EXHIBIT 77 H (a) MFS SERIES TRUST IX ON BEHALF OF: MFS LARGE CAP VALUE
          FUND (MLV)

          As of October 31, 2000, the following entity  beneficially owning more
          than 25% of any one Series voting securities, thereby becoming a
          controlling entity of such Series, is listed below:


<TABLE>
<S>                                 <C>                                                 <C>
SERIES                              OWNER AND  ADDRESS                                  % OF SHARES
                                                                                        OWNED

MFS Large Cap Value Fund            MFS Heritage Trust Co.                              35.30%
                                            IRA r/o David Calabro
                                            Andover, MA
</TABLE>



          As of October 31, 2000 the  following  entity no longer owns more than
          25% of any one Series voting securities, and thereby is no longer a
          controlling entity of such Series, is listed below:


MFS Large Cap Value Fund            Carole J. Crowther*
                                            Andover, MA



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