As another member of the group receiving final 200 but not selected because of funding, I called a couple representatives and it sounds like a contact with the DoD will be following up next week RE funding. Don't expect much, but would want more transparency in the future at least.
"As you know, your application was chosen to move forward to the final step in the process: the DoD Panel Review. We regret to inform you that you were not selected as part of the 2018 class. This year we planned to award roughly 200 fellowships and only 69 were selected due to the budget. You were in the top 200 and have been placed on the alternates selection list for the fellowship. This does not guarantee that you will be awarded the fellowship but serves as notice of your ranking and your potential in the unlikely event that the DoD will select additional awardees."