Access to some security comparments ("Sensitive Compartmented Information") might require both a need to know, and either a Counter-Intelligence or Full Scope polygraph examination. If you have a current (non-expired) TS/CI Poly or TS/FS Poly investigation, could be quite valuable to a defense contractor, because it can take a while (potentially months or years) and cost $$$ for you to get that investigation, which combined with the need to know, would be necessary to get you access to certain classified compartments which might be necessary for you to work on a particular project. Otherwise, you might have the necessary computer skills, but without having the requisite security clearance investigation having been done on you, the defense contractor might have to hire you and have you work on non-classified aspect of the projects for months and months (or if you are a new college grad, maybe even twiddling your fingers) until the security clearance investigation had been completed.
Realistically, they are probably very effective at verifying whether normal people have secrets that could be used for blackmail, as you say, because of the psychology, even if the machine isn't actually doing anything.
Anecdotally, I've heard of security interviews (for government intelligence, I can't give context) where the interviewer just says "i'll know if you lie". For the average person this is enough to make them flustered if asked an awkward question.
https://www.reuters.com/article/us-usa-trump-clearances/whis...
And basically everyone with the SCI designation could get a call to get a poly anytime, but I've never had one and know people who've had their clearances for years without getting that call (and I know a couple people who had them before the government finished that person's background investigation, so go figure). Some agencies care quite a bit, others not at all.
My boss told me, "just assume they know the answer to any question they ask and tell the truth, regardless of what it is."
https://krebsonsecurity.com/2016/09/congressional-report-sla...
https://en.wikipedia.org/wiki/Office_of_Personnel_Management...
That number is classified.
As of 2017, approximately 2.8 million people held TS[1]. A sizable percentage of those people are also probably TS//SCI.
Edit: Uncited, from Wikipedia:
> In general, military personnel and civilian employees (government and contractor) do not publish the individual compartments for which they are cleared. While this information is not classified, specific compartment listings may reveal sensitive information when correlated with an individual's résumé. Therefore, it is sufficient to declare that a candidate possesses a TS/SCI clearance with a polygraph.
[1]: https://about.clearancejobs.com/hubfs/Clearancejobs_Images_N...
Then you quote TS clearances. With a guess at how many have SCI access.
The amount of people who have TS/SCI clearances with a Full Scope Polygraph is classified.