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Filer ID: 1346406

Table: cvr_lobby_disclosure
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rec_type   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR
form_type   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635
sender_id   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406
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filer_nams   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
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rpt_date   2012-10-26 00:00:00   2012-07-26 00:00:00   2013-01-28 00:00:00   2013-10-29 00:00:00   2013-07-29 00:00:00   2013-04-30 00:00:00   2014-01-31 00:00:00   2014-10-14 00:00:00   2014-07-29 00:00:00   2014-07-29 00:00:00   2014-04-24 00:00:00   2015-01-14 00:00:00   2015-10-14 00:00:00   2015-07-08 00:00:00   2015-04-14 00:00:00   2016-01-15 00:00:00   2016-07-15 00:00:00   2016-07-06 00:00:00   2016-04-06 00:00:00   2016-10-19 00:00:00   2017-07-31 00:00:00   2017-04-20 00:00:00   2017-01-24 00:00:00   2017-10-26 00:00:00   2018-04-25 00:00:00   2018-07-13 00:00:00   2018-01-23 00:00:00   2018-10-30 00:00:00   2019-07-12 00:00:00   2019-04-24 00:00:00   2019-01-31 00:00:00   2020-04-30 00:00:00   2020-01-17 00:00:00   2019-10-23 00:00:00   2020-10-27 00:00:00   2020-12-30 00:00:00   2021-01-27 00:00:00   2020-07-21 00:00:00   2021-07-30 00:00:00   2021-04-30 00:00:00   2021-10-29 00:00:00   2022-07-29 00:00:00   2022-01-31 00:00:00   2022-04-27 00:00:00   2022-03-07 00:00:00   2022-10-31 00:00:00   2022-11-11 00:00:00   2022-11-11 00:00:00   2022-10-31 00:00:00
from_date   2012-07-01 00:00:00   2012-04-01 00:00:00   2012-10-01 00:00:00   2013-07-01 00:00:00   2013-04-01 00:00:00   2013-01-01 00:00:00   2013-10-01 00:00:00   2014-07-01 00:00:00   2014-04-01 00:00:00   2014-04-01 00:00:00   2014-01-01 00:00:00   2014-10-01 00:00:00   2015-07-01 00:00:00   2015-04-01 00:00:00   2015-01-01 00:00:00   2015-10-01 00:00:00   2016-04-01 00:00:00   2016-04-01 00:00:00   2016-01-01 00:00:00   2016-07-01 00:00:00   2017-04-01 00:00:00   2017-01-01 00:00:00   2016-10-01 00:00:00   2017-07-01 00:00:00   2018-01-01 00:00:00   2018-04-01 00:00:00   2017-10-01 00:00:00   2018-07-01 00:00:00   2019-04-01 00:00:00   2019-01-01 00:00:00   2018-10-01 00:00:00   2020-01-01 00:00:00   2019-10-01 00:00:00   2019-07-01 00:00:00   2019-01-01 00:00:00   2020-07-01 00:00:00   2020-10-01 00:00:00   2020-04-01 00:00:00   2021-04-01 00:00:00   2021-01-01 00:00:00   2021-07-01 00:00:00   2022-04-01 00:00:00   2021-10-01 00:00:00   2022-01-01 00:00:00   2021-01-01 00:00:00   2021-10-01 00:00:00   2021-07-01 00:00:00   2021-10-01 00:00:00   2022-07-01 00:00:00
thru_date   2012-09-30 00:00:00   2012-06-30 00:00:00   2012-12-31 00:00:00   2013-09-30 00:00:00   2013-06-30 00:00:00   2013-03-31 00:00:00   2013-12-31 00:00:00   2014-09-30 00:00:00   2014-06-30 00:00:00   2014-06-30 00:00:00   2014-03-31 00:00:00   2014-12-31 00:00:00   2015-09-30 00:00:00   2015-06-30 00:00:00   2015-03-31 00:00:00   2015-12-31 00:00:00   2016-06-30 00:00:00   2016-06-30 00:00:00   2016-03-31 00:00:00   2016-09-30 00:00:00   2017-06-30 00:00:00   2017-03-31 00:00:00   2016-12-31 00:00:00   2017-09-30 00:00:00   2018-03-31 00:00:00   2018-06-30 00:00:00   2017-12-31 00:00:00   2018-09-30 00:00:00   2019-06-30 00:00:00   2019-03-31 00:00:00   2018-12-31 00:00:00   2020-03-31 00:00:00   2019-12-31 00:00:00   2019-09-30 00:00:00   2020-12-31 00:00:00   2020-09-30 00:00:00   2020-12-31 00:00:00   2020-06-30 00:00:00   2021-06-30 00:00:00   2021-12-31 00:00:00   2021-09-30 00:00:00   2022-06-30 00:00:00   2021-12-31 00:00:00   2022-03-31 00:00:00   2021-03-31 00:00:00   2021-12-31 00:00:00   2021-09-30 00:00:00   2021-12-31 00:00:00   2022-09-30 00:00:00
cum_beg_dt   2012-01-01 00:00:00   2012-01-01 00:00:00   2012-01-01 00:00:00   2013-01-01 00:00:00   2013-01-01 00:00:00   2013-01-01 00:00:00   2013-01-01 00:00:00   2014-01-01 00:00:00   2014-01-01 00:00:00   2014-01-01 00:00:00   2014-01-01 00:00:00   2014-01-01 00:00:00   2015-01-01 00:00:00   2015-01-01 00:00:00   2015-01-01 00:00:00   2015-01-01 00:00:00   2016-01-01 00:00:00   2016-01-01 00:00:00   2016-01-01 00:00:00   2016-01-01 00:00:00   2017-01-01 00:00:00   2017-01-01 00:00:00   2016-01-01 00:00:00   2017-01-01 00:00:00   2018-01-01 00:00:00   2018-01-01 00:00:00   2017-01-01 00:00:00   2018-01-01 00:00:00   2019-01-01 00:00:00   2019-01-01 00:00:00   2018-01-01 00:00:00   2020-01-01 00:00:00   2019-01-01 00:00:00   2019-01-01 00:00:00   2020-01-01 00:00:00   2020-01-01 00:00:00   2020-01-01 00:00:00   2019-01-01 00:00:00   2021-01-01 00:00:00   2021-01-01 00:00:00   2021-01-01 00:00:00   2021-01-01 00:00:00   2019-01-01 00:00:00   2021-01-01 00:00:00   2021-01-01 00:00:00   2021-01-01 00:00:00   2021-01-01 00:00:00   2021-01-01 00:00:00   2021-01-01 00:00:00
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mail_zip4   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
mail_phon   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
sig_date   2012-10-26 00:00:00   2012-07-26 00:00:00   2013-01-28 00:00:00   2013-10-29 00:00:00   2013-07-29 00:00:00   2013-04-30 00:00:00   2014-01-31 00:00:00   2014-10-14 00:00:00   2014-07-29 00:00:00   2014-07-29 00:00:00   2014-04-24 00:00:00   2015-01-14 00:00:00   2015-10-14 00:00:00   2015-07-08 00:00:00   2015-04-14 00:00:00   2016-01-15 00:00:00   2016-07-15 00:00:00   2016-07-06 00:00:00   2016-04-06 00:00:00   2016-10-18 00:00:00   2017-07-31 00:00:00   2017-04-20 00:00:00   2017-01-24 00:00:00   2017-10-26 00:00:00   2018-04-25 00:00:00   2018-07-13 00:00:00   2018-01-23 00:00:00   2018-10-30 00:00:00   2019-07-12 00:00:00   2019-04-24 00:00:00   2019-01-31 00:00:00   2020-04-30 00:00:00   2020-01-17 00:00:00   2019-10-23 00:00:00   2020-10-27 00:00:00   2020-12-30 00:00:00   2021-01-27 00:00:00   2020-07-21 00:00:00   2021-07-30 00:00:00   2021-04-30 00:00:00   2021-10-29 00:00:00   2022-07-29 00:00:00   2022-01-31 00:00:00   2022-04-27 00:00:00   2022-03-07 00:00:00   2022-10-31 00:00:00   2022-11-11 00:00:00   2022-11-11 00:00:00   2022-10-31 00:00:00
sig_loc   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston MA,   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA   Boston, MA
sig_naml   Mahoney   Mahoney   Mahoney   Mahoney   Mahoney   Mahoney   Mahoney   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Governor   Hunt   Garrett   Governor   Hunt   Jacobson   Jacobson   Jacobson   Governor   Hunt   Governor   Governor   Governor   Jacobson   Governor   Governor   Governor   Hunt   Governor   Governor   Governor   Governor   Hunt   Hunt   Governor
sig_namf   Terence   Terence   Terence   Terence   Terence   Terence   Terence   John   John   John   John   John   John   John   John   John   John   John   John   John   John   John   John   John   Jill   Michael   John   Jill   Michael   Neil   Neil   Neil   Jill   Michael   Jill   Jill   Jill   Neil   Jill   Jill   Jill   Michael   Jill   Jill   Jill   Jill   Michael   Michael   Jill
sig_namt   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
sig_nams   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
prn_naml   Mahoney   Mahoney   Mahoney   Mahoney   Mahoney   Mahoney   Mahoney   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Governor   Hunt   Garrett   Governor   Hunt   Jacobson   Jacobson   Jacobson   Governor   Hunt   Governor   Governor   Governor   Jacobson   Governor   Governor   Governor   Hunt   Governor   Governor   Governor   Governor   Hunt   Hunt   Governor
prn_namf   Terence   Terence   Terence   Terence   Terence   Terence   Terence   John   John   John   John   John   John   John   John   John   John   John   John   John   John   John   John   John   Jill   Michael   John   Jill   Michael   Neil   Neil   Neil   Jill   Michael   Jill   Jill   Jill   Neil   Jill   Jill   Jill   Michael   Jill   Jill   Jill   Jill   Michael   Michael   Jill
prn_namt   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
prn_nams   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
sig_title   AVP/Sr. Compliance Manager   AVP/Sr. Compliance Manager   AVP/Sr. Compliance Manager   AVP/Sr. Compliance Offier   AVP/Sr. Compliance Manager   AVP/Sr. Compliance Manager   AVP/Sr. Compliance Manager   Senior Compliance Manager   Senior Compliance Manager   Senior Compliance Manager   Senior Compliance Manager   Senior Compliance Manager   Senior Compliance Manager   Senior Compliance Manager   Senior Compliance Manager   Senior Compliance Manager   Senior Compliance Manager   Senior Compliance Manager   Senior Compliance Manager   Senior Compliance Manager   Senior Compliance Manager   Senior Compliance Manager   Senior Compliance Manager   Sr. Compliance Manager   Analyst   Compliance Officer   Senior Compliance Manager   Analyst   Compliance Officer   Compliance Officer   Compliance Officer   Compliance Officer   Analyst   Compliance Officer   Analyst   Analyst   Analyst   Compliance Officer   Analyst   Analyst   Analyst   Compliance Officer   Analyst   Analyst   Analyst   Analyst   Director, Compliance   Director, Compliance   Analyst
nopart1_cb   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
nopart2_cb   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
part1_1_cb   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
part1_2_cb   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
ctrib_n_cb   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X   X
ctrib_y_cb   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
lby_actvty   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan.   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan.   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan.   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan.   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan.   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan.   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan.   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan.   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan.   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan.   Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan.
lobby_n_cb   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
lobby_y_cb   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
major_naml   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
major_namf   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
major_namt   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
major_nams   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
rcpcmte_nm   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
rcpcmte_id   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
Table: cvr_registration
filing_id   1715856   1715856   1921741   1921741   1715856   1921741   2115582   2447457   2540720
amend_id   0   1   0   1   2   2   0   0   0
rec_type   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR   CVR
form_type   F603   F603   F603   F603   F603   F603   F603   F603   F603
sender_id   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406
filer_id   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406
entity_cd   LEM   LEM   LEM   LEM   LEM   LEM   LEM   LEM   LEM
filer_naml   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.
filer_namf   None   None   None   None   None   None   None   None   None
filer_namt   None   None   None   None   None   None   None   None   None
filer_nams   None   None   None   None   None   None   None   None   None
report_num   000   001   000   001   002   002   000   000   000
rpt_date   2012-12-05 00:00:00   2014-01-31 00:00:00   2014-12-30 00:00:00   2016-07-15 00:00:00   2016-07-19 00:00:00   2016-07-19 00:00:00   2016-12-30 00:00:00   2020-02-07 00:00:00   2020-12-30 00:00:00
ls_beg_yr   2013   2013   2015   2015   2013   2015   2017   2019   2021
ls_end_yr   2014   2014   2016   2016   2014   2016   2018   2020   2022
qual_date   None   None   2012-02-01 00:00:00   2012-02-01 00:00:00   None   2012-02-01 00:00:00   None   None   None
eff_date   None   None   None   None   None   None   None   None   None
bus_city   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON
bus_st   MA   MA   MA   MA   MA   MA   MA   MA   MA
bus_zip4   02199   02199   02199   02199   02199   02199   02199   02199   02199
bus_phon   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000
bus_fax   None   None   None   None   None   None   None   None   None
bus_email   TMAHONEY2MFS.COM   TMAHONEY2MFS.COM   [email protected]   [email protected]   TMAHONEY2MFS.COM   [email protected]   [email protected]   None   [email protected]
mail_city   None   None   None   None   None   None   None   None   None
mail_st   None   None   None   None   None   None   None   None   None
mail_zip4   None   None   None   None   None   None   None   None   None
mail_phon   None   None   None   None   None   None   None   None   None
sig_date   2012-12-05 00:00:00   2014-01-30 00:00:00   2014-12-30 00:00:00   2016-07-15 00:00:00   2016-07-19 00:00:00   2016-07-19 00:00:00   2016-12-30 00:00:00   2020-02-07 00:00:00   2020-12-30 00:00:00
sig_loc   None   None   None   None   None   None   None   None   None
sig_naml   MAHONEY   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Jacobson   McGuffee
sig_namf   TERENCE   John P.   John   John   John   John   John   Neil   Justin
sig_namt   None   None   None   None   None   None   None   None   None
sig_nams   None   None   None   None   None   None   None   None   None
prn_naml   MAHONEY   Garrett   Garrett   Garrett   Garrett   Garrett   Garrett   Jacobson   McGuffee
prn_namf   TERENCE   John P.   John   John   John   John   John   Neil   Justin
prn_namt   None   None   None   None   None   None   None   None   None
prn_nams   None   None   None   None   None   None   None   None   None
sig_title   AVP/SR COMPLIANCE MANAGER   Sr. Compliance Manager   Senior Compliance Manager   Senior Compliance Manager   Sr. Compliance Manager   Sr. Compliance Officer   Senior Compliance Manager   Compliance Officer   Compliance Manager, AVP
stmt_firm   None   None   None   None   None   None   None   None   None
ind_cb   None   None   None   None   None   None   None   None   None
bus_cb   X   X   X   X   X   X   X   X   X
trade_cb   None   None   None   None   None   None   None   None   None
oth_cb   None   None   None   None   None   None   None   None   None
a_b_name   None   None   None   None   None   None   None   None   None
a_b_city   None   None   None   None   None   None   None   None   None
a_b_st   None   None   None   None   None   None   None   None   None
a_b_zip4   None   None   None   None   None   None   None   None   None
descrip_1   None   None   None   None   None   None   None   None   None
descrip_2   FINANCIAL SERVICES   FINANCIAL SERVICES   Financial Services   Financial Services   FINANCIAL SERVICES   Financial Services   Financial services   Financial Services   Registered investment advisor
c_less50   None   None   None   None   None   None   None   None   None
c_more50   None   None   None   None   None   None   None   None   None
ind_class   OTH   OTH   OTH   OTH   OTH   OTH   OTH   None   OTH
ind_descr   FINANCIAL SERVICES   FINANCIAL SERVICES   Financial Services   Financial Services   FINANCIAL SERVICES   Financial Services   Financial services   None   Financial Services
bus_class   None   None   None   None   None   None   None   FIN   None
bus_descr   None   None   None   None   None   None   None   None   None
auth_name   None   None   None   None   None   None   None   None   None
auth_city   None   None   None   None   None   None   None   None   None
auth_st   None   None   None   None   None   None   None   None   None
auth_zip4   None   None   None   None   None   None   None   None   None
lobby_int   MARKETING OF COMMINGLED VEHICLES AND SEPARATE ACCOUNT INVESTMENT ADVISORY SERVICES TO CALPERS, CALSTRS, AND THE UNIVERSITY OF CA RETIREMENT PLAN   MARKETING OF COMMINGLED VEHICLES AND SEPARATE ACCOUNT INVESTMENT ADVISORY SERVICES TO CALPERS, CALSTRS, AND THE UNIVERSITY OF CA RETIREMENT PLAN   None   None   MARKETING OF COMMINGLED VEHICLES AND SEPARATE ACCOUNT INVESTMENT ADVISORY SERVICES TO CALPERS, CALSTRS, AND THE UNIVERSITY OF CA RETIREMENT PLAN   None   Investments made by state pension systems   None   Selection of investment advisor and investments by state pension systems
influen_yn   None   None   None   None   None   None   None   None   Y
firm_name   None   None   None   None   None   None   None   None   None
newcert_cb   None   None   None   None   None   None   None   None   None
rencert_cb   None   None   None   None   None   None   None   None   None
complet_dt   None   None   None   None   None   None   None   None   None
lby_reg_cb   None   None   None   None   None   None   None   None   None
lby_604_cb   None   None   None   None   None   None   None   None   None
st_leg_yn   None   None   None   None   None   None   None   None   None
st_agency   None   None   None   None   None   None   None   None   None
lobby_cb   None   None   None   None   None   None   None   None   None
l_firm_cb   None   None   None   None   None   None   None   None   None
Table: filer_address
filer_id   1346406   1346406   1346406   1346406   1346406   1346406   1346406
adrid   2413539   2258096   2228400   2545182   2466707   2337204   2505323
effect_dt   2017-01-01 00:00:00   2013-01-01 00:00:00   2012-02-01 00:00:00   2023-01-01 00:00:00   2019-01-01 00:00:00   2015-01-01 00:00:00   2021-01-01 00:00:00
add_type   7051   7051   7051   7051   7051   7051   7051
session_id   2017   2013   2011   2023   2019   2015   2021
Table: filer_filings
filer_id   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406
filing_id   1779633   1974106   1974108   1973391   1868063   1798266   1957843   1928220   1956067   1897656   1649225   1649227   1674972   1658800   1826184   1817214   1715856   1921741   1925290   1718716   1705112   1868063   1715856   1733567   1840961   1765395   2004006   1991979   2523601   2348270   2414502   2264583   2316699   2026433   2027339   2027342   2053446   2053446   2055490   2055492   1921741   1715856   1921741   2091378   2113771   2115582   2122719   2152097   2176233   2389836   2431349   2204200   2376567   2236028   2447457   2452096   2479556   2190693   2523601   2662874   2601005   2459696   2459709   2565958   2566137   2470693   2547880   2671170   2703968   2581285   2581285   2540720   2644221   2621991   2644221   2748108   2621991   2644221
period_id   214   None   None   222   218   215   221   None   None   219   None   None   210   None   None   216   217   220   220   None   211   218   212   212   217   213   224   223   237   236   239   234   235   225   None   None   226   226   None   None   227   227   227   227   None   228   228   229   230   238   240   232   237   233   241   None   242   231   243   None   246   None   None   None   None   241   244   249   250   245   245   244   248   247   248   251   247   248
form_id   F635   F605   F605   F635   F635   F635   F635   F603   F605   F635   F603   F999   F635   F635   F605   F635   F603   F603   F635   F603   F635   F635   F603   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F635   F605   F888   F635   F635   F605   F605   F603   F603   F603   F635   F603   F603   F635   F635   F635   F635   F635   F635   F635   F635   F603   F603   F635   F635   F635   F605   F635   F605   F605   F603   F605   F635   F635   F635   F635   F635   F635   F603   F635   F635   F635   F635   F635   F635
filing_sequence   0   0   0   0   0   0   0   0   0   0   0   0   0   0   0   0   1   0   0   0   0   1   0   0   0   0   0   0   0   0   0   0   0   0   0   0   1   0   0   0   1   2   2   0   0   0   0   0   0   0   0   0   0   0   0   0   0   0   1   0   0   0   0   0   0   0   0   0   0   0   1   0   0   0   2   0   1   1
filing_date   2013-07-29 00:00:00   2015-06-29 00:00:00   2015-06-29 00:00:00   2015-07-08 00:00:00   2014-07-29 00:00:00   2013-10-29 00:00:00   2015-04-14 00:00:00   2014-12-24 00:00:00   2015-03-09 00:00:00   2014-10-14 00:00:00   2012-02-08 00:00:00   2012-03-28 00:00:00   2012-07-26 00:00:00   2012-04-27 00:00:00   2014-02-03 00:00:00   2014-01-31 00:00:00   2014-01-31 00:00:00   2014-12-30 00:00:00   2015-01-14 00:00:00   2012-12-07 00:00:00   2012-10-26 00:00:00   2014-07-29 00:00:00   2012-12-05 00:00:00   2013-01-28 00:00:00   2014-04-24 00:00:00   2013-04-30 00:00:00   2016-01-15 00:00:00   2015-10-14 00:00:00   2020-10-27 00:00:00   2019-01-31 00:00:00   2019-10-23 00:00:00   2018-07-13 00:00:00   2018-10-30 00:00:00   2016-04-06 00:00:00   2016-02-22 00:00:00   2016-02-22 00:00:00   2016-07-15 00:00:00   2016-07-06 00:00:00   2016-07-07 00:00:00   2016-07-07 00:00:00   2016-07-15 00:00:00   2016-07-19 00:00:00   2016-07-19 00:00:00   2016-10-19 00:00:00   2016-12-21 00:00:00   2016-12-30 00:00:00   2017-01-24 00:00:00   2017-04-20 00:00:00   2017-07-31 00:00:00   2019-07-12 00:00:00   2020-01-17 00:00:00   2018-01-23 00:00:00   2019-04-24 00:00:00   2018-04-25 00:00:00   2020-02-07 00:00:00   2020-02-10 00:00:00   2020-07-21 00:00:00   2017-10-26 00:00:00   2020-12-30 00:00:00   2022-03-14 00:00:00   2021-07-30 00:00:00   2019-12-24 00:00:00   2020-02-27 00:00:00   2020-12-31 00:00:00   2020-12-31 00:00:00   2020-04-30 00:00:00   2021-01-27 00:00:00   2022-04-27 00:00:00   2022-07-29 00:00:00   2021-04-30 00:00:00   2022-03-07 00:00:00   2020-12-30 00:00:00   2022-01-31 00:00:00   2021-10-29 00:00:00   2022-11-11 00:00:00   2022-10-31 00:00:00   2022-11-11 00:00:00   2022-10-31 00:00:00
stmnt_type   10001   10006   10006   10001   10001   10001   10001   10005   10005   10001   10005   10005   10001   10005   10006   10001   10002   10001   10001   10005   10001   10002   10001   10001   10001   10001   10001   10001   10001   10001   10001   10001   10001   10001   10006   10005   10002   10001   10006   10006   10002   10002   10002   10001   10005   10001   10001   10001   10001   10001   10001   10001   10001   10001   10001   10005   10001   10001   10002   10002   10001   10005   10005   10001   10002   10001   10001   10001   10001   10001   10002   10001   10001   10001   10002   10001   10002   10002
stmnt_status   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11003   11003   11001   11001   11001   11001   11001   11003   11003   11003   11003
session_id   2013   2015   2015   2015   2013   2013   2015   2015   2015   2013   2011   2011   2011   2011   2013   2013   2013   2015   2013   2013   2011   2013   2013   2011   2013   2013   2015   2015   2019   2017   2019   2017   2017   2015   2015   2015   2015   2015   2015   2015   2015   2013   2015   2015   2017   2017   2015   2017   2017   2019   2019   2017   2019   2017   2019   2019   2019   2017   2019   2021   2021   2019   2019   2021   2021   2019   2019   2021   2021   2021   2021   2021   2021   2021   2021   2021   2021   2021
user_id   AGLADNEY   YRODRIGU   YRODRIGU   AGLADNEY   ASAETERN   AGLADNEY   AGLADNEY   GPEREZ   PBANFORD   AGLADNEY   YRODRIGU   YRODRIGU   ASAETERN   AGLADNEY   PBANFORD   ASAETERN   PBANFORD   PBANFORD   AGLADNEY   GKURIMOT   ASAETERN   ASAETERN   GKURIMOT   ASAETERN   ASAETERN   AGLADNEY   AGLADNEY   JINGRAM   MKIRKHAM   AGLADNEY   AGLADNEY   AGLADNEY   AGLADNEY   AGLADNEY   YRODRIGU   YRODRIGU   AGLADNEY   AGLADNEY   YRODRIGU   YRODRIGU   YRODRIGU   YRODRIGU   YRODRIGU   AGLADNEY   PBANFORD   PBANFORD   AGLADNEY   AGLADNEY   AGLADNEY   GTAYLOR   AGLADNEY   AGLADNEY   GTAYLOR   AGLADNEY   SARRIAGA   SARRIAGA   GTAYLOR   AGLADNEY   GTAYLOR   JMENDOZA   CHATRIDGE   SARRIAGA   SARRIAGA   CVANLIEW   CVANLIEW   SUSHAKOV   GTAYLOR   CAFILER   CAFILER   GTAYLOR   GTAYLOR   CVANLIEW   RATTIYEH   GTAYLOR   CAFILER   CAFILER   CAFILER   CAFILER
special_audit   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003   11003
fine_audit   11001   11001   11001   11001   11001   11001   11001   11003   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11001   11003   11003   11001   11001   11001   11003   11001   11003   11003   11003   11003   11001   11001   11003   11003   11001   11001   11003   11001   11001   11003   11003   11003   11003
rpt_start   2013-04-01 00:00:00   1900-01-01 00:00:00   1900-01-01 00:00:00   2015-04-01 00:00:00   2014-04-01 00:00:00   2013-07-01 00:00:00   2015-01-01 00:00:00   1900-01-01 00:00:00   1900-01-01 00:00:00   2014-07-01 00:00:00   1900-01-01 00:00:00   1900-01-01 00:00:00   2012-04-01 00:00:00   2012-01-01 00:00:00   1900-01-01 00:00:00   2013-10-01 00:00:00   2014-01-31 00:00:00   2014-12-30 00:00:00   2014-10-01 00:00:00   1900-01-01 00:00:00   2012-07-01 00:00:00   2014-04-01 00:00:00   2012-12-05 00:00:00   2012-10-01 00:00:00   2014-01-01 00:00:00   2013-01-01 00:00:00   2015-10-01 00:00:00   2015-07-01 00:00:00   2019-01-01 00:00:00   2018-10-01 00:00:00   2019-07-01 00:00:00   2018-04-01 00:00:00   2018-07-01 00:00:00   2016-01-01 00:00:00   1900-01-01 00:00:00   None   2016-04-01 00:00:00   2016-04-01 00:00:00   1900-01-01 00:00:00   1900-01-01 00:00:00   2016-07-15 00:00:00   2016-07-19 00:00:00   2016-07-19 00:00:00   2016-07-01 00:00:00   1900-01-01 00:00:00   2016-12-30 00:00:00   2016-10-01 00:00:00   2017-01-01 00:00:00   2017-04-01 00:00:00   2019-04-01 00:00:00   2019-10-01 00:00:00   2017-10-01 00:00:00   2019-01-01 00:00:00   2018-01-01 00:00:00   2020-02-07 00:00:00   1900-01-01 00:00:00   2020-04-01 00:00:00   2017-07-01 00:00:00   2020-07-01 00:00:00   1900-01-01 00:00:00   2021-04-01 00:00:00   1900-01-01 00:00:00   1900-01-01 00:00:00   1900-01-01 00:00:00   1900-01-01 00:00:00   2020-01-01 00:00:00   2020-10-01 00:00:00   2022-01-01 00:00:00   2022-04-01 00:00:00   2021-01-01 00:00:00   2021-01-01 00:00:00   2020-12-30 00:00:00   2021-10-01 00:00:00   2021-07-01 00:00:00   2021-10-01 00:00:00   2022-07-01 00:00:00   2021-07-01 00:00:00   2021-10-01 00:00:00
rpt_end   2013-06-30 00:00:00   1900-01-01 00:00:00   1900-01-01 00:00:00   2015-06-30 00:00:00   2014-06-30 00:00:00   2013-09-30 00:00:00   2015-03-31 00:00:00   1900-01-01 00:00:00   1900-01-01 00:00:00   2014-09-30 00:00:00   1900-01-01 00:00:00   1900-01-01 00:00:00   2012-06-30 00:00:00   2012-03-31 00:00:00   1900-01-01 00:00:00   2013-12-31 00:00:00   2014-01-31 00:00:00   2014-12-30 00:00:00   2014-12-31 00:00:00   1900-01-01 00:00:00   2012-09-30 00:00:00   2014-06-30 00:00:00   2012-12-05 00:00:00   2012-12-31 00:00:00   2014-03-31 00:00:00   2013-03-31 00:00:00   2015-12-31 00:00:00   2015-09-30 00:00:00   2020-12-31 00:00:00   2018-12-31 00:00:00   2019-09-30 00:00:00   2018-06-30 00:00:00   2018-09-30 00:00:00   2016-03-31 00:00:00   1900-01-01 00:00:00   None   2016-06-30 00:00:00   2016-06-30 00:00:00   1900-01-01 00:00:00   1900-01-01 00:00:00   2016-07-15 00:00:00   2016-07-19 00:00:00   2016-07-19 00:00:00   2016-09-30 00:00:00   1900-01-01 00:00:00   2016-12-30 00:00:00   2016-12-31 00:00:00   2017-03-31 00:00:00   2017-06-30 00:00:00   2019-06-30 00:00:00   2019-12-31 00:00:00   2017-12-31 00:00:00   2019-03-31 00:00:00   2018-03-31 00:00:00   2020-02-07 00:00:00   1900-01-01 00:00:00   2020-06-30 00:00:00   2017-09-30 00:00:00   2020-09-30 00:00:00   1900-01-01 00:00:00   2021-06-30 00:00:00   1900-01-01 00:00:00   1900-01-01 00:00:00   1900-01-01 00:00:00   1900-01-01 00:00:00   2020-03-31 00:00:00   2020-12-31 00:00:00   2022-03-31 00:00:00   2022-06-30 00:00:00   2021-12-31 00:00:00   2021-03-31 00:00:00   2020-12-30 00:00:00   2021-12-31 00:00:00   2021-09-30 00:00:00   2021-12-31 00:00:00   2022-09-30 00:00:00   2021-09-30 00:00:00   2021-12-31 00:00:00
rpt_date   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
filing_type   22006   None   None   22006   22006   22006   22006   None   None   22006   None   None   22006   None   None   22006   22006   22006   22006   None   22006   22006   22006   22006   22006   22006   22006   22006   22006   22006   22006   22006   22006   22006   None   None   22006   22006   None   None   22006   22006   22006   22006   None   22006   22006   22006   22006   22006   22006   22006   22006   22006   22006   None   22006   22006   22006   None   22006   None   None   None   None   22006   22006   22006   22006   22006   22006   22006   22006   22006   22006   22006   22006   22006
Table: filer_interests
filer_id   1346406   1346406   1346406   1346406   1346406   1346406   1346406
session_id   2011   2013   2017   2019   2015   2021   2023
interest_cd   40312   40312   40312   40304   40312   40304   40304
effect_date   2012-02-01 00:00:00   2013-01-01 00:00:00   2017-01-01 00:00:00   2019-01-01 00:00:00   2015-01-01 00:00:00   2021-01-01 00:00:00   2023-01-01 00:00:00
Table: filer_to_filer_type
filer_id   1346406   1346406   1346406   1346406   1346406   1346406   1346406
filer_type   2   2   2   2   2   2   2
active   Y   Y   Y   Y   Y   Y   N
race   None   0   None   None   None   None   None
session_id   2013   2011   2015   2017   2019   2021   2023
category   None   0   None   None   None   None   None
category_type   None   0   None   None   None   None   None
sub_category   None   0   None   None   None   None   None
effect_dt   2013-01-01 00:00:00   2012-02-01 00:00:00   2015-01-01 00:00:00   2017-01-01 00:00:00   2019-01-01 00:00:00   2021-01-01 00:00:00   2023-01-01 00:00:00
sub_category_type   None   0   None   None   None   None   None
election_type   None   0   None   None   None   None   None
sub_category_a   None   None   None   None   None   None   None
nyq_dt   None   None   None   None   None   None   None
party_cd   None   0   None   None   None   None   None
county_cd   None   0   None   None   None   None   None
district_cd   None   0   None   None   None   None   None
Table: filer_xref
filer_id   1346406
xref_id   1346406
effect_dt   2012-03-28 00:00:00
migration_source   CLAIMS
Table: filername
xref_filer_id   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406
filer_id   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406
filer_type   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER   EMPLOYER
status   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE   INACTIVE
effect_dt   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00   2023-01-01 00:00:00
naml   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.
namf   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
namt   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
nams   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
adr1   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
adr2   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
city   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON   BOSTON
st   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA   MA
zip4   02116   02199   02199   02199   02199   02199   02199   02116   02199   02199   02199   02199   02199   02199   02116   02199   02199   02199   02199   02199   02199   02116   02199   02199   02199   02199   02199   02199   02116   02199   02199   02199   02199   02199   02199   02116   02199   02199   02199   02199   02199   02199   02116   02199   02199   02199   02199   02199   02199
phon   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000   6179545000
fax   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None   None
email   None   [email protected]   [email protected]   None   None   [email protected]   [email protected]   None   [email protected]   [email protected]   None   None   [email protected]   [email protected]   None   [email protected]   [email protected]   None   None   [email protected]   [email protected]   None   [email protected]   [email protected]   None   None   [email protected]   [email protected]   None   [email protected]   [email protected]   None   None   [email protected]   [email protected]   None   [email protected]   [email protected]   None   None   [email protected]   [email protected]   None   [email protected]   [email protected]   None   None   [email protected]   [email protected]
Table: filers
filer_id   1346406
Table: lobbying_chg_log
filer_id   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406   1346406
change_no   0   1   2   3   4   5   6   8   7   9
session_id   2011   2011   2011   2013   2013   2015   2015   2017   2015   2021
log_dt   2012-02-08 00:00:00   2012-02-08 00:00:00   2012-02-08 00:00:00   2014-02-03 00:00:00   2014-02-03 00:00:00   2015-03-09 00:00:00   2015-06-29 00:00:00   2016-12-21 00:00:00   2015-06-29 00:00:00   2020-12-31 00:00:00
filer_type   2   2   2   2   2   2   2   2   2   2
correction_flg   Y   Y   Y   None   None   Y   Y   None   Y   None
action   ADDED   ADDED   ADDED   SET INACTIVE   CHANGED   DELETED   ADDED   IN SUSPENSE   ADDED   CHANGED
attribute_changed   LOBBYIST   LOBBYIST   LOBBYIST   None   RESPONSIBLE OFFICER   LOBBYIST   LOBBYIST   LOBBYIST   LOBBYIST   RESPONSIBLE OFFICER
ethics_dt   None   None   None   None   None   None   None   None   None   None
interests   None   None   None   None   None   None   None   None   None   None
filer_full_name   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.   MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC.
filer_city   None   BOSTON   BOSTON   None   None   None   BOSTON   None   BOSTON   None
filer_st   None   MA   MA   None   None   None   MA   None   MA   None
filer_zip   None   02116   02116   None   None   None   02199   None   02199   None
filer_phone   None   6179545000   6179545000   None   None   None   6179545000   None   6179545000   None
entity_type   4   4   4   20   20   4   4   4   4   20
entity_name   JORDAN, KAREN   DUCKETT, ALLAN   LUCEY, CAROLYN   ASSOCIATE VICE PRESIDENT/SENIOR COMPLIANCE MANAGER TERENCE MAHONEY   SENIOR COMPLIANCE MANAGER JOHN P. GARRETT   DUCKETT, ALLAN   CALLAHAN, CHRISTOPHER   GRANT, EDMUND   SULLIVAN, MARK   COMPLIANCE MANAGER, AVP JUSTIN MC GUFFEE
entity_city   None   None   None   None   None   None   None   None   None   None
entity_st   None   None   None   None   None   None   None   None   None   None
entity_zip   None   None   None   None   None   None   None   None   None   None
entity_phone   None   None   None   None   None   None   None   None   None   None
entity_id   1346408   None   None   1346410   1364562   1346407   None   1387032   None   1436791
responsible_officer   None   None   None   None   None   None   None   None   None   None
effect_dt   2012-02-01 00:00:00   2012-02-01 00:00:00   2012-02-01 00:00:00   2013-01-01 00:00:00   2014-01-01 00:00:00   2015-02-23 00:00:00   2015-07-01 00:00:00   2017-07-01 00:00:00   2015-07-01 00:00:00   2021-01-01 00:00:00
Table: received_filings
filer_id   1346406   1346406   1346406   1346406   1346406   1346406   1346406
filing_file_name   464784.cal   464981.cal   465040.cal   465027.cal   465018.cal   465089.cal   120693.cal
received_date   2022-03-11 00:00:00   2022-03-11 00:00:00   2022-03-11 00:00:00   2022-03-11 00:00:00   2022-03-11 00:00:00   2022-03-11 00:00:00   2022-03-22 00:00:00
filing_directory   /cafiler/disclose/ca99/temp   /cafiler/disclose/ca99/temp   /cafiler/disclose/ca99/temp   /cafiler/disclose/ca99/temp   /cafiler/disclose/ca99/temp   /cafiler/disclose/ca99/temp   /cafiler/disclose/ca99/temp
filing_id   None   None   None   None   None   None   None
form_id   None   None   None   None   None   None   None
receive_comment   Filing did not pass validation   Filing did not pass validation   Filing did not pass validation   Filing did not pass validation   Filing did not pass validation   Filing did not pass validation   Filing did not pass validation