M&A - MASSMUTUAL PREMIER FUNDS

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Form Type: N-14

Filing Date: 2025-06-05

Corporate Action: Merger

Type: New

Accession Number: 000113322825006108

Filing Summary: MassMutual Premier Funds is filing a registration statement under the Securities Act of 1933 to facilitate the reorganization of two funds managed by its adviser, MML Investment Advisers, LLC. The reorganization affects the MassMutual Equity Opportunities Fund and the MassMutual Total Return Bond Fund, which will be merged into the MassMutual Diversified Value Fund and the MassMutual Core Bond Fund, respectively. Each Selling Fund will transfer its assets to the corresponding Acquiring Fund in exchange for shares, and the Acquiring Fund will assume all liabilities. These transactions are expected to close on or around September 15, 2025, and do not require shareholder approval. The reorganization aims to streamline operations, enhance fund efficiencies, and focus resources on a reduced number of funds. Shareholders will automatically receive shares in the Acquiring Fund without needing to take any action, and the restructuring is designed to provide similar or lower costs for shareholders. This filing instigates an indefinite number of securities registration without a filing fee, anticipated to be effective shortly after the registration is filed.

Additional details:

Selling Fund: MassMutual Equity Opportunities Fund


Acquiring Fund: MassMutual Diversified Value Fund


Selling Fund 2: MassMutual Total Return Bond Fund


Acquiring Fund 2: MassMutual Core Bond Fund


Expected Closing Date: 2025-09-15


Form Type: 497

Filing Date: 2025-03-24

Corporate Action: Merger

Type: Update

Accession Number: 000110465925027314

Filing Summary: This document is a supplement to the Prospectuses of various MassMutual funds and provides information regarding the upcoming reorganizations of certain Selling Funds into corresponding Acquiring Funds, approved by the Board of Trustees. The reorganizations are scheduled to occur in September 2025, subject to certain conditions, and will not require shareholder approval. Shareholders will receive shares of the Acquiring Funds equal in value to their holdings in the Selling Funds at the time of reorganization. The document also outlines the purchase and sale of fund shares, noting that shares generally are available through various financial intermediaries. Changes to investment minimums are mentioned, with specific details for different classes of shares noted. Shareholders are advised that the reorganizations may be tax-free and to contact their financial intermediaries for more information once the combined information statement/prospectus has been filed with the SEC.

Additional details:

Selling Fund Name: MassMutual Total Return Bond Fund


Selling Fund Name: MassMutual Equity Opportunities Fund


Acquiring Fund Name: MassMutual Core Bond Fund


Acquiring Fund Name: MassMutual Diversified Value Fund


Reorganization Date: 2025-09-01


No Shareholder Approval Required: 1


Tax Free Event: 1


Form Type: 497K

Filing Date: 2025-03-24

Corporate Action: Merger

Type: Update

Accession Number: 000110465925027321

Filing Summary: This document is a supplement to the Summary Prospectus for the MassMutual Core Bond Fund, dated February 1, 2025, providing new and additional information regarding the reorganization of the MassMutual Total Return Bond Fund into the MassMutual Core Bond Fund. The proposed reorganization has been approved by the Boards of Trustees of both Funds and is expected to occur in September 2025, contingent upon certain conditions. No shareholder approval is required for this reorganization, which will result in the transfer of assets and liabilities from the Selling Fund (MassMutual Total Return Bond Fund) to the Acquiring Fund (MassMutual Core Bond Fund). Current shareholders will receive shares of the Acquiring Fund equivalent to the net asset value of their investment in the Selling Fund. This reorganization is anticipated to be tax-free for U.S. federal income tax purposes, although it remains subject to conditions. Shareholders can redeem their shares before the reorganization occurs, which may incur taxes, and further detailed information about the terms and implications of the reorganization will be provided in a combined information statement/prospectus.

Additional details:

Selling Fund: MassMutual Total Return Bond Fund


Acquiring Fund: MassMutual Core Bond Fund


Reorganization Date: September 2025


Shareholder Approval Required: No


Tax Status: tax-free event for U.S. federal income tax purposes


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