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UNITED STATES DISTRICT COURT
DISTRICT OF MARYLAND

CHAMBERS OF

J. FREDERICK MOTZ
UNITED STATES DISTRICT JUDGE

101 WEST LOMBARD STREET BALTIMORE, MARYLAND 21201 (410) 962-0782 (410) 962-2698 FAX

February 27, 2006 Memo to Counsel Re: MDL-15863, MFS Subtrack; Walker v. Massachusetts Financial Services Co., et al. Civil No. JFM-04-1758 Dear Counsel: The purpose of this letter is to rule upon the MFS Defendants' motion to dismiss the ERISA complaint filed in the MFS subtrack. Named as defendants are Massachusetts Financial Services Co. ("MFS"), Massachusetts Financial Services Corp. Retirement Committee ("Retirement Committee"), Jeffrey L. Shames ("Shames"), Joseph W. Dello Russo ("Russo"), and Eric Burns ("Burns"). In accordance with Judge Blake's opinion in the Strong subtrack, In re Mutual Funds Inv. Litig., 403 F. Supp. 2d 434 (D. Md. 2005),1 with which I fully agree, my rulings are as follows:

I.

Standing Plaintiff Anita Walker ("Walker") has both constitutional and statutory standing to pursue

her claims for relief under ERISA

Download LetterRuling-ERISA-MFS.pdf

Maryland Law