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MFS Intermediate Income Trust is asking shareholders to approve a major change in management and governance at a special meeting on June 18, 2026. Investors are being asked to approve a new investment advisory agreement that would replace Massachusetts Financial Services Company with abrdn Inc. as adviser, and to elect a new five‑member board of trustees tied to Aberdeen’s closed‑end fund platform.
The trust’s investment objective will remain the same, but the portfolio will shift to Aberdeen’s team‑based fixed income process. Fees would move from an income‑based MFS structure to a stepped rate on “Managed Assets,” with a pro forma management fee of 0.62% of average net assets versus 0.55% currently. Including Aberdeen’s written expense cap at 0.72% of Managed Assets for at least two years, total annual expenses are projected at 0.72% versus 0.73% under MFS. The trust intends to keep its 8.50% managed distribution policy and later change its name to Aberdeen Intermediate Income Fund.
SIT Investment Associates Inc. and SIT Fixed Income Advisors II LLC report beneficial ownership of 32,822,243 shares of MFS Intermediate Income Trust common stock, representing 28.8% of the fund’s outstanding shares.
The Sit entities report zero sole voting or dispositive power, but shared voting and shared dispositive power over all 32,822,243 shares. This percentage is based on 113,798,238 shares outstanding as of October 31, 2025, as reported in the issuer’s Form N-CSR. The filing notes that no individual client account of the Sit entities owns more than 5% of the outstanding shares and that their directors and executive officers do not own shares directly.
MFS Intermediate Income Trust is asking shareholders to approve two linked proposals at a Special Meeting on June 18, 2026: (1) a New Management Agreement to replace MFS with Aberdeen as investment adviser and (2) election of five new trustees (Christian Pittard, Nancy Yao, C. William Maher, Gordon Baird and Todd Reit). The proposals are interdependent and conditioned on certain Transaction closing requirements; if either fails, MFS remains adviser and the current Board stays in place.
The Proxy notes Aberdeen-managed assets of $525 billion, a proposed expense limitation capping ordinary operating expenses at 0.72% for at least two years, and pro forma fee comparisons showing a 14% higher advisory fee amount in a historical pro forma calculation. Mailing of proxy materials begins on or about May 18, 2026, with record date May 1, 2026.
Sit Investment Associates Inc. and Sit Fixed Income Advisors II LLC report beneficial ownership of 31,271,265 shares of MFS Intermediate Income Trust, representing 27.5% of the fund’s common stock. This percentage is based on 113,798,238 shares outstanding as of October 31, 2025, from the fund’s Form N-CSR.
The Sit entities report shared voting and shared dispositive power over all 31,271,265 shares, with no sole voting or dispositive authority. The filing notes that no individual client account of Sit Investment Associates or Sit Fixed Income Advisors II owns more than 5% of the fund’s outstanding shares and that their directors and executive officers do not hold shares directly.
MFS Intermediate Income Trust filed a Form 4 for portfolio manager Geoffrey Schechter that does not report any insider share purchases, sales, or derivative exercises. All transaction counters, including net buy/sell shares, are shown as zero in the transaction summary.
MFS Intermediate Income Trust received an updated ownership filing from investment manager Sit entities. SIT Investment Associates Inc. and SIT Fixed Income Advisors II LLC /ADV report beneficial ownership of 29,943,126 shares of common stock, representing 26.3% of the fund’s outstanding shares.
Their position is reported entirely with shared voting and shared dispositive power, with no sole authority. The percentage is based on 113,798,238 shares outstanding as of October 31, 2025. The filing notes that no individual client account holds more than 5% and none of the firms’ directors or executive officers own shares directly.
Sit Investment Associates Inc. and Sit Fixed Income Advisors II LLC report beneficial ownership of 28,714,472 shares of MFS Intermediate Income Trust, representing 25.2% of the fund’s common stock based on 113,798,238 shares outstanding as of October 31, 2025.
The Sit entities hold these shares in client accounts, with shared voting and dispositive power and no single client owning more than 5% of the fund. They state the position is for investment purposes but reserve the right to engage with the board, make shareholder proposals, or nominate trustees.
The Sit entities oppose a board-approved plan of reorganization under which MFS Intermediate Income Trust and three related funds would transfer substantially all assets to MFS Multimarket Income Trust in exchange for new shares, and have sent a letter dated February 24, 2026 to the board outlining their opposition.
1607 Capital Partners, LLC filed an amended Schedule 13G reporting beneficial ownership of 6,218,476 shares of MFS Intermediate Income Trust, equal to 5.46% of the closed-end fund’s outstanding securities as of 12/31/2025.
1607 Capital has sole power to vote and dispose of all reported shares and no shared voting or dispositive power. The firm states the position was acquired and is held in the ordinary course of business, not for the purpose of changing or influencing control of the fund.
MIN filed a Form N-CEN annual report as a registered investment company. This is a structured regulatory filing that provides operational and compliance details rather than a narrative discussion of performance.
During the reporting period, the fund paid gross brokerage commissions of 28,654.62000000, and aggregate brokerage commissions were also 28,654.62000000. It reports principal transactions with several dealers, including total purchases and sales of 12,436,931.29000000 with one dealer and 5,835,096.88000000 with another. The report also identifies key service providers such as investment advisers, transfer agents, custodians, pricing services, and shareholder servicing agents, and it outlines governance-related information including directors and the chief compliance officer.
MFS Intermediate Income Trust (MIN) received an initial insider ownership report on Form 3 for Thomas P. Murphy, who is identified as a Director of Advisor to the fund. The event date is listed as 01/01/2026, and the filing is made on behalf of one reporting person.
Both the non-derivative and derivative securities tables show no holdings, and the explanation section states that no securities are beneficially owned. This means the reporting person reports zero beneficial ownership of MIN shares or related derivative securities as of the event date.