Massachusetts Financial Services Dashboard

Owner	Title	From	%Ownership
Sun Life of Canada (U.s.) Financial Services Holdings, Inc.	Shareholder	12/1997	> 75%
Manning, Robert, James	Director, Executive Chairman & Chairman of the Board of Directors	01/2017	< 5%
Stelmach, Robin, Ann	Vice Chairman	01/2017	< 5%
Sun Life Financial (U.s.) Investments LLC	Shareholder	10/2001	> 75%
Sun Life Financial (U.s.) Holdings, Inc.	Shareholder	10/2001	> 75%
Sun Life Assurance Company of Canada - U.s.operations Holdings, Inc.	Shareholder	10/2001	> 75%
Sun Life Global Investments Inc.	Shareholder	11/2016	> 75%
Sun Life Financial Inc.	Shareholder	11/2004	> 75%
Kanwal, Amrit, Bir-singh	Executive Vice President and Chief Financial Officer	04/2009	< 5%
Roberge, Michael, William	Director and Chief Executive Officer	01/2018	< 5%
Antonelli, David, Alexander	Vice Chairman	07/2010	< 5%
Wolin, Martin, Joel	Chief Compliance Officer	07/2015	< 5%
Sun Life 2007-1 Financing Corp.	Shareholder	11/2016	> 75%
Hardin, Heidi, Walter	Executive Vice President, General Counsel, and Secretary	03/2017	< 5%
Strain, Kevin, D.	Director	06/2017	< 5%
Geremia, Carol, William	Director and President	01/2018	< 5%
Kennedy, Melissa, Jane	Director	01/2020	< 5%
Goulet, Jacques	Director	01/2020	< 5%

Fund structure	AUM	Fund type
Massachusetts Financial Services Company	$414.94B
MFS Core Plus Fixed Income LLC	$365.1M	Hedge Fund
MFS Global Equity LLC	$77.78M	Other Private Fund
MFS International Concentrated Equity LLC	$16.94M	Other Private Fund
MFS International Growth LLC	$485.48M	Other Private Fund
MFS International Growth LLC II	$298.61M	Other Private Fund
MFS International Research Equity LLC	$47.47M	Other Private Fund