I'm wondering if the dismounted knights are replacing the MAA? I never found the distinction between knights and men-at-arms in MTW that convincing anyway. The standard Catholic Medieval warrior was a man-at-arms ie an armoured melee fighter, usually with a horse. He might have been a knight in status or not, but I am not sure it meant that much difference in terms of combat function.

The English chivalric knights at Agincourt have polearms. Maybe the HRE (and the French) are supposed to rely on pikes and halberds? That could be how M2TW represents the English as having better dismounted knights, while the Continentals get better mounted ones.