Market Equity Research Development Portfolio is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2013-05-01 15:23:00
Registration Last Update Date
2020-04-28 08:49:00
Registration Registration Status
Published
Registration Next Renewal Date
2020-05-06 20:19:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2015-12-31 19:00:00
Relationship Period 1 End Date
2016-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-06-02 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs Global Aggregate Opportunistic Unhedged Development Portfolio is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
549300JDC320P18QL098 [MFS Development Funds, LLC - MFS Global Aggregate Opportunistic Unhedged Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2018-10-26 10:31:00
Registration Last Update Date
2020-11-26 10:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-08-26 14:04:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2016-12-31 19:00:00
Relationship Period 1 End Date
2017-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2018-10-24 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs U.s. Core Equity Concentrated Development Portfolio is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
549300JIDEZ6H8V3NX44 [MFS Development Funds, LLC - MFS U.S. Core Equity Concentrated Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2015-03-09 23:02:00
Registration Last Update Date
2020-11-26 10:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-11-12 16:11:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2015-12-31 19:00:00
Relationship Period 1 End Date
2016-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2018-02-11 19:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs International Growth Llc Ii is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2017-06-27 22:09:00
Registration Last Update Date
2021-04-08 17:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2022-03-24 08:44:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2018-12-31 19:00:00
Relationship Period 1 End Date
2019-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-06-27 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Investment Management Company (lux) S.à R.l. is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2018-02-12 10:32:00
Registration Last Update Date
2021-02-18 10:33:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-11-12 16:11:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Registration Validation Reference
Relationship Period 1 Start Date
2019-12-31 19:00:00
Relationship Period 1 End Date
2020-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2018-02-08 19:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Relationship 1 Qualifier Category
Other Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs Blended Research Focused Global Equity Development Portfolio is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
549300ZSY0CNGH7FPQ17 [MFS Development Funds, LLC - MFS Blended Research Focused Global Equity Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2014-06-18 21:50:00
Registration Last Update Date
2019-05-20 09:50:00
Registration Registration Status
Published
Registration Next Renewal Date
2019-06-01 20:31:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2015-12-31 19:00:00
Relationship Period 1 End Date
2016-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2017-06-08 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs Transformative Capital Development Portfolio is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
549300VQ0JXIC1X42027 [MFS Development Funds, LLC - MFS Transformative Capital Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2019-08-14 10:33:00
Registration Last Update Date
2021-06-25 19:17:00
Registration Registration Status
Published
Registration Next Renewal Date
2022-06-25 13:13:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2017-12-31 19:00:00
Relationship Period 1 End Date
2018-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2019-08-12 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs Transformative Capital Development Portfolio is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
549300VQ0JXIC1X42027 [MFS Development Funds, LLC - MFS Transformative Capital Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2019-08-14 10:33:00
Registration Last Update Date
2021-06-25 19:17:00
Registration Registration Status
Published
Registration Next Renewal Date
2022-06-25 13:13:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2017-12-31 19:00:00
Relationship Period 1 End Date
2018-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2019-08-12 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2020-03-17 11:33:00
Registration Last Update Date
2021-03-29 17:33:00
Registration Registration Status
Published
Registration Next Renewal Date
2022-02-17 11:39:00
Registration Managing L O U
Registration Validation Sources
Fully Corroborated
Registration Validation Documents
Accounts Filing
Registration Validation Reference
Relationship Period 1 Start Date
2019-12-31 19:00:00
Relationship Period 1 End Date
2020-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2020-03-12 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship Period 3 Start Date
2019-12-31 19:00:00
Relationship Period 3 End Date
2020-12-30 19:00:00
Relationship Period 3 Period Type
Document Filing Period
Relationship 1 Qualifier Dimension
Accounting Standard
Relationship 1 Qualifier Category
Ifrs
Business Entity Relationship
ActiveMfs Development Funds, Llc is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2020-03-17 11:33:00
Registration Last Update Date
2021-03-29 17:33:00
Registration Registration Status
Published
Registration Next Renewal Date
2022-02-17 11:39:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2019-12-31 19:00:00
Relationship Period 1 End Date
2020-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2020-03-12 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs International Large Cap Value Development Portfolio is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
549300HQHSG6L005S749 [MFS Development Funds, LLC - MFS International Large Cap Value Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2020-02-27 10:31:00
Registration Last Update Date
2021-02-02 14:47:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-02-10 19:21:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2020-03-18 20:00:00
Relationship Period 1 End Date
2020-03-18 20:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2020-03-18 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs International Large Cap Value Development Portfolio is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
549300HQHSG6L005S749 [MFS Development Funds, LLC - MFS International Large Cap Value Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2020-02-27 10:31:00
Registration Last Update Date
2021-02-02 14:47:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-02-10 19:21:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2020-03-18 20:00:00
Relationship Period 1 End Date
2020-03-18 20:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2020-03-18 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs Global Strategic Equity Development Portfolio is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
5493001JXD0EKFBPFL34 [MFS Development Funds, LLC - MFS Global Strategic Equity Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2020-09-17 17:30:00
Registration Last Update Date
2020-11-26 10:31:00
Registration Registration Status
Published
Registration Next Renewal Date
2021-09-11 20:18:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2018-12-31 19:00:00
Relationship Period 1 End Date
2019-12-30 19:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2020-09-10 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs International Contrarian Value Development Portfolio is directly consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
549300CFOIC3ZMRGMY52 [MFS Development Funds, LLC - MFS International Contrarian Value Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Directly Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2020-05-11 17:30:00
Registration Last Update Date
2021-03-24 20:23:00
Registration Registration Status
Published
Registration Next Renewal Date
2022-03-24 08:44:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2020-04-14 20:00:00
Relationship Period 1 End Date
2020-04-14 20:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2020-04-14 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard
Business Entity Relationship
ActiveMfs Development Funds, Llc - Mfs International Contrarian Value Development Portfolio is ultimately consolidated by Massachusetts Financial Services Company
Relationship Start Node Node I D
549300CFOIC3ZMRGMY52 [MFS Development Funds, LLC - MFS International Contrarian Value Development Portfolio]
Relationship End Node Node I D
Relationship Relationship Type
Is Ultimately Consolidated By
Relationship Relationship Status
Active
Registration Initial Registration Date
2020-05-11 17:30:00
Registration Last Update Date
2021-03-24 20:23:00
Registration Registration Status
Published
Registration Next Renewal Date
2022-03-24 08:44:00
Registration Managing L O U
Registration Validation Sources
Entity Supplied Only
Registration Validation Documents
Supporting Documents
Relationship Period 1 Start Date
2020-04-14 20:00:00
Relationship Period 1 End Date
2020-04-14 20:00:00
Relationship Period 1 Period Type
Accounting Period
Relationship Period 2 Start Date
2020-04-14 20:00:00
Relationship Period 2 Period Type
Relationship Period
Relationship 1 Qualifier Dimension
Accounting Standard