Form D · Other Investment Fund
MFS Core Plus Fixed Income LLC
Boston, MA · CIK 0001654031
Offering snapshot reported Jan 23, 2026 · SEC filing
- Reported sold
- $390M Indefinite offering
- Investors reported
- Not reported Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Not reported As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 23, 2026 | Amendment | $389,664,406 | No comparison | Not reported | SEC filing |
| Jan 24, 2025 | Amendment | $345,550,895 | $18,613,906vs Jan 24, 2024 | 6 | SEC filing |
| Jan 24, 2024 | Amendment | $326,936,989 | $56,780,692vs Jan 24, 2023 | 6 | SEC filing |
| Jan 24, 2023 | Amendment | $270,156,297 | -$53,092,901vs Jan 24, 2022 | 6 | SEC filing |
| Jan 24, 2022 | Amendment | $323,249,198 | $12,558,747vs Jan 22, 2021 | 6 | SEC filing |
| Jan 22, 2021 | Amendment | $310,690,451 | -$20,062,432vs Jan 22, 2020 | 6 | SEC filing |
| Jan 22, 2020 | Amendment | $330,752,883 | $34,317,958vs Jan 23, 2019 | 6 | SEC filing |
| Jan 23, 2019 | Amendment | $296,434,925 | $0vs Jan 23, 2019 | 5 | SEC filing |
| Jan 23, 2019 | Amendment | $296,434,925 | -$37,237,243vs Jan 24, 2018 | 5 | SEC filing |
| Jan 24, 2018 | Amendment | $333,672,168 | No comparison | 5 | SEC filing |
| Jan 24, 2017 | Amendment | Yet to sell | No comparison | 3 | SEC filing |
| Jan 28, 2016 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Sep 30, 2015 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- Not reported
- Finders' fees
- Not reported
- Form D file number
- 021-248495
Source: Form D, filed Jan 23, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
MFS CORE PLUS FIXED INCOME LLC
Investment adviser: MFS INSTITUTIONAL ADVISORS INC.
- Gross asset value
- $400M
- Beneficial owners
- 6
- ADV minimum commitment
- $0
Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Filing source
Form ADV 2050996 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9390463320
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Anne Marie Barnard | Director |
| Anne Marie Bernard | Director |
| Anne Marie Bernard | Director |
| John M. Corcoran | Director |
| Deborah L. Dodds | Director |
| Richard A. Drage | Director |
| Carol W. Geremia | Executive |
| Heidi W. Hardin | Director, Executive |
| Linda Harring | Director |
| Michael S. Keenan | Director |
| Sean M. Kenney | Executive |
| Robertson G. Mansi | Director |
| Inc. Mfs Institutional Advisors | Director |
| Inc. Mfs Institutional Advisors, | Director |
| Christine E. Modoono | Director |
| Michael W. Roberge | Director |
| Joseph J. Smelstor | Executive |
| Aditi Taylor | Director |
| Michelle Thompson Dolberry | Director |
| Charuda Upatham Costello | Director |
| Charuda Uptham Costello | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Boston, MA, 02199