MFS FUND DISTRIBUTORS, INC. X-17A-5 (2024-02-27) — Broker-dealer annual report

Full text of MFS FUND DISTRIBUTORS, INC.'s X-17A-5 filed 2024-02-27 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

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{0}------------------------------------------------ ![](_page_0_Picture_0.jpeg) **MFS Fund Distributors, Inc. (SEC I.D. No. 8-45321)** **Statement of Financial Condition as of December 31, 2023 and Report of Independent Registered Public Accounting Firm** **Filed pursuant to Rule 17a-5(e)(3) under the Securities Exchange Act of 1934 as a Public Document.** {1}------------------------------------------------ OMB Number: 3235-0123 SECURITIES AND EXCHANGE COMMISSION Expires: Nov. 30, 2026 Washington, D.C. 20549 Estimated average burden hours per response: 12 ANNUAL REPORTS SEC FILE NUMBER FORM X-17A-5 8-45321 PART III FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 January 1, 2023 December 31, 2023 AND ENDING FILING FOR THE PERIOD BEGINNING MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION NAME OF FIRM: MFS Fund Distributors, Inc. TYPE OF REGISTRANT (check all applicable boxes): □ Security-based swap dealer [ Major security-based swap participant D Broker-dealer □ Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) 111 Huntington Ave (No. and Street) Boston 02199 MA (City) (State) (Zip Code) PERSON TO CONTACT WITH REGARD TO THIS FILING Charuda Upatham-Costello 617-954-4810 bupatham-costello@mfs.com (Email Address) (Name) (Area Code - Telephone Number) B. ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* Deloitte & Touche LLP (Name - if individual, state last, first, and middle name) 10112 NY New York 30 Rockefeller Plaza (Address) (City) (State) (Zip Code) October 20, 2003 34 {Date of Registration with PCAOB}(if applicable) (PCAOB Registration Number, if applicable) FOR OFFICIAL USE ONLY \* Claims for exemption from the requirement that the annual reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(1)(ii), if applicable. UNITED STATES OMB APPROVAL Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. {2}------------------------------------------------ #### OATH OR AFFIRMATION swear (or affirm) that, to the best of my knowledge and belief, the l, \_Charuda Upatham-Costello financial report pertaining to the firm of \_\_\_\_\_\_\_\_\_\_\_\…

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