Additional Information Concerning the Claims Process As It Relates to Employer-Sponsored Retirement Plan Sponsors and Participants

Notices of the MFS market-timing class action settlements were mailed to employer-sponsored retirement plan ("Plan") sponsors and, in some cases, were also mailed to participants of such Plans. Plan sponsors, for the benefit of the Plans and their participants, are the appropriate entities to file claims on behalf of such Plans. The determination as to whether and when to file a claim rests with the Plan sponsor. Please note that this information relates only to holdings of the relevant MFS Funds through employer-sponsored retirement plans. If a Plan participant also holds MFS Funds in another type of account, such as an individual brokerage account, that person must file a claim with respect to those holdings in order to be eligible to receive a settlement payment.