MFS INSTITUTIONAL ADVISORS INC. · Tank Allocator Loader

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MFS INSTITUTIONAL ADVISORS INC.

UUID556caa8d-4ce6-5d18-a3ad-acf604095ce4

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:32

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	107144	107144	—	1.0
cik	0001443066	1443066	—	—
lei	5K3S2DVP1EIBL90MSI54	5K3S2DVP1EIBL90MSI54	—	—
sec_file_number	801-46433	801-46433	—	—

Profile

Websitehttps://www.twitter.com/followmfs

HQ CityBOSTON

HQ StateMA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)111,845,233,320.0
RAUM (discretionary)111,845,233,320.0
Actionable assets108,905,629,229.0
Accounts10,260.0

Institutional Clients

Government AUM20,271,940,913.0
Pension AUM17,403,423,150.0
Charitable AUM1,518,074,939.0
HNW AUM916,019,520.0

As of 2025-03-31 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
DRAGE, RICHARD, ALEXANDER	DIRECTOR	OFFICER	—	{"filing_id": "2017907", "owner_id": "8167911", "source": "adv_part1", "table": "Schedule_A_B"}
GEREMIA, CAROL, WILLIAM	PRESIDENT AND SECRETARY	OFFICER	—	{"filing_id": "2017907", "owner_id": "1456883", "source": "adv_part1", "table": "Schedule_A_B"}
HARDIN, HEIDI, WALTER	DIRECTOR AND CHAIR OF THE BOARD	OFFICER	—	{"filing_id": "2017907", "owner_id": "2619251", "source": "adv_part1", "table": "Schedule_A_B"}
LICEA-MAILLOUX, ROSA, ESMERALDA	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2017907", "owner_id": "4817251", "source": "adv_part1", "table": "Schedule_A_B"}
MASSACHUSETTS FINANCIAL SERVICES COMPANY	PARENT COMPANY	OFFICER	—	{"filing_id": "2017907", "owner_id": "110045", "source": "adv_part1", "table": "Schedule_A_B"}
SMELSTOR, JOSEPH, JOHN	TREASURER	OFFICER	—	{"filing_id": "2017907", "owner_id": "6247186", "source": "adv_part1", "table": "Schedule_A_B"}
SUN LIFE 2007-1 FINANCING CORP.	SHAREHOLDER	OFFICER	—	{"filing_id": "2017907", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SUN LIFE ASSURANCE COMPANY OF CANADA - U.S. OPERATIONS HOLDINGS, INC.	SHAREHOLDER	OFFICER	—	{"filing_id": "2017907", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SUN LIFE FINANCIAL (U.S.) HOLDINGS, INC.	SHAREHOLDER	OFFICER	—	{"filing_id": "2017907", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SUN LIFE FINANCIAL (U.S.) INVESTMENTS LLC	SHAREHOLDER	OFFICER	—	{"filing_id": "2017907", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SUN LIFE FINANCIAL INC.	SHAREHOLDER	OFFICER	—	{"filing_id": "2017907", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SUN LIFE GLOBAL INVESTMENTS INC.	SHAREHOLDER	OFFICER	—	{"filing_id": "2017907", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SUN LIFE OF CANADA (U.S.) FINANCIAL SERVICES HOLDINGS, INC.	SHAREHOLDER	OFFICER	—	{"filing_id": "2017907", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TAYLOR, ADITI, VISHAL	DIRECTOR	OFFICER	—	{"filing_id": "2017907", "owner_id": "3275545", "source": "adv_part1", "table": "Schedule_A_B"}
THOMPSON-DOLBERRY, MICHELLE	DIRECTOR	OFFICER	—	{"filing_id": "2017907", "owner_id": "3161219", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:32 • csv
```
{
  "date_submitted": "09/26/2025 02:34:36 PM",
  "filing_id": "2017907",
  "reg_type": "IA"
}
```