MFS Investment Management, Inc.

Leadership & Staff

Amrit Birsingh Kanwal

• CFO

Tracy A Atkinson Former SVP, treasurer and CFO of mutual funds at MFS Investment Management

• SVP, CFO (past)

Robert James Manning MFS Investment Management

• President (Feb '04→Dec '09)

Maria Diorio-Dwyer

• Executive Vice President ('04→?)

Board Members

Robert James Manning MFS Investment Management

• Chairman ('10→?)

Donald Alexander Stewart

• Director

Jeffrey L Shames

• Chairman (past)

Robert C Pozen Former Chairman, MFS Investment Management; senior lecturer, MIT

• Chairman (Feb '04→Jul '10)

Holdings

PNC Financial Services Group Inc. Pittsburgh-based international financial services and retail-banking corporation

• Institutional investor

Affiliated Managers Group, Inc.

• Institutional investor

State Street Corporation Financial Services Provider. World's third largest institutional investor

• Institutional investor

Bank of New York Mellon Huge banking and financial services holding company

• Institutional investor

Goldman Sachs Wall Street investment banking, securities and investment management firm

• Institutional investor

AT&T, Inc. Telecom

• Institutional investor

Omnicom Group Inc. Global advertising and marketing communications services holding company

• Institutional investor

Child Organizations

MFS Institutional Advisors, Inc.

• Child Org

MFS Charter Income Trust A closed-end fund and maintains a portfolio that includes investments in high-yield and investment-grade corporate bonds, emerging markets debt securities, the United States government securities, and

• Child Org

Parents

Sun Life Financial, Inc.

• Parent Org

Memberships

PREPA Ad Hoc Group

• Member (Sep '23→?)