Vote Summary Report Sun Life MFS Low Volatility Global Equity Fund
Date range covered: 07/01/2020 to 09/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
VTech Holdings Ltd.
Meeting Date: 07/10/2020 Country: Bermuda Primary Security ID: G9400S132 Meeting ID: 1445896 Record Date: 07/06/2020 Meeting Type: Annual Ticker: 303
Primary CUSIP: G9400S132 Primary ISIN: BMG9400S1329 Primary SEDOL: 6928560
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Approve Final Dividend Mgmt For For
3a Elect Pang King Fai as Director Mgmt For For
3b Elect William Wong Yee Lai as Director Mgmt For For
3c Elect Wong Kai Man as Director Mgmt For For
3d Approve Directors' Fee Mgmt For For
4 Approve KPMG as Auditor and Authorize Mgmt For For Board to Fix Their Remuneration
5 Authorize Repurchase of Issued Share Capital Mgmt For For
6 Approve Issuance of Equity or Equity-Linked Mgmt For For Securities without Preemptive Rights
Advanced Info Service Public Co., Ltd.
Meeting Date: 07/23/2020 Country: Thailand Primary Security ID: Y0014U191 Meeting ID: 1393576 Record Date: 06/19/2020 Meeting Type: Annual Ticker: ADVANC
Primary CUSIP: Y0014U191 Primary ISIN: TH0268010Z03 Primary SEDOL: 6412568
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Acknowledge Operating Results Mgmt
2 Approve Financial Statements Mgmt For For
3 Acknowledge Interim Dividend Payment and Mgmt Omission of Dividend Payment
4 Approve Deloitte Touche Tohmatsu Jaiyos Mgmt For For Audit Co. Ltd. as Auditor and Authorize Board to Fix Their Remuneration
5.1 Elect Somprasong Boonyachai as Director Mgmt For For
Page 1 of 6 Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Advanced Info Service Public Co., Ltd.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
5.2 Elect Krairit Euchukanonchai as Director Mgmt For For
5.3 Elect Prasan Chuaphanich as Director Mgmt For For
5.4 Elect Hui Weng Cheong as Director Mgmt For For
6 Approve Remuneration of Directors Mgmt For For
7 Approve Issuance of Debentures Mgmt For For
8 Other Business Mgmt For Against
Vodafone Group Plc
Meeting Date: 07/28/2020 Country: United Kingdom Primary Security ID: G93882192 Meeting ID: 1437205 Record Date: 07/24/2020 Meeting Type: Annual Ticker: VOD
Primary CUSIP: G93882192 Primary ISIN: GB00BH4HKS39 Primary SEDOL: BH4HKS3
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Elect Jean-Francois van Boxmeer as Director Mgmt For For
3 Re-elect Gerard Kleisterlee as Director Mgmt For For
4 Re-elect Nick Read as Director Mgmt For For
5 Re-elect Margherita Della Valle as Director Mgmt For For
6 Re-elect Sir Crispin Davis as Director Mgmt For For
7 Re-elect Michel Demare as Director Mgmt For For
8 Re-elect Dame Clara Furse as Director Mgmt For For
9 Re-elect Valerie Gooding as Director Mgmt For For
10 Re-elect Renee James as Director Mgmt For For
11 Re-elect Maria Amparo Moraleda Martinez as Mgmt For For Director
12 Re-elect Sanjiv Ahuja as Director Mgmt For For
13 Re-elect David Thodey as Director Mgmt For For
14 Re-elect David Nish as Director Mgmt For For
15 Approve Final Dividend Mgmt For For
Page 2 of 6 Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Vodafone Group Plc
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
16 Approve Remuneration Policy Mgmt For For
17 Approve Remuneration Report Mgmt For For
18 Reappoint Ernst & Young LLP as Auditors Mgmt For For
19 Authorise the Audit and Risk Committee to Fix Mgmt For For Remuneration of Auditors
20 Authorise Issue of Equity Mgmt For For
21 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights
22 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights in Connection with an Acquisition or Other Capital Investment
23 Authorise Market Purchase of Ordinary Shares Mgmt For For
24 Authorise EU Political Donations and Mgmt For For Expenditure
25 Authorise the Company to Call General Mgmt For For Meeting with Two Weeks' Notice
26 Approve Share Incentive Plan Mgmt For For
McKesson Corporation
Meeting Date: 07/29/2020 Country: USA Primary Security ID: 58155Q103 Meeting ID: 1450106 Record Date: 06/01/2020 Meeting Type: Annual Ticker: MCK
Primary CUSIP: 58155Q103 Primary ISIN: US58155Q1031 Primary SEDOL: 2378534
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Dominic J. Caruso Mgmt For For
1b Elect Director N. Anthony Coles Mgmt For For
1c Elect Director M. Christine Jacobs Mgmt For For
1d Elect Director Donald R. Knauss Mgmt For For
1e Elect Director Marie L. Knowles Mgmt For For
1f Elect Director Bradley E. Lerman Mgmt For For
1g Elect Director Maria Martinez Mgmt For For
1h Elect Director Edward A. Mueller Mgmt For For
Page 3 of 6 Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
McKesson Corporation
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1i Elect Director Susan R. Salka Mgmt For For
1j Elect Director Brian S. Tyler Mgmt For For
1k Elect Director Kenneth E. Washington Mgmt For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For
5 Report on Lobbying Payments and Policy SH Against For
6 Report on the Statement on the Purpose of a SH Against Against Corporation
Hitachi Ltd.
Meeting Date: 07/30/2020 Country: Japan Primary Security ID: J20454112 Meeting ID: 1453560 Record Date: 05/28/2020 Meeting Type: Annual Ticker: 6501
Primary CUSIP: J20454112 Primary ISIN: JP3788600009 Primary SEDOL: 6429104
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Ihara, Katsumi Mgmt For For
1.2 Elect Director Ravi Venkatesan Mgmt For For
1.3 Elect Director Cynthia Carroll Mgmt For For
1.4 Elect Director Joe Harlan Mgmt For For
1.5 Elect Director George Buckley Mgmt For For
1.6 Elect Director Louise Pentland Mgmt For For
1.7 Elect Director Mochizuki, Harufumi Mgmt For For
1.8 Elect Director Yamamoto, Takatoshi Mgmt For For
1.9 Elect Director Yoshihara, Hiroaki Mgmt For For
1.10 Elect Director Helmuth Ludwig Mgmt For For
1.11 Elect Director Seki, Hideaki Mgmt For For
1.12 Elect Director Nakanishi, Hiroaki Mgmt For For
1.13 Elect Director Higashihara, Toshiaki Mgmt For For
Page 4 of 6 Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
NICE Ltd. (Israel)
Meeting Date: 09/10/2020 Country: Israel Primary Security ID: M7494X101 Meeting ID: 1462015 Record Date: 08/12/2020 Meeting Type: Annual Ticker: NICE
Primary CUSIP: M7494X101 Primary ISIN: IL0002730112 Primary SEDOL: 6647133
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Meeting for ADR Holders Mgmt
1a Reelect David Kostman as Director Mgmt For For
1b Reelect Rimon Ben-Shaoul as Director Mgmt For For
1c Reelect Yehoshua (Shuki) Ehrlich as Director Mgmt For For
1d Reelect Leo Apotheker as Director Mgmt For For
1e Reelect Joseph (Joe) Cowan as Director Mgmt For For
2 Approve Current Liability Insurance Policy and Mgmt For For Future Amended Liability Insurance Policy to Directors/Officers
2a Vote FOR if you are a controlling shareholder Mgmt None Against or have a personal interest in Item 2, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager
3 Approve Extension of Annual Bonus Plan of Mgmt For For CEO
3a Vote FOR if you are a controlling shareholder Mgmt None Against or have a personal interest in Item 3, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager
4 Reappoint Kost Forer Gabay & Kasierer as Mgmt For For Auditors and Authorize Board to Fix Their Remuneration
5 Discuss Financial Statements and the Report Mgmt of the Board for 2016
General Mills, Inc.
Meeting Date: 09/22/2020 Country: USA Primary Security ID: 370334104 Meeting ID: 1461458 Record Date: 07/24/2020 Meeting Type: Annual Ticker: GIS
Primary CUSIP: 370334104 Primary ISIN: US3703341046 Primary SEDOL: 2367026
Page 5 of 6 Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
General Mills, Inc.
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director R. Kerry Clark Mgmt For For
1b Elect Director David M. Cordani Mgmt For For
1c Elect Director Roger W. Ferguson, Jr. Mgmt For For
1d Elect Director Jeffrey L. Harmening Mgmt For For
1e Elect Director Maria G. Henry Mgmt For For
1f Elect Director Jo Ann Jenkins Mgmt For For
1g Elect Director Elizabeth C. Lempres Mgmt For For
1h Elect Director Diane L. Neal Mgmt For For
1i Elect Director Steve Odland Mgmt For For
1j Elect Director Maria A. Sastre Mgmt For For
1k Elect Director Eric D. Sprunk Mgmt For For
1l Elect Director Jorge A. Uribe Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For
Page 6 of 6 Vote Summary Report
Date range covered: 10/01/2020 to 12/31/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
The Procter & Gamble Company
Meeting Date: 10/13/2020 Country: USA Primary Security ID: 742718109 Meeting ID: 1465747 Record Date: 08/14/2020 Meeting Type: Annual Ticker: PG
Primary CUSIP: 742718109 Primary ISIN: US7427181091 Primary SEDOL: 2704407
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Francis S. Blake Mgmt For For
1b Elect Director Angela F. Braly Mgmt For For
1c Elect Director Amy L. Chang Mgmt For For
1d Elect Director Joseph Jimenez Mgmt For For
1e Elect Director Debra L. Lee Mgmt For For
1f Elect Director Terry J. Lundgren Mgmt For For
1g Elect Director Christine M. McCarthy Mgmt For For
1h Elect Director W. James McNerney, Jr. Mgmt For For
1i Elect Director Nelson Peltz Mgmt For For
1j Elect Director David S. Taylor Mgmt For For
1k Elect Director Margaret C. Whitman Mgmt For For
1l Elect Director Patricia A. Woertz Mgmt For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Approve Qualified Employee Stock Purchase Mgmt For For Plan
5 Report on Efforts to Eliminate Deforestation SH Against For
6 Publish Annually a Report Assessing Diversity SH Against For and Inclusion Efforts
Wesfarmers Limited
Meeting Date: 11/12/2020 Country: Australia Primary Security ID: Q95870103 Meeting ID: 1472684 Record Date: 11/10/2020 Meeting Type: Annual Ticker: WES
Primary CUSIP: Q95870103 Primary ISIN: AU000000WES1 Primary SEDOL: 6948836
Page 1 of 4 Vote Summary Report
Date range covered: 10/01/2020 to 12/31/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Wesfarmers Limited
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
2 Elect Michael Alfred Chaney as Director Mgmt For For
3 Approve Remuneration Report Mgmt For For
4 Approve Grant of KEEPP Deferred Shares and Mgmt For For KEEPP Performance Shares to Robert Scott
5 Approve Grant of Additional Mgmt For For Performance-Tested Shares to Robert Scott
Eurofins Scientific SE
Meeting Date: 11/16/2020 Country: Luxembourg Primary Security ID: L31839134 Meeting ID: 1479477 Record Date: 11/02/2020 Meeting Type: Special Ticker: ERF
Primary CUSIP: L31839134 Primary ISIN: FR0014000MR3 Primary SEDOL: BNDPYV1
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Special Meeting Agenda Mgmt
1 Approve Stock Split Mgmt For For
2 Amend Articles to Reflect Changes in Capital Mgmt For For
3 Authorize Filing of Required Documents/Other Mgmt For For Formalities
Microsoft Corporation
Meeting Date: 12/02/2020 Country: USA Primary Security ID: 594918104 Meeting ID: 1479998 Record Date: 10/08/2020 Meeting Type: Annual Ticker: MSFT
Primary CUSIP: 594918104 Primary ISIN: US5949181045 Primary SEDOL: 2588173
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Reid G. Hoffman Mgmt For For
1.2 Elect Director Hugh F. Johnston Mgmt For For
Page 2 of 4 Vote Summary Report
Date range covered: 10/01/2020 to 12/31/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Microsoft Corporation
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.3 Elect Director Teri L. List-Stoll Mgmt For For
1.4 Elect Director Satya Nadella Mgmt For For
1.5 Elect Director Sandra E. Peterson Mgmt For For
1.6 Elect Director Penny S. Pritzker Mgmt For For
1.7 Elect Director Charles W. Scharf Mgmt For For
1.8 Elect Director Arne M. Sorenson Mgmt For For
1.9 Elect Director John W. Stanton Mgmt For For
1.10 Elect Director John W. Thompson Mgmt For For
1.11 Elect Director Emma N. Walmsley Mgmt For For
1.12 Elect Director Padmasree Warrior Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For
4 Report on Employee Representation on the SH Against Against Board of Directors
Medtronic plc
Meeting Date: 12/11/2020 Country: Ireland Primary Security ID: G5960L103 Meeting ID: 1462622 Record Date: 10/15/2020 Meeting Type: Annual Ticker: MDT
Primary CUSIP: G5960L103 Primary ISIN: IE00BTN1Y115 Primary SEDOL: BTN1Y11
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Richard H. Anderson Mgmt For For
1b Elect Director Craig Arnold Mgmt For For
1c Elect Director Scott C. Donnelly Mgmt For For
1d Elect Director Andrea J. Goldsmith Mgmt For For
1e Elect Director Randall J. Hogan, III Mgmt For For
1f Elect Director Michael O. Leavitt Mgmt For For
1g Elect Director James T. Lenehan Mgmt For For
1h Elect Director Kevin E. Lofton Mgmt For For
Page 3 of 4 Vote Summary Report
Date range covered: 10/01/2020 to 12/31/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Medtronic plc
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1i Elect Director Geoffrey S. Martha Mgmt For For
1j Elect Director Elizabeth G. Nabel Mgmt For For
1k Elect Director Denise M. O'Leary Mgmt For For
1l Elect Director Kendall J. Powell Mgmt For For
2 Approve PricewaterhouseCoopers LLP as Mgmt For For Auditors and Authorize Board to Fix Their Remuneration
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Renew the Board's Authority to Issue Shares Mgmt For For Under Irish Law
5 Renew the Board's Authority to Opt-Out of Mgmt For For Statutory Pre-Emptions Rights Under Irish Law
6 Authorize Overseas Market Purchases of Mgmt For For Ordinary Shares
Page 4 of 4 Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
CGI Inc.
Meeting Date: 01/27/2021 Country: Canada Primary Security ID: 12532H104 Meeting ID: 1485854 Record Date: 12/07/2020 Meeting Type: Annual Ticker: GIB.A
Primary CUSIP: 12532H104 Primary ISIN: CA12532H1047 Primary SEDOL: BJ2L575
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Meeting for Class A Subordinate Voting and Mgmt Class B Shareholders
1A Elect Director Alain Bouchard Mgmt For For
1B Elect Director George A. Cope Mgmt For For
1C Elect Director Paule Dore Mgmt For For
1D Elect Director Julie Godin Mgmt For For
1E Elect Director Serge Godin Mgmt For For
1F Elect Director Timothy J. Hearn Mgmt For For
1G Elect Director Andre Imbeau Mgmt For For
1H Elect Director Gilles Labbe Mgmt For For
1I Elect Director Michael B. Pedersen Mgmt For For
1J Elect Director Stephen S. Poloz Mgmt For For
1K Elect Director Mary Powell Mgmt For For
1L Elect Director Alison C. Reed Mgmt For For
1M Elect Director Michael E. Roach Mgmt For For
1N Elect Director George D. Schindler Mgmt For For
1O Elect Director Kathy N. Waller Mgmt For For
1P Elect Director Joakim Westh Mgmt For For
2 Approve PricewaterhouseCoopers LLP as Mgmt For For Auditors and Authorize the Audit and Risk Management Committee to Fix Their Remuneration
3 Amend By-Law 1986-5 Re: Shareholder Mgmt For For Meetings Through Virtual Means
Page 1 of 6 Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Tesco Plc
Meeting Date: 02/11/2021 Country: United Kingdom Primary Security ID: G87621101 Meeting ID: 1492101 Record Date: 02/09/2021 Meeting Type: Special Ticker: TSCO
Primary CUSIP: G87621101 Primary ISIN: GB0008847096 Primary SEDOL: 0884709
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve Special Dividend Mgmt For For
2 Approve Share Consolidation Mgmt For For
3 Authorise Issue of Equity Mgmt For For
4 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights
5 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights in Connection with an Acquisition or Other Capital Investment
6 Authorise Market Purchase of Ordinary Shares Mgmt For For
Novartis AG
Meeting Date: 03/02/2021 Country: Switzerland Primary Security ID: H5820Q150 Meeting ID: 1490225 Record Date: Meeting Type: Annual Ticker: NOVN
Primary CUSIP: H5820Q150 Primary ISIN: CH0012005267 Primary SEDOL: 7103065
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Approve Discharge of Board and Senior Mgmt For For Management
3 Approve Allocation of Income and Dividends Mgmt For For of CHF 3.00 per Share
4 Approve CHF 16.3 Million Reduction in Share Mgmt For For Capital via Cancellation of Repurchased Shares
5 Authorize Repurchase of up to CHF 10 Billion Mgmt For For in Issued Share Capital
6.1 Approve Remuneration of Directors in the Mgmt For For Amount of CHF 8.6 Million
Page 2 of 6 Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Novartis AG
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
6.2 Approve Maximum Remuneration of Executive Mgmt For For Committee in the Amount of CHF 91 Million
6.3 Approve Remuneration Report Mgmt For For
7.1 Reelect Joerg Reinhardt as Director and Board Mgmt For For Chairman
7.2 Reelect Nancy Andrews as Director Mgmt For For
7.3 Reelect Ton Buechner as Director Mgmt For For
7.4 Reelect Patrice Bula as Director Mgmt For For
7.5 Reelect Elizabeth Doherty as Director Mgmt For For
7.6 Reelect Ann Fudge as Director Mgmt For For
7.7 Reelect Bridgette Heller as Director Mgmt For For
7.8 Reelect Frans van Houten as Director Mgmt For For
7.9 Reelect Simon Moroney as Director Mgmt For For
7.10 Reelect Andreas von Planta as Director Mgmt For For
7.11 Reelect Charles Sawyers as Director Mgmt For For
7.12 Elect Enrico Vanni as Director Mgmt For For
7.13 Reelect William Winters as Director Mgmt For For
8.1 Reappoint Patrice Bula as Member of the Mgmt For For Compensation Committee
8.2 Reappoint Bridgette Heller as Member of the Mgmt For For Compensation Committee
8.3 Reappoint Enrico Vanni as Member of the Mgmt For For Compensation Committee
8.4 Reappoint William Winters as Member of the Mgmt For For Compensation Committee
8.5 Appoint Simon Moroney as Member of the Mgmt For For Compensation Committee
9 Ratify PricewaterhouseCoopers AG as Mgmt For For Auditors
10 Designate Peter Zahn as Independent Proxy Mgmt For For
11 Amend Articles Re: Board of Directors Tenure Mgmt For For
12 Transact Other Business (Voting) Mgmt For Against
Page 3 of 6 Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Starbucks Corporation
Meeting Date: 03/17/2021 Country: USA Primary Security ID: 855244109 Meeting ID: 1499282 Record Date: 01/08/2021 Meeting Type: Annual Ticker: SBUX
Primary CUSIP: 855244109 Primary ISIN: US8552441094 Primary SEDOL: 2842255
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Richard E. Allison, Jr. Mgmt For For
1b Elect Director Rosalind G. Brewer *Withdrawn Mgmt Resolution*
1c Elect Director Andrew Campion Mgmt For For
1d Elect Director Mary N. Dillon Mgmt For Against
1e Elect Director Isabel Ge Mahe Mgmt For For
1f Elect Director Mellody Hobson Mgmt For For
1g Elect Director Kevin R. Johnson Mgmt For For
1h Elect Director Jorgen Vig Knudstorp Mgmt For For
1i Elect Director Satya Nadella Mgmt For For
1j Elect Director Joshua Cooper Ramo Mgmt For For
1k Elect Director Clara Shih Mgmt For For
1l Elect Director Javier G. Teruel Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For
4 Adopt a Policy to Include Non-Management SH Against Against Employees as Prospective Director Candidates
Japan Tobacco Inc.
Meeting Date: 03/24/2021 Country: Japan Primary Security ID: J27869106 Meeting ID: 1508298 Record Date: 12/31/2020 Meeting Type: Annual Ticker: 2914
Primary CUSIP: J27869106 Primary ISIN: JP3726800000 Primary SEDOL: 6474535
Page 4 of 6 Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Japan Tobacco Inc.
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For Dividend of JPY 77
2 Elect Director Kitera, Masato Mgmt For For
DBS Group Holdings Ltd.
Meeting Date: 03/30/2021 Country: Singapore Primary Security ID: Y20246107 Meeting ID: 1512381 Record Date: Meeting Type: Annual Ticker: D05
Primary CUSIP: Y20246107 Primary ISIN: SG1L01001701 Primary SEDOL: 6175203
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Adopt Financial Statements and Directors' and Mgmt For For Auditors' Reports
2 Approve Final Dividend Mgmt For For
3 Approve Directors' Remuneration Mgmt For For
4 Approve PricewaterhouseCoopers LLP as Mgmt For For Auditors and Authorize Board to Fix Their Remuneration
5 Elect Piyush Gupta as Director Mgmt For For
6 Elect Punita Lal as Director Mgmt For For
7 Elect Anthony Lim Weng Kin as Director Mgmt For For
8 Approve Grant of Awards and Issuance of Mgmt For For Shares Under the DBSH Share Plan
9 Approve Grant of Awards and Issuance of Mgmt For For Shares Under the California Sub-Plan to the DBSH Share Plan
10 Approve Issuance of Equity or Equity-Linked Mgmt For For Securities with or without Preemptive Rights
11 Approve Issuance of Shares Pursuant to the Mgmt For For DBSH Scrip Dividend Scheme
12 Authorize Share Repurchase Program Mgmt For For
Page 5 of 6 Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Page 6 of 6 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Zurich Insurance Group AG
Meeting Date: 04/07/2021 Country: Switzerland Primary Security ID: H9870Y105 Meeting ID: 1492903 Record Date: Meeting Type: Annual Ticker: ZURN
Primary CUSIP: H9870Y105 Primary ISIN: CH0011075394 Primary SEDOL: 5983816
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Accept Financial Statements and Statutory Mgmt For For Reports
1.2 Approve Remuneration Report (Non-Binding) Mgmt For For
2 Approve Allocation of Income and Dividends Mgmt For For of CHF 20.00 per Share
3 Approve Discharge of Board and Senior Mgmt For For Management
4.1a Reelect Michel Lies as Director and Board Mgmt For For Chairman
4.1b Reelect Joan Amble as Director Mgmt For For
4.1c Reelect Catherine Bessant as Director Mgmt For For
4.1d Reelect Dame Carnwath as Director Mgmt For For
4.1e Reelect Christoph Franz as Director Mgmt For For
4.1f Reelect Michael Halbherr as Director Mgmt For For
4.1g Reelect Jeffrey Hayman as Director Mgmt For For (pro-forma vote as Jeffrey Hayman is not available for appointment)
4.1h Reelect Monica Maechler as Director Mgmt For For
4.1i Reelect Kishore Mahbubani as Director Mgmt For For
4.1j Reelect Jasmin Staiblin as Director Mgmt For For
4.1k Reelect Barry Stowe as Director Mgmt For For
4.1l Elect Sabine Keller-Busse as Director Mgmt For For
4.2.1 Reappoint Michel Lies as Member of the Mgmt For For Compensation Committee
4.2.2 Reappoint Catherine Bessant as Member of Mgmt For For the Compensation Committee
4.2.3 Reappoint Christoph Franz as Member of the Mgmt For For Compensation Committee
4.2.4 Reappoint Kishore Mahbubani as Member of Mgmt For For the Compensation Committee
4.2.5 Reappoint Jasmin Staiblin as Member of the Mgmt For For Compensation Committee
Page 1 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Zurich Insurance Group AG
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
4.2.6 Appoint Sabine Keller-Busse as Member of the Mgmt For For Compensation Committee
4.3 Designate Keller KLG as Independent Proxy Mgmt For For
4.4 Ratify Ernst & Young AG as Auditors Mgmt For For
5.1 Approve Remuneration of Directors in the Mgmt For For Amount of CHF 5.9 Million
5.2 Approve Remuneration of Executive Mgmt For For Committee in the Amount of CHF 79.8 Million
6 Approve Extension of Existing Authorized Mgmt For For Capital Pool of CHF 4.5 Million with Partial Exclusion of Preemptive Rights and Approve Amendment to Existing Conditional Capital Pool
7 Transact Other Business (Voting) Mgmt For Against
Royal Bank of Canada
Meeting Date: 04/08/2021 Country: Canada Primary Security ID: 780087102 Meeting ID: 1492099 Record Date: 02/09/2021 Meeting Type: Annual Ticker: RY
Primary CUSIP: 780087102 Primary ISIN: CA7800871021 Primary SEDOL: 2754383
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Andrew A. Chisholm Mgmt For For
1.2 Elect Director Jacynthe Cote Mgmt For For
1.3 Elect Director Toos N. Daruvala Mgmt For For
1.4 Elect Director David F. Denison Mgmt For For
1.5 Elect Director Cynthia Devine Mgmt For For
1.6 Elect Director David McKay Mgmt For For
1.7 Elect Director Kathleen Taylor Mgmt For For
1.8 Elect Director Maryann Turcke Mgmt For For
1.9 Elect Director Thierry Vandal Mgmt For For
1.10 Elect Director Bridget A. van Kralingen Mgmt For For
1.11 Elect Director Frank Vettese Mgmt For For
Page 2 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Royal Bank of Canada
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.12 Elect Director Jeffery Yabuki Mgmt For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For Auditors
3 Advisory Vote on Executive Compensation Mgmt For For Approach
Shareholder Proposals Mgmt
4 SP 1: Adopt Company-Wide, Quantitative, SH Against Against Time-bound Greenhouse Gas (GHG) Emissions Reduction Targets and Issue an Annual Report Discussing the Plans and Progress of Achieving Such Targerts
5 SP 2: Redefine the Bank's Purpose and SH Against Against Undertakings
6 SP 3: Produce a Report on Loans Made by the SH Against Against Bank in Support of the Circular Economy
7 SP 4: Adopt a Diversity Target Higher than SH Against Against 40% for the Composition of the Board of Directors for the Next Five Years
The Bank of Nova Scotia
Meeting Date: 04/13/2021 Country: Canada Primary Security ID: 064149107 Meeting ID: 1496451 Record Date: 02/16/2021 Meeting Type: Annual Ticker: BNS
Primary CUSIP: 064149107 Primary ISIN: CA0641491075 Primary SEDOL: 2076281
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Nora A. Aufreiter Mgmt For For
1.2 Elect Director Guillermo E. Babatz Mgmt For For
1.3 Elect Director Scott B. Bonham Mgmt For For
1.4 Elect Director Lynn K. Patterson Mgmt For For
1.5 Elect Director Michael D. Penner Mgmt For For
1.6 Elect Director Brian J. Porter Mgmt For For
1.7 Elect Director Una M. Power Mgmt For For
1.8 Elect Director Aaron W. Regent Mgmt For For
1.9 Elect Director Calin Rovinescu Mgmt For For
Page 3 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
The Bank of Nova Scotia
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.10 Elect Director Susan L. Segal Mgmt For For
1.11 Elect Director L. Scott Thomson Mgmt For For
1.12 Elect Director Benita M. Warmbold Mgmt For For
2 Ratify KPMG LLP as Auditors Mgmt For For
3 Advisory Vote on Executive Compensation Mgmt For Against Approach
Shareholder Proposals Mgmt
4.4 SP 1: Produce a Report on Loans Made by the SH Against Against Bank in Support of the Circular Economy
4.5 SP 2: Disclose the Compensation Ratio SH Against Against (Equity Ratio) Used by the Compensation Committee
4.6 SP 3: Set a Diversity Target of More than SH Against Against 40% of the Board Members for the Next Five Years
Nestle SA
Meeting Date: 04/15/2021 Country: Switzerland Primary Security ID: H57312649 Meeting ID: 1496375 Record Date: Meeting Type: Annual Ticker: NESN
Primary CUSIP: H57312649 Primary ISIN: CH0038863350 Primary SEDOL: 7123870
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Accept Financial Statements and Statutory Mgmt For For Reports
1.2 Approve Remuneration Report Mgmt For For
2 Approve Discharge of Board and Senior Mgmt For For Management
3 Approve Allocation of Income and Dividends Mgmt For For of CHF 2.75 per Share
4.1.a Reelect Paul Bulcke as Director and Board Mgmt For For Chairman
4.1.b Reelect Ulf Schneider as Director Mgmt For For
4.1.c Reelect Henri de Castries as Director Mgmt For For
4.1.d Reelect Renato Fassbind as Director Mgmt For For
Page 4 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Nestle SA
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
4.1.e Reelect Pablo Isla as Director Mgmt For For
4.1.f Reelect Ann Veneman as Director Mgmt For For
4.1.g Reelect Eva Cheng as Director Mgmt For For
4.1.h Reelect Patrick Aebischer as Director Mgmt For For
4.1.i Reelect Kasper Rorsted as Director Mgmt For Against
4.1.j Reelect Kimberly Ross as Director Mgmt For For
4.1.k Reelect Dick Boer as Director Mgmt For For
4.1.l Reelect Dinesh Paliwal as Director Mgmt For For
4.1.m Reelect Hanne Jimenez de Mora as Director Mgmt For For
4.2 Elect Lindiwe Sibanda as Director Mgmt For For
4.3.1 Appoint Pablo Isla as Member of the Mgmt For For Compensation Committee
4.3.2 Appoint Patrick Aebischer as Member of the Mgmt For For Compensation Committee
4.3.3 Appoint Dick Boer as Member of the Mgmt For For Compensation Committee
4.3.4 Appoint Kasper Rorsted as Member of the Mgmt For Against Compensation Committee
4.4 Ratify Ernst & Young AG as Auditors Mgmt For For
4.5 Designate Hartmann Dreyer as Independent Mgmt For For Proxy
5.1 Approve Remuneration of Directors in the Mgmt For For Amount of CHF 10 Million
5.2 Approve Remuneration of Executive Mgmt For For Committee in the Amount of CHF 57.5 Million
6 Approve CHF 6.6 Million Reduction in Share Mgmt For For Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares
7 Approve Climate Action Plan Mgmt For For
8 Transact Other Business (Voting) Mgmt Against Against
Adobe Inc.
Meeting Date: 04/20/2021 Country: USA Primary Security ID: 00724F101 Meeting ID: 1512258 Record Date: 02/22/2021 Meeting Type: Annual Ticker: ADBE
Primary CUSIP: 00724F101 Primary ISIN: US00724F1012 Primary SEDOL: 2008154
Page 5 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Adobe Inc.
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Amy Banse Mgmt For For
1b Elect Director Melanie Boulden Mgmt For For
1c Elect Director Frank Calderoni Mgmt For For
1d Elect Director James Daley Mgmt For For
1e Elect Director Laura Desmond Mgmt For For
1f Elect Director Shantanu Narayen Mgmt For For
1g Elect Director Kathleen Oberg Mgmt For For
1h Elect Director Dheeraj Pandey Mgmt For For
1i Elect Director David Ricks Mgmt For For
1j Elect Director Daniel Rosensweig Mgmt For For
1k Elect Director John Warnock Mgmt For For
2 Amend Omnibus Stock Plan Mgmt For For
3 Ratify KPMG LLP as Auditors Mgmt For For
4 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
American Electric Power Company, Inc.
Meeting Date: 04/20/2021 Country: USA Primary Security ID: 025537101 Meeting ID: 1514167 Record Date: 02/22/2021 Meeting Type: Annual Ticker: AEP
Primary CUSIP: 025537101 Primary ISIN: US0255371017 Primary SEDOL: 2026242
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Nicholas K. Akins Mgmt For For
1.2 Elect Director David J. Anderson Mgmt For For
1.3 Elect Director J. Barnie Beasley, Jr. Mgmt For For
1.4 Elect Director Art A. Garcia Mgmt For For
1.5 Elect Director Linda A. Goodspeed Mgmt For For
Page 6 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
American Electric Power Company, Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.6 Elect Director Thomas E. Hoaglin Mgmt For For
1.7 Elect Director Sandra Beach Lin Mgmt For For
1.8 Elect Director Margaret M. McCarthy Mgmt For For
1.9 Elect Director Stephen S. Rasmussen Mgmt For For
1.10 Elect Director Oliver G. Richard, III Mgmt For For
1.11 Elect Director Daryl Roberts Mgmt For For
1.12 Elect Director Sara Martinez Tucker Mgmt For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Italgas SpA
Meeting Date: 04/20/2021 Country: Italy Primary Security ID: T6R89Z103 Meeting ID: 1499632 Record Date: 04/09/2021 Meeting Type: Annual/Special Ticker: IG
Primary CUSIP: T6R89Z103 Primary ISIN: IT0005211237 Primary SEDOL: BD2Z8S7
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Ordinary Business Mgmt
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Approve Allocation of Income Mgmt For For
3.1 Approve Remuneration Policy Mgmt For For
3.2 Approve Second Section of the Remuneration Mgmt For For Report
4 Approve Co-Investment Plan Mgmt For For
Extraordinary Business Mgmt
1 Authorize Board to Increase Capital to Service Mgmt For For Co-Investment Plan
A Deliberations on Possible Legal Action Against Mgmt None Against Directors if Presented by Shareholders
Page 7 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
U.S. Bancorp
Meeting Date: 04/20/2021 Country: USA Primary Security ID: 902973304 Meeting ID: 1513535 Record Date: 02/23/2021 Meeting Type: Annual Ticker: USB
Primary CUSIP: 902973304 Primary ISIN: US9029733048 Primary SEDOL: 2736035
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Warner L. Baxter Mgmt For For
1b Elect Director Dorothy J. Bridges Mgmt For For
1c Elect Director Elizabeth L. Buse Mgmt For For
1d Elect Director Andrew Cecere Mgmt For For
1e Elect Director Kimberly N. Ellison-Taylor Mgmt For For
1f Elect Director Kimberly J. Harris Mgmt For For
1g Elect Director Roland A. Hernandez Mgmt For For
1h Elect Director Olivia F. Kirtley Mgmt For For
1i Elect Director Karen S. Lynch Mgmt For For
1j Elect Director Richard P. McKenney Mgmt For For
1k Elect Director Yusuf I. Mehdi Mgmt For For
1l Elect Director John P. Wiehoff Mgmt For For
1m Elect Director Scott W. Wine Mgmt For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
DiaSorin SpA
Meeting Date: 04/22/2021 Country: Italy Primary Security ID: T3475Y104 Meeting ID: 1519597 Record Date: 04/13/2021 Meeting Type: Annual/Special Ticker: DIA
Primary CUSIP: T3475Y104 Primary ISIN: IT0003492391 Primary SEDOL: B234WN9
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Ordinary Business Mgmt
Page 8 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
DiaSorin SpA
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Accept Financial Statements and Statutory Mgmt For For Reports
1.2 Approve Allocation of Income Mgmt For For
2.1 Approve Remuneration Policy Mgmt For Against
2.2 Approve Second Section of the Remuneration Mgmt For For Report
3 Approve Stock Option Plan Mgmt For For
4 Authorize Share Repurchase Program and Mgmt For For Reissuance of Repurchased Shares
Extraordinary Business Mgmt
1 Amend Company Bylaws: Articles 3, 8, 9-bis, Mgmt For For 11 and 18
A Deliberations on Possible Legal Action Against Mgmt None Against Directors if Presented by Shareholders
Eurofins Scientific SE
Meeting Date: 04/22/2021 Country: Luxembourg Primary Security ID: L31839134 Meeting ID: 1519737 Record Date: 04/08/2021 Meeting Type: Annual/Special Ticker: ERF
Primary CUSIP: L31839134 Primary ISIN: FR0014000MR3 Primary SEDOL: BNDPYV1
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Annual Meeting Agenda Mgmt
1 Receive and Approve Board's Reports Mgmt For For
2 Receive and Approve Director's Special Report Mgmt For For Re: Operations Carried Out Under the Authorized Capital Established
3 Receive and Approve Auditor's Reports Mgmt For For
4 Approve Consolidated Financial Statements Mgmt For For and Statutory Reports
5 Approve Financial Statements Mgmt For For
6 Approve Allocation of Income Mgmt For For
7 Approve Discharge of Directors Mgmt For For
8 Approve Discharge of Auditors Mgmt For For
Page 9 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Eurofins Scientific SE
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
9 Approve Remuneration Report Mgmt For Against
10 Reelect Pascal Rakovsky as Director Mgmt For For
11 Elect Ivo Rauh as Director Mgmt For For
12 Elect Evie Roos as Director Mgmt For For
13 Renew Appointment of Deloitte Audit as Mgmt For For Auditor
14 Approve Remuneration of Directors Mgmt For For
15 Acknowledge Information on Repurchase Mgmt For For Program
16 Authorize Board to Ratify and Execute Mgmt For For Approved Resolutions
Special Meeting Agenda Mgmt
1 Increase Authorized Share Capital and Amend Mgmt For Against Articles of Association
2 Approve Creation of Class C Beneficiary Units Mgmt For Against and Amend Articles of Association
3 Amend Articles 15.3, 16.3, and 21 of the Mgmt For For Articles of Association
4 Authorize Board to Ratify and Execute Mgmt For For Approved Resolutions
Johnson & Johnson
Meeting Date: 04/22/2021 Country: USA Primary Security ID: 478160104 Meeting ID: 1514169 Record Date: 02/23/2021 Meeting Type: Annual Ticker: JNJ
Primary CUSIP: 478160104 Primary ISIN: US4781601046 Primary SEDOL: 2475833
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Mary C. Beckerle Mgmt For For
1b Elect Director D. Scott Davis Mgmt For For
1c Elect Director Ian E. L. Davis Mgmt For For
1d Elect Director Jennifer A. Doudna Mgmt For For
1e Elect Director Alex Gorsky Mgmt For For
1f Elect Director Marillyn A. Hewson Mgmt For For
Page 10 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Johnson & Johnson
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1g Elect Director Hubert Joly Mgmt For For
1h Elect Director Mark B. McClellan Mgmt For For
1i Elect Director Anne M. Mulcahy Mgmt For Against
1j Elect Director Charles Prince Mgmt For For
1k Elect Director A. Eugene Washington Mgmt For For
1l Elect Director Mark A. Weinberger Mgmt For For
1m Elect Director Nadja Y. West Mgmt For For
1n Elect Director Ronald A. Williams Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For Auditors
4 Report on Government Financial Support and SH Against Against Access to COVID-19 Vaccines and Therapeutics
5 Require Independent Board Chair SH Against Against
6 Report on Civil Rights Audit SH Against For
7 Adopt Policy on Bonus Banking SH Against Against
Lockheed Martin Corporation
Meeting Date: 04/22/2021 Country: USA Primary Security ID: 539830109 Meeting ID: 1515932 Record Date: 02/26/2021 Meeting Type: Annual Ticker: LMT
Primary CUSIP: 539830109 Primary ISIN: US5398301094 Primary SEDOL: 2522096
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Daniel F. Akerson Mgmt For For
1.2 Elect Director David B. Burritt Mgmt For For
1.3 Elect Director Bruce A. Carlson Mgmt For For
1.4 Elect Director Joseph F. Dunford, Jr. Mgmt For For
1.5 Elect Director James O. Ellis, Jr. Mgmt For For
1.6 Elect Director Thomas J. Falk Mgmt For For
Page 11 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Lockheed Martin Corporation
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.7 Elect Director Ilene S. Gordon Mgmt For For
1.8 Elect Director Vicki A. Hollub Mgmt For For
1.9 Elect Director Jeh C. Johnson Mgmt For For
1.10 Elect Director Debra L. Reed-Klages Mgmt For For
1.11 Elect Director James D. Taiclet Mgmt For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For
5 Report on Human Rights Due Diligence SH Against Against
Pfizer Inc.
Meeting Date: 04/22/2021 Country: USA Primary Security ID: 717081103 Meeting ID: 1516040 Record Date: 02/24/2021 Meeting Type: Annual Ticker: PFE
Primary CUSIP: 717081103 Primary ISIN: US7170811035 Primary SEDOL: 2684703
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Ronald E. Blaylock Mgmt For For
1.2 Elect Director Albert Bourla Mgmt For For
1.3 Elect Director Susan Desmond-Hellmann Mgmt For For
1.4 Elect Director Joseph J. Echevarria Mgmt For For
1.5 Elect Director Scott Gottlieb Mgmt For For
1.6 Elect Director Helen H. Hobbs Mgmt For For
1.7 Elect Director Susan Hockfield Mgmt For For
1.8 Elect Director Dan R. Littman Mgmt For For
1.9 Elect Director Shantanu Narayen Mgmt For For
1.10 Elect Director Suzanne Nora Johnson Mgmt For For
1.11 Elect Director James Quincey Mgmt For For
1.12 Elect Director James C. Smith Mgmt For For
Page 12 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Pfizer Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
2 Ratify KPMG LLP as Auditor Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Require Independent Board Chair SH Against Against
5 Report on Political Contributions and SH Against For Expenditures
6 Report on Access to COVID-19 Products SH Against For
Public Storage
Meeting Date: 04/26/2021 Country: USA Primary Security ID: 74460D109 Meeting ID: 1517726 Record Date: 02/23/2021 Meeting Type: Annual Ticker: PSA
Primary CUSIP: 74460D109 Primary ISIN: US74460D1090 Primary SEDOL: 2852533
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Ronald L. Havner, Jr. Mgmt For For
1b Elect Director Tamara Hughes Gustavson Mgmt For For
1c Elect Director Leslie S. Heisz Mgmt For For
1d Elect Director Michelle (Meka) Mgmt For For Millstone-Shroff
1e Elect Director Shankh S. Mitra Mgmt For For
1f Elect Director David J. Neithercut Mgmt For For
1g Elect Director Rebecca Owen Mgmt For For
1h Elect Director Kristy M. Pipes Mgmt For For
1i Elect Director Avedick B. Poladian Mgmt For For
1j Elect Director John Reyes Mgmt For For
1k Elect Director Joseph D. Russell, Jr. Mgmt For For
1l Elect Director Tariq M. Shaukat Mgmt For For
1m Elect Director Ronald P. Spogli Mgmt For For
1n Elect Director Paul S. Williams Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Page 13 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Public Storage
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
3 Ratify Ernst & Young LLP as Auditors Mgmt For For
4 Approve Omnibus Stock Plan Mgmt For For
5 Eliminate Cumulative Voting Mgmt For For
Canadian National Railway Company
Meeting Date: 04/27/2021 Country: Canada Primary Security ID: 136375102 Meeting ID: 1502175 Record Date: 03/05/2021 Meeting Type: Annual Ticker: CNR
Primary CUSIP: 136375102 Primary ISIN: CA1363751027 Primary SEDOL: 2180632
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1A Elect Director Shauneen Bruder Mgmt For For
1B Elect Director Julie Godin Mgmt For For
1C Elect Director Denise Gray Mgmt For For
1D Elect Director Justin M. Howell Mgmt For For
1E Elect Director Kevin G. Lynch Mgmt For For
1F Elect Director Margaret A. McKenzie Mgmt For For
1G Elect Director James E. O'Connor Mgmt For For
1H Elect Director Robert Pace Mgmt For For
1I Elect Director Robert L. Phillips Mgmt For For
1J Elect Director Jean-Jacques Ruest Mgmt For For
1K Elect Director Laura Stein Mgmt For For
2 Ratify KPMG LLP as Auditors Mgmt For For
3 Advisory Vote on Executive Compensation Mgmt For For Approach
4 Management Advisory Vote on Climate Mgmt For For Change
Shareholder Proposals Mgmt
5 SP 1: Institute a New Safety-Centered Bonus SH Against Against System
Page 14 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Canadian National Railway Company
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
6 SP 2: Require the CN Police Service to Cede SH Against Against Criminal Investigation of All Workplace Deaths and Serious Injuries and Instead Request the Independent Police Forces in Canada and the US to Do Such Investigations
The PNC Financial Services Group, Inc.
Meeting Date: 04/27/2021 Country: USA Primary Security ID: 693475105 Meeting ID: 1517546 Record Date: 01/29/2021 Meeting Type: Annual Ticker: PNC
Primary CUSIP: 693475105 Primary ISIN: US6934751057 Primary SEDOL: 2692665
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Joseph Alvarado Mgmt For For
1b Elect Director Charles E. Bunch Mgmt For For
1c Elect Director Debra A. Cafaro Mgmt For For
1d Elect Director Marjorie Rodgers Cheshire Mgmt For For
1e Elect Director David L. Cohen Mgmt For For
1f Elect Director William S. Demchak Mgmt For For
1g Elect Director Andrew T. Feldstein Mgmt For For
1h Elect Director Richard J. Harshman Mgmt For For
1i Elect Director Daniel R. Hesse Mgmt For For
1j Elect Director Linda R. Medler Mgmt For For
1k Elect Director Martin Pfinsgraff Mgmt For For
1l Elect Director Toni Townes-Whitley Mgmt For For
1m Elect Director Michael J. Ward Mgmt For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Report on Risk Management and Nuclear SH Against Against Weapon Industry
Page 15 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
NICE Ltd. (Israel)
Meeting Date: 04/28/2021 Country: Israel Primary Security ID: M7494X101 Meeting ID: 1523816 Record Date: 03/29/2021 Meeting Type: Annual Ticker: NICE
Primary CUSIP: M7494X101 Primary ISIN: IL0002730112 Primary SEDOL: 6647133
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Meeting for ADR Holders Mgmt
1a Reelect David Kostman as Director Mgmt For For
1b Reelect Rimon Ben-Shaoul as Director Mgmt For For
1c Reelect Yehoshua (Shuki) Ehrlich as Director Mgmt For For
1d Reelect Leo Apotheker as Director Mgmt For For
1e Reelect Joseph (Joe) Cowan as Director Mgmt For For
2 Reelect Zehava Simon as External Director Mgmt For For
2a Vote FOR if you are a controlling shareholder Mgmt None Against or have a personal interest in Item 2, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager
3 Reapprove Compensation Policy for the Mgmt For For Directors and Officers of the Company
3a Vote FOR if you are a controlling shareholder Mgmt None Against or have a personal interest in Item 3, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager
4 Approve CEO Equity Plan Mgmt For For
4a Vote FOR if you are a controlling shareholder Mgmt None Against or have a personal interest in Item 4, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager
5 Reappoint Kost Forer Gabbay & Kasierer, a Mgmt For For member of Ernst & Young Global, as Auditors and Authorize Board to Fix Their Remuneration
6 Discuss Financial Statements and the Report Mgmt of the Board
Page 16 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Kimberly-Clark Corporation
Meeting Date: 04/29/2021 Country: USA Primary Security ID: 494368103 Meeting ID: 1512930 Record Date: 03/01/2021 Meeting Type: Annual Ticker: KMB
Primary CUSIP: 494368103 Primary ISIN: US4943681035 Primary SEDOL: 2491839
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director John W. Culver Mgmt For For
1.2 Elect Director Robert W. Decherd Mgmt For For
1.3 Elect Director Michael D. Hsu Mgmt For For
1.4 Elect Director Mae C. Jemison Mgmt For For
1.5 Elect Director S. Todd Maclin Mgmt For For
1.6 Elect Director Sherilyn S. McCoy Mgmt For Against
1.7 Elect Director Christa S. Quarles Mgmt For For
1.8 Elect Director Ian C. Read Mgmt For For
1.9 Elect Director Dunia A. Shive Mgmt For For
1.10 Elect Director Mark T. Smucker Mgmt For For
1.11 Elect Director Michael D. White Mgmt For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For
5 Approve Non-Employee Director Omnibus Mgmt For For Stock Plan
6 Reduce Ownership Threshold for Mgmt For For Shareholders to Call Special Meeting
7 Provide Right to Act by Written Consent SH Against For
Venture Corporation Limited
Meeting Date: 04/29/2021 Country: Singapore Primary Security ID: Y9361F111 Meeting ID: 1527930 Record Date: Meeting Type: Annual Ticker: V03
Primary CUSIP: Y9361F111 Primary ISIN: SG0531000230 Primary SEDOL: 6927374
Page 17 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Venture Corporation Limited
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Adopt Financial Statements and Directors' and Mgmt For For Auditors' Reports
2 Approve Final Dividend Mgmt For For
3 Elect Goon Kok Loon as Director Mgmt For For
4 Elect Wong Yew Meng as Director Mgmt For For
5 Elect Kay Kuok Oon Kwong as Director Mgmt For For
6 Elect Wong-Yeo Siew Eng as Director Mgmt For For
7 Approve Directors' Fees Mgmt For For
8 Approve Deloitte & Touche LLP as Auditors Mgmt For For and Authorize Board to Fix Their Remuneration
9 Approve Issuance of Equity or Equity-Linked Mgmt For For Securities with or without Preemptive Rights
10 Approve Grant of Options and Issuance of Mgmt For For Shares Under the Venture Corporation Executives' Share Option Scheme 2015
11 Authorize Share Repurchase Program Mgmt For For
12 Adopt Venture Corporation Restricted Share Mgmt For For Plan 2021
Eli Lilly and Company
Meeting Date: 05/03/2021 Country: USA Primary Security ID: 532457108 Meeting ID: 1519635 Record Date: 02/22/2021 Meeting Type: Annual Ticker: LLY
Primary CUSIP: 532457108 Primary ISIN: US5324571083 Primary SEDOL: 2516152
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Katherine Baicker Mgmt For For
1b Elect Director J. Erik Fyrwald Mgmt For For
1c Elect Director Jamere Jackson Mgmt For For
1d Elect Director Gabrielle Sulzberger Mgmt For For
1e Elect Director Jackson P. Tai Mgmt For Against
Page 18 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Eli Lilly and Company
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For
4 Declassify the Board of Directors Mgmt For For
5 Eliminate Supermajority Vote Requirement Mgmt For For
6 Report on Lobbying Payments and Policy SH Against For
7 Require Independent Board Chair SH Against For
8 Adopt Policy on Bonus Banking SH Against For
9 Clawback Disclosure of Recoupment Activity SH Against For from Senior Officers
Barrick Gold Corporation
Meeting Date: 05/04/2021 Country: Canada Primary Security ID: 067901108 Meeting ID: 1502173 Record Date: 03/05/2021 Meeting Type: Annual/Special Ticker: GOLD
Primary CUSIP: 067901108 Primary ISIN: CA0679011084 Primary SEDOL: 2024677
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director D. Mark Bristow Mgmt For For
1.2 Elect Director Gustavo A. Cisneros Mgmt For For
1.3 Elect Director Christopher L. Coleman Mgmt For For
1.4 Elect Director J. Michael Evans Mgmt For For
1.5 Elect Director Brian L. Greenspun Mgmt For For
1.6 Elect Director J. Brett Harvey Mgmt For For
1.7 Elect Director Anne N. Kabagambe Mgmt For For
1.8 Elect Director Andrew J. Quinn Mgmt For For
1.9 Elect Director M. Loreto Silva Mgmt For For
1.10 Elect Director John L. Thornton Mgmt For For
2 Approve Pricewaterhousecoopers LLP as Mgmt For For Auditors and Authorize Board to Fix Their Remuneration
Page 19 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Barrick Gold Corporation
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
3 Advisory Vote on Executive Compensation Mgmt For For Approach
4 Approve Reduction in Stated Capital Mgmt For For
Evergy, Inc.
Meeting Date: 05/04/2021 Country: USA Primary Security ID: 30034W106 Meeting ID: 1521284 Record Date: 03/18/2021 Meeting Type: Annual Ticker: EVRG
Primary CUSIP: 30034W106 Primary ISIN: US30034W1062 Primary SEDOL: BFMXGR0
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director David A. Campbell Mgmt For For
1b Elect Director Mollie Hale Carter Mgmt For For
1c Elect Director Thomas D. Hyde Mgmt For For
1d Elect Director B. Anthony Isaac Mgmt For For
1e Elect Director Paul M. Keglevic Mgmt For For
1f Elect Director Mary L. Landrieu Mgmt For For
1g Elect Director Sandra A.J. Lawrence Mgmt For For
1h Elect Director Ann D. Murtlow Mgmt For For
1i Elect Director Sandra J. Price Mgmt For For
1j Elect Director Mark A. Ruelle Mgmt For For
1k Elect Director S. Carl Soderstrom, Jr. Mgmt For For
1l Elect Director John Arthur Stall Mgmt For For
1m Elect Director C. John Wilder Mgmt For Against
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For
Page 20 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Franco-Nevada Corporation
Meeting Date: 05/05/2021 Country: Canada Primary Security ID: 351858105 Meeting ID: 1503538 Record Date: 03/15/2021 Meeting Type: Annual/Special Ticker: FNV
Primary CUSIP: 351858105 Primary ISIN: CA3518581051 Primary SEDOL: B29NF31
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director David Harquail Mgmt For For
1.2 Elect Director Paul Brink Mgmt For For
1.3 Elect Director Tom Albanese Mgmt For For
1.4 Elect Director Derek W. Evans Mgmt For For
1.5 Elect Director Catharine Farrow Mgmt For For
1.6 Elect Director Louis Gignac Mgmt For For
1.7 Elect Director Maureen Jensen Mgmt For For
1.8 Elect Director Jennifer Maki Mgmt For For
1.9 Elect Director Randall Oliphant Mgmt For For
1.10 Elect Director Elliott Pew Mgmt For For
2 Approve PricewaterhouseCoopers LLP as Mgmt For For Auditors and Authorize Board to Fix Their Remuneration
3 Advisory Vote on Executive Compensation Mgmt For For Approach
PepsiCo, Inc.
Meeting Date: 05/05/2021 Country: USA Primary Security ID: 713448108 Meeting ID: 1521469 Record Date: 03/01/2021 Meeting Type: Annual Ticker: PEP
Primary CUSIP: 713448108 Primary ISIN: US7134481081 Primary SEDOL: 2681511
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Segun Agbaje Mgmt For For
1b Elect Director Shona L. Brown Mgmt For For
1c Elect Director Cesar Conde Mgmt For For
1d Elect Director Ian Cook Mgmt For For
Page 21 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
PepsiCo, Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1e Elect Director Dina Dublon Mgmt For For
1f Elect Director Michelle Gass Mgmt For For
1g Elect Director Ramon L. Laguarta Mgmt For For
1h Elect Director Dave Lewis Mgmt For For
1i Elect Director David C. Page Mgmt For For
1j Elect Director Robert C. Pohlad Mgmt For For
1k Elect Director Daniel Vasella Mgmt For For
1l Elect Director Darren Walker Mgmt For For
1m Elect Director Alberto Weisser Mgmt For For
2 Ratify KPMG LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Reduce Ownership Threshold for SH Against For Shareholders to Call Special Meeting
5 Report on Sugar and Public Health SH Against Against
6 Report on External Public Health Costs SH Against Against
Symrise AG
Meeting Date: 05/05/2021 Country: Germany Primary Security ID: D827A1108 Meeting ID: 1521906 Record Date: 04/13/2021 Meeting Type: Annual Ticker: SY1
Primary CUSIP: D827A1108 Primary ISIN: DE000SYM9999 Primary SEDOL: B1JB4K8
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal Year 2020 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For of EUR 0.97 per Share
3 Approve Discharge of Management Board for Mgmt For For Fiscal Year 2020
4 Approve Discharge of Supervisory Board for Mgmt For For Fiscal Year 2020
5 Ratify Ernst & Young GmbH as Auditors for Mgmt For For Fiscal Year 2021
Page 22 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Symrise AG
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
6.1 Elect Michael Koenig to the Supervisory Board Mgmt For For
6.2 Elect Ursula Buck to the Supervisory Board Mgmt For For
6.3 Elect Bernd Hirsch to the Supervisory Board Mgmt For For
6.4 Elect Horst-Otto Gerberding to the Mgmt For For Supervisory Board
6.5 Elect Andrea Pfeifer to the Supervisory Board Mgmt For For
6.6 Elect Peter Vanacker to the Supervisory Board Mgmt For For
7 Amend Articles Re: Online Participation; Mgmt For For Absentee Vote; Virtual General Meeting
8 Approve Remuneration Policy Mgmt For For
9 Approve Remuneration of Supervisory Board Mgmt For For
Constellation Software Inc.
Meeting Date: 05/06/2021 Country: Canada Primary Security ID: 21037X100 Meeting ID: 1508976 Record Date: 03/25/2021 Meeting Type: Annual Ticker: CSU
Primary CUSIP: 21037X100 Primary ISIN: CA21037X1006 Primary SEDOL: B15C4L6
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Jeff Bender Mgmt For For
1.2 Elect Director John Billowits Mgmt For For
1.3 Elect Director Lawrence Cunningham Mgmt For For
1.4 Elect Director Susan Gayner Mgmt For For
1.5 Elect Director Robert Kittel Mgmt For For
1.6 Elect Director Mark Leonard Mgmt For For
1.7 Elect Director Paul McFeeters Mgmt For For
1.8 Elect Director Mark Miller Mgmt For For
1.9 Elect Director Lori O'Neill Mgmt For For
1.10 Elect Director Donna Parr Mgmt For For
1.11 Elect Director Andrew Pastor Mgmt For For
1.12 Elect Director Dexter Salna Mgmt For For
Page 23 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Constellation Software Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.13 Elect Director Stephen R. Scotchmer Mgmt For For
1.14 Elect Director Barry Symons Mgmt For For
1.15 Elect Director Robin Van Poelje Mgmt For For
2 Approve KPMG LLP as Auditors and Authorize Mgmt For For Board to Fix Their Remuneration
3 Advisory Vote on Executive Compensation Mgmt For For Approach
Duke Energy Corporation
Meeting Date: 05/06/2021 Country: USA Primary Security ID: 26441C204 Meeting ID: 1520758 Record Date: 03/08/2021 Meeting Type: Annual Ticker: DUK
Primary CUSIP: 26441C204 Primary ISIN: US26441C2044 Primary SEDOL: B7VD3F2
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Michael G. Browning Mgmt For For
1.2 Elect Director Annette K. Clayton Mgmt For For
1.3 Elect Director Theodore F. Craver, Jr. Mgmt For For
1.4 Elect Director Robert M. Davis Mgmt For For
1.5 Elect Director Caroline Dorsa Mgmt For For
1.6 Elect Director W. Roy Dunbar Mgmt For For
1.7 Elect Director Nicholas C. Fanandakis Mgmt For For
1.8 Elect Director Lynn J. Good Mgmt For For
1.9 Elect Director John T. Herron Mgmt For For
1.10 Elect Director E. Marie McKee Mgmt For For
1.11 Elect Director Michael J. Pacilio Mgmt For For
1.12 Elect Director Thomas E. Skains Mgmt For For
1.13 Elect Director William E. Webster, Jr. Mgmt For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Page 24 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Duke Energy Corporation
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
4 Eliminate Supermajority Vote Requirement Mgmt For For
5 Require Independent Board Chair SH Against Against
6 Report on Political Contributions and SH Against For Expenditures
TELUS Corporation
Meeting Date: 05/07/2021 Country: Canada Primary Security ID: 87971M103 Meeting ID: 1503093 Record Date: 03/08/2021 Meeting Type: Annual Ticker: T
Primary CUSIP: 87971M103 Primary ISIN: CA87971M1032 Primary SEDOL: 2381093
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director R. H. (Dick) Auchinleck Mgmt For For
1.2 Elect Director Raymond T. Chan Mgmt For For
1.3 Elect Director Hazel Claxton Mgmt For For
1.4 Elect Director Lisa de Wilde Mgmt For For
1.5 Elect Director Darren Entwistle Mgmt For For
1.6 Elect Director Thomas E. Flynn Mgmt For For
1.7 Elect Director Mary Jo Haddad Mgmt For For
1.8 Elect Director Kathy Kinloch Mgmt For For
1.9 Elect Director Christine Magee Mgmt For For
1.10 Elect Director John Manley Mgmt For For
1.11 Elect Director David Mowat Mgmt For For
1.12 Elect Director Marc Parent Mgmt For For
1.13 Elect Director Denise Pickett Mgmt For For
1.14 Elect Director W. Sean Willy Mgmt For For
2 Approve Deloitte LLP as Auditors and Mgmt For For Authorize Board to Fix Their Remuneration
3 Advisory Vote on Executive Compensation Mgmt For For Approach
4 Amend Deferred Share Unit Plan Mgmt For For
Page 25 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Everest Re Group, Ltd.
Meeting Date: 05/12/2021 Country: Bermuda Primary Security ID: G3223R108 Meeting ID: 1529987 Record Date: 03/15/2021 Meeting Type: Annual Ticker: RE
Primary CUSIP: G3223R108 Primary ISIN: BMG3223R1088 Primary SEDOL: 2556868
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director John J. Amore Mgmt For For
1.2 Elect Director Juan C. Andrade Mgmt For For
1.3 Elect Director William F. Galtney, Jr. Mgmt For For
1.4 Elect Director John A. Graf Mgmt For For
1.5 Elect Director Meryl Hartzband Mgmt For For
1.6 Elect Director Gerri Losquadro Mgmt For For
1.7 Elect Director Roger M. Singer Mgmt For For
1.8 Elect Director Joseph V. Taranto Mgmt For For
1.9 Elect Director John A. Weber Mgmt For For
2 Approve PricewaterhouseCoopers LLP as Mgmt For For Auditors and Authorize Board to Fix Their Remuneration
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Partners Group Holding AG
Meeting Date: 05/12/2021 Country: Switzerland Primary Security ID: H6120A101 Meeting ID: 1499821 Record Date: Meeting Type: Annual Ticker: PGHN
Primary CUSIP: H6120A101 Primary ISIN: CH0024608827 Primary SEDOL: B119QG0
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Approve Allocation of Income and Dividends Mgmt For For of CHF 27.50 per Share
3 Approve Discharge of Board and Senior Mgmt For For Management
Page 26 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Partners Group Holding AG
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
4 Amend Articles Re: External Mandates for Mgmt For For Members of the Board of Directors and Executive Committee
5 Approve Remuneration Report Mgmt For Against
6.1 Approve Short-Term Remuneration of Mgmt For For Directors in the Amount of CHF 3 Million
6.2 Approve Long-Term Remuneration of Mgmt For For Directors in the Amount of CHF 3.8 Million
6.3 Approve Technical Non-Financial Mgmt For For Remuneration of Directors in the Amount of CHF 10.1 Million
6.4 Approve Short-Term Remuneration of Mgmt For For Executive Committee in the Amount of CHF 9 Million for Fiscal Year 2021
6.5 Approve Short-Term Remuneration of Mgmt For For Executive Committee in the Amount of CHF 9 Million for Fiscal Year 2022
6.6 Approve Long-Term Remuneration of Mgmt For For Executive Committee in the Amount of CHF 15.1 Million
6.7 Approve Technical Non-Financial Mgmt For For Remuneration of Executive Committee in the Amount of CHF 60,000
7.1.1 Elect Steffen Meister as Director and as Board Mgmt For Against Chairman
7.1.2 Elect Marcel Erni as Director Mgmt For Against
7.1.3 Elect Alfred Gantner as Director Mgmt For Against
7.1.4 Elect Lisa Hook as Director Mgmt For For
7.1.5 Elect Joseph Landy as Director Mgmt For For
7.1.6 Elect Grace del Rosario-Castano as Director Mgmt For For
7.1.7 Elect Martin Strobel as Director Mgmt For For
7.1.8 Elect Urs Wietlisbach as Director Mgmt For Against
7.2.1 Appoint Grace del Rosario-Castano as Mgmt For For Member of the Nomination and Compensation Committee
7.2.2 Appoint Lisa Hook as Member of the Mgmt For For Nomination and Compensation Committee
7.2.3 Appoint Martin Strobel as Member of the Mgmt For For Nomination and Compensation Committee
7.3 Designate Hotz & Goldmann as Independent Mgmt For For Proxy
Page 27 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Partners Group Holding AG
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
7.4 Ratify KPMG AG as Auditors Mgmt For For
8 Transact Other Business (Voting) Mgmt For Against
Intel Corporation
Meeting Date: 05/13/2021 Country: USA Primary Security ID: 458140100 Meeting ID: 1524366 Record Date: 03/19/2021 Meeting Type: Annual Ticker: INTC
Primary CUSIP: 458140100 Primary ISIN: US4581401001 Primary SEDOL: 2463247
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Patrick P. Gelsinger Mgmt For For
1b Elect Director James J. Goetz Mgmt For For
1c Elect Director Alyssa Henry Mgmt For For
1d Elect Director Omar Ishrak Mgmt For For
1e Elect Director Risa Lavizzo-Mourey Mgmt For For
1f Elect Director Tsu-Jae King Liu Mgmt For For
1g Elect Director Gregory D. Smith Mgmt For For
1h Elect Director Dion J. Weisler Mgmt For For
1i Elect Director Frank D. Yeary Mgmt For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For
5 Report on Global Median Gender/Racial Pay SH Against Against Gap
6 Report on Whether Written Policies or SH Against Against Unwritten Norms Reinforce Racism in Company Culture
Page 28 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Verizon Communications Inc.
Meeting Date: 05/13/2021 Country: USA Primary Security ID: 92343V104 Meeting ID: 1523841 Record Date: 03/15/2021 Meeting Type: Annual Ticker: VZ
Primary CUSIP: 92343V104 Primary ISIN: US92343V1044 Primary SEDOL: 2090571
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Shellye L. Archambeau Mgmt For For
1b Elect Director Roxanne S. Austin Mgmt For For
1c Elect Director Mark T. Bertolini Mgmt For For
1d Elect Director Melanie L. Healey Mgmt For For
1e Elect Director Clarence Otis, Jr. Mgmt For For
1f Elect Director Daniel H. Schulman Mgmt For For
1g Elect Director Rodney E. Slater Mgmt For For
1h Elect Director Hans E. Vestberg Mgmt For For
1i Elect Director Gregory G. Weaver Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For
4 Lower Ownership Threshold for Action by SH Against For Written Consent
5 Amend Senior Executive Compensation SH Against For Clawback Policy
6 Submit Severance Agreement SH Against Against (Change-in-Control) to Shareholder Vote
CLP Holdings Ltd.
Meeting Date: 05/14/2021 Country: Hong Kong Primary Security ID: Y1660Q104 Meeting ID: 1514031 Record Date: 05/10/2021 Meeting Type: Annual Ticker: 2
Primary CUSIP: Y1660Q104 Primary ISIN: HK0002007356 Primary SEDOL: 6097017
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
Page 29 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
CLP Holdings Ltd.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
2a Elect Christina Gaw as Director Mgmt For For
2b Elect Chunyuan Gu as Director Mgmt For For
2c Elect John Andrew Harry Leigh as Director Mgmt For For
2d Elect Andrew Clifford Winawer Brandler as Mgmt For For Director
2e Elect Nicholas Charles Allen as Director Mgmt For For
2f Elect Law Fan Chiu Fun Fanny as Director Mgmt For For
2g Elect Richard Kendall Lancaster as Director Mgmt For For
3 Approve PricewaterhouseCoopers as Auditors Mgmt For For and Authorize Board to Fix Their Remuneration
4 Adopt New Articles of Association Mgmt For For
5 Approve Issuance of Equity or Equity-Linked Mgmt For For Securities without Preemptive Rights
6 Authorize Repurchase of Issued Share Capital Mgmt For For
Waste Connections, Inc.
Meeting Date: 05/14/2021 Country: Canada Primary Security ID: 94106B101 Meeting ID: 1503552 Record Date: 03/16/2021 Meeting Type: Annual Ticker: WCN
Primary CUSIP: 94106B101 Primary ISIN: CA94106B1013 Primary SEDOL: BYQFRK5
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Edward E. "Ned" Guillet Mgmt For For
1b Elect Director Michael W. Harlan Mgmt For For
1c Elect Director Larry S. Hughes Mgmt For For
1d Elect Director Worthing F. Jackman Mgmt For For
1e Elect Director Elise L. Jordan Mgmt For For
1f Elect Director Susan "Sue" Lee Mgmt For For
1g Elect Director Ronald J. Mittelstaedt Mgmt For For
1h Elect Director William J. Razzouk Mgmt For For
Page 30 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Waste Connections, Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Approve Grant Thornton LLP as Auditors and Mgmt For For Authorize Board to Fix Their Remuneration
BOC Hong Kong (Holdings) Limited
Meeting Date: 05/17/2021 Country: Hong Kong Primary Security ID: Y0920U103 Meeting ID: 1531255 Record Date: 05/10/2021 Meeting Type: Annual Ticker: 2388
Primary CUSIP: Y0920U103 Primary ISIN: HK2388011192 Primary SEDOL: 6536112
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Approve Final Dividend Mgmt For For
3a Elect Lin Jingzhen as Director Mgmt For For
3b Elect Choi Koon Shum as Director Mgmt For For
3c Elect Law Yee Kwan Quinn as Director Mgmt For For
4 Approve PricewaterhouseCoopers as Auditor Mgmt For For and Authorize Board or Duly Authorized Committee of the Board to Fix Their Remuneration
5 Approve Issuance of Equity or Equity-Linked Mgmt For Against Securities without Preemptive Rights
6 Authorize Repurchase of Issued Share Capital Mgmt For For
7 Authorize Reissuance of Repurchased Shares Mgmt For Against
8 Adopt New Articles of Association Mgmt For For
JPMorgan Chase & Co.
Meeting Date: 05/18/2021 Country: USA Primary Security ID: 46625H100 Meeting ID: 1528649 Record Date: 03/19/2021 Meeting Type: Annual Ticker: JPM
Primary CUSIP: 46625H100 Primary ISIN: US46625H1005 Primary SEDOL: 2190385
Page 31 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
JPMorgan Chase & Co.
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Linda B. Bammann Mgmt For For
1b Elect Director Stephen B. Burke Mgmt For For
1c Elect Director Todd A. Combs Mgmt For For
1d Elect Director James S. Crown Mgmt For For
1e Elect Director James Dimon Mgmt For For
1f Elect Director Timothy P. Flynn Mgmt For For
1g Elect Director Mellody Hobson Mgmt For For
1h Elect Director Michael A. Neal Mgmt For For
1i Elect Director Phebe N. Novakovic Mgmt For For
1j Elect Director Virginia M. Rometty Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For
4 Ratify PricewaterhouseCoopers LLP as Mgmt For For Auditors
5 Reduce Ownership Threshold for SH Against For Shareholders to Request Action by Written Consent
6 Report on Racial Equity Audit SH Against For
7 Require Independent Board Chair SH Against For
8 Report on Congruency Political Analysis and SH Against For Electioneering Expenditures
Knight-Swift Transportation Holdings Inc.
Meeting Date: 05/18/2021 Country: USA Primary Security ID: 499049104 Meeting ID: 1529269 Record Date: 03/22/2021 Meeting Type: Annual Ticker: KNX
Primary CUSIP: 499049104 Primary ISIN: US4990491049 Primary SEDOL: BF0LKD0
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Gary Knight Mgmt For For
Page 32 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Knight-Swift Transportation Holdings Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.2 Elect Director Kathryn Munro Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify Grant Thornton LLP as Auditors Mgmt For For
4 Reduce Supermajority Vote Requirement SH Against For
Fiserv, Inc.
Meeting Date: 05/19/2021 Country: USA Primary Security ID: 337738108 Meeting ID: 1527970 Record Date: 03/22/2021 Meeting Type: Annual Ticker: FISV
Primary CUSIP: 337738108 Primary ISIN: US3377381088 Primary SEDOL: 2342034
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Frank J. Bisignano Mgmt For For
1.2 Elect Director Alison Davis Mgmt For For
1.3 Elect Director Henrique de Castro Mgmt For For
1.4 Elect Director Harry F. DiSimone Mgmt For For
1.5 Elect Director Dennis F. Lynch Mgmt For For
1.6 Elect Director Heidi G. Miller Mgmt For For
1.7 Elect Director Scott C. Nuttall Mgmt For For
1.8 Elect Director Denis J. O'Leary Mgmt For For
1.9 Elect Director Doyle R. Simons Mgmt For For
1.10 Elect Director Kevin M. Warren Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For
Mondelez International, Inc.
Meeting Date: 05/19/2021 Country: USA Primary Security ID: 609207105 Meeting ID: 1523860 Record Date: 03/12/2021 Meeting Type: Annual Ticker: MDLZ
Primary CUSIP: 609207105 Primary ISIN: US6092071058 Primary SEDOL: B8CKK03
Page 33 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Mondelez International, Inc.
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Lewis W.K. Booth Mgmt For For
1b Elect Director Charles E. Bunch Mgmt For For
1c Elect Director Lois D. Juliber Mgmt For For
1d Elect Director Peter W. May Mgmt For For
1e Elect Director Jorge S. Mesquita Mgmt For For
1f Elect Director Jane Hamilton Nielsen Mgmt For For
1g Elect Director Fredric G. Reynolds Mgmt For For
1h Elect Director Christiana S. Shi Mgmt For For
1i Elect Director Patrick T. Siewert Mgmt For For
1j Elect Director Michael A. Todman Mgmt For For
1k Elect Director Jean-Francois M. L. van Mgmt For For Boxmeer
1l Elect Director Dirk Van de Put Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For Auditors
4 Consider Pay Disparity Between Executives SH Against Against and Other Employees
Sun Communities, Inc.
Meeting Date: 05/19/2021 Country: USA Primary Security ID: 866674104 Meeting ID: 1527760 Record Date: 03/12/2021 Meeting Type: Annual Ticker: SUI
Primary CUSIP: 866674104 Primary ISIN: US8666741041 Primary SEDOL: 2860257
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Gary A. Shiffman Mgmt For For
1b Elect Director Tonya Allen Mgmt For For
1c Elect Director Meghan G. Baivier Mgmt For For
Page 34 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Sun Communities, Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1d Elect Director Stephanie W. Bergeron Mgmt For For
1e Elect Director Brian M. Hermelin Mgmt For For
1f Elect Director Ronald A. Klein Mgmt For For
1g Elect Director Clunet R. Lewis Mgmt For For
1h Elect Director Arthur A. Weiss Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify Grant Thornton LLP as Auditor Mgmt For For
Vertex Pharmaceuticals Incorporated
Meeting Date: 05/19/2021 Country: USA Primary Security ID: 92532F100 Meeting ID: 1529319 Record Date: 03/25/2021 Meeting Type: Annual Ticker: VRTX
Primary CUSIP: 92532F100 Primary ISIN: US92532F1003 Primary SEDOL: 2931034
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Sangeeta Bhatia Mgmt For For
1.2 Elect Director Lloyd Carney Mgmt For For
1.3 Elect Director Alan Garber Mgmt For For
1.4 Elect Director Terrence Kearney Mgmt For For
1.5 Elect Director Reshma Kewalramani Mgmt For For
1.6 Elect Director Yuchun Lee Mgmt For For
1.7 Elect Director Jeffrey Leiden Mgmt For For
1.8 Elect Director Margaret McGlynn Mgmt For For
1.9 Elect Director Diana McKenzie Mgmt For For
1.10 Elect Director Bruce Sachs Mgmt For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Report on Lobbying Payments and Policy SH Against For
Page 35 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Vertex Pharmaceuticals Incorporated
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
5 Report on Political Contributions and SH Against For Expenditures
Xcel Energy Inc.
Meeting Date: 05/19/2021 Country: USA Primary Security ID: 98389B100 Meeting ID: 1527929 Record Date: 03/22/2021 Meeting Type: Annual Ticker: XEL
Primary CUSIP: 98389B100 Primary ISIN: US98389B1008 Primary SEDOL: 2614807
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Lynn Casey Mgmt For For
1b Elect Director Ben Fowke Mgmt For For
1c Elect Director Robert Frenzel Mgmt For For
1d Elect Director Netha Johnson Mgmt For For
1e Elect Director Patricia Kampling Mgmt For For
1f Elect Director George Kehl Mgmt For For
1g Elect Director Richard O'Brien Mgmt For For
1h Elect Director Charles Pardee Mgmt For For
1i Elect Director Christopher Policinski Mgmt For For
1j Elect Director James Prokopanko Mgmt For For
1k Elect Director David Westerlund Mgmt For For
1l Elect Director Kim Williams Mgmt For For
1m Elect Director Timothy Wolf Mgmt For For
1n Elect Director Daniel Yohannes Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For
4 Report on Costs and Benefits of SH Against Against Climate-Related Activities
Page 36 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
AvalonBay Communities, Inc.
Meeting Date: 05/20/2021 Country: USA Primary Security ID: 053484101 Meeting ID: 1528413 Record Date: 03/25/2021 Meeting Type: Annual Ticker: AVB
Primary CUSIP: 053484101 Primary ISIN: US0534841012 Primary SEDOL: 2131179
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Glyn F. Aeppel Mgmt For For
1b Elect Director Terry S. Brown Mgmt For For
1c Elect Director Alan B. Buckelew Mgmt For For
1d Elect Director Ronald L. Havner, Jr. Mgmt For For
1e Elect Director Stephen P. Hills Mgmt For For
1f Elect Director Christopher B. Howard Mgmt For For
1g Elect Director Richard J. Lieb Mgmt For For
1h Elect Director Nnenna Lynch Mgmt For For
1i Elect Director Timothy J. Naughton Mgmt For For
1j Elect Director Benjamin W. Schall Mgmt For For
1k Elect Director Susan Swanezy Mgmt For For
1l Elect Director W. Edward Walter Mgmt For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Kansas City Southern
Meeting Date: 05/20/2021 Country: USA Primary Security ID: 485170302 Meeting ID: 1529672 Record Date: 03/22/2021 Meeting Type: Annual Ticker: KSU
Primary CUSIP: 485170302 Primary ISIN: US4851703029 Primary SEDOL: 2607647
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Lydia I. Beebe Mgmt For For
1.2 Elect Director Lu M. Cordova Mgmt For For
Page 37 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Kansas City Southern
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.3 Elect Director Robert J. Druten Mgmt For For
1.4 Elect Director Antonio O. Garza, Jr. Mgmt For For
1.5 Elect Director David Garza-Santos Mgmt For For
1.6 Elect Director Janet H. Kennedy Mgmt For For
1.7 Elect Director Mitchell J. Krebs Mgmt For For
1.8 Elect Director Henry J. Maier Mgmt For For
1.9 Elect Director Thomas A. McDonnell Mgmt For For
1.10 Elect Director Patrick J. Ottensmeyer Mgmt For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Officers' Compensation
McDonald's Corporation
Meeting Date: 05/20/2021 Country: USA Primary Security ID: 580135101 Meeting ID: 1529169 Record Date: 03/22/2021 Meeting Type: Annual Ticker: MCD
Primary CUSIP: 580135101 Primary ISIN: US5801351017 Primary SEDOL: 2550707
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Lloyd Dean Mgmt For For
1b Elect Director Robert Eckert Mgmt For For
1c Elect Director Catherine Engelbert Mgmt For For
1d Elect Director Margaret Georgiadis Mgmt For For
1e Elect Director Enrique Hernandez, Jr. Mgmt For For
1f Elect Director Christopher Kempczinski Mgmt For For
1g Elect Director Richard Lenny Mgmt For For
1h Elect Director John Mulligan Mgmt For For
1i Elect Director Sheila Penrose Mgmt For For
1j Elect Director John Rogers, Jr. Mgmt For For
1k Elect Director Paul Walsh Mgmt For For
Page 38 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
McDonald's Corporation
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1l Elect Director Miles White Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For
4 Report on Sugar and Public Health SH Against Against
5 Report on Antibiotics and Public Health Costs SH Against Against
6 Provide Right to Act by Written Consent SH Against For
Tencent Holdings Limited
Meeting Date: 05/20/2021 Country: Cayman Islands Primary Security ID: G87572163 Meeting ID: 1529089 Record Date: 05/13/2021 Meeting Type: Annual Ticker: 700
Primary CUSIP: G87572163 Primary ISIN: KYG875721634 Primary SEDOL: BMMV2K8
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Approve Final Dividend Mgmt For For
3a Elect Yang Siu Shun as Director Mgmt For For
3b Authorize Board to Fix Remuneration of Mgmt For For Directors
4 Approve PricewaterhouseCoopers as Auditor Mgmt For For and Authorize Board to Fix Their Remuneration
5 Approve Issuance of Equity or Equity-Linked Mgmt For Against Securities without Preemptive Rights
6 Authorize Repurchase of Issued Share Capital Mgmt For For
7 Authorize Reissuance of Repurchased Shares Mgmt For Against
Tencent Holdings Limited
Meeting Date: 05/20/2021 Country: Cayman Islands Primary Security ID: G87572163 Meeting ID: 1536900 Record Date: 05/13/2021 Meeting Type: Special Ticker: 700
Primary CUSIP: G87572163 Primary ISIN: KYG875721634 Primary SEDOL: BMMV2K8
Page 39 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Tencent Holdings Limited
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Adopt Share Option Plan of China Literature Mgmt For Against Limited
Quest Diagnostics Incorporated
Meeting Date: 05/21/2021 Country: USA Primary Security ID: 74834L100 Meeting ID: 1530039 Record Date: 03/22/2021 Meeting Type: Annual Ticker: DGX
Primary CUSIP: 74834L100 Primary ISIN: US74834L1008 Primary SEDOL: 2702791
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Vicky B. Gregg Mgmt For For
1.2 Elect Director Wright L. Lassiter, III Mgmt For For
1.3 Elect Director Timothy L. Main Mgmt For For
1.4 Elect Director Denise M. Morrison Mgmt For For
1.5 Elect Director Gary M. Pfeiffer Mgmt For For
1.6 Elect Director Timothy M. Ring Mgmt For For
1.7 Elect Director Stephen H. Rusckowski Mgmt For For
1.8 Elect Director Helen I. Torley Mgmt For For
1.9 Elect Director Gail R. Wilensky Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For Auditors
4 Provide Right to Act by Written Consent SH Against For
Merck & Co., Inc.
Meeting Date: 05/25/2021 Country: USA Primary Security ID: 58933Y105 Meeting ID: 1527429 Record Date: 03/26/2021 Meeting Type: Annual Ticker: MRK
Primary CUSIP: 58933Y105 Primary ISIN: US58933Y1055 Primary SEDOL: 2778844
Page 40 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Merck & Co., Inc.
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Leslie A. Brun Mgmt For For
1b Elect Director Mary Ellen Coe Mgmt For For
1c Elect Director Pamela J. Craig Mgmt For For
1d Elect Director Kenneth C. Frazier Mgmt For For
1e Elect Director Thomas H. Glocer Mgmt For For
1f Elect Director Risa J. Lavizzo-Mourey Mgmt For For
1g Elect Director Stephen L. Mayo Mgmt For For
1h Elect Director Paul B. Rothman Mgmt For For
1i Elect Director Patricia F. Russo Mgmt For For
1j Elect Director Christine E. Seidman Mgmt For For
1k Elect Director Inge G. Thulin Mgmt For For
1l Elect Director Kathy J. Warden Mgmt For For
1m Elect Director Peter C. Wendell Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For Auditors
4 Provide Right to Act by Written Consent SH Against For
5 Report on Access to COVID-19 Products SH Against For
Dollar General Corporation
Meeting Date: 05/26/2021 Country: USA Primary Security ID: 256677105 Meeting ID: 1526535 Record Date: 03/18/2021 Meeting Type: Annual Ticker: DG
Primary CUSIP: 256677105 Primary ISIN: US2566771059 Primary SEDOL: B5B1S13
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Warren F. Bryant Mgmt For For
1b Elect Director Michael M. Calbert Mgmt For For
Page 41 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Dollar General Corporation
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1c Elect Director Patricia D. Fili-Krushel Mgmt For For
1d Elect Director Timothy I. McGuire Mgmt For For
1e Elect Director William C. Rhodes, III Mgmt For For
1f Elect Director Debra A. Sandler Mgmt For For
1g Elect Director Ralph E. Santana Mgmt For For
1h Elect Director Todd J. Vasos Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For
4 Approve Omnibus Stock Plan Mgmt For For
5 Provide Right to Call Special Meeting of the Mgmt For For total of 25% of Outstanding Common Stock
6 Provide Right to Call A Special Meeting of the SH Against For total of 10% of Outstanding Common Stock
ABC-MART, INC.
Meeting Date: 05/27/2021 Country: Japan Primary Security ID: J00056101 Meeting ID: 1543972 Record Date: 02/28/2021 Meeting Type: Annual Ticker: 2670
Primary CUSIP: J00056101 Primary ISIN: JP3152740001 Primary SEDOL: 6292102
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For Dividend of JPY 85
2.1 Elect Director Noguchi, Minoru Mgmt For For
2.2 Elect Director Katsunuma, Kiyoshi Mgmt For For
2.3 Elect Director Kojima, Jo Mgmt For For
2.4 Elect Director Kikuchi, Takashi Mgmt For For
2.5 Elect Director Hattori, Kiichiro Mgmt For For
3.1 Elect Director and Audit Committee Member Mgmt For For Matsuoka, Tadashi
3.2 Elect Director and Audit Committee Member Mgmt For For Sugahara, Taio
Page 42 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
ABC-MART, INC.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
3.3 Elect Director and Audit Committee Member Mgmt For For Toyoda, Ko
Life Storage, Inc.
Meeting Date: 05/27/2021 Country: USA Primary Security ID: 53223X107 Meeting ID: 1533059 Record Date: 03/30/2021 Meeting Type: Annual Ticker: LSI
Primary CUSIP: 53223X107 Primary ISIN: US53223X1072 Primary SEDOL: BDCSFJ6
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Mark G. Barberio Mgmt For For
1.2 Elect Director Joseph V. Saffire Mgmt For For
1.3 Elect Director Stephen R. Rusmisel Mgmt For For
1.4 Elect Director Arthur L. Havener, Jr. Mgmt For For
1.5 Elect Director Dana Hamilton Mgmt For For
1.6 Elect Director Edward J. Pettinella Mgmt For For
1.7 Elect Director David L. Rogers Mgmt For For
1.8 Elect Director Susan Harnett Mgmt For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For
3 Increase Authorized Common Stock Mgmt For For
4 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Seven & i Holdings Co., Ltd.
Meeting Date: 05/27/2021 Country: Japan Primary Security ID: J7165H108 Meeting ID: 1537500 Record Date: 02/28/2021 Meeting Type: Annual Ticker: 3382
Primary CUSIP: J7165H108 Primary ISIN: JP3422950000 Primary SEDOL: B0FS5D6
Page 43 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Seven & i Holdings Co., Ltd.
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For Dividend of JPY 51
2.1 Elect Director Isaka, Ryuichi Mgmt For For
2.2 Elect Director Goto, Katsuhiro Mgmt For For
2.3 Elect Director Ito, Junro Mgmt For For
2.4 Elect Director Yamaguchi, Kimiyoshi Mgmt For For
2.5 Elect Director Maruyama, Yoshimichi Mgmt For For
2.6 Elect Director Nagamatsu, Fumihiko Mgmt For For
2.7 Elect Director Kimura, Shigeki Mgmt For For
2.8 Elect Director Joseph M. DePinto Mgmt For For
2.9 Elect Director Tsukio, Yoshio Mgmt For For
2.10 Elect Director Ito, Kunio Mgmt For For
2.11 Elect Director Yonemura, Toshiro Mgmt For For
2.12 Elect Director Higashi, Tetsuro Mgmt For For
2.13 Elect Director Rudy, Kazuko Mgmt For For
3 Appoint Statutory Auditor Habano, Noriyuki Mgmt For For
Avangrid, Inc.
Meeting Date: 06/01/2021 Country: USA Primary Security ID: 05351W103 Meeting ID: 1533660 Record Date: 04/05/2021 Meeting Type: Annual Ticker: AGR
Primary CUSIP: 05351W103 Primary ISIN: US05351W1036 Primary SEDOL: BYP0CD9
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Ignacio S. Galan Mgmt For Against
1.2 Elect Director John Baldacci Mgmt For Against
1.3 Elect Director Daniel Alcain Lopez Mgmt For Against
1.4 Elect Director Dennis V. Arriola Mgmt For Against
Page 44 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Avangrid, Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.5 Elect Director Pedro Azagra Blazquez Mgmt For Against
1.6 Elect Director Robert Duffy Mgmt For For
1.7 Elect Director Teresa Herbert Mgmt For For
1.8 Elect Director Patricia Jacobs Mgmt For For
1.9 Elect Director John Lahey Mgmt For For
1.10 Elect Director Jose Angel Marra Rodriguez Mgmt For Against
1.11 Elect Director Santiago Martinez Garrido Mgmt For Against
1.12 Elect Director Jose Sainz Armada Mgmt For Against
1.13 Elect Director Alan Solomont Mgmt For For
1.14 Elect Director Elizabeth Timm Mgmt For For
2 Ratify KPMG LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For
Alphabet Inc.
Meeting Date: 06/02/2021 Country: USA Primary Security ID: 02079K305 Meeting ID: 1536994 Record Date: 04/06/2021 Meeting Type: Annual Ticker: GOOGL
Primary CUSIP: 02079K305 Primary ISIN: US02079K3059 Primary SEDOL: BYVY8G0
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Larry Page Mgmt For For
1b Elect Director Sergey Brin Mgmt For For
1c Elect Director Sundar Pichai Mgmt For For
1d Elect Director John L. Hennessy Mgmt For For
1e Elect Director Frances H. Arnold Mgmt For For
1f Elect Director L. John Doerr Mgmt For Against
1g Elect Director Roger W. Ferguson, Jr. Mgmt For For
1h Elect Director Ann Mather Mgmt For Against
Page 45 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Alphabet Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1i Elect Director Alan R. Mulally Mgmt For For
1j Elect Director K. Ram Shriram Mgmt For Against
1k Elect Director Robin L. Washington Mgmt For Against
2 Ratify Ernst & Young LLP as Auditors Mgmt For For
3 Approve Omnibus Stock Plan Mgmt For Against
4 Approve Recapitalization Plan for all Stock to SH Against For Have One-vote per Share
5 Require Independent Director Nominee with SH Against Against Human and/or Civil Rights Experience
6 Assess Feasibility of Including Sustainability SH Against For as a Performance Measure for Senior Executive Compensation
7 Report on Takedown Requests SH Against Against
8 Report on Whistleblower Policies and SH Against Against Practices
9 Report on Charitable Contributions SH Against Against
10 Report on Risks Related to Anticompetitive SH Against Against Practices
11 Amend Certificate of Incorporation to Become SH Against Against a Public Benefit Corporation
Comcast Corporation
Meeting Date: 06/02/2021 Country: USA Primary Security ID: 20030N101 Meeting ID: 1536976 Record Date: 04/05/2021 Meeting Type: Annual Ticker: CMCSA
Primary CUSIP: 20030N101 Primary ISIN: US20030N1019 Primary SEDOL: 2044545
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Kenneth J. Bacon Mgmt For For
1.2 Elect Director Madeline S. Bell Mgmt For For
1.3 Elect Director Naomi M. Bergman Mgmt For For
1.4 Elect Director Edward D. Breen Mgmt For Withhold
1.5 Elect Director Gerald L. Hassell Mgmt For For
1.6 Elect Director Jeffrey A. Honickman Mgmt For For
Page 46 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Comcast Corporation
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.7 Elect Director Maritza G. Montiel Mgmt For For
1.8 Elect Director Asuka Nakahara Mgmt For For
1.9 Elect Director David C. Novak Mgmt For For
1.10 Elect Director Brian L. Roberts Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For
4 Report on Risks Posed by the Failing to SH Against Against Prevent Workplace Sexual Harassment
Walmart Inc.
Meeting Date: 06/02/2021 Country: USA Primary Security ID: 931142103 Meeting ID: 1536485 Record Date: 04/09/2021 Meeting Type: Annual Ticker: WMT
Primary CUSIP: 931142103 Primary ISIN: US9311421039 Primary SEDOL: 2936921
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Cesar Conde Mgmt For For
1b Elect Director Timothy P. Flynn Mgmt For For
1c Elect Director Sarah J. Friar Mgmt For Against
1d Elect Director Carla A. Harris Mgmt For For
1e Elect Director Thomas W. Horton Mgmt For For
1f Elect Director Marissa A. Mayer Mgmt For For
1g Elect Director C. Douglas McMillon Mgmt For For
1h Elect Director Gregory B. Penner Mgmt For For
1i Elect Director Steven S Reinemund Mgmt For For
1j Elect Director Randall L. Stephenson Mgmt For For
1k Elect Director S. Robson Walton Mgmt For For
1l Elect Director Steuart L. Walton Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Page 47 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Walmart Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
3 Ratify Ernst & Young LLP as Auditors Mgmt For For
4 Report on Refrigerants Released from SH Against Against Operations
5 Report on Lobbying Payments and Policy SH Against For
6 Report on Alignment of Racial Justice Goals SH Against For and Starting Wages
7 Approve Creation of a Pandemic Workforce SH Against Against Advisory Council
8 Review of Statement on the Purpose of a SH Against Against Corporation
Omega Healthcare Investors, Inc.
Meeting Date: 06/03/2021 Country: USA Primary Security ID: 681936100 Meeting ID: 1536869 Record Date: 04/06/2021 Meeting Type: Annual Ticker: OHI
Primary CUSIP: 681936100 Primary ISIN: US6819361006 Primary SEDOL: 2043274
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Kapila K. Anand Mgmt For For
1.2 Elect Director Craig R. Callen Mgmt For For
1.3 Elect Director Barbara B. Hill Mgmt For For
1.4 Elect Director Kevin J. Jacobs Mgmt For For
1.5 Elect Director Edward Lowenthal Mgmt For For
1.6 Elect Director C. Taylor Pickett Mgmt For For
1.7 Elect Director Stephen D. Plavin Mgmt For For
1.8 Elect Director Burke W. Whitman Mgmt For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Page 48 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
PLDT Inc.
Meeting Date: 06/08/2021 Country: Philippines Primary Security ID: Y7072Q103 Meeting ID: 1511262 Record Date: 04/12/2021 Meeting Type: Annual Ticker: TEL
Primary CUSIP: Y7072Q103 Primary ISIN: PHY7072Q1032 Primary SEDOL: BDGN274
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve the Audited Financial Statements for Mgmt For For the Fiscal Year Ending December 31, 2020 Contained in the Company's 2020 Annual Report
Elect 13 Directors by Cumulative Voting Mgmt
2.1 Elect Bernido H. Liu as Director Mgmt For For
2.2 Elect Artemio V. Panganiban as Director Mgmt For For
2.3 Elect Bernadine T. Siy as Director Mgmt For For
2.4 Elect Manuel L. Argel, Jr. as Director Mgmt For For
2.5 Elect Helen Y. Dee as Director Mgmt For For
2.6 Elect Ray C. Espinosa as Director Mgmt For For
2.7 Elect James L. Go as Director Mgmt For For
2.8 Elect Shigeki Hayashi as Director Mgmt For For
2.9 Elect Junichi Igarashi as Director Mgmt For For
2.10 Elect Manuel V. Pangilinan as Director Mgmt For For
2.11 Elect Alfredo S. Panlilio as Director Mgmt For For
2.12 Elect Albert F. del Rosario as Director Mgmt For For
2.13 Elect Marife B. Zamora as Director Mgmt For For
Taiwan Semiconductor Manufacturing Co., Ltd.
Meeting Date: 06/08/2021 Country: Taiwan Primary Security ID: Y84629107 Meeting ID: 1544255 Record Date: 04/09/2021 Meeting Type: Annual Ticker: 2330
Primary CUSIP: Y84629107 Primary ISIN: TW0002330008 Primary SEDOL: 6889106
Page 49 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Taiwan Semiconductor Manufacturing Co., Ltd.
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Meeting for ADR Holders Mgmt
1 Approve Business Operations Report and Mgmt For For Financial Statements
2 Approve Amendment to Rules and Procedures Mgmt For For for Election of Directors
3 Approve Issuance of Restricted Stocks Mgmt For For
ELECT NON-INDEPENDENT DIRECTORS AND Mgmt INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING
4.1 Elect Mark Liu, with Shareholder No. 10758, Mgmt For For as Non-independent Director
4.2 Elect C.C. Wei, with Shareholder No. 370885, Mgmt For For as Non-independent Director
4.3 Elect F.C. Tseng, with Shareholder No. 104, Mgmt For For as Non-independent Director
4.4 Elect Ming Hsin Kung. a Representative of Mgmt For For National Development Fund, Executive Yuan, with Shareholder No. 1, as Non-independent Director
4.5 Elect Peter L. Bonfield, with Shareholder No. Mgmt For For 504512XXX, as Independent Director
4.6 Elect Kok Choo Chen, with Shareholder No. Mgmt For For A210358XXX, as Independent Director
4.7 Elect Michael R. Splinter, with Shareholder Mgmt For For No. 488601XXX, as Independent Director
4.8 Elect Moshe N. Gavrielov, with Shareholder Mgmt For For No. 505930XXX, as Independent Director
4.9 Elect Yancey Hai, with Shareholder No. Mgmt For For D100708XXX, as Independent Director
4.10 Elect L. Rafael Reif, with Shareholder No. Mgmt For For 545784XXX, as Independent Director
Target Corporation
Meeting Date: 06/09/2021 Country: USA Primary Security ID: 87612E106 Meeting ID: 1538211 Record Date: 04/12/2021 Meeting Type: Annual Ticker: TGT
Primary CUSIP: 87612E106 Primary ISIN: US87612E1064 Primary SEDOL: 2259101
Page 50 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Target Corporation
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Douglas M. Baker, Jr. Mgmt For For
1b Elect Director George S. Barrett Mgmt For For
1c Elect Director Brian C. Cornell Mgmt For For
1d Elect Director Robert L. Edwards Mgmt For For
1e Elect Director Melanie L. Healey Mgmt For For
1f Elect Director Donald R. Knauss Mgmt For For
1g Elect Director Christine A. Leahy Mgmt For For
1h Elect Director Monica C. Lozano Mgmt For For
1i Elect Director Mary E. Minnick Mgmt For For
1j Elect Director Derica W. Rice Mgmt For For
1k Elect Director Kenneth L. Salazar Mgmt For For
1l Elect Director Dmitri L. Stockton Mgmt For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Amend Proxy Access Right SH Against Against
USS Co., Ltd.
Meeting Date: 06/15/2021 Country: Japan Primary Security ID: J9446Z105 Meeting ID: 1548309 Record Date: 03/31/2021 Meeting Type: Annual Ticker: 4732
Primary CUSIP: J9446Z105 Primary ISIN: JP3944130008 Primary SEDOL: 6171494
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For Dividend of JPY 27.75
2.1 Elect Director Ando, Yukihiro Mgmt For For
2.2 Elect Director Seta, Dai Mgmt For For
2.3 Elect Director Yamanaka, Masafumi Mgmt For For
Page 51 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
USS Co., Ltd.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
2.4 Elect Director Akase, Masayuki Mgmt For For
2.5 Elect Director Ikeda, Hiromitsu Mgmt For For
2.6 Elect Director Tamura, Hitoshi Mgmt For For
2.7 Elect Director Kato, Akihiko Mgmt For For
2.8 Elect Director Takagi, Nobuko Mgmt For For
3.1 Appoint Statutory Auditor Goto, Kenichi Mgmt For For
3.2 Appoint Statutory Auditor Miyake, Keiji Mgmt For For
3.3 Appoint Statutory Auditor Ogawa, Jun Mgmt For For
Black Knight, Inc.
Meeting Date: 06/16/2021 Country: USA Primary Security ID: 09215C105 Meeting ID: 1540482 Record Date: 04/19/2021 Meeting Type: Annual Ticker: BKI
Primary CUSIP: 09215C105 Primary ISIN: US09215C1053 Primary SEDOL: BDG75V1
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director William P. Foley, II Mgmt For Withhold
1.2 Elect Director Anthony M. Jabbour Mgmt For For
1.3 Elect Director Catherine (Katie) L. Burke Mgmt For For
1.4 Elect Director Thomas M. Hagerty Mgmt For Withhold
1.5 Elect Director Joseph M. Otting Mgmt For For
1.6 Elect Director John D. Rood Mgmt For For
1.7 Elect Director Nancy L. Shanik Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For
Page 52 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Infosys Limited
Meeting Date: 06/19/2021 Country: India Primary Security ID: Y4082C133 Meeting ID: 1545664 Record Date: 05/17/2021 Meeting Type: Annual Ticker: 500209
Primary CUSIP: Y4082C133 Primary ISIN: INE009A01021 Primary SEDOL: 6205122
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Approve Final Dividend Mgmt For For
3 Reelect U.B. Pravin Rao as Director Mgmt For For
4 Approve Buyback of Equity Shares Mgmt For For
5 Reelect Michael Gibbs as Director Mgmt For For
6 Elect Bobby Parikh as Director Mgmt For For
7 Elect Chitra Nayak as Director Mgmt For For
8 Approve Changing the Terms of Mgmt For For Remuneration of U.B. Pravin Rao as Chief OperatingOfficer and Whole-time Director
Activision Blizzard, Inc.
Meeting Date: 06/21/2021 Country: USA Primary Security ID: 00507V109 Meeting ID: 1542269 Record Date: 04/19/2021 Meeting Type: Annual Ticker: ATVI
Primary CUSIP: 00507V109 Primary ISIN: US00507V1098 Primary SEDOL: 2575818
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Reveta Bowers Mgmt For For
1b Elect Director Robert Corti Mgmt For For
1c Elect Director Hendrik Hartong, III Mgmt For For
1d Elect Director Brian Kelly Mgmt For For
1e Elect Director Robert Kotick Mgmt For For
1f Elect Director Barry Meyer Mgmt For For
1g Elect Director Robert Morgado Mgmt For For
Page 53 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Activision Blizzard, Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1h Elect Director Peter Nolan Mgmt For For
1i Elect Director Dawn Ostroff Mgmt For For
1j Elect Director Casey Wasserman Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For Auditors
Terumo Corp.
Meeting Date: 06/22/2021 Country: Japan Primary Security ID: J83173104 Meeting ID: 1550961 Record Date: 03/31/2021 Meeting Type: Annual Ticker: 4543
Primary CUSIP: J83173104 Primary ISIN: JP3546800008 Primary SEDOL: 6885074
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For Dividend of JPY 15
2.1 Elect Director Mimura, Takayoshi Mgmt For For
2.2 Elect Director Sato, Shinjiro Mgmt For For
2.3 Elect Director Takagi, Toshiaki Mgmt For For
2.4 Elect Director Hatano, Shoji Mgmt For For
2.5 Elect Director Nishikawa, Kyo Mgmt For For
2.6 Elect Director Kuroda, Yukiko Mgmt For For
2.7 Elect Director Nishi, Hidenori Mgmt For For
2.8 Elect Director Ozawa, Keiya Mgmt For For
3.1 Elect Director and Audit Committee Member Mgmt For For Shibazaki, Takanori
3.2 Elect Director and Audit Committee Member Mgmt For For Nakamura, Masaichi
3.3 Elect Director and Audit Committee Member Mgmt For For Uno, Soichiro
4 Elect Alternate Director and Audit Committee Mgmt For For Member Sakaguchi, Koichi
Page 54 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Hitachi Ltd.
Meeting Date: 06/23/2021 Country: Japan Primary Security ID: J20454112 Meeting ID: 1549817 Record Date: 03/31/2021 Meeting Type: Annual Ticker: 6501
Primary CUSIP: J20454112 Primary ISIN: JP3788600009 Primary SEDOL: 6429104
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Ihara, Katsumi Mgmt For For
1.2 Elect Director Ravi Venkatesan Mgmt For For
1.3 Elect Director Cynthia Carroll Mgmt For For
1.4 Elect Director Joe Harlan Mgmt For For
1.5 Elect Director George Buckley Mgmt For For
1.6 Elect Director Louise Pentland Mgmt For For
1.7 Elect Director Mochizuki, Harufumi Mgmt For For
1.8 Elect Director Yamamoto, Takatoshi Mgmt For For
1.9 Elect Director Yoshihara, Hiroaki Mgmt For For
1.10 Elect Director Helmuth Ludwig Mgmt For For
1.11 Elect Director Kojima, Keiji Mgmt For For
1.12 Elect Director Seki, Hideaki Mgmt For For
1.13 Elect Director Higashihara, Toshiaki Mgmt For For
KDDI Corp.
Meeting Date: 06/23/2021 Country: Japan Primary Security ID: J31843105 Meeting ID: 1549295 Record Date: 03/31/2021 Meeting Type: Annual Ticker: 9433
Primary CUSIP: J31843105 Primary ISIN: JP3496400007 Primary SEDOL: 6248990
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For Dividend of JPY 60
2.1 Elect Director Tanaka, Takashi Mgmt For Against
2.2 Elect Director Takahashi, Makoto Mgmt For For
Page 55 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
KDDI Corp.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
2.3 Elect Director Shoji, Takashi Mgmt For For
2.4 Elect Director Muramoto, Shinichi Mgmt For For
2.5 Elect Director Mori, Keiichi Mgmt For For
2.6 Elect Director Morita, Kei Mgmt For For
2.7 Elect Director Amamiya, Toshitake Mgmt For For
2.8 Elect Director Takeyama, Hirokuni Mgmt For For
2.9 Elect Director Yoshimura, Kazuyuki Mgmt For For
2.10 Elect Director Yamaguchi, Goro Mgmt For For
2.11 Elect Director Yamamoto, Keiji Mgmt For For
2.12 Elect Director Oyagi, Shigeo Mgmt For For
2.13 Elect Director Kano, Riyo Mgmt For For
2.14 Elect Director Goto, Shigeki Mgmt For For
3 Appoint Statutory Auditor Asahina, Yukihiro Mgmt For For
Sega Sammy Holdings, Inc.
Meeting Date: 06/24/2021 Country: Japan Primary Security ID: J7028D104 Meeting ID: 1552424 Record Date: 03/31/2021 Meeting Type: Annual Ticker: 6460
Primary CUSIP: J7028D104 Primary ISIN: JP3419050004 Primary SEDOL: B02RK08
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Satomi, Hajime Mgmt For For
1.2 Elect Director Satomi, Haruki Mgmt For For
1.3 Elect Director Fukazawa, Koichi Mgmt For For
1.4 Elect Director Yoshizawa, Hideo Mgmt For For
1.5 Elect Director Katsukawa, Kohei Mgmt For For
1.6 Elect Director Melanie Brock Mgmt For For
1.7 Elect Director Murasaki, Naoko Mgmt For For
1.8 Elect Director Ishiguro, Fujiyo Mgmt For For
2.1 Appoint Statutory Auditor Sakaue, Yukito Mgmt For For
Page 56 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Sega Sammy Holdings, Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
2.2 Appoint Statutory Auditor Okubo, Kazutaka Mgmt For For
2.3 Appoint Statutory Auditor Kinoshita, Shione Mgmt For For
3 Appoint Alternate Statutory Auditor Inaoka, Mgmt For For Kazuaki
4 Approve Two Types of Restricted Stock Plans Mgmt For For
Kyocera Corp.
Meeting Date: 06/25/2021 Country: Japan Primary Security ID: J37479110 Meeting ID: 1553155 Record Date: 03/31/2021 Meeting Type: Annual Ticker: 6971
Primary CUSIP: J37479110 Primary ISIN: JP3249600002 Primary SEDOL: 6499260
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For Dividend of JPY 80
2.1 Elect Director Yamaguchi, Goro Mgmt For For
2.2 Elect Director Tanimoto, Hideo Mgmt For For
2.3 Elect Director Fure, Hiroshi Mgmt For For
2.4 Elect Director Ina, Norihiko Mgmt For For
2.5 Elect Director Kano, Koichi Mgmt For For
2.6 Elect Director Aoki, Shoichi Mgmt For For
2.7 Elect Director Aoyama, Atsushi Mgmt For For
2.8 Elect Director Koyano, Akiko Mgmt For For
2.9 Elect Director Kakiuchi, Eiji Mgmt For For
3 Appoint Alternate Statutory Auditor Kida, Mgmt For For Minoru
Tesco Plc
Meeting Date: 06/25/2021 Country: United Kingdom Primary Security ID: G8T67X102 Meeting ID: 1531858 Record Date: 06/23/2021 Meeting Type: Annual Ticker: TSCO
Primary CUSIP: G8T67X102 Primary ISIN: GB00BLGZ9862 Primary SEDOL: BLGZ986
Page 57 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Tesco Plc
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Approve Remuneration Report Mgmt For For
3 Approve Remuneration Policy Mgmt For For
4 Approve Final Dividend Mgmt For For
5 Re-elect John Allan as Director Mgmt For For
6 Re-elect Melissa Bethell as Director Mgmt For For
7 Re-elect Stewart Gilliland as Director Mgmt For For
8 Re-elect Steve Golsby as Director Mgmt For For
9 Re-elect Byron Grote as Director Mgmt For For
10 Re-elect Ken Murphy as Director Mgmt For For
11 Re-elect Simon Patterson as Director Mgmt For For
12 Re-elect Alison Platt as Director Mgmt For For
13 Re-elect Lindsey Pownall as Director Mgmt For For
14 Elect Bertrand Bodson as Director Mgmt For For
15 Elect Thierry Garnier as Director Mgmt For For
16 Elect Imran Nawaz as Director Mgmt For For
17 Elect Karen Whitworth as Director Mgmt For For
18 Reappoint Deloitte LLP as Auditors Mgmt For For
19 Authorise the Audit Committee to Fix Mgmt For For Remuneration of Auditors
20 Authorise Issue of Equity Mgmt For For
21 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights
22 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights in Connection with an Acquisition or Other Capital Investment
23 Authorise Market Purchase of Ordinary Shares Mgmt For For
24 Authorise UK Political Donations and Mgmt For For Expenditure
25 Authorise the Company to Call General Mgmt For For Meeting with Two Weeks' Notice
Page 58 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Tesco Plc
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
26 Approve Long-Term Incentive Plan Mgmt For For
27 Approve Savings-Related Share Option Mgmt For For Scheme
28 Adopt New Articles of Association Mgmt For For
Sundrug Co., Ltd.
Meeting Date: 06/26/2021 Country: Japan Primary Security ID: J78089109 Meeting ID: 1554958 Record Date: 03/31/2021 Meeting Type: Annual Ticker: 9989
Primary CUSIP: J78089109 Primary ISIN: JP3336600006 Primary SEDOL: 6817895
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For Dividend of JPY 35
Fujitsu Ltd.
Meeting Date: 06/28/2021 Country: Japan Primary Security ID: J15708159 Meeting ID: 1551897 Record Date: 03/31/2021 Meeting Type: Annual Ticker: 6702
Primary CUSIP: J15708159 Primary ISIN: JP3818000006 Primary SEDOL: 6356945
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Tokita, Takahito Mgmt For For
1.2 Elect Director Furuta, Hidenori Mgmt For For
1.3 Elect Director Isobe, Takeshi Mgmt For For
1.4 Elect Director Yamamoto, Masami Mgmt For For
1.5 Elect Director Mukai, Chiaki Mgmt For For
1.6 Elect Director Abe, Atsushi Mgmt For For
1.7 Elect Director Kojo, Yoshiko Mgmt For For
1.8 Elect Director Scott Callon Mgmt For For
Page 59 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Fujitsu Ltd.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.9 Elect Director Sasae, Kenichiro Mgmt For For
2 Appoint Statutory Auditor Hirose, Yoichi Mgmt For For
3 Appoint Alternate Statutory Auditor Namba, Mgmt For For Koichi
4 Approve Compensation Ceiling for Directors Mgmt For For
5 Approve Performance Share Plan Mgmt For For
Tokyo Gas Co., Ltd.
Meeting Date: 06/29/2021 Country: Japan Primary Security ID: J87000113 Meeting ID: 1548968 Record Date: 03/31/2021 Meeting Type: Annual Ticker: 9531
Primary CUSIP: J87000113 Primary ISIN: JP3573000001 Primary SEDOL: 6895448
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For Dividend of JPY 30
2 Amend Articles to Amend Business Lines - Mgmt For For Adopt Board Structure with Three Committees - Clarify Director Authority on Shareholder Meetings - Amend Provisions on Director Titles - Authorize Board to Determine Income Allocation
3.1 Elect Director Hirose, Michiaki Mgmt For For
3.2 Elect Director Uchida, Takashi Mgmt For For
3.3 Elect Director Nakajima, Isao Mgmt For For
3.4 Elect Director Saito, Hitoshi Mgmt For For
3.5 Elect Director Takami, Kazunori Mgmt For For
3.6 Elect Director Edahiro, Junko Mgmt For For
3.7 Elect Director Indo, Mami Mgmt For For
3.8 Elect Director Nohara, Sawako Mgmt For For
3.9 Elect Director Ono, Hiromichi Mgmt For For
4 Approve Transfer of Operations to Wholly Mgmt For For Owned Subsidiary
Page 60 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Grand City Properties SA
Meeting Date: 06/30/2021 Country: Luxembourg Primary Security ID: L4459Y100 Meeting ID: 1550890 Record Date: 06/16/2021 Meeting Type: Annual Ticker: GYC
Primary CUSIP: L4459Y100 Primary ISIN: LU0775917882 Primary SEDOL: B8K9X70
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Annual Meeting Agenda Mgmt
1 Receive Board's Report Mgmt
2 Receive Auditor's Report Mgmt
3 Approve Financial Statements Mgmt For For
4 Approve Consolidated Financial Statements Mgmt For For and Statutory Reports
5 Approve Allocation of Loss Mgmt For For
6 Approve Discharge of Directors Mgmt For For
7 Reelect Daniel Malkin as Director Mgmt For For
8 Reelect Simone Runge-Brandner as Director Mgmt For For
9 Elect Christian Windfuhr as Director Mgmt For For
10 Renew Appointment of KPMG Luxembourg as Mgmt For For Auditor
11 Approve Dividends of EUR 0.8232 Per Share Mgmt For For
12 Approve Remuneration Report Mgmt For Against
Grand City Properties SA
Meeting Date: 06/30/2021 Country: Luxembourg Primary Security ID: L4459Y100 Meeting ID: 1552227 Record Date: 06/16/2021 Meeting Type: Extraordinary Ticker: GYC Shareholders
Primary CUSIP: L4459Y100 Primary ISIN: LU0775917882 Primary SEDOL: B8K9X70
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Special Meeting Agenda Mgmt
Page 61 of 62 Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS Low Volatility Global Equity Fund
Grand City Properties SA
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Authorize Issuance of Equity or Equity-Linked Mgmt For Against Securities without Preemptive Rights and Amend Article 5.2 of the Articles of Association
2 Amend Article 8 Paragraph 1 of the Articles of Mgmt For For Association
Page 62 of 62