I suppose the point of "no Jihad" is to imagine that the Fed Suns and Dragoons (and any number of other assault heavy units, too, like the whole of the LCAF) are in much better shape to expand, rather than contract as in the actual post Jihad environment, but that somehow someone is doing all the same R-D for some reason and the tech comes out all the same.
I would tend to guess that one might see a few lances or companies in each, but most all assault units still take pride in "surprising mobility for such a heavy unit" or something like that. With a mix of 4/6 and 3/5 designs, its outwardly plausible. With nothing under 125 tons, you just loose too much flexibility, even for a unit like the Zetas or the Assault Guards.
Rather, I imagine a battalion with a core company of super heavies, another company of conventional assaults like Awesomes and Dire Wolves, and perhaps another of more mobile assaults, heavies, and those light and medium mechs that tend to sneak into many "all assault" units.
But, its whatever works for you world. If 200 tonners are as easy to acquire as Awesomes and Dire Wolves, then its plausible that some crazy someone might design a battalion or regiment of nothing but Orcas or whatever. Such a unit would have even fewer tactical options than even Zeta battalion, of course, but unless the other side had either a comparable unit or a full heavy/assault regiment of their own, other than just get out of the way what could they do to resist?